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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,697
shares
|
$814,633
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,412
shares
|
$803,416
0.02% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
20,108
shares
|
$791,450
0.22% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
19,286
shares
|
$759,096
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
19,090
shares
|
$751,382
0.17% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
18,585
shares
|
$731,505
0.07% of portfolio
|
Q2 2025
Reduced 53.08%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,424
shares
|
$725,168
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
18,392
shares
|
$723,909
0.06% of portfolio
|
Q2 2025
Added 58.39%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
18,389
shares
|
$723,791
0.15% of portfolio
|
Q3 2025
Added 28.66%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
18,388
shares
|
$723,751
0.39% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,139
shares
|
$713,951
0.04% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,338
shares
|
$682,423
0.14% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
17,189
shares
|
$676,559
0.45% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
17,006
shares
|
$669,356
0.27% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,725
shares
|
$658,296
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16,623
shares
|
$654,281
0.04% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
16,300
shares
|
$641,568
0.09% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
16,282
shares
|
$640,859
0.1% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
16,053
shares
|
$631,846
0.1% of portfolio
|
Q1 2025
Reduced 46.47%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
15,936
shares
|
$627,240
0.27% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
15,933
shares
|
$627,122
0.05% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
15,876
shares
|
$624,879
0.14% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
15,691
shares
|
$617,597
0.17% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
15,678
shares
|
$617,086
0.44% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15,652
shares
|
$616,062
0.18% of portfolio
|
Q4 2024
Reduced 57.51%
|