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 347 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
15,579
shares
|
$613,189
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
15,170
shares
|
$597,091
0.44% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
14,854
shares
|
$584,653
0.02% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
14,616
shares
|
$575,285
0.16% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
14,339
shares
|
$564,383
0.13% of portfolio
|
Q3 2025
Added 56.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
14,073
shares
|
$553,913
0.02% of portfolio
|
Q2 2025
Added 149.12%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
13,999
shares
|
$551,000
0.19% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
13,900
shares
|
$547,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,898
shares
|
$547,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
13,493
shares
|
$531,084
0.15% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,415
shares
|
$528,014
0.02% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
13,286
shares
|
$522,936
0.14% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,209
shares
|
$519,906
0.04% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
12,975
shares
|
$510,696
0.04% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
12,802
shares
|
$503,886
0.06% of portfolio
|
Q3 2024
Reduced 53.38%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
12,745
shares
|
$501,643
0.02% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
12,551
shares
|
$494,007
0.35% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,455
shares
|
$490,228
0.0% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,453
shares
|
$490,150
0.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,431
shares
|
$489,284
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
12,396
shares
|
$487,906
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
12,343
shares
|
$485,820
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
12,280
shares
|
$483,340
0.28% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,200
shares
|
$480,192
0.0% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
12,125
shares
|
$477,240
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|