Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
97,787,792
-
Share change
-
+15,470,724
-
Total reported value
-
$3,265,430,022
-
Put/Call ratio
-
3.3%
-
Price per share
-
$33.40
-
Number of holders
-
315
-
Value change
-
+$515,491,202
-
Number of buys
-
220
-
Number of sells
-
74
Institutional Holders of CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) as of Q1 2025
As of 31 Mar 2025,
CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI (CGUS) was held by
315 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
97,787,792 shares.
The largest 10 holders included
LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, Capital Group Private Client Services, Inc., Cetera Investment Advisers, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, COMMONWEALTH EQUITY SERVICES, LLC, WELLS FARGO & COMPANY/MN, and MML INVESTORS SERVICES, LLC.
This page lists
316
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.