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 | 28M | $1.1B | 18% | Mar 2026 |
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| Envestnet Asset Management | 14M | $536M | 21% | Mar 2026 |
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| Raymond James Financial | 7.3M | $294M | 4% | Dec 2025 |
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| Wells Fargo & Company | 6.9M | $264M | 30% | Mar 2026 |
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| Morgan Stanley | 6.6M | $252M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 6.3M | $243M | 6% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.1M | $247M | 28% | Dec 2025 |
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| Capital Research and Management Company - Division 3 | 6.0M | $232M | 0% | Mar 2026 |
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| Capital Group Private Client Services | 5.1M | $196M | 8% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 4.5M | $173M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 4.3M | $163M | 8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 3.1M | $120M | 13% | Mar 2026 |
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| Mml Investors Services | 3.0M | $114M | -14% | Mar 2026 |
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| Benjamin Edwards | 2.8M | $106M | 276% | Mar 2026 |
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| Royal Bank of Canada | 2.5M | $97M | 23% | Mar 2026 |
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| Sei Investments | 2.3M | $90M | 17% | Mar 2026 |
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| Merit Financial Group | 2.3M | $89M | 5% | Mar 2026 |
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| Advisor Group Holdings | 2.2M | $87M | 7% | Dec 2025 |
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| Private Advisor | 2.1M | $81M | 6% | Mar 2026 |
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| Captrust Financial Advisors | 1.8M | $71M | -2% | Dec 2025 |
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| UBS Group | 1.7M | $65M | 8% | Mar 2026 |
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| ValMark Advisers | 1.3M | $51M | 100% | Mar 2026 |
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| Assetmark | 1.3M | $51M | 13% | Mar 2026 |
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| Stifel Financial | 1.2M | $48M | 16% | Mar 2026 |
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| Baird Financial | 1.2M | $48M | 1% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 1.2M | $47M | 117% | Dec 2025 |
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| Goss Wealth Management | 1.1M | $44M | 10% | Mar 2026 |
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| Midwest Heritage Bank | 1.1M | $41M | 8% | Mar 2026 |
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| Kestra Advisory Services | 1.0M | $40M | 13% | Mar 2026 |
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| TCG Advisory Services | 1.0M | $40M | -10% | Mar 2026 |
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| Janney Montgomery Scott | 1.0M | $39M | 33% | Mar 2026 |
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| Souders Financial Advisors | 996k | $38M | 3% | Mar 2026 |
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| Bank of America Corporation | 978k | $38M | 100% | Mar 2026 |
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| Silver Oak Securities | 939k | $36M | 9% | Mar 2026 |
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| BIP Wealth | 690k | $27M | 5% | Mar 2026 |
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| Equitable Holdings | 663k | $27M | 240% | Mar 2026 |
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| Vestmark Advisory Solutions | 624k | $24M | 22% | Mar 2026 |
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| CWM | 602k | $24M | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 559k | $22M | 19% | Mar 2026 |
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| AA Financial Advisors | 536k | $21M | 26% | Mar 2026 |
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| EverSource Wealth Advisors | 496k | $19M | 7% | Mar 2026 |
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| Summit Investment Advisory Services | 482k | $19M | -34% | Mar 2026 |
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| Tudor Investment Corporation | 477k | $18M | 7653% | Mar 2026 |
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| CLS Investments | 465k | $18M | 5% | Mar 2026 |
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| Harbour Investments | 459k | $18M | -9% | Mar 2026 |
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| Beacon Pointe Advisors | 457k | $18M | 1% | Dec 2025 |
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| Forge Financial Services | 436k | $17M | -1% | Mar 2026 |
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| Summit Investment Advisors | 424k | $16M | -8% | Mar 2026 |
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| Ergawealth Advisors | 423k | $16M | 7% | Mar 2026 |
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| IFP Advisors | 423k | $16M | 3% | Mar 2026 |
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| Independent Advisor Alliance | 416k | $16M | 100% | Mar 2026 |
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| Stephens | 395k | $15M | 44% | Mar 2026 |
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| Burford Brothers | 366k | $14M | 3% | Mar 2026 |
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| Entruity Wealth | 346k | $13M | 5% | Mar 2026 |
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| Principal Securities | 335k | $13M | 15% | Mar 2026 |
