Congress Holdings

Most held

CGUS

Capital Group Core Equity ETF

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Brad Knott NC-13 Spouse Spouse Roth IRA โ‡’ Capital Group Core Equity ETF (CGUS) EF $1,001 - $15,000 August 12, 2026
filing 10081536, p. 4

How the count is made: see Most held.