CAPITAL GROUP CORE EQUITY ET

Ticker: CGUS CUSIP: 14020V108 Class: SHS CREATION UNI

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC23,734,177$954,826
ENVESTNET ASSET MANAGEMENT INC11,530,716$463,881
RAYMOND JAMES FINANCIAL INC7,308,251$294,011
MORGAN STANLEY6,715,499$270,165
JONES FINANCIAL COMPANIES LLLP6,149,146$247,384
Capital International Investors6,046,805$243,263
Cetera Investment Advisers5,940,417$238,983
WELLS FARGO & COMPANY/MN5,278,226$212,343
Capital Group Private Client Services, Inc.4,700,100$189,085
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,324,780$173,986
COMMONWEALTH EQUITY SERVICES, LLC3,933,197$158,233
MML INVESTORS SERVICES, LLC3,443,111$138,516
Cambridge Investment Research Advisors, Inc.2,762,613$111
ROYAL BANK OF CANADA2,258,364$90,854
Merit Financial Group, LLC2,193,385$88,240
OSAIC HOLDINGS, INC.2,155,286$86,717
SEI INVESTMENTS CO2,009,858$80,857
Private Advisor Group, LLC2,001,153$80,506
CAPTRUST FINANCIAL ADVISORS1,768,853$71,161
UBS Group AG1,575,236$63,372
Baird Financial Group, Inc.1,200,607$48,300
&PARTNERS1,178,567$47,403
ASSETMARK, INC1,170,140$47,075
HUB Investment Partners, LLC1,140,188$45,870
STIFEL FINANCIAL CORP1,068,766$42,997
NewEdge Advisors, LLC1,029,158$41,403
Midwest Heritage Bank, FSB975,708$39,253
Souders Financial Advisors966,539$38,884
Kestra Advisory Services, LLC912,191$36,697
SILVER OAK SECURITIES, INCORPORATED858,085$34,761
BANK OF AMERICA CORP /DE/831,238$33,441
Janney Montgomery Scott LLC760,323$31
Summit Investment Advisory Services, LLC734,676$29,556
BENJAMIN EDWARDS INC731,518$29,429
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC700,200$28,701
Valmark Advisers, Inc.664,992$26,753
BIP Wealth, LLC659,775$26,543
CWM, LLC602,206$24
Vestmark Advisory Solutions, Inc.510,219$20,526
HARBOUR INVESTMENTS, INC.505,239$20,326
D.A. DAVIDSON & CO.469,277$18,879
EverSource Wealth Advisors, LLC465,364$18,722
Ameritas Investment Partners, Inc.458,673$18,452
Beacon Pointe Advisors, LLC456,644$18,371
Brinker Capital Investments, LLC442,189$17,789
Forge Financial Services LLC439,334$17,675
AA Financial Advisors, LLC424,380$17,073
IFP Advisors, Inc410,781$16,526
Ergawealth Advisors, Inc.394,724$15,880
Investment Planning Advisors, Inc.355,027$14,283
Burford Brothers, Inc.354,418$14,258
Entruity Wealth, LLC330,914$13,313
Bridgewealth Advisory Group, LLC329,916$13,273
Strategic Blueprint, LLC315,040$12,674
JPMORGAN CHASE & CO311,498$12,532
PRINCIPAL SECURITIES, INC.291,627$11,732
Michael Brady & Co., LLC291,024$11,708
Vigil Wealth Management, LLC289,777$11,658
KINGSWOOD WEALTH ADVISORS, LLC283,081$11,388
STEPHENS INC /AR/273,655$11,009
J. Derek Lewis & Associates Inc.272,179$10,950
Challenger Wealth Management266,468$10,720
TRUIST FINANCIAL CORP265,065$10,664
ST GERMAIN D J CO INC255,245$10,269
CARY STREET PARTNERS FINANCIAL LLC251,861$10,132
Essex Financial Services, Inc.251,051$10,100
Guided Capital Wealth Management, LLC243,980$9,815
NATIXIS ADVISORS, L.P.231,435$9
Apollon Wealth Management, LLC226,482$9,111
Mutual Advisors, LLC222,521$8,952
Sunbelt Securities, Inc.221,105$8,895
GREAT VALLEY ADVISOR GROUP, INC.218,920$8,807
Envestnet Portfolio Solutions, Inc.216,059$8,692
SAGESPRING WEALTH PARTNERS, LLC211,986$8,528
Smartleaf Asset Management LLC210,628$8,533
Concurrent Investment Advisors, LLC196,885$7,921
Equitable Holdings, Inc.195,183$7,852
HighTower Advisors, LLC193,659$7,791
Gerber Kawasaki Wealth & Investment Management191,895$7,720
Cannon Wealth Management Services, LLC189,166$7,610
FOUNDERS FINANCIAL SECURITIES LLC179,103$7,205
BLAIR WILLIAM & CO/IL166,437$6,696
Integrated Wealth Concepts LLC161,389$6,493
Wealthcare Advisory Partners LLC158,440$6,374
CREATIVE FINANCIAL DESIGNS INC /ADV154,144$6,201
Sovran Advisors, LLC150,521$6,170
THOROUGHBRED FINANCIAL SERVICES, LLC147,632$6
Geneos Wealth Management Inc.146,623$5,899
CENTAURUS FINANCIAL, INC.145,493$6
CULLEN/FROST BANKERS, INC.142,148$5,719
BNB Wealth Management, LLC141,567$5,695
Aspire Growth Partners LLC141,094$5,676
JANE STREET GROUP, LLC137,712$5,540
PFG Advisors135,266$5,442
Transcendent Capital Group LLC131,789$5,302
Clear Creek Financial Management, LLC128,681$5,177
AI Financial Services LLC128,400$5,166
ENDEAVOR PRIVATE WEALTH, INC.126,982$5,108
Western Wealth Management, LLC125,762$5,059
Cushing Capital Partners, LLC124,547$5,011
289 other institutions8,324,611$320,965
Total (389 institutions)146,146,965$5,679,638