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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$53,250
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,188
shares
|
$42,174
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,186
shares
|
$42,103
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,082
shares
|
$38,411
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,017
shares
|
$36,103
0.01% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$35,500
0.01% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
987
shares
|
$35,038
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
935
shares
|
$33,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
900
shares
|
$31,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
886
shares
|
$31,453
0.03% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
840
shares
|
$29,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
675
shares
|
$23,962
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
656
shares
|
$23,288
0.01% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
531
shares
|
$18,850
0.01% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
514
shares
|
$18,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
409
shares
|
$14,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
375
shares
|
$13,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
330
shares
|
$11,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
306
shares
|
$10,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$8,875
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
200
shares
|
$7,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
197
shares
|
$6,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
192
shares
|
$6,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
176
shares
|
$6,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
85
shares
|
$3,017
0.0% of portfolio
|
Q4 2024
New holding
|