有価証券レコード
CGUS
Capital Group Core Equity ETF · Financial Services · Asset Management
44追跡対象保有者
-3Δ保有者数
127.39M保有株数
$5.65B報告済み評価額
+3新規ポジション
−7解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -6.4% ·
株式フロー +11.7% ·
新規ネットポジション数 -9.1%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 | — | — |
保有者情報 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 32.33M | +15.2% | $1.44B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 14.08M | +1.0% | $626.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 12.78M | +63.8% | $555.72M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 9.87M | +12.1% | $439.16M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 7.72M | +12.3% | $343.59M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 6.72M | +2.5% | $298.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 6.39M | +1.2% | $284.15M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | Capital International Investors | 6.06M | +0.2% | $269.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 4.45M | +4.5% | $197.76M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 4.23M | -6.2% | $188.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 3.66M | +23.6% | $162.76M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.64M | +5.2% | $117.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Sei Investments Co | 2.59M | +10.5% | $115.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.55M | +20.9% | $113.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Captrust Financial Advisors | 1.77M | -1.2% | $78.72M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 1.74M | +2.9% | $77.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.46M | +49.0% | $64.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Stifel Financial Corp | 1.43M | +15.5% | $63.48M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Assetmark, Inc | 1.36M | +2.8% | $60.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 1.34M | +4.9% | $59.76M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 554.54K | +6.0% | $24.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 421.34K | +2.5% | $18.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 23 | Truist Financial Corp | 346.78K | +11.0% | $15.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 192.75K | +13.8% | $8.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 121.68K | 0.0% | $5.41M | 0.0% | Held | 2 | SEC ↗ |
| 26 | Mariner, LLC | 72.10K | -33.3% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Rockefeller Capital Management L.P. | 69.61K | +5.0% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | D. E. Shaw & Co. ✦ | 64.31K | 新規 | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 50.35K | +117.7% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | BlackRock ✦ (パッシブ) | 47.50K | 0.0% | $2.11M | 0.0% | Held | 5 | SEC ↗ |
| 31 | Focus Partners Wealth | 45.07K | +55.4% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cerity Partners LLC | 39.32K | +0.1% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 28.22K | 新規 | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 26.91K | +52.9% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 26.41K | +3.7% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 25.41K | +16.7% | $1.13M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Creative Planning | 21.73K | -19.1% | $966,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 14.07K | +62.8% | $625,967 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Citigroup Inc | 11.03K | +5.9% | $490,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 10.18K | +82.4% | $452,765 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Fidelity (FMR) ✦ | 9.09K | +73.4% | $404,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 5.86K | 新規 | $260,653 | 0.0% | New | 1 | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 5.34K | 0.0% | $237,345 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 1.38K | +704.6% | $61,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| D. E. Shaw & Co. | $2.86M | 0.0% |
| Renaissance Technologies | $1.26M | 0.0% |
| Quantinno Capital Management… | $260,653 | 0.0% |
ポジション解消済み
| Tudor Investment Corp Et Al | $18.34M | だった 0.1% |
| HighTower Advisors, LLC | $7.32M | だった 0.0% |
| Jane Street Group, Llc | $3.26M | だった 0.0% |
| Susquehanna International… | $2.68M | だった 0.0% |
| Two Sigma Investments | $1.52M | だった 0.0% |
| Capital Research Global… | $557,628 | だった 0.0% |
| Russell Investments Group… | $11,295 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 407 保有者, 164.99M 株式数, $6.14B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。