DaveManuel.com · Institutional Ownership · Who Owns It
CAPITAL GROUP CORE EQUITY ET (CGUS)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
445
Reporting holders
$8.3B
Reported value
0.0%
Calls
0.0%
Puts
+32
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.4B | 32,330,461 | 0.32% | 17q | +15.2%+$190.2M |
| ENVESTNET ASSET MANAGEMENT INC | $626.3M | 14,081,012 | 0.15% | 17q | +1.0%+$6.0M |
| JONES FINANCIAL COMPANIES LLLP | $555.7M | 12,776,470 | 0.22% | 12q | +63.8%+$216.4M |
| RAYMOND JAMES FINANCIAL INC | $439.2M | 9,873,183 | 0.12% | 7q | +12.1%+$47.6M |
| WELLS FARGO & COMPANY/MN | $343.6M | 7,724,623 | 0.06% | 15q | +12.3%+$37.6M |
| MORGAN STANLEY | $298.7M | 6,715,988 | 0.02% | 15q | +2.5%+$7.2M |
| Cambridge Investment Research Advisors, Inc. | $289.9M | 6,516,738 | 0.33% | 18q | +108.5%+$150.8M |
| Cetera Investment Advisers | $284.2M | 6,388,312 | 0.26% | 16q | +1.2%+$3.3M |
| Capital International Investors | $269.8M | 6,064,640 | 0.06% | 18q | HELD |
| Capital Group Private Client Services, Inc. | $233.6M | 5,251,530 | 3.29% | 18q | +3.0%+$6.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $197.8M | 4,446,114 | 0.25% | 18q | +4.5%+$8.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $188.3M | 4,232,575 | 0.10% | 17q | -6.2%-$12.5M |
| MML INVESTORS SERVICES, LLC | $162.8M | 3,659,190 | 0.33% | 18q | +23.6%+$31.1M |
| BENJAMIN EDWARDS INC | $126.2M | 2,837,703 | 1.15% | 8q | +3.0%+$3.7M |
| ROYAL BANK OF CANADA | $117.5M | 2,641,914 | 0.02% | 18q | +5.2%+$5.9M |
| SEI INVESTMENTS CO | $115.3M | 2,592,701 | 0.10% | 9q | +10.5%+$10.9M |
| OSAIC HOLDINGS, INC. | $113.2M | 2,545,562 | 0.13% | 18q | +20.9%+$19.6M |
| Private Advisor Group, LLC | $104.7M | 2,352,921 | 0.48% | 17q | +11.1%+$10.5M |
| Merit Financial Group, LLC | $100.9M | 2,268,466 | 0.62% | 13q | -1.7%-$1.7M |
| CAPTRUST FINANCIAL ADVISORS | $78.7M | 1,769,882 | 0.12% | 13q | -1.2%-$932.1K |
| UBS Group AG | $77.6M | 1,744,803 | 0.01% | 17q | +2.9%+$2.2M |
| Kestra Advisory Services, LLC | $71.2M | 1,601,400 | 0.23% | 17q | +55.5%+$25.4M |
| BANK OF AMERICA CORP /DE/ | $64.8M | 1,456,681 | 0.00% | 10q | +48.9%+$21.3M |
| STIFEL FINANCIAL CORP | $63.5M | 1,427,183 | 0.05% | 17q | +15.5%+$8.5M |
| Valmark Advisers, Inc. | $60.9M | 1,369,821 | 0.65% | 15q | +2.8%+$1.6M |
| ASSETMARK, INC | $60.5M | 1,360,356 | 0.10% | 12q | +2.8%+$1.7M |
| Baird Financial Group, Inc. | $59.8M | 1,343,454 | 0.08% | 15q | +4.9%+$2.8M |
| &PARTNERS | $54.2M | 1,217,530 | 0.22% | 17q | -4.8%-$2.8M |
| NewEdge Advisors, LLC | $53.2M | 1,196,622 | 0.16% | 16q | +5.4%+$2.7M |
| Midwest Heritage Bank, FSB | $48.1M | 1,081,516 | 13.64% | 17q | +2.7%+$1.3M |
| Janney Montgomery Scott LLC | $47.7M | 1,072,556 | 0.09% | 8q | +5.9%+$2.7M |
| Souders Financial Advisors | $46.9M | 1,053,533 | 4.71% | 16q | +5.8%+$2.6M |
| SILVER OAK SECURITIES, INCORPORATED | $44.1M | 990,870 | 2.68% | 3q | +5.5%+$2.3M |
| James T. Borello RIA | $42.7M | 960,968 | 9.23% | 11q | +4.6%+$1.9M |
| HUB Investment Partners, LLC | $37.2M | 835,860 | 0.67% | 11q | -18.8%-$8.6M |
| Equitable Holdings, Inc. | $30.3M | 681,339 | 0.18% | 10q | +2.7%+$800.9K |
| BIP Wealth, LLC | $30.1M | 677,471 | 0.86% | 4q | -1.9%-$575.5K |
