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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
747,042
shares
|
$25.9 Million
3.75% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
727,210
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
671,933
shares
|
$23.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
603,469
shares
|
$20.9 Million
10.97% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
562,662
shares
|
$19.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
455,246
shares
|
$15.8 Million
3.73% of portfolio
|
Q2 2024
Added 20.49%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
420,136
shares
|
$14.6 Million
0.96% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
415,799
shares
|
$14.4 Million
0.29% of portfolio
|
Q2 2024
Added 55.08%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
411,510
shares
|
$14.3 Million
0.12% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
387,704
shares
|
$13.4 Million
0.42% of portfolio
|
Q3 2024
Added 21.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
355,151
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
353,123
shares
|
$12.2 Million
0.5% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
352,648
shares
|
$12.2 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
331,085
shares
|
$11.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
327,415
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
322,525
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 61.53%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
313,474
shares
|
$10.9 Million
5.6% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
299,002
shares
|
$10.4 Million
1.07% of portfolio
|
Q2 2024
Added 23.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
272,971
shares
|
$9.46 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
267,581
shares
|
$9.27 Million
2.66% of portfolio
|
Q3 2024
Added 39.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
251,534
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2024
Added 163.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
248,464
shares
|
$8.61 Million
0.32% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
248,207
shares
|
$8.6 Million
0.4% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
246,626
shares
|
$8.54 Million
4.56% of portfolio
|
Q2 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
246,581
shares
|
$8.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.15%
|