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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,399
shares
|
$212,504
0.11% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
5,212
shares
|
$205,144
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,806
shares
|
$189,164
0.0% of portfolio
|
Q3 2025
Added 762.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,978
shares
|
$156,574
0.0% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,965
shares
|
$156,062
0.1% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
3,134
shares
|
$123,354
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,886
shares
|
$113,592
0.0% of portfolio
|
Q2 2025
Added 166.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,770
shares
|
$109,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,611
shares
|
$102,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,505
shares
|
$98,596
0.01% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,465
shares
|
$97,022
0.0% of portfolio
|
Q4 2024
Added 21.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,387
shares
|
$93,952
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,332
shares
|
$91,787
0.0% of portfolio
|
Q2 2025
Added 149.41%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,329
shares
|
$91,669
0.05% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
2,234
shares
|
$87,930
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,209
shares
|
$86,946
0.02% of portfolio
|
Q3 2025
Added 43.35%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,099
shares
|
$82,616
0.05% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,805
shares
|
$71,044
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$59,040
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,188
shares
|
$46,759
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,115
shares
|
$43,886
0.0% of portfolio
|
Q2 2025
Added 197.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,076
shares
|
$42,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$39,360
0.02% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
987
shares
|
$38,848
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$35,424
0.0% of portfolio
|
Q2 2024
New holding
|