Funds holding CAPITAL GROUP CORE EQUITY ETF
2 funds declare a position · 0 ETFs and 2 other funds · 260.7M $ · US14020V1089
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| American Funds Tax-Aware Conservative Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 6,058,339 | 257.8M $ | 3.97 % | as of Apr 30, 2026 · Original filing |
| LVIP American Funds Vanguard Active Passive Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 74,774 | 2.9M $ | 14.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
409 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 28,053,759 | 1.1B $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 13,947,010 | 535.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 8,803,989 | 338.2M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 7,801,326 | 292.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 6,880,192 | 264.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,553,093 | 251.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 6,314,257 | 242.6M $ | as of Mar 31, 2026 |
| Capital International Investors | 6,049,852 | 232.4M $ | as of Mar 31, 2026 |
| Capital Group Private Client Services, Inc. | 5,098,451 | 195.9M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,513,180 | 173.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,252,916 | 163.4M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 2,960,209 | 113.7M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 2,753,949 | 105.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,510,189 | 96.4M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 2,346,850 | 90.2M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 2,307,167 | 88.6M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 2,116,973 | 81.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,104,783 | 80.9M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 1,790,838 | 68.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,696,127 | 65.2M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 1,333,129 | 51.2M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 1,323,220 | 50.8M $ | as of Mar 31, 2026 |
| &PARTNERS | 1,279,570 | 49.2M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 1,281,194 | 49.2M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,235,564 | 47.5M $ | as of Mar 31, 2026 |