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| J. Derek Lewis & Associates | 333k | $13M | 22% | Mar 2026 |
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| Strategic Blueprint | 332k | $13M | 5% | Mar 2026 |
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| Bridgewealth Advisory Group | 330k | $13M | 12% | Dec 2025 |
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| Mutual Advisors | 317k | $12M | 42% | Mar 2026 |
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| Branch Banking & Trust Company | 312k | $12M | 18% | Mar 2026 |
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| Vigil Wealth Management | 305k | $12M | 100% | Mar 2026 |
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| Natixis Asset Management Advisors | 299k | $12M | 29% | Mar 2026 |
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| Apollon Wealth Management | 296k | $11M | 30% | Mar 2026 |
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| Michael Brady & Co | 294k | $11M | 1% | Mar 2026 |
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| Kingswood Wealth Advisors | 287k | $11M | 1% | Mar 2026 |
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| Sagespring Wealth Partners | 280k | $11M | 32% | Mar 2026 |
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| Challenger Wealth Management | 265k | $10M | -1% | Mar 2026 |
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| Essex Financial Services | 255k | $9.8M | 2% | Mar 2026 |
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| D. J. St. Germain | 248k | $9.5M | -3% | Mar 2026 |
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| Guided Capital Wealth Management | 243k | $9.3M | 0% | Mar 2026 |
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| Smartleaf Asset Management | 230k | $8.6M | 9% | Mar 2026 |
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| Cary Street Partners Financial | 225k | $8.6M | -11% | Mar 2026 |
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| Sunbelt Securities | 218k | $8.4M | -1% | Mar 2026 |
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| Founders Financial Securities | 216k | $8.7M | 20% | Mar 2026 |
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| Envestnet Portfolio Solutions | 213k | $8.2M | -2% | Mar 2026 |
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| Gateway Wealth Partners | 212k | $8.1M | 363% | Mar 2026 |
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| Cannon Wealth Management Services | 194k | $7.5M | 3% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 194k | $7.5M | 1% | Mar 2026 |
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| Cullen Frost Bankers | 192k | $7.4M | 35% | Mar 2026 |
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| Great Valley Advisor Group | 191k | $7.3M | -13% | Mar 2026 |
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| HighTower Advisors | 191k | $7.3M | -2% | Mar 2026 |
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| Beto Financial Group | 179k | $7.7M | 602% | Mar 2026 |
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| Integrated Wealth Concepts | 179k | $6.9M | 11% | Mar 2026 |
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| Compton Financial Group | 178k | $6.8M | 2457% | Mar 2026 |
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| William Blair $ Company | 169k | $6.5M | 2% | Mar 2026 |
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| Sovran Advisors | 169k | $7.2M | 12% | Mar 2026 |
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| Thoroughbred Financial Services | 168k | $6.5M | 14% | Mar 2026 |
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| Geneos Wealth Management | 162k | $6.2M | 11% | Mar 2026 |
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| Aspire Growth Partners | 162k | $6.2M | 15% | Mar 2026 |
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| Creative Financial Designs | 160k | $6.2M | 4% | Mar 2026 |
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| Clear Creek Financial Management | 158k | $6.1M | 22% | Mar 2026 |
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| Wealthcare Advisory Partners | 155k | $6.0M | -2% | Mar 2026 |
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| Western Wealth Management | 155k | $6.0M | 23% | Mar 2026 |
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| Centaurus Financial | 151k | $5.8M | 3% | Mar 2026 |
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| AI Financial Services | 144k | $5.5M | 12% | Mar 2026 |
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| PFG Advisors | 139k | $5.4M | 3% | Mar 2026 |
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| Sanctuary Advisors | 139k | $5.3M | 20% | Mar 2026 |
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| BNB Wealth Management | 136k | $5.2M | 100% | Mar 2026 |
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| Transcendent Capital Group | 132k | $5.1M | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 131k | $5.0M | -34% | Mar 2026 |
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| Kingsview Wealth Management | 130k | $5.0M | 18% | Mar 2026 |
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| Park Avenue Securities | 129k | $4.9M | 13% | Mar 2026 |
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| Cushing Capital Partners | 124k | $4.8M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 122k | $4.7M | 100% | Mar 2026 |
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| Smith, Moore & Co. | 121k | $4.7M | -2% | Mar 2026 |
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| Evergreen Wealth Solutions | 121k | $4.6M | 315% | Mar 2026 |
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| Berger Financial Group | 121k | $4.6M | 0% | Mar 2026 |
