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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
63,013
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
62,761
shares
|
$2.47 Million
0.82% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
62,107
shares
|
$2.44 Million
1.1% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
61,102
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
60,333
shares
|
$2.37 Million
0.65% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59,991
shares
|
$2.36 Million
0.06% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
59,185
shares
|
$2.33 Million
0.63% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
57,722
shares
|
$2.27 Million
0.84% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
56,857
shares
|
$2.24 Million
0.51% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
55,855
shares
|
$2.2 Million
0.57% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
53,010
shares
|
$2.09 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
52,778
shares
|
$2.08 Million
0.18% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
52,573
shares
|
$2.07 Million
0.81% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
52,568
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
51,326
shares
|
$2.02 Million
0.14% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
49,265
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2025
Added 40.3%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
48,669
shares
|
$1.92 Million
1.09% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
48,184
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
46,286
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
45,382
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
44,621
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
43,982
shares
|
$1.73 Million
0.18% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
43,182
shares
|
$1.7 Million
0.42% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
42,666
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 55.62%
|