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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
28,632
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
27,806
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 61.95%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
27,702
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
27,026
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2025
Added 97.24%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
26,870
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
26,742
shares
|
$1.05 Million
0.2% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
26,662
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 124.54%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
26,125
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
25,655
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
25,275
shares
|
$994,824
0.08% of portfolio
|
Q3 2025
Added 69.21%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
25,191
shares
|
$991,517
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,567
shares
|
$966,957
0.04% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
24,563
shares
|
$966,799
0.18% of portfolio
|
Q3 2025
Added 97.95%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
24,292
shares
|
$956,133
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,663
shares
|
$931,375
0.03% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
23,604
shares
|
$929,053
0.01% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
23,406
shares
|
$921,260
0.18% of portfolio
|
Q2 2025
Added 154.16%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
23,291
shares
|
$916,733
0.14% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
23,011
shares
|
$905,712
0.02% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
22,796
shares
|
$897,250
0.09% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
22,540
shares
|
$887,174
0.15% of portfolio
|
Q2 2025
Reduced 52.82%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
21,964
shares
|
$864,503
0.66% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
21,483
shares
|
$845,570
0.59% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
21,275
shares
|
$837,384
0.01% of portfolio
|
Q2 2025
Added 89.53%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
20,905
shares
|
$822,820
0.08% of portfolio
|
Q3 2025
Reduced 0.83%
|