We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.81%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$955M +$153M +3,824,999 +19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$464M +$15.7M +393,218 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$294M +$11.2M +279,570 +4%
Morgan Stanley
4
Morgan Stanley
New York
$270M +$23.7M +592,642 +10%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$247M +$53.9M +1,349,305 +28%
Capital International Investors
6
Capital International Investors
California
$243M +$2.73M +68,441 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$239M +$16.7M +417,787 +8%
Wells Fargo
8
Wells Fargo
California
$212M +$52M +1,301,252 +33%
CGPCS
9
Capital Group Private Client Services
California
$189M +$5.79M +144,991 +3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$174M +$7.19M +180,079 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$158M +$10.9M +273,934 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$139M +$11.1M +277,222 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$111M +$4.95M +123,993 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$90.9M +$8.6M +215,237 +11%
MFG
15
Merit Financial Group
Georgia
$88.2M +$3.42M +85,724 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$86.7M +$5.26M +131,662 +7%
SEI Investments
17
SEI Investments
Pennsylvania
$80.9M +$14.1M +352,327 +21%
PAG
18
Private Advisor Group
New Jersey
$80.5M +$25.6M +639,845 +47%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$71.2M -$1.38M -34,458 -2%
UBS Group
20
UBS Group
Switzerland
$63.4M +$3.37M +84,396 +6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$48.3M +$655K +16,394 +1%
P
22
&Partners
Tennessee
$47.4M +$25.3M +634,225 +117%
AssetMark Inc
23
AssetMark Inc
California
$47.1M +$8.59M +215,111 +23%
HIP
24
HUB Investment Partners
Texas
$45.9M +$991K +24,810 +2%
Stifel Financial
25
Stifel Financial
Missouri
$43M +$3.82M +95,687 +10%