| HighPoint Advisor Group LLC | $29.5M | 662,501 | 1.04% | 3q | +10.7%+$2.8M |
| Vestmark Advisory Solutions, Inc. | $28.2M | 633,537 | 0.26% | 12q | +1.6%+$432.7K |
| AA Financial Advisors, LLC | $26.6M | 597,760 | 3.20% | 11q | +11.5%+$2.7M |
| D.A. DAVIDSON & CO. | $25.9M | 581,586 | 0.14% | 17q | +4.0%+$999.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.8M | 554,543 | 0.04% | 12q | +6.0%+$1.4M |
| EverSource Wealth Advisors, LLC | $23.2M | 521,110 | 0.78% | 16q | +5.1%+$1.1M |
| Summit Investment Advisory Services, LLC | $22.4M | 502,993 | 5.61% | 8q | +4.3%+$916.8K |
| Orion Porfolio Solutions, LLC | $21.4M | 482,137 | 0.16% | 12q | +3.7%+$759.0K |
| HARBOUR INVESTMENTS, INC. | $21.4M | 480,619 | 0.29% | 17q | +4.7%+$965.6K |
| Beacon Pointe Advisors, LLC | $21.1M | 474,889 | 0.10% | 5q | -1.0%-$213.0K |
| IFP Advisors, Inc | $19.5M | 439,025 | 0.35% | 18q | +3.8%+$720.9K |
| Ameritas Investment Partners, Inc. | $19.3M | 434,166 | 0.51% | 4q | +2.4%+$444.2K |
| Forge Financial Services LLC | $19.2M | 432,535 | 1.66% | 7q | -0.7%-$133.1K |
| Ergawealth Advisors, Inc. | $19.2M | 431,464 | 7.45% | 5q | +2.0%+$380.5K |
| JPMORGAN CHASE & CO | $18.7M | 421,337 | 0.00% | 9q | +2.4%+$445.8K |
| STEPHENS INC /AR/ | $18.5M | 416,532 | 0.21% | 6q | +5.5%+$972.9K |
| J. Derek Lewis & Associates Inc. | $18.5M | 415,308 | 3.49% | 3q | +24.7%+$3.7M |
| BETO FINANCIAL GROUP, LLC | $18.2M | 414,563 | 9.56% | 3q | +131.4%+$10.3M |
| NATIXIS ADVISORS, LLC | $17.3M | 389,880 | 0.02% | 11q | +30.4%+$4.0M |
| PRINCIPAL SECURITIES, INC. | $16.7M | 375,987 | 0.20% | 11q | +12.1%+$1.8M |
| Burford Brothers, Inc. | $16.5M | 370,125 | 6.04% | 11q | +1.3%+$206.9K |
| Bridgewealth Advisory Group, LLC | $15.9M | 356,375 | 2.99% | 12q | HELD |
| Mutual Advisors, LLC | $15.7M | 352,983 | 0.30% | 12q | +11.4%+$1.6M |
| TRUIST FINANCIAL CORP | $15.4M | 346,777 | 0.02% | 12q | +11.0%+$1.5M |
| Strategic Blueprint, LLC | $15.1M | 338,547 | 0.75% | 18q | +2.0%+$293.1K |
| Apollon Wealth Management, LLC | $13.8M | 310,853 | 0.17% | 5q | +5.2%+$683.5K |
| Vigil Wealth Management, LLC | $13.8M | 310,840 | 9.86% | 3q | +1.8%+$243.2K |
| Compton Financial Group, LLC | $13.7M | 309,038 | 2.65% | 3q | +74.1%+$5.9M |
| Essex Financial Services, Inc. | $13.5M | 302,902 | 0.67% | 17q | +18.6%+$2.1M |
| KINGSWOOD WEALTH ADVISORS, LLC | $12.4M | 279,381 | 0.50% | 9q | -2.7%-$345.5K |
| SAGESPRING WEALTH PARTNERS, LLC | $12.3M | 276,431 | 0.19% | 7q | -1.3%-$162.8K |
| Michael Brady & Co., LLC | $11.7M | 263,264 | 10.33% | 3q | -10.5%-$1.4M |
| Challenger Wealth Management | $11.4M | 256,771 | 8.41% | 7q | -3.0%-$347.7K |
| ST GERMAIN D J CO INC | $11.3M | 254,286 | 0.41% | 14q | +2.7%+$293.3K |
| Guided Capital Wealth Management, LLC | $11.0M | 247,559 | 6.44% | 3q | +1.7%+$187.9K |
| Per Stirling Capital Management, LLC. | $10.5M | 236,010 | 1.00% | 3q | +1084.1%+$9.6M |
| Smartleaf Asset Management LLC | $10.2M | 230,295 | 0.33% | 8q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $10.1M | 226,353 | 0.22% | 7q | +0.7%+$67.9K |
| Envestnet Portfolio Solutions, Inc. | $9.8M | 219,232 | 0.05% | 12q | +3.0%+$287.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | $9.6M | 215,733 | 0.49% | 17q | HELD |
