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 267 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,673,423
shares
|
$241 Million
0.08% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
6,668,760
shares
|
$240 Million
0.1% of portfolio
|
Q3 2024
Added 35.72%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,758,100
shares
|
$135 Million
1.3% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,034,717
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,666,006
shares
|
$96.1 Million
0.21% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,611,991
shares
|
$94.1 Million
0.06% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,502,297
shares
|
$90.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,345,215
shares
|
$84.5 Million
0.12% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,125,585
shares
|
$76.6 Million
0.02% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,801,958
shares
|
$64.9 Million
0.21% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,723,233
shares
|
$62.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,684,062
shares
|
$60.7 Million
0.21% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,557,393
shares
|
$56.1 Million
0.13% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,532,985
shares
|
$55.2 Million
0.16% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,312,339
shares
|
$47.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,171,349
shares
|
$42.2 Million
0.0% of portfolio
|
Q3 2024
Added 3664.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,069,637
shares
|
$38.5 Million
0.04% of portfolio
|
Q3 2024
Added 81.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,060,121
shares
|
$38.2 Million
0.21% of portfolio
|
Q3 2024
Added 28.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
954,931
shares
|
$34.4 Million
0.07% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
850,999
shares
|
$30.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
841,503
shares
|
$30.3 Million
0.18% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
823,341
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
808,005
shares
|
$29.1 Million
13.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
774,464
shares
|
$27.9 Million
0.18% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
749,775
shares
|
$27 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|