Who owns Capital Group Core Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGUS from SEC Form 13F filings across 443 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 443 institutions disclosed 182.9M shares of Capital Group Core Equity ETF worth $8.12B — about 73.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
443
13F holders
$8.12B
value, 2026 filers
73.5%
of shares outstanding (182.9M sh)
61
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 32.3M | $1.44B | 0.3% | 13% | +15.2% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 14.1M | $626.3M | 0.1% | 5.7% | +1.0% |
| 3 | JONES FINANCIAL COMPANIES LLLP | 12.8M | $555.7M | 0.2% | 5.1% | +63.8% |
| 4 | RAYMOND JAMES FINANCIAL INC | 9.9M | $439.2M | 0.1% | 4% | +12.1% |
| 5 | WELLS FARGO & COMPANY/MN | 7.7M | $343.6M | 0.1% | 3.1% | +12.3% |
| 6 | MORGAN STANLEY | 6.7M | $298.7M | 0.0% | 2.7% | +2.5% |
| 7 | Cetera Investment Advisers | 6.4M | $284.2M | 0.3% | 2.6% | +1.2% |
| 8 | Capital International Investors | 6.1M | $269.8M | 0.1% | 2.4% | +0.2% |
| 9 | Capital Group Private Client Services, Inc. | 5.3M | $233.6M | 3.3% | 2.1% | +3.0% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 4.4M | $197.8M | 0.2% | 1.8% | +4.5% |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.2M | $188.3M | 0.1% | 1.7% | -6.2% |
| 12 | MML INVESTORS SERVICES, LLC | 3.7M | $162.8M | 0.3% | 1.5% | +23.6% |
| 13 | Cambridge Investment Research Advisors, Inc. | 3.3M | $144.9M | 0.3% | 1.3% | +4.2% |
| 14 | BENJAMIN EDWARDS INC | 2.8M | $126.2M | 1.2% | 1.1% | +3.0% |
| 15 | ROYAL BANK OF CANADA | 2.6M | $117.5M | 0.0% | 1.1% | +5.2% |
| 16 | SEI INVESTMENTS CO | 2.6M | $115.3M | 0.1% | 1% | +10.5% |
| 17 | OSAIC HOLDINGS, INC. | 2.5M | $113.2M | 0.1% | 1% | +20.9% |
| 18 | Private Advisor Group, LLC | 2.4M | $104.7M | 0.5% | 0.9% | +11.1% |
| 19 | Merit Financial Group, LLC | 2.3M | $100.9M | 0.6% | 0.9% | -1.7% |
| 20 | CAPTRUST FINANCIAL ADVISORS | 1.8M | $78.7M | 0.1% | 0.7% | -1.2% |
| 21 | UBS Group AG | 1.7M | $77.6M | 0.0% | 0.7% | +2.9% |
| 22 | Kestra Advisory Services, LLC | 1.6M | $71.2M | 0.2% | 0.6% | +55.5% |
| 23 | BANK OF AMERICA CORP /DE/ | 1.5M | $64.8M | 0.0% | 0.6% | +48.9% |
| 24 | STIFEL FINANCIAL CORP | 1.4M | $63.5M | 0.1% | 0.6% | +15.5% |
| 25 | Valmark Advisers, Inc. | 1.4M | $60.9M | 0.6% | 0.6% | +2.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.