Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SHS CREATION UNI
-
Number of holders
-
259
-
Total 13F shares, excl. options
-
68,751,592
-
Shares change
-
+10,173,435
-
Total reported value, excl. options
-
$2,354,595,917
-
Value change
-
+$349,069,369
-
Number of buys
-
194
-
Number of sells
-
-51
-
Price
-
$34.28
Significant Holders of CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) as of Q3 2024
271 filings reported holding CGUS - CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI as of Q3 2024.
CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) has 259 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 68,751,592 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (6,673,423 shares), LPL Financial LLC (6,668,760 shares), Capital Group Private Client Services, Inc. (3,758,100 shares), MORGAN STANLEY (3,034,717 shares), Cetera Investment Advisers (2,666,006 shares), RAYMOND JAMES & ASSOCIATES (2,611,991 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (2,502,297 shares), COMMONWEALTH EQUITY SERVICES, LLC (2,345,215 shares), WELLS FARGO & COMPANY/MN (2,125,585 shares), and Cambridge Investment Research Advisors, Inc. (1,801,958 shares).
This table shows the top 259 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.