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 333 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
13,826
shares
|
$477,550
0.16% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
13,702
shares
|
$473,267
0.23% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
13,656
shares
|
$471,678
0.11% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
13,649
shares
|
$471,436
0.41% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,162
shares
|
$454,615
0.02% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
13,098
shares
|
$452,404
0.18% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
12,967
shares
|
$447,880
0.02% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12,895
shares
|
$445,393
0.03% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,894
shares
|
$445,358
0.02% of portfolio
|
Q1 2025
Added 51.53%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
12,863
shares
|
$444,288
0.14% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
12,531
shares
|
$432,820
0.13% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,307
shares
|
$425,083
0.07% of portfolio
|
Q1 2025
Added 59.13%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
12,264
shares
|
$423,598
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
11,874
shares
|
$410,127
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,769
shares
|
$406,501
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
11,652
shares
|
$402,460
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
11,612
shares
|
$401,078
0.03% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,599
shares
|
$400,629
0.05% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,522
shares
|
$397,969
0.04% of portfolio
|
Q1 2025
Added 35.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,225
shares
|
$387,711
0.01% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
11,107
shares
|
$383,635
0.24% of portfolio
|
Q1 2025
Added 81.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,798
shares
|
$372,962
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
10,751
shares
|
$371,339
0.12% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,717
shares
|
$370,165
0.02% of portfolio
|
Q3 2023
Reduced 7.44%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,566
shares
|
$364,949
0.02% of portfolio
|
Q1 2025
New holding
|