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 311 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
41,196
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
41,195
shares
|
$1.37 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
40,863
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
40,425
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,069
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39,876
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
39,031
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
38,461
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 54.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
38,146
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
38,130
shares
|
$1.27 Million
0.81% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
37,233
shares
|
$1.24 Million
0.37% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
36,974
shares
|
$1.23 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
36,202
shares
|
$1.2 Million
0.42% of portfolio
|
Q4 2024
Added 21.21%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
36,095
shares
|
$1.2 Million
0.58% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
35,099
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
34,479
shares
|
$1.15 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
34,123
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
34,074
shares
|
$1.13 Million
0.78% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
33,957
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
33,336
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
32,760
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
32,660
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,576
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
30,627
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Added 58.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
30,597
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 942.84%
|