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 372 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
19,909,178
shares
|
$790 Million
0.25% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,137,498
shares
|
$442 Million
0.14% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,028,681
shares
|
$279 Million
0.09% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,122,857
shares
|
$243 Million
0.02% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,978,364
shares
|
$237 Million
0.04% of portfolio
|
Q3 2025
Added 17866.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,522,630
shares
|
$219 Million
0.27% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,799,841
shares
|
$191 Million
0.13% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,555,109
shares
|
$181 Million
3.5% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,144,701
shares
|
$165 Million
0.11% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,976,974
shares
|
$158 Million
0.03% of portfolio
|
Q3 2025
Added 26.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,659,263
shares
|
$145 Million
0.19% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,165,889
shares
|
$126 Million
0.37% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,638,620
shares
|
$105 Million
0.29% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,611,991
shares
|
$104 Million
0.06% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,107,661
shares
|
$83.7 Million
0.87% of portfolio
|
Q3 2025
Added 1624.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,043,127
shares
|
$81.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,023,624
shares
|
$80.3 Million
0.12% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,803,311
shares
|
$71.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,723,233
shares
|
$68.4 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,657,531
shares
|
$65.8 Million
0.07% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,490,840
shares
|
$59.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,361,308
shares
|
$54 Million
0.29% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,358,988
shares
|
$53.9 Million
0.01% of portfolio
|
Q3 2025
Added 749.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,184,213
shares
|
$47 Million
0.08% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,115,378
shares
|
$44.3 Million
1.57% of portfolio
|
Q3 2025
Added 48.68%
|
|