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 314 institutions that hold shares in the stock, with a total of 88.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,750
shares
|
$87,477
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,611
shares
|
$83,055
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,465
shares
|
$78,411
0.0% of portfolio
|
Q4 2024
Added 21.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,409
shares
|
$76,630
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,387
shares
|
$75,930
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,180
shares
|
$69,345
0.01% of portfolio
|
Q1 2025
Added 514.08%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,173
shares
|
$69,123
0.0% of portfolio
|
Q4 2024
Added 110.97%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,769
shares
|
$56,271
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,541
shares
|
$49,019
0.02% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$47,715
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,435
shares
|
$45,647
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,266
shares
|
$40,271
0.02% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,186
shares
|
$37,726
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,178
shares
|
$37,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,159
shares
|
$36,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,017
shares
|
$32,350
0.01% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$31,810
0.0% of portfolio
|
Q2 2024
Reduced 89.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$31,810
0.02% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
987
shares
|
$31,396
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
982
shares
|
$31,237
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
900
shares
|
$28,629
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
866
shares
|
$27,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
840
shares
|
$26,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
675
shares
|
$21,471
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
605
shares
|
$19,245
0.01% of portfolio
|
Q4 2024
Added 7.27%
|