CGUS: Capital Group Core Equity Et insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
443 institutions reported holding $7.92B of Capital Group Core Equity Et on Form 13F (411 the quarter before). 51 opened a new position and 18 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 32,330,461 | $1.44B |
| ENVESTNET ASSET MANAGEMENT INC | 14,081,012 | $626.32M |
| JONES FINANCIAL COMPANIES LLLP | 12,776,470 | $555.72M |
| RAYMOND JAMES FINANCIAL INC | 9,873,183 | $439.16M |
| WELLS FARGO & COMPANY/MN | 7,724,623 | $343.59M |
| MORGAN STANLEY | 6,715,988 | $298.73M |
| Cetera Investment Advisers | 6,388,312 | $284.15M |
| Capital International Investors | 6,064,640 | $269.76M |
| Capital Group Private Client Services, Inc. | 5,251,530 | $233.59M |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,446,114 | $197.76M |
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