증권 기록
CGUS
Capital Group Core Equity ETF · Financial Services · Asset Management
45추적 보유자
-3Δ 보유자
127.57M보유 주식 수
$5.66B보고 가치
+3신규 편입 포지션
−6청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -6.2% ·
주식 흐름 +11.7% ·
순 신규 포지션 -6.7%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | -3 | 127.57M | $5.66B | +3 | −6 |
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | Jones Financial Companies Lllp | 12.78M | +63.8% | $555.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 9.87M | +12.1% | $439.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 9.87M | +12.1% | $439.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 9.87M | +12.1% | $439.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 7.72M | +12.3% | $343.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 7.72M | +12.3% | $343.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 6.72M | +2.5% | $298.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 6.72M | +2.5% | $298.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 6.72M | +2.5% | $298.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Cetera Investment Advisers | 6.39M | +1.2% | $284.15M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 14 | Capital International Investors | 6.06M | +0.2% | $269.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 4.45M | +4.5% | $197.76M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 4.23M | -6.2% | $188.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 3.66M | +23.6% | $162.76M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.64M | +5.2% | $117.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.64M | +5.2% | $117.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.64M | +5.2% | $117.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.64M | +5.2% | $117.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Sei Investments Co | 2.59M | +10.5% | $115.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.55M | +20.9% | $113.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.55M | +20.9% | $113.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.55M | +20.9% | $113.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 1.77M | -1.2% | $78.72M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 1.74M | +2.9% | $77.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 1.46M | +49.0% | $64.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 1.46M | +49.0% | $64.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 1.46M | +49.0% | $64.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 1.43M | +15.5% | $63.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 1.43M | +15.5% | $63.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 1.43M | +15.5% | $63.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 1.36M | +2.8% | $60.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 1.34M | +4.9% | $59.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 1.34M | +4.9% | $59.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 554.54K | +6.0% | $24.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 421.34K | +2.5% | $18.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 421.34K | +2.5% | $18.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 421.34K | +2.5% | $18.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 421.34K | +2.5% | $18.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Truist Financial Corp | 346.78K | +11.0% | $15.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 192.75K | +13.8% | $8.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 186.38K | -2.2% | $8.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 121.68K | 0.0% | $5.41M | 0.0% | Held | 2 | SEC ↗ |
| 46 | Mariner, LLC | 72.10K | -33.3% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mariner, LLC | 72.10K | -33.3% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 69.61K | +5.0% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 69.61K | +5.0% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 64.31K | 신규 | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 50.35K | +117.7% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 50.35K | +117.7% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 50.35K | +117.7% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | BlackRock ✦ (패시브) | 47.50K | 0.0% | $2.11M | 0.0% | Held | 5 | SEC ↗ |
| 55 | Focus Partners Wealth | 45.07K | +55.4% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Cerity Partners LLC | 39.32K | +0.1% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 28.22K | 신규 | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 58 | Ameriprise Financial Inc | 26.91K | +52.9% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Fifth Third Bancorp | 26.41K | +3.7% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 25.41K | +16.7% | $1.13M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | Creative Planning | 21.73K | -19.1% | $966,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 14.07K | +62.8% | $625,967 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Citigroup Inc | 11.03K | +5.9% | $490,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Us Bancorp \De\ | 10.18K | +82.4% | $452,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Us Bancorp \De\ | 10.18K | +82.4% | $452,765 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 9.09K | +73.4% | $404,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 5.86K | 신규 | $260,653 | 0.0% | New | 1 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 5.34K | 0.0% | $237,345 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 1.38K | +704.6% | $61,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| D. E. Shaw & Co. | $2.86M | 0.0% |
| Renaissance Technologies | $1.26M | 0.0% |
| Quantinno Capital Management… | $260,653 | 0.0% |
청산됨
| Tudor Investment Corp Et Al | $18.34M | 이었음 0.1% |
| Jane Street Group, Llc | $3.26M | 이었음 0.0% |
| Susquehanna International… | $2.68M | 이었음 0.0% |
| Two Sigma Investments | $1.52M | 이었음 0.0% |
| Capital Research Global… | $557,628 | 이었음 0.0% |
| Russell Investments Group… | $11,295 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 407 보유 기관, 164.99M 주식, $6.14B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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