Purchases and Sales Made in Q3 2025 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q3 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE EQUITY ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99M+ 1624.4% |
$73.2M - $78.9M
|
2.11M
$83M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
243K+ 7.12% |
$8.98M - $9.66M
|
3.66M
$144M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
217K+ 33.53% |
$8.01M - $8.62M
|
864K
$34M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 272.22% |
$5.45M - $5.86M
|
202K
$7.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
131K+ 384.9% |
$4.85M - $5.22M
|
166K
$6.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
129K+ 27.45% |
$4.76M - $5.12M
|
599K
$23.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
75.7K+ 18.79% |
$2.79M - $3.01M
|
478K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70K+ 12.76% |
$2.58M - $2.78M
|
619K
$24.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
27.5K+ 10.29% |
$1.01M - $1.09M
|
295K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 28.6% |
$974K - $1.05M
|
119K
$4.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
24.3K+ 10.47% |
$896K - $965K
|
256K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20K+ 5.23% |
$736K - $793K
|
401K
$15.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 3.22% |
$691K - $743K
|
600K
$23.6M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
15.6K+ 14.47% |
$576K - $621K
|
124K
$4.87M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
15.4K+ 27.7% |
$568K - $612K
|
71K
$2.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 25.33% |
$472K - $508K
|
63.2K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.5K+ 11.79% |
$460K - $495K
|
118K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
12.2K+ 97.95% |
$448K - $483K
|
24.6K
$967K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.5K+ 41.52% |
$424K - $457K
|
39.2K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.6K+ 3.2% |
$393K - $423K
|
344K
$13.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
10.3K+ 69.21% |
$381K - $411K
|
25.3K
$995K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.91K+ 6.74% |
$329K - $354K
|
141K
$5.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.7K+ 12.5% |
$247K - $266K
|
60.3K
$2.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.78K+ 77.78% |
$213K - $230K
|
13.2K
$520K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.63K+ 10.35% |
$208K - $224K
|
60K
$2.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.19K+ 56.74% |
$191K - $206K
|
14.3K
$564K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.91K+ 8.49% |
$181K - $195K
|
62.8K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.51K+ 1.02% |
$166K - $179K
|
448K
$17.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 762.84% |
$157K - $169K
|
4.81K
$189K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.22K+ 4.94% |
$156K - $168K
|
89.6K
$3.53M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.1K+ 28.66% |
$151K - $163K
|
18.4K
$724K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.98K+ 2.73% |
$147K - $158K
|
150K
$5.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.86K+ 12.57% |
$106K - $114K
|
25.7K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.61K+ 6.67% |
$96.4K - $104K
|
41.8K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.61KNew |
$96.3K - $104K
|
2.61K
$103K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.56K+ 7.6% |
$94.5K - $102K
|
36.3K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.35K+ 4.13% |
$86.7K - $93.3K
|
59.2K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.34K+ 11.95% |
$86.5K - $93.1K
|
22K
$865K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.15K+ 10.0% |
$79.2K - $85.2K
|
23.6K
$929K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.14K+ 4.25% |
$79.1K - $85.1K
|
52.6K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.04K+ 9.57% |
$75.1K - $80.8K
|
23.3K
$917K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.92K+ 5.93% |
$70.8K - $76.2K
|
34.3K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.92K+ 8.51% |
$70.8K - $76.2K
|
24.5K
$963K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 19.1% |
$66K - $71.1K
|
11.2K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.74K+ 2.88% |
$64.2K - $69.1K
|
62.1K
$2.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.64K+ 6.71% |
$60.6K - $65.3K
|
26.1K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.3K+ 1.47% |
$48K - $51.6K
|
89.9K
$3.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3K+ 1.16% |
$47.9K - $51.6K
|
114K
$4.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12K+ 2.54% |
$41.5K - $44.6K
|
45.4K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
996+ 9.41% |
$36.7K - $39.6K
|
11.6K
$456K
|