Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
17,762,657
-
Share change
-
+3,831,056
-
Total reported value
-
$420,847,744
-
Price per share
-
$23.69
-
Number of holders
-
106
-
Value change
-
+$90,733,694
-
Number of buys
-
78
-
Number of sells
-
17
Institutional Holders of CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) as of Q1 2023
As of 31 Mar 2023,
CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) was held by
106 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,762,657 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., LPL Financial LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, COMMONWEALTH EQUITY SERVICES, LLC, Raymond James Financial Services Advisors, Inc., Summit Investment Advisory Services, LLC, Cambridge Investment Research Advisors, Inc., ADVISOR GROUP HOLDINGS, INC., RAYMOND JAMES & ASSOCIATES, and Midwest Heritage Bank, FSB.
This page lists
107
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.