Vault-13

CAPITAL GROUP CORE EQUITY ET CGUS

SHS CREATION UNI · ETP · CUSIP 14020V108

443 institutional holders +32 vs Q1 2026
185,900,418185.9m shares reported held*
$8.3bnreported value*
51 new 230 added 112 reduced 18 sold out net bought ≈ $871.3m (+19.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($16.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.41.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 67Q4 22: 93Q1 23: 107Q2 23: 118Q3 23: 148Q4 23: 184Q1 24: 203Q2 24: 246Q3 24: 260Q4 24: 305Q1 25: 320Q2 25: 336Q3 25: 348Q4 25: 397Q1 26: 411Q2 26: 443443Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202267
Q4 202293
Q1 2023107
Q2 2023118
Q3 2023148
Q4 2023184
Q1 2024203
Q2 2024246
Q3 2024260
Q4 2024305
Q1 2025320
Q2 2025336
Q3 2025348
Q4 2025397
Q1 2026411
Q2 2026443

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 194 bought or addedQ3 24: 53 cut or sold outQ4 24: 207 bought or addedQ4 24: 53 cut or sold outQ4 24Q1 25: 224 bought or addedQ1 25: 74 cut or sold outQ2 25: 229 bought or addedQ2 25: 89 cut or sold outQ2 25Q3 25: 245 bought or addedQ3 25: 87 cut or sold outQ4 25: 275 bought or addedQ4 25: 82 cut or sold outQ4 25Q1 26: 265 bought or addedQ1 26: 110 cut or sold outQ2 26: 281 bought or addedQ2 26: 130 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202419453
Q4 202420753
Q1 202522474
Q2 202522989
Q3 202524587
Q4 202527582
Q1 2026265110
Q2 2026281130

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +4,975,144+5.0m
LPL Financial LLC Added +4,276,702+4.3m
Cambridge Investment Research Advisors, Inc. Added +3,390,710+3.4m
RAYMOND JAMES FINANCIAL INC Added +1,069,194+1.1m
WELLS FARGO & COMPANY/MN Added +844,431+844.4k
MML INVESTORS SERVICES, LLC Added +698,981+699.0k
Kestra Advisory Services, LLC Added +571,469+571.5k
BANK OF AMERICA CORP /DE/ Added +478,705+478.7k
OSAIC HOLDINGS, INC. Added +440,779+440.8k
SEI INVESTMENTS CO Added +245,851+245.9k

