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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
169,565
shares
|
$6.67 Million
0.55% of portfolio
|
Q2 2025
Added 16.63%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
165,554
shares
|
$6.52 Million
3.05% of portfolio
|
Q3 2025
Added 384.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
160,000
shares
|
$6.3 Million
0.0% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
159,403
shares
|
$6.27 Million
0.02% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
153,458
shares
|
$6.04 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
149,822
shares
|
$5.9 Million
0.43% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
145,346
shares
|
$5.72 Million
1.05% of portfolio
|
Q3 2025
Reduced 44.61%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
145,220
shares
|
$5.72 Million
0.41% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
142,452
shares
|
$5.61 Million
0.06% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
141,067
shares
|
$5.55 Million
4.38% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
139,941
shares
|
$5.51 Million
2.66% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
139,386
shares
|
$5.49 Million
0.01% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
138,737
shares
|
$5.46 Million
0.04% of portfolio
|
Q2 2025
Added 162.43%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
138,283
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
136,665
shares
|
$5.38 Million
0.36% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
134,758
shares
|
$5.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
127,590
shares
|
$5.02 Million
3.86% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
124,932
shares
|
$4.92 Million
0.49% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
123,659
shares
|
$4.87 Million
2.4% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
121,874
shares
|
$4.8 Million
0.31% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
119,540
shares
|
$4.71 Million
0.09% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
118,786
shares
|
$4.68 Million
0.46% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
118,185
shares
|
$4.65 Million
1.45% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
116,048
shares
|
$4.57 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
115,626
shares
|
$4.55 Million
0.02% of portfolio
|
Q2 2025
Added 23.42%
|