Institutional Ownership Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS). We have compiled data on the 338 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,836,962
shares
|
$560 Million
0.2% of portfolio
|
Q1 2025
Added 60.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,327,349
shares
|
$390 Million
0.12% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,218,252
shares
|
$197 Million
0.07% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,357,561
shares
|
$165 Million
0.01% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,288,924
shares
|
$162 Million
1.5% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,843,349
shares
|
$145 Million
0.26% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,552,083
shares
|
$134 Million
0.1% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,415,953
shares
|
$129 Million
0.17% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,945,656
shares
|
$111 Million
0.02% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,731,036
shares
|
$103 Million
0.3% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,633,492
shares
|
$99.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 45.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,611,991
shares
|
$98.6 Million
0.06% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,493,713
shares
|
$94.2 Million
0.28% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,974,705
shares
|
$74.6 Million
0.01% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,723,233
shares
|
$65.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,710,475
shares
|
$64.6 Million
0.15% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,509,490
shares
|
$57 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,151,508
shares
|
$43.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 42.03%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,094,834
shares
|
$41.3 Million
0.19% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,066,555
shares
|
$40.3 Million
0.07% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,005,661
shares
|
$38 Million
0.21% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
1,000,229
shares
|
$37.8 Million
0.04% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
978,124
shares
|
$36.9 Million
14.6% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
932,782
shares
|
$35.2 Million
4.94% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
895,434
shares
|
$33.8 Million
0.01% of portfolio
|
Q1 2025
Added 11.12%
|