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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
864,452
shares
|
$34 Million
1.7% of portfolio
|
Q3 2025
Added 33.53%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
852,157
shares
|
$33.5 Million
0.08% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
849,562
shares
|
$33.4 Million
0.51% of portfolio
|
Q2 2025
Added 109.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
847,182
shares
|
$33.3 Million
0.03% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
826,422
shares
|
$32.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
750,208
shares
|
$29.5 Million
0.99% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
673,845
shares
|
$26.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
599,501
shares
|
$23.6 Million
0.07% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
599,098
shares
|
$23.6 Million
0.28% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
548,695
shares
|
$21.6 Million
0.05% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
478,224
shares
|
$18.8 Million
0.25% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
465,996
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2025
Added 50.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
456,595
shares
|
$18 Million
0.14% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
455,246
shares
|
$17.9 Million
3.73% of portfolio
|
Q2 2024
Added 20.49%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
448,326
shares
|
$17.6 Million
0.12% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
412,211
shares
|
$16.2 Million
0.42% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
411,239
shares
|
$16.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
403,211
shares
|
$15.9 Million
0.15% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
401,342
shares
|
$15.8 Million
3.12% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
389,756
shares
|
$15.3 Million
10.95% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
387,686
shares
|
$15.3 Million
0.05% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
382,889
shares
|
$15.1 Million
0.73% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
380,451
shares
|
$15 Million
0.43% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
344,826
shares
|
$13.6 Million
4.99% of portfolio
|
Q3 2025
Reduced 56.24%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
343,617
shares
|
$13.5 Million
5.81% of portfolio
|
Q3 2025
Added 3.2%
|