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 308 institutions that hold shares in the stock, with a total of 86.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
29,987
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
29,107
shares
|
$993,421
0.04% of portfolio
|
Q3 2024
Added 52.94%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
28,885
shares
|
$985,845
0.11% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
28,080
shares
|
$958,370
0.48% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
27,833
shares
|
$949,940
0.42% of portfolio
|
Q4 2024
Added 35.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,587
shares
|
$941,544
0.01% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
26,686
shares
|
$910,793
0.02% of portfolio
|
Q4 2024
Added 42.62%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
25,191
shares
|
$859,768
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,995
shares
|
$818,949
0.0% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
23,716
shares
|
$809,427
0.05% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
23,091
shares
|
$788,095
0.12% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
22,769
shares
|
$777,105
0.02% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
22,580
shares
|
$770,655
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
22,466
shares
|
$766,764
0.11% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
22,298
shares
|
$761,030
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
22,221
shares
|
$758,402
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,697
shares
|
$706,388
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
20,637
shares
|
$704,340
0.19% of portfolio
|
Q4 2024
Added 44.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,412
shares
|
$696,661
0.02% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
20,185
shares
|
$688,914
0.07% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
20,161
shares
|
$688,094
0.15% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
19,683
shares
|
$671,780
0.25% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
19,473
shares
|
$664,613
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,444
shares
|
$663,623
0.0% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
19,024
shares
|
$649,289
0.59% of portfolio
|
Q4 2024
Reduced 2.77%
|