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 205 institutions that hold shares in the stock, with a total of 47.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,580,495
shares
|
$143 Million
0.05% of portfolio
|
Q1 2024
Added 9.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,029,984
shares
|
$126 Million
0.07% of portfolio
|
Q1 2024
Added 37.67%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 14, 2024 Q1 2024 |
3,316,695
shares
|
$104 Million
1.09% of portfolio
|
Q1 2024
Added 3.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,204,326
shares
|
$68.9 Million
0.07% of portfolio
|
Q1 2024
Added 23.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,183,823
shares
|
$68.3 Million
0.16% of portfolio
|
Q1 2024
Added 208.02%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,980,602
shares
|
$61.9 Million
0.1% of portfolio
|
Q1 2024
Added 21.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,540,432
shares
|
$48.2 Million
0.03% of portfolio
|
Q1 2024
Added 46.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,505,561
shares
|
$47.1 Million
0.07% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,447,676
shares
|
$45.3 Million
0.01% of portfolio
|
Q1 2024
Added 20.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,421,771
shares
|
$44.4 Million
0.17% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,341,589
shares
|
$41.9 Million
0.17% of portfolio
|
Q1 2024
Added 5.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,191,170
shares
|
$37.2 Million
0.04% of portfolio
|
Q1 2024
Added 181.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,098,537
shares
|
$34.3 Million
0.08% of portfolio
|
Q1 2024
Reduced 40.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
941,492
shares
|
$29.4 Million
0.01% of portfolio
|
Q1 2024
Added 37.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
913,534
shares
|
$28.6 Million
0.06% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
763,794
shares
|
$23.9 Million
0.12% of portfolio
|
Q1 2024
Added 517.4%
|
|
|
Souders Financial Advisors
|
May 08, 2024 Q1 2024 |
739,622
shares
|
$23.1 Million
3.78% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Midwest Heritage Bank, Fsb
|
Apr 23, 2024 Q1 2024 |
721,613
shares
|
$22.6 Million
11.86% of portfolio
|
Q1 2024
Added 16.42%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
717,511
shares
|
$22.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
629,922
shares
|
$19.7 Million
1.08% of portfolio
|
Q1 2024
Added 1973.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
588,264
shares
|
$18.4 Million
0.05% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 18, 2024 Q1 2024 |
571,128
shares
|
$17.9 Million
10.54% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
476,149
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2024
Added 25.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
444,884
shares
|
$13.9 Million
0.12% of portfolio
|
Q1 2024
Added 81.34%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
398,060
shares
|
$12.4 Million
0.09% of portfolio
|
Q1 2024
Added 19.2%
|
|