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

According to SEC Form 13F-HR filings in this corpus, CAPITAL GROUP CORE EQUITY ET ranks #395 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $13.1M as of Q3 2025, with ownership dominated by its top few institutional owners.

6
institutions hold it
$13.1M
reported 13F value
100%
held by top 5
#395
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, CAPITAL GROUP CORE EQUITY ET ranks #395 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 14020V108 · Q3 2025 $13M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-LIGHT #395/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH ISHARES SILVER TRUST
  • ACTIVITY-MID 5 new
  • BOOK-MID 7Q history

Photo-finish peer on reported value: ISHARES SILVER TRUST

Read with: Ownership concentration guide - CAPITAL GROUP CORE EQUITY ET's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · CAPITAL GROUP CORE EQUITY ET

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES SILVER TRUST · near$13MCAPITAL GROUP CORE E… · this…$13MALLSTATE · near$13MCVS HEALTH · near$13MPHILLIPS 66 · near$13M
Aggregate reported institutional value ($)
Largest institutional holders of CAPITAL GROUP CORE EQUITY ET
  1. 1
    JPMORGAN CHASE & CO $11.1M
  2. 2
    TCFG WEALTH MANAGEMENT, LLC $1.2M
  3. 3
    Lantern Wealth Advisors, LLC $398K
  4. 4
    CIBC Private Wealth Group LLC $197K
  5. 5
    Vermillion & White Wealth Management Group, LLC $166K
  6. 6
    CENTAURUS FINANCIAL, INC. $6K

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CAPITAL GROUP CORE EQUITY ET's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
84.7%
Sole discretion (SOLE)
15.3%

Latest Quarter Activity · Q3 2025

New positions (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $11.1M
TCFG WEALTH MANAGEMENT, LLC $1.2M
Lantern Wealth Advisors, LLC $398K
CIBC Private Wealth Group LLC $197K
Vermillion & White Wealth Management Group, LLC $166K

Complete exits (4)

Orion Porfolio Solutions, LLC exited
SILVERLAKE WEALTH MANAGEMENT LLC exited
Cypress Capital Advisors, LLC exited
Tribridge Partners Financial LLC exited

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.
Where does CAPITAL GROUP CORE EQUITY ET sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, CAPITAL GROUP CORE EQUITY ET ranks #395 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for CAPITAL GROUP CORE EQUITY ET: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($13.1M here).

ISHARES SILVER TRUST $13.1M ALLSTATE CORP $13.1M CVS HEALTH CORP $13.0M PHILLIPS 66 $13.0M

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

AKAMAI TECHNOLOGIES INC 6 ALEXANDRIA REAL ESTATE EQ IN 6 ALLETE INC 6 ALLIANCEBERNSTEIN HLDG L P 6

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.