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 371 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
12,768
shares
|
$506,761
0.17% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
12,753
shares
|
$506,166
0.0% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,455
shares
|
$494,338
0.0% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,453
shares
|
$494,259
0.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,431
shares
|
$493,386
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
12,409
shares
|
$492,513
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
12,240
shares
|
$485,805
0.33% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,125
shares
|
$481,241
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
12,065
shares
|
$478,859
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
12,044
shares
|
$478,026
0.27% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,018
shares
|
$476,994
0.05% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
11,974
shares
|
$475,248
0.09% of portfolio
|
Q3 2025
Added 36.15%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
11,836
shares
|
$469,770
0.13% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,586
shares
|
$459,848
0.01% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
11,444
shares
|
$454,212
0.06% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
11,332
shares
|
$449,767
0.01% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
11,295
shares
|
$448,298
0.04% of portfolio
|
Q3 2025
Reduced 39.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
11,164
shares
|
$443,099
0.01% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
11,015
shares
|
$437,185
0.1% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
10,963
shares
|
$435,121
0.02% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,746
shares
|
$426,508
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,717
shares
|
$425,357
0.02% of portfolio
|
Q3 2023
Reduced 7.44%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
10,060
shares
|
$399,281
0.21% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
9,925
shares
|
$393,923
0.3% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
9,909
shares
|
$393,288
0.25% of portfolio
|
Q3 2025
Reduced 0.65%
|
|