We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$598M +$46M +1,349,921 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$381M +$42.2M +1,238,324 +14%
Raymond James Financial
3
Raymond James Financial
Florida
$209M +$15.3M +450,094 +9%
Morgan Stanley
4
Morgan Stanley
New York
$185M +$22.2M +651,265 +15%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$178M +$33.5M +983,350 +26%
CGPCS
6
Capital Group Private Client Services
California
$163M +$4.21M +123,491 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$143M +$10.7M +312,926 +9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$142M +$41.3M +1,211,733 +46%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$126M +$7.93M +232,758 +7%
Wells Fargo
10
Wells Fargo
California
$116M +$6.54M +192,040 +7%
MML Investors Services
11
MML Investors Services
Massachusetts
$112M +$10.3M +301,273 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$92.1M +$7.73M +226,965 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$71M -$1.79M -52,675 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$67.5M +$4.02M +118,009 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$64.4M +$8.44M +247,785 +16%
UBS Group
16
UBS Group
Switzerland
$53.5M +$18.8M +552,192 +62%
SEI Investments
17
SEI Investments
Pennsylvania
$49.4M +$11.5M +338,456 +34%
PAG
18
Private Advisor Group
New Jersey
$44.3M +$1.64M +48,289 +4%
KAS
19
Kestra Advisory Services
Texas
$43.4M +$2.72M +79,710 +7%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$42.7M +$3.01M +88,433 +8%
MHB
21
Midwest Heritage Bank
Iowa
$36.1M +$981K +28,790 +3%
SFA
22
Souders Financial Advisors
Ohio
$34.4M +$1.75M +51,514 +6%
AssetMark Inc
23
AssetMark Inc
California
$31.5M +$1.68M +49,304 +6%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$31.4M +$15.1M +444,485 +110%
Stifel Financial
25
Stifel Financial
Missouri
$31.3M +$3.73M +109,551 +15%