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 333 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$248,429
0.22% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,880
shares
|
$244,240
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,791
shares
|
$241,080
0.01% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
6,789
shares
|
$241,009
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
6,719
shares
|
$238,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,424
shares
|
$228,052
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
6,188
shares
|
$219,674
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,649
shares
|
$200,539
0.01% of portfolio
|
Q1 2025
Added 464.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,399
shares
|
$191,664
0.11% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
5,125
shares
|
$181,937
0.03% of portfolio
|
Q1 2025
Added 80.97%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
3,722
shares
|
$132,131
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
3,134
shares
|
$111,257
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,885
shares
|
$102,417
0.04% of portfolio
|
Q1 2025
Added 101.05%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,850
shares
|
$101,175
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,770
shares
|
$98,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,611
shares
|
$92,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,606
shares
|
$92,513
0.0% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,465
shares
|
$87,507
0.0% of portfolio
|
Q4 2024
Added 21.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,387
shares
|
$84,738
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,315
shares
|
$82,182
0.04% of portfolio
|
Q1 2025
Added 82.86%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,180
shares
|
$77,390
0.01% of portfolio
|
Q1 2025
Added 514.08%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,800
shares
|
$63,900
0.08% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,760
shares
|
$62,480
0.02% of portfolio
|
Q1 2025
Added 305.53%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,757
shares
|
$62,373
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,541
shares
|
$54,705
0.02% of portfolio
|
Q4 2023
Added 0.33%
|