Home › CGUS

Who holds CGUS

CAPITAL GROUP CORE EQUITY ET · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC32.3M$1.4B0.3%
ENVESTNET ASSET MANAGEMENT INC14.1M$626.3M0.1%
JONES FINANCIAL COMPANIES LLLP12.8M$555.7M0.2%
RAYMOND JAMES FINANCIAL INC9.9M$439.2M0.1%
WELLS FARGO & COMPANY/MN7.7M$343.6M0.1%
MORGAN STANLEY6.7M$298.7M0.0%
Cetera Investment Advisers6.4M$284.2M0.3%
Capital International Investors6.1M$269.8M0.1%
Capital Group Private Client Services, Inc.5.3M$233.6M3.3%
COMMONWEALTH EQUITY SERVICES, LLC4.4M$197.8M0.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.2M$188.3M0.1%
MML INVESTORS SERVICES, LLC3.7M$162.8M0.3%
Cambridge Investment Research Advisors, Inc.3.3M$144.9M0.3%
BENJAMIN EDWARDS INC2.8M$126.2M1.2%
ROYAL BANK OF CANADA2.6M$117.5M0.0%
SEI INVESTMENTS CO2.6M$115.3M0.1%
OSAIC HOLDINGS, INC.2.5M$113.2M0.1%
Private Advisor Group, LLC2.4M$104.7M0.5%
Merit Financial Group, LLC2.3M$100.9M0.6%
CAPTRUST FINANCIAL ADVISORS1.8M$78.7M0.1%
UBS Group AG1.7M$77.6M0.0%
Kestra Advisory Services, LLC1.6M$71.2M0.2%
BANK OF AMERICA CORP /DE/1.5M$64.8M0.0%
STIFEL FINANCIAL CORP1.4M$63.5M0.1%
Valmark Advisers, Inc.1.4M$60.9M0.6%
ASSETMARK, INC1.4M$60.5M0.1%
Baird Financial Group, Inc.1.3M$59.8M0.1%
&PARTNERS1.2M$54.2M0.2%
NewEdge Advisors, LLC1.2M$53.2M0.2%
Midwest Heritage Bank, FSB1.1M$48.1M13.6%
Janney Montgomery Scott LLC1.1M$47.7M0.1%
Souders Financial Advisors1.1M$46.9M4.7%
SILVER OAK SECURITIES, INCORPORATED990.9K$44.1M2.7%
HUB Investment Partners, LLC835.9K$37.2M0.7%
Equitable Holdings, Inc.681.3K$30.3M0.2%
BIP Wealth, LLC677.5K$30.1M0.9%
HighPoint Advisor Group LLC662.5K$29.5M1.0%
Vestmark Advisory Solutions, Inc.633.5K$28.2M0.3%
AA Financial Advisors, LLC597.8K$26.6M3.2%
D.A. DAVIDSON & CO.581.6K$25.9M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC554.5K$24.8M0.0%
EverSource Wealth Advisors, LLC521.1K$23.2M0.8%
Summit Investment Advisory Services, LLC503.0K$22.4M5.6%
Orion Porfolio Solutions, LLC482.1K$21.4M0.2%
HARBOUR INVESTMENTS, INC.480.6K$21.4M0.3%
Beacon Pointe Advisors, LLC474.9K$21.1M0.1%
IFP Advisors, Inc439.0K$19.5M0.4%
Ameritas Investment Partners, Inc.434.2K$19.3M0.5%
Forge Financial Services LLC432.5K$19.2M1.7%
Ergawealth Advisors, Inc.431.5K$19.2M7.5%
JPMORGAN CHASE & CO421.3K$18.7M0.0%
STEPHENS INC /AR/416.5K$18.5M0.2%
J. Derek Lewis & Associates Inc.415.3K$18.5M3.5%
BETO FINANCIAL GROUP, LLC414.6K$18.2M9.6%
NATIXIS ADVISORS, LLC389.9K$17.3M0.0%
PRINCIPAL SECURITIES, INC.376.0K$16.7M0.2%
Burford Brothers, Inc.370.1K$16.5M6.0%
Bridgewealth Advisory Group, LLC356.4K$15.9M3.0%
Mutual Advisors, LLC353.0K$15.7M0.3%
TRUIST FINANCIAL CORP346.8K$15.4M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}