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 |
|---|---|---|---|---|---|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
12,065
shares
|
$474,878
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,835
shares
|
$465,825
0.05% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,828
shares
|
$465,550
0.0% of portfolio
|
Q2 2025
Reduced 80.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,586
shares
|
$456,024
0.01% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
11,332
shares
|
$446,027
0.01% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
11,182
shares
|
$440,123
0.06% of portfolio
|
Q2 2025
Added 57.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
11,164
shares
|
$439,415
0.01% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
11,015
shares
|
$433,550
0.1% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
10,963
shares
|
$431,503
0.02% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,936
shares
|
$430,440
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,729
shares
|
$422,293
0.07% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,717
shares
|
$421,821
0.02% of portfolio
|
Q3 2023
Reduced 7.44%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
10,185
shares
|
$400,881
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
10,064
shares
|
$396,119
0.08% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,925
shares
|
$390,648
0.3% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
9,736
shares
|
$383,208
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
9,736
shares
|
$383,208
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,633
shares
|
$379,154
0.0% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
9,484
shares
|
$373,290
0.17% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,461
shares
|
$372,384
0.02% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,433
shares
|
$371,282
0.02% of portfolio
|
Q2 2024
Added 9.7%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,092
shares
|
$357,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,889
shares
|
$349,871
0.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,795
shares
|
$346,171
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,520
shares
|
$335,347
0.04% of portfolio
|
Q2 2025
Reduced 3.8%
|