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 309 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 $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,571
shares
|
$254,537
0.01% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
7,540
shares
|
$253,494
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
7,443
shares
|
$250,233
0.0% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,358
shares
|
$247,375
0.02% of portfolio
|
Q4 2024
Reduced 96.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,279
shares
|
$244,719
0.05% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,270
shares
|
$244,417
0.01% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$235,272
0.22% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,853
shares
|
$230,397
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
6,789
shares
|
$228,246
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
6,719
shares
|
$225,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
6,424
shares
|
$215,974
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,104
shares
|
$205,216
0.13% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
5,823
shares
|
$195,769
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,727
shares
|
$192,541
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
5,561
shares
|
$186,960
0.16% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,399
shares
|
$181,514
0.11% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
3,450
shares
|
$115,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
3,134
shares
|
$105,365
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,122
shares
|
$104,961
0.0% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,994
shares
|
$100,658
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,850
shares
|
$95,816
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,832
shares
|
$95,211
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,770
shares
|
$93,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,750
shares
|
$92,455
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,611
shares
|
$87,781
0.0% of portfolio
|
Q1 2024
New holding
|