Who owns CGUS?
Capital Group Core Equity ETF · Capital Group
442 institutions reported holding CGUS, worth $8.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $1.4B | 32,330,461 | +4,276,702 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $626.3M | 14,081,012 | +134,002 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $555.7M | 12,776,470 | +4,975,144 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $439.2M | 9,873,183 | +1,069,194 shares |
| Wells Fargo & Company | San Francisco, CA | $343.6M | 7,724,623 | +844,431 shares |
| Morgan Stanley | New York, NY | $298.7M | 6,715,988 | +162,895 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $289.9M | 6,516,738 | +3,390,710 shares |
| Cetera Investment Advisers | Schaumburg, IL | $284.2M | 6,388,312 | +74,055 shares |
| Capital International Investors | Los Angeles, CA | $269.8M | 6,064,640 | +14,788 shares |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $233.6M | 5,251,530 | +153,079 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGUS?
442 institutional managers reported holding CGUS in Form 13F filings for June 30, 2026, worth $8.3B in total. The largest reported position was held by LPL Financial LLC, at $1.4B.
Did institutions buy or sell CGUS last quarter?
Reported 13F value rose 30.5% from March 31, 2026, which includes price moves as well as buying and selling. 59 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.