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Capital Group Core Equity ETF

383 hedge funds and large institutions have $5.86B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$41.4M
MHB
27
Midwest Heritage Bank
Iowa
$39.3M
SFA
28
Souders Financial Advisors
Ohio
$38.9M
KAS
29
Kestra Advisory Services
Texas
$36.7M
SOS
30
Silver Oak Securities
Tennessee
$34.8M
Bank of America
31
Bank of America
North Carolina
$33.4M
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$30.6M
SIAS
33
Summit Investment Advisory Services
Minnesota
$29.6M
BEI
34
Benjamin Edwards Inc
Missouri
$29.4M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$28.7M
VA
36
Valmark Advisers
Ohio
$26.8M
BW
37
BIP Wealth
Georgia
$26.5M
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$24.2M
VAS
39
Vestmark Advisory Solutions
Massachusetts
$20.5M
HI
40
Harbour Investments
Wisconsin
$20.3M
DADC
41
D.A. Davidson & Co
Montana
$18.9M
EWA
42
EverSource Wealth Advisors
Alabama
$18.7M
AIP
43
Ameritas Investment Partners
Nebraska
$18.5M
BPA
44
Beacon Pointe Advisors
California
$18.4M
BCI
45
Brinker Capital Investments
Pennsylvania
$17.8M
FFS
46
Forge Financial Services
Oklahoma
$17.7M
AFA
47
AA Financial Advisors
Ohio
$17.1M
IA
48
IFP Advisors
Florida
$16.5M
EA
49
Ergawealth Advisors
Illinois
$15.9M
IPA
50
Investment Planning Advisors
Georgia
$14.3M