Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
6,441,236
-
Share change
-
+1,977,142
-
Total reported value
-
$260,088,916
-
Price per share
-
$40.23
-
Number of holders
-
78
-
Value change
-
+$79,821,755
-
Number of buys
-
56
-
Number of sells
-
16
Institutional Holders of CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) was held by
78 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,441,236 shares.
The largest 10 holders included
SILVER OAK SECURITIES, INCORPORATED, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BIP Wealth, LLC, AA Financial Advisors, LLC, Ergawealth Advisors, Inc., Investment Planning Advisors, Inc., Guided Capital Wealth Management, LLC, Apollon Wealth Management, LLC, SAGESPRING WEALTH PARTNERS, LLC, and Wealthcare Advisory Partners LLC.
This page lists
78
institutional shareholders reporting positions in this security
for the Q4 2025 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.