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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
114,725
shares
|
$4.52 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
113,695
shares
|
$4.48 Million
0.53% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
109,197
shares
|
$4.3 Million
0.13% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
108,747
shares
|
$4.28 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
108,403
shares
|
$4.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 26.63%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
105,829
shares
|
$4.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
103,409
shares
|
$4.07 Million
0.26% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
99,867
shares
|
$3.93 Million
1.57% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
99,577
shares
|
$3.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
95,992
shares
|
$3.78 Million
2.19% of portfolio
|
Q4 2022
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
95,366
shares
|
$3.75 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
93,425
shares
|
$3.68 Million
0.04% of portfolio
|
Q2 2025
Added 63.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
92,317
shares
|
$3.63 Million
0.07% of portfolio
|
Q2 2025
Added 130.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
89,904
shares
|
$3.54 Million
0.08% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
89,640
shares
|
$3.53 Million
1.67% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
86,113
shares
|
$3.39 Million
0.32% of portfolio
|
Q2 2025
Added 40.12%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
83,904
shares
|
$3.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
78,156
shares
|
$3.08 Million
1.2% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
75,600
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
71,000
shares
|
$2.79 Million
1.95% of portfolio
|
Q3 2025
Added 27.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
70,874
shares
|
$2.79 Million
0.06% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
68,267
shares
|
$2.69 Million
1.43% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
64,850
shares
|
$2.55 Million
0.86% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
64,835
shares
|
$2.55 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
63,237
shares
|
$2.49 Million
1.37% of portfolio
|
Q3 2025
Added 25.33%
|