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 |
|---|---|---|---|---|---|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
314,621
shares
|
$12.4 Million
9.88% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
294,656
shares
|
$11.6 Million
2.7% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
292,835
shares
|
$11.5 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
288,796
shares
|
$11.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
283,714
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
272,601
shares
|
$10.7 Million
6.98% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
267,142
shares
|
$10.5 Million
0.19% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
266,668
shares
|
$10.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
264,597
shares
|
$10.4 Million
0.39% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
264,366
shares
|
$10.4 Million
0.23% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
253,557
shares
|
$9.98 Million
0.18% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
253,233
shares
|
$9.97 Million
0.26% of portfolio
|
Q2 2025
Reduced 53.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
240,929
shares
|
$9.48 Million
0.83% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
239,649
shares
|
$9.43 Million
0.14% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
232,010
shares
|
$9.13 Million
0.12% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
222,851
shares
|
$8.77 Million
6.73% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
221,166
shares
|
$8.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
201,888
shares
|
$7.95 Million
0.15% of portfolio
|
Q3 2025
Added 272.22%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
194,938
shares
|
$7.67 Million
0.18% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
193,476
shares
|
$7.62 Million
0.19% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
186,633
shares
|
$7.35 Million
0.01% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
185,471
shares
|
$7.3 Million
0.15% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
182,245
shares
|
$7.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
180,809
shares
|
$7.12 Million
0.26% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
175,829
shares
|
$6.92 Million
0.53% of portfolio
|
Q2 2025
Added 8.03%
|