Who owns CAPITAL GROUP CORE EQUITY ET?
- Ticker: CGUS
- CUSIP Number: 14020v108
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Core Equity Et with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Equity Et stock
Who bought or sold CAPITAL GROUP CORE EQUITY ET this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 15M | $496M | 61% | Mar 2025 |
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| Envestnet Asset Management | 9.1M | $304M | 16% | Mar 2025 |
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| Raymond James Financial | 5.2M | $174M | 8% | Mar 2025 |
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| Capital Group Private Client Services | 4.3M | $143M | 8% | Mar 2025 |
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| Morgan Stanley | 4.0M | $140M | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 3.2M | $113M | 29% | Dec 2024 |
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| Cetera Investment Advisers | 3.1M | $107M | 15% | Dec 2024 |
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| Wells Fargo & Company | 2.9M | $98M | 11% | Mar 2025 |
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| Commonwealth Equity Services | 2.7M | $96M | 17% | Dec 2024 |
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| Jones Financial Companies, L.L | 2.6M | $88M | 50% | Mar 2025 |
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| Cambridge Investment Research Advisors | 2.3M | $76M | 13% | Mar 2025 |
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| Mml Investors Services | 2.1M | $73M | 23% | Dec 2024 |
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| Royal Bank of Canada | 2.0M | $66M | 16% | Mar 2025 |
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| Captrust Financial Advisors | 1.7M | $57M | 7% | Mar 2025 |
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| Advisor Group Holdings | 1.5M | $51M | 7% | Mar 2025 |
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| Private Advisor | 1.2M | $39M | -42% | Mar 2025 |
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| Baird Financial | 997k | $35M | 4% | Dec 2024 |
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| Kestra Advisory Services | 964k | $34M | -9% | Dec 2024 |
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| Midwest Heritage Bank | 949k | $32M | 13% | Mar 2025 |
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| Stifel Financial | 923k | $32M | 8% | Dec 2024 |
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| Goss Wealth Management | 910k | $32M | 17% | Dec 2024 |
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| UBS Group | 895k | $30M | 11% | Mar 2025 |
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| Souders Financial Advisors | 881k | $29M | 8% | Mar 2025 |
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| Sei Investments | 879k | $31M | 7% | Dec 2024 |
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| Assetmark | 763k | $27M | 2% | Dec 2024 |
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| TCG Advisory Services | 710k | $25M | 6% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 681k | $23M | 11% | Mar 2025 |
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| Investment Planning Advisors | 652k | $22M | 26% | Mar 2025 |
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| Summit Investment Advisory Services | 634k | $21M | 0% | Mar 2025 |
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| Strategic Blueprint | 596k | $20M | 16% | Mar 2025 |
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| CWM | 560k | $19M | 53% | Mar 2025 |
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| Affiance Financial | 491k | $16M | 100% | Mar 2025 |
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| Advisory Services Network | 478k | $17M | 15% | Dec 2024 |
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| Janney Montgomery Scott | 444k | $15M | 16% | Mar 2025 |
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| D.A. Davidson & Co. | 435k | $15M | 0% | Mar 2025 |
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| Harbour Investments | 410k | $14M | -6% | Mar 2025 |
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| AA Financial Advisors | 383k | $13M | 21% | Mar 2025 |
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| Vestmark Advisory Solutions | 380k | $13M | 8% | Dec 2024 |
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| ValMark Advisers | 377k | $13M | 37% | Mar 2025 |
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| Benjamin Edwards | 369k | $12M | 18% | Mar 2025 |
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| Forge Financial Services | 362k | $12M | 6% | Mar 2025 |
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| Atria Wealth Solutions | 360k | $12M | 4% | Mar 2025 |
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| Orion Portfolio Solutions | 357k | $13M | 8% | Dec 2024 |
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| IFP Advisors | 344k | $12M | 10927% | Mar 2025 |
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| Burford Brothers | 340k | $11M | 0% | Mar 2025 |
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| EverSource Wealth Advisors | 322k | $11M | 36% | Mar 2025 |
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| Envestnet Portfolio Solutions | 321k | $11M | -18% | Mar 2025 |
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| Entruity Wealth | 294k | $9.8M | 100% | Mar 2025 |
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| D. J. St. Germain | 293k | $9.8M | 5% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 282k | $9.9M | 14% | Dec 2024 |
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| Essex Financial Services | 268k | $8.9M | 13% | Mar 2025 |
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| Challenger Wealth Management | 253k | $8.4M | 100% | Mar 2025 |
