CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI is a security (CUSIP 14020V108) tracked across SEC portfolio filings. 449 institutional managers reported $6.6B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $258.4M via N-PORT as of 2026-04-30.
Showing 15 of 449 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $1.1B | 28,053,759 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $626.3M | 14,081,012 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $338.2M | 8,803,989 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $289.8M | 7,730,836 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $264.3M | 6,880,192 |
| MORGAN STANLEY | NEW YORK, NY | $251.8M | 6,553,093 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $242.6M | 6,314,257 |
| Capital International Investors | Los Angeles, CA | $232.4M | 6,049,852 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $197.8M | 4,446,114 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $195.9M | 5,098,451 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $173.4M | 4,513,180 |
| BENJAMIN EDWARDS INC | Clayton, MO | $126.2M | 2,837,703 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $113.7M | 2,960,209 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $104.7M | 2,352,921 |
| Merit Financial Group, LLC | ALPHARETTA, GA | $100.9M | 2,268,466 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| American Funds Tax-Aware Conservative Growth and Income Portfolio | AMERICAN FUNDS PORTFOLIO SERIES | $257.8M | 397.19% |
| Capital Group KKR U.S. Equity (plus) | Capital Group KKR U.S. Equity (plus) | $558K | 56.10% |