| Cannon Wealth Management Services, LLC | $9.6M | 215,270 | 5.24% | 8q | +10.8%+$935.9K |
| Entruity Wealth, LLC | $9.1M | 204,388 | 5.88% | 7q | -41.0%-$6.3M |
| Integrated Wealth Concepts LLC | $8.9M | 200,160 | 0.06% | 11q | +12.1%+$958.0K |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.9M | 199,779 | 0.14% | 11q | +4.8%+$408.7K |
| Gerber Kawasaki Wealth & Investment Management | $8.7M | 194,825 | 0.23% | 15q | HELD |
| BLAIR WILLIAM & CO/IL | $8.6M | 192,751 | 0.02% | 11q | +13.8%+$1.0M |
| Geneos Wealth Management Inc. | $8.5M | 191,173 | 0.17% | 9q | +17.7%+$1.3M |
| HighTower Advisors, LLC | $8.3M | 186,377 | 0.01% | 11q | -2.2%-$183.8K |
| Cullen/Frost Bankers, Inc. | $8.0M | 180,151 | 0.08% | 9q | -6.1%-$517.2K |
| Aspire Growth Partners LLC | $7.7M | 173,785 | 4.49% | 7q | +7.5%+$542.0K |
| KINTRA WEALTH, LLC | $7.7M | 165,575 | 0.40% | 5q | +36.9%+$2.1M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $7.7M | 172,197 | 0.37% | 7q | +2.3%+$174.4K |
| Sovran Advisors, LLC | $7.5M | 169,831 | 0.56% | 7q | +0.6%+$44.8K |
| CENTAURUS FINANCIAL, INC. | $7.4M | 165,759 | 0.28% | 7q | +10.1%+$676.7K |
| Clear Creek Financial Management, LLC | $7.3M | 165,195 | 0.47% | 10q | +4.8%+$338.8K |
| PARK AVENUE SECURITIES LLC | $7.3M | 164,708 | 0.05% | 12q | +28.2%+$1.6M |
| Advisory Services Network, LLC | $7.0M | 157,710 | 0.08% | 17q | +34.5%+$1.8M |
| PFG Advisors | $6.7M | 150,541 | 0.34% | 10q | +8.0%+$496.3K |
| A&I FINANCIAL SERVICES, LLC | $6.5M | 146,508 | 2.84% | 7q | +1.7%+$111.2K |
| Sanctuary Advisors, LLC | $6.5M | 145,244 | 0.03% | 9q | +4.4%+$272.2K |
| Wealthcare Advisory Partners LLC | $6.2M | 138,584 | 0.12% | 14q | -10.6%-$733.3K |
| IFG Advisory, LLC | $6.0M | 134,061 | 0.21% | new | NEW |
| BNB Wealth Management, LLC | $5.9M | 131,984 | 3.21% | 3q | -3.0%-$182.1K |
Showing the largest 100 of 445 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 192 | $756.3M | 16,989,613 | 13 | 83 | 51 | 0.0% |
| Q2 2026 | 445 | $8.3B | 187,179,925 | 52 | 209 | 103 | 0.0% |
| Q1 2026 | 413 | $6.5B | 168,182,562 | 36 | 225 | 82 | 0.0% |
| Q4 2025 | 399 | $6.0B | 147,934,125 | 42 | 219 | 62 | 0.0% |
| Q3 2025 | 350 | $5.2B | 131,948,299 | 34 | 198 | 60 | 0.0% |
| Q2 2025 | 337 | $4.1B | 111,190,180 | 31 | 186 | 68 | 0.0% |
| Q1 2025 | 322 | $3.3B | 98,962,771 | 32 | 186 | 54 | 0.0% |
| Q4 2024 | 307 | $2.9B | 82,895,483 | 30 | 163 | 37 | 0.0% |
| Q3 2024 | 262 | $2.4B | 69,402,823 | 30 | 150 | 40 | 0.0% |
| Q2 2024 | 247 | $1.9B | 59,694,344 | 46 | 134 | 35 | 0.0% |
| Q1 2024 | 206 | $1.6B | 50,376,716 | 33 | 116 | 30 | 0.0% |
| Q4 2023 | 185 | $1.2B | 40,711,334 | 32 | 100 | 21 | 0.0% |
| Q3 2023 | 149 | $799.1M | 31,814,186 | 30 | 82 | 14 | 0.0% |
| Q2 2023 | 118 | $579.5M | 22,564,192 | 13 | 66 | 23 | 0.0% |
| Q1 2023 | 107 | $421.1M | 17,773,683 | 19 | 61 | 15 | 0.0% |
| Q4 2022 | 92 | $308.5M | 13,731,788 | 30 | 45 | 8 | 0.0% |
| Q3 2022 | 64 | $441.1M | 21,643,196 | 18 | 32 | 5 | 0.0% |
| Q2 2022 | 56 | $398.7M | 18,351,688 | 40 | 13 | 2 | 0.0% |
| Q1 2022 | 18 | $54.3M | 2,107,826 | 17 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $435.5K | 10,826 | 0 | 0 | 0 | 0.0% |