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| Wealthcare Advisory Partners | 235k | $7.8M | 0% | Mar 2025 |
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| Sunbelt Securities | 233k | $7.8M | -3% | Mar 2025 |
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| Principal Securities | 219k | $7.7M | 0% | Mar 2025 |
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| Dynamic Advisors Solutions | 211k | $7.0M | 8% | Mar 2025 |
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| Cannon Wealth Management Services | 210k | $7.0M | 6% | Mar 2025 |
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| Creative Financial Designs | 207k | $6.9M | 14% | Mar 2025 |
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| Stephens | 204k | $6.8M | 100% | Mar 2025 |
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| Kingsview Wealth Management | 197k | $6.6M | 2612% | Mar 2025 |
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| Smith, Moore & Co. | 194k | $6.8M | -1% | Dec 2024 |
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| Bridgewealth Advisory Group | 186k | $6.2M | -27% | Mar 2025 |
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| Branch Banking & Trust Company | 172k | $5.7M | 22% | Mar 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 170k | $5.9M | 2% | Dec 2024 |
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| Nbc Securities | 163k | $5.4M | 109136% | Mar 2025 |
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| Great Valley Advisor Group | 157k | $5.2M | 69% | Mar 2025 |
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| William Blair $ Company | 156k | $5.2M | 5% | Mar 2025 |
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| Mutual Advisors | 146k | $4.8M | 836% | Mar 2025 |
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| Smartleaf Asset Management | 145k | $4.8M | 12% | Mar 2025 |
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| Jane Street | 143k | $4.8M | -52% | Mar 2025 |
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| Transcendent Capital Group | 138k | $4.6M | 7% | Mar 2025 |
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| Cushing Capital Partners | 133k | $4.5M | -6% | Mar 2025 |
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| Founders Financial Securities | 133k | $4.3M | 21% | Mar 2025 |
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| Bank of America Corporation | 129k | $4.5M | -89% | Dec 2024 |
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| Western Wealth Management | 127k | $4.2M | 62% | Mar 2025 |
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| Berger Financial Group | 124k | $4.1M | 14% | Mar 2025 |
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| Continuum Advisory | 121k | $4.0M | -3% | Mar 2025 |
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| Capital Management Associates | 118k | $4.0M | 133% | Mar 2025 |
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| Natixis Asset Management Advisors | 118k | $3.9M | 21% | Mar 2025 |
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| Clear Creek Financial Management | 111k | $3.7M | 13% | Mar 2025 |
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| Proequities | 109k | $3.9B | 2% | Dec 2024 |
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| Merit Financial Group | 105k | $3.5M | 35% | Mar 2025 |
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| HighTower Advisors | 103k | $3.6M | 9% | Dec 2024 |
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| Prospera Financial Services | 101k | $3.5M | 44% | Dec 2024 |
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| G&S Capital | 99k | $3.3M | 11% | Mar 2025 |
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| Park Avenue Securities | 99k | $3.3M | 13% | Mar 2025 |
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| Sovran Advisors | 98k | $3.1M | 20% | Mar 2025 |
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| Barnes Pettey Financial Advisors | 96k | $3.2M | -4% | Mar 2025 |
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| AI Financial Services | 92k | $3.1M | 43% | Mar 2025 |
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| Woodmont Investment Counsel | 92k | $3.1M | 20% | Mar 2025 |
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| H D Vest Advisory Services | 92k | $3.2M | 40% | Dec 2024 |
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| PFG Advisors | 91k | $3.2M | 14% | Dec 2024 |
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| Gts Securities | 90k | $3.0M | 100% | Mar 2025 |
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| Bleakley Financial Group | 90k | $3.0M | 10% | Mar 2025 |
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| Endeavor Private Wealth | 79k | $2.6M | 32% | Mar 2025 |
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| Seamount Financial Group | 77k | $2.6M | 10% | Mar 2025 |
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| Golden State Equity Partners | 72k | $2.4M | 554% | Mar 2025 |
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| Signature Estate and Investment Advisors | 70k | $2.3M | 0% | Mar 2025 |
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| Siligmueller & Norvid Wealth Advisors | 68k | $2.3M | 100% | Mar 2025 |
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| Rsm Us Wealth Management | 68k | $2.3M | -6% | Mar 2025 |
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| Olistico Wealth | 68k | $2.3M | 0% | Mar 2025 |
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| Sittner & Nelson | 66k | $2.3M | 52% | Dec 2024 |
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| Pensionmark Financial Group | 65k | $2.2M | 274% | Mar 2025 |
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| Kingswood Wealth Advisors | 64k | $2.1M | 1% | Mar 2025 |
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| Centaurus Financial | 63k | $2.2M | 100% | Dec 2024 |
