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 348 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $4.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,186,883
shares
|
$622 Million
0.21% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,327,349
shares
|
$397 Million
0.12% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,668,346
shares
|
$218 Million
0.07% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,008,826
shares
|
$193 Million
0.01% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,826,699
shares
|
$186 Million
0.32% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,412,415
shares
|
$170 Million
1.54% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,865,009
shares
|
$149 Million
0.11% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,845,225
shares
|
$148 Million
0.11% of portfolio
|
Q2 2025
Added 46.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,415,953
shares
|
$131 Million
0.17% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,137,696
shares
|
$121 Million
0.02% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,032,309
shares
|
$117 Million
0.32% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,611,991
shares
|
$100 Million
0.06% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,493,713
shares
|
$95.9 Million
0.28% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,922,030
shares
|
$73.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,828,484
shares
|
$70.3 Million
0.16% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,723,233
shares
|
$66.2 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,447,626
shares
|
$55.6 Million
0.01% of portfolio
|
Q2 2025
Added 61.67%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,338,685
shares
|
$51.5 Million
0.06% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,199,797
shares
|
$46.1 Million
0.25% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,174,544
shares
|
$45.1 Million
0.23% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,154,988
shares
|
$44.4 Million
0.08% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,045,478
shares
|
$40.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
978,124
shares
|
$37.6 Million
14.6% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
932,782
shares
|
$35.9 Million
4.94% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
852,157
shares
|
$32.8 Million
0.08% of portfolio
|
Q2 2025
Added 6.14%
|