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 311 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,828
shares
|
$360,355
0.03% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
10,818
shares
|
$360,023
0.34% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,717
shares
|
$356,661
0.02% of portfolio
|
Q3 2023
Reduced 7.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,668
shares
|
$355,031
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
10,624
shares
|
$353,566
0.13% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
10,474
shares
|
$348,574
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
10,311
shares
|
$343,150
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
10,257
shares
|
$341,352
0.07% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
10,128
shares
|
$337,059
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,025
shares
|
$333,632
0.01% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
10,001
shares
|
$332,833
0.02% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
9,599
shares
|
$319,454
0.22% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,433
shares
|
$313,930
0.02% of portfolio
|
Q2 2024
Added 9.7%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,283
shares
|
$308,938
0.04% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
9,034
shares
|
$300,651
0.08% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,013
shares
|
$299,952
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,509
shares
|
$283,179
0.01% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,485
shares
|
$282,380
0.03% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
8,416
shares
|
$280,084
0.1% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,252
shares
|
$274,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
8,205
shares
|
$273,062
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
8,061
shares
|
$268,270
0.04% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,936
shares
|
$264,110
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,870
shares
|
$261,913
0.04% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
7,734
shares
|
$257,387
0.04% of portfolio
|
Q4 2024
New holding
|