Institutional Ownership
Capital Group Core Equity Et
CUSIP 14020V108SHS CREATION UNICGUSQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.0%
Max % of class reported
Institutional Holders
407
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Aug 9, 2022
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 28.05M | $1.08B |
| 2 | Envestnet Asset Management Inc | 13.95M | $535.84M |
| 3 | Raymond James Financial Inc | 8.80M | $338.25M |
| 4 | Jones Financial Companies Lllp | 7.80M | $292.46M |
| 5 | Wells Fargo & Company/Mn | 6.88M | $264.34M |
| 6 | Morgan Stanley | 6.55M | $251.77M |
| 7 | Cetera Investment Advisers | 6.31M | $242.59M |
| 8 | Capital International Investors | 6.05M | $232.44M |
| 9 | Capital Group Private Client Services, Inc. | 5.10M | $195.88M |
| 10 | Northwestern Mutual Wealth Management Co | 4.51M | $173.40M |