MML Investors Services
CGUS icon

MML Investors Services’s Capital Group Core Equity ETF CGUS Stock Holding History

MML Investors Services’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163M Buy
3,659,190
+698,981
+24% +$29.9M 0.33% 60
2026
Q1 		$114M Sell
2,960,209
-482,902
-14% -$19.4M 0.32% 66
2025
Q4 		$139M Buy
3,443,111
+277,222
+9% +$11.1M 0.34% 61
2025
Q3 		$125M Buy
3,165,889
+133,580
+4% +$5.13M 0.33% 60
2025
Q2 		$112M Buy
3,032,309
+301,273
+11% +$10.3M 0.32% 61
2025
Q1 		$91.2M Buy
2,731,036
+654,735
+32% +$23M 0.3% 63
2024
Q4 		$72.6M Buy
2,076,301
+392,239
+23% +$13.7M 0.25% 74
2024
Q3 		$57.7M Buy
1,684,062
+142,446
+9% +$4.71M 0.21% 103
2024
Q2 		$49.7M Buy
1,541,616
+200,027
+15% +$6.25M 0.2% 111
2024
Q1 		$41.8M Buy
1,341,589
+68,539
+5% +$2.03M 0.17% 136
2023
Q4 		$36M Buy
1,273,050
+353,082
+38% +$9.3M 0.17% 136
2023
Q3 		$23.1M Buy
919,968
+202,372
+28% +$5.25M 0.13% 177
2023
Q2 		$18.4M Buy
717,596
+498,394
+227% +$12.2M 0.1% 211
2023
Q1 		$5.19M Sell
219,202
-65,470
-23% -$1.53M 0.04% 451
2022
Q4 		$6.39M Buy
284,672
+102,583
+56% +$2.28M 0.04% 418
2022
Q3 		$3.71M Buy
182,089
+108,443
+147% +$2.44M 0.03% 530
2022
Q2 		$1.6M Buy
73,646
+53,762
+270% +$1.26M 0.01% 837
2022
Q1 		$512K Buy
+19,884
New +$499K ﹤0.01% 1432

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services's CGUS Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Core Equity ETF (CGUS) stake by 24% in Q2 2026, buying an estimated $29.9M and bringing the position to 3,659,190 shares worth $163M. The position accounts for 0.33% of the portfolio, ranked #60.

MML Investors Services first reported a position in CGUS in Q1 2022 and has held it in 18 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • MML Investors Services held 3,659,190 shares of Capital Group Core Equity ETF worth $163M as of Q2 2026.
  • MML Investors Services bought 698,981 Capital Group Core Equity ETF shares in Q2 2026, an estimated $29.9M.
  • Capital Group Core Equity ETF made up 0.33% of MML Investors Services's portfolio in Q2 2026, its #60 holding.
  • MML Investors Services first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.