# CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI

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.

## Summary

- Issuer: CAPITAL GROUP CORE EQUITY ET
- Class: SHS CREATION UNI
- CUSIP: 14020V108
- Asset category: EC
- 13F holders: 449
- 13F value: $6.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $258.4M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 449 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $242.6M | 6,314,257 |
| Capital International Investors | Los Angeles, CA | $232.4M | 6,049,852 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $197.8M | 4,446,114 |
| [Capital Group Private Client Services, Inc.](https://search.stillhousedata.com/firm/312837) | 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](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $104.7M | 2,352,921 |
| [Merit Financial Group, LLC](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $100.9M | 2,268,466 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [American Funds Tax-Aware Conservative Growth and Income Portfolio](https://search.stillhousedata.com/fund/S000036464) | 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% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14020V108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.