证券记录 · 已归档季度
CGUS
Capital Group Core Equity ETF · Financial Services · Asset Management
44被追踪持有人
-1Δ持有人
101.21M持有股份
$4.07B报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -2.2% ·
股份流向 +0.3% ·
净新建仓位 -2.3%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -3 | 127.39M | $5.65B | +3 | −7 |
| Q1 2026 | 49 | +4 | 114.84M | $4.40B | +6 | −2 |
| Q4 2025 | 44 | -1 | 101.21M | $4.07B | +1 | −2 |
| Q3 2025 | 7 | 0 | 6.85M | $270.78M | — | — |
| Q2 2025 | 5 | +2 | 365.57K | $13.50M | +2 | — |
| Q1 2025 | 2 | +1 | 38.58K | $1.29M | +2 | −1 |
| Q4 2024 | 1 | 0 | 67.10K | $2.35M | — | — |
| Q3 2024 | 1 | 0 | 64.30K | $2.20M | — | — |
| Q2 2024 | 1 | — | 45.00K | $1.45M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 23.73M | — | $954.83M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 11.53M | — | $463.88M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 7.31M | — | $294.01M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 6.72M | +9.7% | $270.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 6.15M | — | $247.38M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 6 | Capital International Investors | 6.05M | — | $243.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 5.94M | — | $238.98M | 0.3% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 5.28M | — | $212.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 4.32M | — | $173.99M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 3.93M | — | $158.23M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 3.44M | — | $138.52M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.26M | — | $90.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 2.16M | — | $86.72M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 14 | Sei Investments Co | 2.01M | — | $80.86M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 1.77M | — | $71.16M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 1.58M | — | $63.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Baird Financial Group, Inc. | 1.20M | — | $48.30M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 1.17M | — | $47.07M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 1.07M | — | $43.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 831.24K | — | $33.44M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Wealth Enhancement Advisory… | 700.20K | — | $28.70M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 602.21K | — | $24.23M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 311.50K | -45.7% | $12.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Truist Financial Corp | 265.06K | — | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 193.66K | — | $7.79M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Blair William & Co/Il | 166.44K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 137.71K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 74.84K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Rockefeller Capital Management L.P. | 65.44K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | BlackRock ✦ (被动) | 47.50K | 0.0% | $1.91M | 0.0% | Held | 3 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 46.70K | -40.7% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Cerity Partners LLC | 35.03K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 29.11K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 28.48K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 21.34K | +71.4% | $858,620 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 9.90K | — | $398,435 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Ameriprise Financial Inc | 9.09K | — | $365,811 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Hrt Financial Lp | 6.99K | — | $281,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Tudor Investment Corp Et Al | 6.16K | — | $247,656 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 5.83K | — | $234,380 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Mercer Global Advisors Inc /Adv | 5.69K | — | $228,748 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 1.16K | — | $46,787 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.08K | — | $43,287 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 96 | 新增 | $3,862 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Fidelity (FMR) | $3,862 | 0.0% |
已清仓
| Citadel Advisors | $364,915 | 曾为 0.0% |
| D. E. Shaw & Co. | $209,720 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 407 持有人, 164.99M 股份, $6.14B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据