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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
802,853
shares
|
$27.7 Million
0.07% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
737,631
shares
|
$25.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
699,625
shares
|
$24.2 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
681,280
shares
|
$23.5 Million
0.05% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
652,375
shares
|
$22.5 Million
10.78% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
633,891
shares
|
$21.9 Million
10.38% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
595,847
shares
|
$20.6 Million
1.19% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
559,663
shares
|
$19.3 Million
0.07% of portfolio
|
Q1 2025
Added 52.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
549,640
shares
|
$19 Million
0.58% of portfolio
|
Q1 2025
Added 113.12%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
490,885
shares
|
$17 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
455,246
shares
|
$15.7 Million
3.73% of portfolio
|
Q2 2024
Added 20.49%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
443,812
shares
|
$15.3 Million
0.04% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
434,623
shares
|
$15 Million
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
410,242
shares
|
$14.2 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
405,077
shares
|
$14 Million
0.38% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
403,211
shares
|
$13.9 Million
0.15% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
384,014
shares
|
$13.3 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
383,265
shares
|
$13.2 Million
3.12% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
376,967
shares
|
$13 Million
0.19% of portfolio
|
Q1 2025
Added 36.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
376,157
shares
|
$13 Million
0.14% of portfolio
|
Q1 2025
Added 33.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
368,920
shares
|
$12.7 Million
0.18% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
362,311
shares
|
$12.5 Million
10.69% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
359,947
shares
|
$12.4 Million
0.15% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
344,275
shares
|
$11.9 Million
0.37% of portfolio
|
Q1 2025
Added 10927.39%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
340,234
shares
|
$11.8 Million
5.52% of portfolio
|
Q1 2025
Reduced 0.3%
|