Biggest sellers

TUDOR INVESTMENT CORP ET AL Sold out -477,304-477.3k
Independent Advisor Alliance Sold out -416,283-416.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -280,605-280.6k
HUB Investment Partners, LLC Reduced -193,377-193.4k
Entruity Wealth, LLC Reduced -141,954-142.0k
Gateway Wealth Partners, LLC Reduced -87,667-87.7k
JANE STREET GROUP, LLC Sold out -84,842-84.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -69,832-69.8k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -69,435-69.4k
&PARTNERS Reduced -62,040-62.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.32% of their portfolio FORT MILL, SC 32,330,46132.3m $1.4bn $1.4bn 0.32% Added +4.3m +4,276,702
2 ENVESTNET ASSET MANAGEMENT INC 0.15% of their portfolio Berwyn, PA 14,081,01214.1m $626.3m $626.3m 0.15% Added +134.0k +134,002
3 JONES FINANCIAL COMPANIES LLLP 0.22% of their portfolio DES PERES, MO 12,776,47012.8m $555.7m $555.7m 0.22% Added +5.0m +4,975,144
4 RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio ST. PETERSBURG, FL 9,873,1839.9m $439.2m $439.2m 0.12% Added +1.1m +1,069,194
5 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 7,724,6237.7m $343.6m $343.6m 0.06% Added +844.4k +844,431
6 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,715,9886.7m $298.7m $298.7m 0.02% Added +162.9k +162,895
7 Cambridge Investment Research Advisors, Inc. 0.33% of their portfolio FAIRFIELD, IA 6,516,7386.5m $289.9m $289.9m 0.33% Added +3.4m +3,390,710
8 Cetera Investment Advisers 0.26% of their portfolio SCHAUMBURG, IL 6,388,3126.4m $284.2m $284.2m 0.26% Added +74.1k +74,055
9 Capital International Investors 0.06% of their portfolio Los Angeles, CA 6,064,6406.1m $269.8m $269.8m 0.06% Added +14.8k +14,788
10 Capital Group Private Client Services, Inc. 3.29% of their portfolio Los Angeles, CA 5,251,5305.3m $233.6m $233.6m 3.29% Added +153.1k +153,079
11 COMMONWEALTH EQUITY SERVICES, LLC 0.25% of their portfolio WALTHAM, MA 4,446,1144.4m $197.8m $197.8m 0.25% Added +193.2k +193,198
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 4,232,5754.2m $188.3m $188.3m 0.10% Reduced -280.6k -280,605
13 MML INVESTORS SERVICES, LLC 0.33% of their portfolio SPRINGFIELD, MA 3,659,1903.7m $162.8m $162.8m 0.33% Added +699.0k +698,981
14 BENJAMIN EDWARDS INC 1.15% of their portfolio Clayton, MO 2,837,7032.8m $126.2m $126.2m 1.15% Added +83.8k +83,754
15 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,641,9142.6m $117.5m $117.5m 0.02% Added +131.7k +131,725
16 SEI INVESTMENTS CO 0.10% of their portfolio OAKS, PA 2,592,7012.6m $115.3m $115.3m 0.10% Added +245.9k +245,851
17 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 2,545,5622.5m $113.2m $113.2m 0.13% Added +440.8k +440,779
18 Private Advisor Group, LLC 0.48% of their portfolio MORRISTOWN, NJ 2,352,9212.4m $104.7m $104.7m 0.48% Added +235.9k +235,948
19 Merit Financial Group, LLC 0.63% of their portfolio ALPHARETTA, GA 2,268,4662.3m $100.9m $100.9m 0.63% Reduced -38.7k -38,701
20 CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio RALEIGH, NC 1,769,8821.8m $78.7m $78.7m 0.12% Reduced -21.0k -20,956
21 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,744,8031.7m $77.6m $77.6m 0.01% Added +48.7k +48,676
22 Kestra Advisory Services, LLC 0.23% of their portfolio AUSTIN, TX 1,601,4001.6m $71.2m $71.2m 0.23% Added +571.5k +571,469
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,456,6811.5m $64.8m $64.8m 0.00% Added +478.7k +478,705
24 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 1,427,1831.4m $63.5m $63.5m 0.05% Added +191.6k +191,619
25 Valmark Advisers, Inc. 0.65% of their portfolio AKRON, OH 1,369,8211.4m $60.9m $60.9m 0.65% Added +36.7k +36,692
26 ASSETMARK, INC 0.10% of their portfolio CONCORD, CA 1,360,3561.4m $60.5m $60.5m 0.10% Added +37.1k +37,136
27 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 1,343,4541.3m $59.8m $59.8m 0.08% Added +62.3k +62,260
28 &PARTNERS 0.22% of their portfolio NASHVILLE, TN 1,217,5301.2m $54.2m $54.2m 0.22% Reduced -62.0k -62,040
29 NewEdge Advisors, LLC 0.16% of their portfolio NEW ORLEANS, LA 1,196,6221.2m $53.2m $53.2m 0.16% Added +61.2k +61,215
30 Midwest Heritage Bank, FSB 13.64% of their portfolio WEST DES MOINES, IA 1,081,5161.1m $48.1m $48.1m 13.64% Added +28.4k +28,425
