Institutional Ownership
Capital Group Core Equity Et
CUSIP 14020V108SHS CREATION UNICGUSQ1 2026
Institutional Holders
407
13F filers
Shares Held
165.96M
Aggregate institutional
Institutional Value
$6.18B
Q1 2026
Net New Holders
+15
36 new · 21 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions36
Increased228
Decreased89
Sold out21
Institutional Holders
407 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 28.05M | $1.08B | +4.32M | Added |
| 2 | Envestnet Asset Management Inc | 13.95M | $535.84M | +2.42M | Added |
| 3 | Raymond James Financial Inc | 8.80M | $338.25M | +1.50M | Added |
| 4 | Jones Financial Companies Lllp | 7.80M | $292.46M | +1.65M | Added |
| 5 | Wells Fargo & Company/Mn | 6.88M | $264.34M | +1.60M | Added |
| 6 | Morgan Stanley | 6.55M | $251.77M | −162.4K | Reduced |
| 7 | Cetera Investment Advisers | 6.31M | $242.59M | +373.8K | Added |
| 8 | Capital International Investors | 6.05M | $232.44M | +3.0K | Added |
| 9 | Capital Group Private Client Services, Inc. | 5.10M | $195.88M | +398.4K | Added |
| 10 | Northwestern Mutual Wealth Management Co | 4.51M | $173.40M | +188.4K | Added |
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