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| Perennial Investment Advisors | 118k | $4.5M | 3% | Mar 2026 |
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| Advisory Services Network | 114k | $4.6M | -12% | Dec 2025 |
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| Dynamic Advisors Solutions | 111k | $4.3M | 2% | Mar 2026 |
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| Prospera Financial Services | 110k | $4.2M | 13% | Mar 2026 |
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| Continuum Advisory | 109k | $4.2M | -5% | Mar 2026 |
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| G&S Capital | 109k | $4.2M | 4% | Mar 2026 |
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| Worthington Financial Partners | 108k | $4.2M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 108k | $4.2M | 45% | Mar 2026 |
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| Seamount Financial Group | 107k | $4.1M | 13% | Mar 2026 |
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| Sittner & Nelson | 100k | $3.8M | 4% | Mar 2026 |
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| Boyer Financial Services | 99k | $3.8M | 6% | Mar 2026 |
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| Pensionmark Financial Group | 99k | $3.8M | 14% | Mar 2026 |
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| Bleakley Financial Group | 99k | $3.8M | 14% | Mar 2026 |
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| Koshinski Asset Management | 97k | $3.7M | 12% | Mar 2026 |
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| Barnes Pettey Financial Advisors | 97k | $3.7M | 1% | Mar 2026 |
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| Venture Visionary Partners | 96k | $3.7M | 7% | Mar 2026 |
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| Advyzon Investment Management | 94k | $3.6M | 19% | Mar 2026 |
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| Independent Financial Group | 94k | $3.6M | 15% | Mar 2026 |
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| Capital Management Associates | 94k | $3.6M | 0% | Mar 2026 |
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| Global Retirement Partners | 91k | $3.7M | 52% | Dec 2025 |
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| Endeavor Private Wealth | 89k | $3.4M | -30% | Mar 2026 |
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| J.w. Cole Advisors | 87k | $3.3M | 7% | Mar 2026 |
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| True Blue Financial | 86k | $3.3M | 100% | Mar 2026 |
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| Jane Street | 85k | $3.3M | -38% | Mar 2026 |
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| Signature Resources Capital Management | 84k | $3.2M | 14% | Mar 2026 |
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| Kestra Private Wealth Services | 83k | $3.2M | 103% | Mar 2026 |
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| Steward Partners Investment Advisory | 82k | $3.1M | 22% | Mar 2026 |
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| M.e. Allison & Co | 81k | $3.1M | 1% | Mar 2026 |
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| WJ Wealth Management | 81k | $3.1M | 100% | Mar 2026 |
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| Stratos Wealth Partners | 80k | $3.1M | 13% | Mar 2026 |
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| Keystone Financial Group | 78k | $3.0M | 27% | Mar 2026 |
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| Farther Finance Advisors | 76k | $2.9M | 14% | Mar 2026 |
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| Signature Estate and Investment Advisors | 75k | $2.9M | 0% | Mar 2026 |
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| Atria Investments | 74k | $2.8M | 51% | Mar 2026 |
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| Gts Securities | 71k | $2.8M | -14% | Dec 2025 |
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| Integrity Advisory Solutions | 70k | $2.7M | 11% | Mar 2026 |
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| Advisortrust Partners | 70k | $2.7M | -4% | Mar 2026 |
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| LongView Wealth Management | 70k | $2.9M | -3% | Mar 2026 |
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| Investment Advisory Services | 69k | $2.7M | 6% | Mar 2026 |
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| Latitude Advisors | 69k | $2.7M | 13% | Mar 2026 |
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| Olistico Wealth | 68k | $2.6M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 66k | $2.5M | 1% | Mar 2026 |
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| Rsm Us Wealth Management | 66k | $2.5M | 0% | Mar 2026 |
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| Merited Wealth | 65k | $2.5M | -4% | Mar 2026 |
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| Affiance Financial | 57k | $2.2M | -37% | Mar 2026 |
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| Renaissance Technologies | 47k | $1.9M | -41% | Dec 2025 |
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| Investment Planning Advisors | 37k | $1.4M | -90% | Mar 2026 |
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| VestGen Advisors | 35k | $1.5M | -49% | Mar 2026 |
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| Flow Traders US | 8.1k | $310k | -92% | Mar 2026 |
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Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 700k | $29M |
| Jpmorgan Chase & Co | Sep 2025 | 287k | $11M |
| Susquehanna International | Sep 2025 | 195k | $7.7M |
| Old Mission Capital | Sep 2025 | 181k | $7.1M |
| TrueWealth Financial Partners | Dec 2025 | 72k | $2.9M |