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 |
|---|---|---|---|---|---|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
42,107
shares
|
$1.66 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
41,906
shares
|
$1.65 Million
0.6% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
41,764
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
40,581
shares
|
$1.6 Million
0.45% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
39,196
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 41.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
38,786
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,230
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
36,281
shares
|
$1.43 Million
0.49% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
35,996
shares
|
$1.42 Million
0.18% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
35,575
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Added 125.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
34,646
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
34,302
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 59.51%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
34,278
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
34,249
shares
|
$1.35 Million
0.28% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
33,275
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
33,013
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
32,713
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
32,660
shares
|
$1.29 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
32,528
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
31,740
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,539
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
31,251
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
29,374
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 51.3%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
29,107
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 52.94%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
28,975
shares
|
$1.14 Million
0.67% of portfolio
|
Q2 2025
New holding
|