31 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 1,072,5561.1m $47.7m $47.7m 0.09% Added +60.0k +59,958
32 Souders Financial Advisors 4.71% of their portfolio CINCINNATI, OH 1,053,5331.1m $46.9m $46.9m 4.71% Added +57.5k +57,476
33 SILVER OAK SECURITIES, INCORPORATED 2.68% of their portfolio JACKSON, TN 990,870990.9k $44.1m $44.1m 2.68% Added +51.7k +51,728
34 HUB Investment Partners, LLC 0.68% of their portfolio AUSTIN, TX 835,860835.9k $37.2m $37.2m 0.68% Reduced -193.4k -193,377
35 Equitable Holdings, Inc. 0.18% of their portfolio NEW YORK, NY 681,339681.3k $30.3m $30.3m 0.18% Added +18.0k +18,006
36 BIP Wealth, LLC 0.86% of their portfolio ATLANTA, GA 677,471677.5k $30.1m $30.1m 0.86% Reduced -12.9k -12,939
37 HighPoint Advisor Group LLC 1.04% of their portfolio DOWNERS GROVE, IL 662,501662.5k $29.5m $29.5m 1.04% Added +63.8k +63,802
38 Vestmark Advisory Solutions, Inc. 0.26% of their portfolio Wakefield, MA 633,537633.5k $28.2m $28.2m 0.26% Added +9.7k +9,727
39 AA Financial Advisors, LLC 3.20% of their portfolio Columbus, OH 597,760597.8k $26.6m $26.6m 3.20% Added +61.5k +61,529
40 D.A. DAVIDSON & CO. 0.14% of their portfolio GREAT FALLS, MT 581,586581.6k $25.9m $25.9m 0.14% Added +22.5k +22,478
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 554,543554.5k $24.8m $24.8m 0.04% Added +31.5k +31,509
42 EverSource Wealth Advisors, LLC 0.78% of their portfolio BIRMINGHAM, AL 521,110521.1k $23.2m $23.2m 0.78% Added +25.2k +25,216
43 Summit Investment Advisory Services, LLC 5.61% of their portfolio ROSEVILLE, MN 502,993503.0k $22.4m $22.4m 5.61% Added +20.6k +20,612
44 Orion Porfolio Solutions, LLC 0.16% of their portfolio OMAHA, NE 482,137482.1k $21.4m $21.4m 0.16% Added +17.1k +17,064
45 HARBOUR INVESTMENTS, INC. 0.29% of their portfolio MADISON, WI 480,619480.6k $21.4m $21.4m 0.29% Added +21.7k +21,709
46 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 474,889474.9k $21.1m $21.1m 0.10% Reduced -4.8k -4,788
47 IFP Advisors, Inc 0.35% of their portfolio TAMPA, FL 439,025439.0k $19.5m $19.5m 0.35% Added +16.2k +16,207
48 Ameritas Investment Partners, Inc. 0.51% of their portfolio LINCOLN, NE 434,166434.2k $19.3m $19.3m 0.51% Added +10.0k +9,987
49 Forge Financial Services LLC 1.66% of their portfolio EDMOND, OK 432,535432.5k $19.2m $19.2m 1.66% Reduced -3.0k -2,992
50 Ergawealth Advisors, Inc. 7.45% of their portfolio OAK BROOK, IL 431,464431.5k $19.2m $19.2m 7.45% Added +8.6k +8,554
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 421,337421.3k $18.7m $18.7m 0.00% Added +10.1k +10,060
52 STEPHENS INC /AR/ 0.21% of their portfolio LITTLE ROCK, AR 416,532416.5k $18.5m $18.5m 0.21% Added +21.9k +21,873
53 J. Derek Lewis & Associates Inc. 3.49% of their portfolio NEWPORT BEACH, CA 415,308415.3k $18.5m $18.5m 3.49% Added +82.3k +82,306
54 BETO FINANCIAL GROUP, LLC 9.56% of their portfolio BOISE, ID 414,563414.6k $18.2m $18.2m 9.56% Added +235.4k +235,403
55 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 389,880389.9k $17.3m $17.3m 0.02% Added +90.8k +90,811
56 PRINCIPAL SECURITIES, INC. 0.20% of their portfolio DES MOINES, IA 375,987376.0k $16.7m $16.7m 0.20% Added +40.7k +40,659
57 Burford Brothers, Inc. 6.04% of their portfolio DALLAS, TX 370,125370.1k $16.5m $16.5m 6.04% Added +4.7k +4,651
58 Bridgewealth Advisory Group, LLC 2.99% of their portfolio Fresno, CA 356,375356.4k $15.9m $15.9m 2.99% Added +219 +219
59 Mutual Advisors, LLC 0.30% of their portfolio OMAHA, NE 352,983353.0k $15.7m $15.7m 0.30% Added +36.0k +36,043
60 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 346,777346.8k $15.4m $15.4m 0.02% Added +34.4k +34,356
61 Strategic Blueprint, LLC 0.75% of their portfolio ATLANTA, GA 338,547338.5k $15.1m $15.1m 0.75% Added +6.6k +6,589
62 Apollon Wealth Management, LLC 0.17% of their portfolio MOUNT PLEASANT, SC 310,853310.9k $13.8m $13.8m 0.17% Added +15.4k +15,366
63 Vigil Wealth Management, LLC 9.86% of their portfolio PONTE VEDRA BEACH, FL 310,840310.8k $13.8m $13.8m 9.86% Added +5.5k +5,467
64 Compton Financial Group, LLC 2.65% of their portfolio TOWSON, MD 309,038309.0k $13.7m $13.7m 2.65% Added +131.6k +131,573
65 Essex Financial Services, Inc. 0.67% of their portfolio ESSEX, CT 302,902302.9k $13.5m $13.5m 0.67% Added +47.5k +47,519
