CGUS

CAPITAL GROUP CORE EQUITY ET

Institutional Ownership · Q4 2025

Filing: Q4 2025

CAPITAL GROUP CORE EQUITY ET (CGUS) is held by 372 institutional investors with combined holdings of $5.1B. Major holders include LPL Financial LLC, ENVESTNET ASSET MANAGEMEN, MORGAN STANLEY (MS, MS-P.

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Institutional Holders

372

Total Value

$5.1B

Ownership %

—

🏦 Top Institutional Holders

LPL Financial LLC

23.7M shares

$954.8M

ENVESTNET ASSET MANAGEMENT INC

11.5M shares

$463.9M

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

6.7M shares

$270.2M

JONES FINANCIAL COMPANIES LLLP

6.1M shares

$247.4M

Capital International Investors

6.0M shares

$243.3M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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