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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,474
shares
|
$361,771
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
10,128
shares
|
$349,821
0.17% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
9,984
shares
|
$344,847
0.08% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
9,925
shares
|
$342,809
0.29% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
9,559
shares
|
$330,167
0.21% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,535
shares
|
$329,338
0.03% of portfolio
|
Q1 2025
Added 29.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
9,461
shares
|
$326,782
0.02% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,433
shares
|
$325,815
0.02% of portfolio
|
Q2 2024
Added 9.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
9,209
shares
|
$318,078
0.17% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
8,976
shares
|
$310,031
0.03% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
8,882
shares
|
$306,784
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,857
shares
|
$305,920
0.04% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,797
shares
|
$303,848
0.03% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
8,725
shares
|
$301,361
0.08% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
8,476
shares
|
$292,761
0.01% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,416
shares
|
$290,688
0.09% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
8,205
shares
|
$283,400
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,126
shares
|
$280,672
0.03% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
8,061
shares
|
$278,426
0.04% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,936
shares
|
$274,109
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
7,705
shares
|
$266,130
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,604
shares
|
$262,642
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
7,505
shares
|
$259,222
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,367
shares
|
$254,456
0.01% of portfolio
|
Q1 2025
Added 239.02%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
7,154
shares
|
$247,099
0.04% of portfolio
|
Q4 2024
New holding
|