Capital Group Core Equity ET (CGUS): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CGUS for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 445

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$44.48

+15.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CGUS (all 13F filers)

LPL Financial32.3 MWealth adviser+4.3 M
Envestnet Asset Management14.1 MWealth adviser+134 K
Jones Financial Companies Lllp12.8 MWealth adviser+5.0 M
Raymond James Financial9.9 MWealth adviser+1.1 M
Wells Fargo7.7 MBank or trading desk+844 K
Morgan Stanley6.7 MBank or trading desk+163 K
Cetera Investment Advisers6.4 MWealth adviser+74 K
Capital International Investors6.1 MInvestment firm+15 K
Capital Group Private Client Services5.3 MWealth adviser+153 K
Commonwealth Equity Services4.4 MWealth adviser+193 K

Filer	Type
LPL Financial	Wealth adviser	32.3 M	+4.3 M	$1.4 bn
Envestnet Asset Management	Wealth adviser	14.1 M	+134 K	$626M
Jones Financial Companies Lllp	Wealth adviser	12.8 M	+5.0 M	$556M
Raymond James Financial	Wealth adviser	9.9 M	+1.1 M	$439M
Wells Fargo	Bank or trading desk	7.7 M	+844 K	$344M
Morgan Stanley	Bank or trading desk	6.7 M	+163 K	$299M
Cetera Investment Advisers	Wealth adviser	6.4 M	+74 K	$284M
Capital International Investors	Investment firm	6.1 M	+15 K	$270M
Capital Group Private Client Services	Wealth adviser	5.3 M	+153 K	$234M
Commonwealth Equity Services	Wealth adviser	4.4 M	+193 K	$198M

LPL Financial
Shares
32.3 M
Change
+4.3 M
See more
Type
Wealth adviser
Value
$1.4 bn
Envestnet Asset Management
Shares
14.1 M
Change
+134 K
See more
Type
Wealth adviser
Value
$626M
Jones Financial Companies Lllp
Shares
12.8 M
Change
+5.0 M
See more
Type
Wealth adviser
Value
$556M
Raymond James Financial
Shares
9.9 M
Change
+1.1 M
See more
Type
Wealth adviser
Value
$439M
Wells Fargo
Shares
7.7 M
Change
+844 K
See more
Type
Bank or trading desk
Value
$344M
Morgan Stanley
Shares
6.7 M
Change
+163 K
See more
Type
Bank or trading desk
Value
$299M
Cetera Investment Advisers
Shares
6.4 M
Change
+74 K
See more
Type
Wealth adviser
Value
$284M
Capital International Investors
Shares
6.1 M
Change
+15 K
See more
Type
Investment firm
Value
$270M
Capital Group Private Client Services
Shares
5.3 M
Change
+153 K
See more
Type
Wealth adviser
Value
$234M
Commonwealth Equity Services
Shares
4.4 M
Change
+193 K
See more
Type
Wealth adviser
Value
$198M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