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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
8,434
shares
|
$331,962
0.17% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,416
shares
|
$331,253
0.1% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,156
shares
|
$321,020
0.02% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,088
shares
|
$318,343
0.02% of portfolio
|
Q2 2025
Reduced 57.61%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
8,061
shares
|
$317,280
0.18% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,004
shares
|
$315,037
0.0% of portfolio
|
Q2 2025
Reduced 64.89%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
7,989
shares
|
$314,447
0.03% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
7,706
shares
|
$303,308
0.14% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,523
shares
|
$296,105
0.03% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
7,487
shares
|
$294,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
7,298
shares
|
$287,249
0.22% of portfolio
|
Q3 2025
Reduced 60.2%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
7,201
shares
|
$283,431
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$275,441
0.22% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,981
shares
|
$274,772
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,819
shares
|
$268,395
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
6,689
shares
|
$263,279
0.47% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
6,596
shares
|
$259,618
0.06% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,030
shares
|
$237,340
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,989
shares
|
$235,727
0.02% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
5,854
shares
|
$230,413
0.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,690
shares
|
$223,958
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
5,614
shares
|
$220,967
0.23% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
5,560
shares
|
$218,841
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,503
shares
|
$216,598
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
5,419
shares
|
$213,291
0.0% of portfolio
|
Q2 2025
Reduced 19.35%
|