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 267 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
32,660
shares
|
$1.15 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
31,971
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
31,664
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
30,619
shares
|
$1.08 Million
0.69% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
30,598
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
29,868
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
29,107
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 52.94%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
28,482
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Added 35.96%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
25,553
shares
|
$901,254
0.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24,938
shares
|
$879,563
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
24,858
shares
|
$876,741
0.01% of portfolio
|
Q3 2024
Added 47.67%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
24,337
shares
|
$858,365
0.01% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,055
shares
|
$848,419
0.01% of portfolio
|
Q3 2024
Added 38.25%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
23,716
shares
|
$836,463
0.05% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
23,551
shares
|
$830,643
0.0% of portfolio
|
Q3 2024
Added 57.85%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,384
shares
|
$824,753
0.0% of portfolio
|
Q3 2024
Added 40.96%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
22,534
shares
|
$794,774
0.29% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
22,493
shares
|
$793,328
0.11% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
22,093
shares
|
$779,220
0.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
20,589
shares
|
$726,174
0.32% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,498
shares
|
$722,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
20,428
shares
|
$720,495
0.2% of portfolio
|
Q3 2024
Added 78.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,412
shares
|
$719,931
0.02% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,387
shares
|
$719,049
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
20,348
shares
|
$717,673
0.0% of portfolio
|
Q3 2024
New holding
|