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| Aptus Capital Advisors | 62k | $2.1M | 0% | Mar 2025 |
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| Lodestone Wealth Management | 60k | $2.0M | -1% | Mar 2025 |
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| Pines Wealth Management | 60k | $1.8M | 17% | Mar 2025 |
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| Ameriprise Financial | 59k | $2.0M | -60% | Mar 2025 |
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| Susquehanna International | 58k | $2.0M | 183% | Dec 2024 |
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| Integrated Wealth Concepts | 58k | $2.0M | 222% | Dec 2024 |
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| Cullen Frost Bankers | 57k | $1.9M | 49% | Mar 2025 |
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| Townsquare Capital | 55k | $1.9M | 8% | Mar 2025 |
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| M.e. Allison & Co | 54k | $1.8M | 4% | Mar 2025 |
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| Tempus Wealth Planning | 53k | $1.8M | 21% | Mar 2025 |
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| Norden Group | 53k | $1.8M | 7% | Mar 2025 |
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| Ashton Thomas Securities | 52k | $1.7M | 1% | Mar 2025 |
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| Kmg Fiduciary Partners | 51k | $1.7M | -3% | Mar 2025 |
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| Investment Advisory Services | 51k | $1.7M | 14% | Mar 2025 |
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| Gwn Securities | 48k | $1.6M | 145% | Mar 2025 |
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| BlackRock | 48k | $1.6M | 0% | Mar 2025 |
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| LongView Wealth Management | 48k | $1.6M | 15% | Mar 2025 |
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| Latitude Advisors | 47k | $1.6M | 39% | Mar 2025 |
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| Resources Investment Advisors | 47k | $1.6M | 0% | Mar 2025 |
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| Signature Resources Capital Management | 46k | $1.5M | 143% | Mar 2025 |
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| Koshinski Asset Management | 46k | $1.5M | 14% | Mar 2025 |
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| Mayflower Financial Advisors | 45k | $1.5M | 8% | Mar 2025 |
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| Citadel Advisors | 44k | $1.5M | 100% | Mar 2025 |
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| Trueblood Wealth Management | 44k | $1.5M | 56% | Mar 2025 |
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| Mariner Wealth Advisors | 43k | $1.4M | 139% | Mar 2025 |
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| WealthCare Investment Partners | 42k | $1.3M | 16% | Mar 2025 |
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| Ameritas Advisory Services | 42k | $1.4M | -36% | Mar 2025 |
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| Equitable Holdings | 40k | $1.4M | 23% | Dec 2024 |
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| Lantz Financial | 40k | $1.3M | 8% | Mar 2025 |
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| Concurrent Investment Advisors | 40k | $1.3M | 5% | Mar 2025 |
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| Sowell Financial Services | 40k | $1.3M | 2% | Mar 2025 |
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| Global Retirement Partners | 40k | $1.4M | 9% | Dec 2024 |
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| J.w. Cole Advisors | 40k | $1.3M | 416% | Mar 2025 |
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| Putnam Fl Investment Management | 40k | $1.3M | -3% | Mar 2025 |
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| First Heartland Consultants | 40k | $1.3M | 37% | Mar 2025 |
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| Perennial Investment Advisors | 37k | $1.3M | 100% | Dec 2024 |
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| CWS Financial Advisors | 36k | $1.3M | 21% | Dec 2024 |
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| Moloney Securities Asset Management | 36k | $1.2M | 16% | Mar 2025 |
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| Meridian Wealth Management | 35k | $1.2M | 0% | Mar 2025 |
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| Confluence Wealth Services | 34k | $1.1M | 111% | Mar 2025 |
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| Keystone Financial Group | 34k | $1.2M | 100% | Dec 2024 |
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| Advyzon Investment Management | 34k | $1.1M | 0% | Mar 2025 |
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| KPP Advisory Services | 34k | $1.1M | -18% | Mar 2025 |
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| Capital Research and Management Company - Division 3 | 33k | $1.1M | 0% | Mar 2025 |
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| Nations Financial Group | 33k | $1.1M | 7% | Dec 2024 |
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| Premier Path Wealth Partners | 33k | $1.1M | -5% | Mar 2025 |
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| FinDec Wealth Services | 24k | $803k | -87% | Mar 2025 |
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| WR Wealth Planners | 16k | $547k | -58% | Dec 2024 |
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Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cary Street Partner Investment Advisory | Sep 2024 | 249k | $8.5M |
| Independent Advisor Alliance | Dec 2024 | 240k | $8.4M |
| Sagespring Wealth Partners | Dec 2024 | 217k | $7.6M |
| Old Mission Capital | Sep 2024 | 140k | $4.8M |
| Renaissance Technologies | Dec 2024 | 67k | $2.3M |
| Armstrong, Fleming & Moore | Dec 2024 | 38k | $1.3M |