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 266 institutions that hold shares in the stock, with a total of 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
7,088
shares
|
$245,528
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
6,941
shares
|
$240,436
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
6,789
shares
|
$235,170
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
6,719
shares
|
$232,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,560
shares
|
$227,238
0.01% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,533
shares
|
$226,303
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,424
shares
|
$222,527
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
6,359
shares
|
$220,275
0.19% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,089
shares
|
$210,922
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,009
shares
|
$208,151
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,961
shares
|
$206,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,399
shares
|
$187,021
0.11% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,134
shares
|
$108,561
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,934
shares
|
$101,633
0.0% of portfolio
|
Q3 2024
Added 944.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,816
shares
|
$97,546
0.03% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,770
shares
|
$95,952
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,750
shares
|
$95,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,611
shares
|
$90,445
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,454
shares
|
$85,006
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,421
shares
|
$83,863
0.0% of portfolio
|
Q2 2024
Added 138.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,387
shares
|
$82,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,035
shares
|
$70,492
0.0% of portfolio
|
Q2 2023
Added 96.62%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,847
shares
|
$63,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,766
shares
|
$61,174
0.05% of portfolio
|
Q3 2024
Added 130.55%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,759
shares
|
$60,931
0.08% of portfolio
|
Q3 2024
Added 0.23%
|