Stock ownership · SEC 13F · Q3 2025

CAPITAL GROUP CORE EQUITY ET

Who owns CAPITAL GROUP CORE EQUITY ET (CUSIP 14020V108)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$13.1M
Reported value
6
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 6 institutions report $13.1M in CAPITAL GROUP CORE EQUITY ET positions, ownership that is dominated by its top few institutional owners.

6
institutions hold it
$13.1M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$13.1M

Institutional 13F value

Institutions

6

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

5

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Largest institutional holders of CAPITAL GROUP CORE EQUITY ET
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a CAPITAL GROUP CORE EQUITY ET position has risen from 1 to 6 over the last 7 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 6
Distinct 13F filers holding CAPITAL GROUP CORE EQUITY ET, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 280,188 $11.1M 84.7%
2 TCFG WEALTH MANAGEMENT, LLC 31,266 $1.2M 9.5%
3 Lantern Wealth Advisors, LLC 10,060 $398K 3.0%
4 CIBC Private Wealth Group LLC 4,976 $197K 1.5%
5 Vermillion & White Wealth Management Group, LLC 4,201 $166K 1.3%
6 CENTAURUS FINANCIAL, INC. 143,382 $6K 0.0%

Latest Quarter Activity · Q3 2025

What the data says about CAPITAL GROUP CORE EQUITY ET

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put CAPITAL GROUP CORE EQUITY ET in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold CAPITAL GROUP CORE EQUITY ET?
CAPITAL GROUP CORE EQUITY ET is held by 6 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of CAPITAL GROUP CORE EQUITY ET?
Institutions report $13.1M of CAPITAL GROUP CORE EQUITY ET as of Q3 2025.
How concentrated is ownership of CAPITAL GROUP CORE EQUITY ET?
The top five institutional holders account for 100% of the reported institutional value in CAPITAL GROUP CORE EQUITY ET, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of CAPITAL GROUP CORE EQUITY ET?
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of CAPITAL GROUP CORE EQUITY ET with $11.1M across 280,188 shares as of Q3 2025.
Where does this CAPITAL GROUP CORE EQUITY ET data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.