66 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 288,986289.0k $12.9m $12.9m 0.06% Added +110.4k +110,363
67 KINGSWOOD WEALTH ADVISORS, LLC 0.50% of their portfolio SAN DIEGO, CA 279,381279.4k $12.4m $12.4m 0.50% Reduced -7.8k -7,768
68 SAGESPRING WEALTH PARTNERS, LLC 0.19% of their portfolio FRANKLIN, TN 276,431276.4k $12.3m $12.3m 0.19% Reduced -3.7k -3,660
69 Michael Brady & Co., LLC 10.33% of their portfolio WESTLAKE, OH 263,264263.3k $11.7m $11.7m 10.33% Reduced -30.7k -30,745
70 Challenger Wealth Management 8.41% of their portfolio ALISO VIEJO, CA 256,771256.8k $11.4m $11.4m 8.41% Reduced -7.8k -7,817
71 ST GERMAIN D J CO INC 0.41% of their portfolio SPRINGFIELD, MA 254,286254.3k $11.3m $11.3m 0.41% Added +6.6k +6,593
72 Guided Capital Wealth Management, LLC 6.44% of their portfolio HOUSTON, TX 247,559247.6k $11.0m $11.0m 6.44% Added +4.2k +4,225
73 Per Stirling Capital Management, LLC. 1.00% of their portfolio AUSTIN, TX 236,010236.0k $10.5m $10.5m 1.00% Added +216.1k +216,078
74 Smartleaf Asset Management LLC 0.33% of their portfolio BOSTON, MA 230,295230.3k $10.2m $10.2m 0.33% Unchanged
75 CARY STREET PARTNERS FINANCIAL LLC 0.22% of their portfolio RICHMOND, VA 226,353226.4k $10.1m $10.1m 0.22% Added +1.5k +1,527
76 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 219,232219.2k $9.8m $9.8m 0.05% Added +6.5k +6,458
77 FOUNDERS FINANCIAL SECURITIES LLC 0.49% of their portfolio TOWSON, MD 215,733215.7k $9.6m $9.6m 0.49% Reduced -72 -72
78 Cannon Wealth Management Services, LLC 5.24% of their portfolio WINSTON SALEM, NC 215,270215.3k $9.6m $9.6m 5.24% Added +21.0k +21,042
79 Entruity Wealth, LLC 5.88% of their portfolio BAKERSFIELD, CA 204,388204.4k $9.1m $9.1m 5.88% Reduced -142.0k -141,954
80 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 199,779199.8k $8.9m $8.9m 0.14% Added +9.2k +9,189
81 Gerber Kawasaki Wealth & Investment Management 0.23% of their portfolio SANTA MONICA, CA 194,825194.8k $8.7m $8.7m 0.23% Added +675 +675
82 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 192,751192.8k $8.6m $8.6m 0.02% Added +23.4k +23,448
83 Geneos Wealth Management Inc. 0.17% of their portfolio ENGLEWOOD, CO 191,173191.2k $8.5m $8.5m 0.17% Added +28.8k +28,794
84 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 186,377186.4k $8.3m $8.3m 0.01% Reduced -4.1k -4,133
85 Cullen/Frost Bankers, Inc. 0.08% of their portfolio San Antonio, TX 180,151180.2k $8.0m $8.0m 0.08% Reduced -11.6k -11,627
86 Aspire Growth Partners LLC 4.49% of their portfolio MIROMAR LAKES, FL 173,785173.8k $7.7m $7.7m 4.49% Added +12.2k +12,185
87 THOROUGHBRED FINANCIAL SERVICES, LLC 0.37% of their portfolio BRENTWOOD, TN 172,197172.2k $7.7m $7.7m 0.37% Added +3.9k +3,921
88 Sovran Advisors, LLC 0.56% of their portfolio SAN DIEGO, CA 169,831169.8k $7.5m $7.5m 0.56% Added +1.0k +1,022
89 CENTAURUS FINANCIAL, INC. 0.29% of their portfolio ANAHEIM, CA 165,759165.8k $7.4m $7.4m 0.29% Added +15.2k +15,214
90 KINTRA WEALTH, LLC 0.40% of their portfolio WILLIAMSPORT, PA 165,575165.6k $7.7m $7.7m 0.40% Added +44.7k +44,664
91 Clear Creek Financial Management, LLC 0.47% of their portfolio SILVERDALE, WA 165,195165.2k $7.3m $7.3m 0.47% Added +7.6k +7,618
92 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 164,708164.7k $7.3m $7.3m 0.05% Added +36.2k +36,197
93 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 157,710157.7k $7.0m $7.0m 0.08% Added +40.4k +40,441
94 PFG Advisors 0.34% of their portfolio Phoenix, AZ 150,541150.5k $6.7m $6.7m 0.34% Added +11.2k +11,158
95 A&I FINANCIAL SERVICES, LLC 2.84% of their portfolio LONE TREE, CO 146,508146.5k $6.5m $6.5m 2.84% Added +2.5k +2,501
96 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 145,244145.2k $6.5m $6.5m 0.03% Added +6.1k +6,119
97 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 138,584138.6k $6.2m $6.2m 0.12% Reduced -16.5k -16,485
98 IFG Advisory, LLC 0.21% of their portfolio ATLANTA, GA 134,061134.1k $6.0m $6.0m 0.21% New
99 BNB Wealth Management, LLC 3.21% of their portfolio SILVER SPRING, MD 131,984132.0k $5.9m $5.9m 3.21% Reduced -4.1k -4,093
100 Vise Technologies, Inc. 0.07% of their portfolio NEW YORK, NY 131,648131.6k $5.9m $5.9m 0.07% Added +125.7k +125,705