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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
322,146
shares
|
$11.1 Million
0.65% of portfolio
|
Q1 2025
Added 36.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
320,778
shares
|
$11.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
309,664
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Added 139.8%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
293,459
shares
|
$10.1 Million
9.24% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
293,025
shares
|
$10.1 Million
0.48% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
267,474
shares
|
$9.24 Million
0.67% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
252,860
shares
|
$8.73 Million
6.69% of portfolio
|
Q1 2025
Added 41.37%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
252,611
shares
|
$8.73 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
239,649
shares
|
$8.28 Million
0.14% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
234,512
shares
|
$8.1 Million
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
233,147
shares
|
$8.05 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
219,198
shares
|
$7.57 Million
0.17% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
210,620
shares
|
$7.27 Million
0.24% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
209,517
shares
|
$7.24 Million
6.24% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
207,139
shares
|
$7.15 Million
0.57% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
204,415
shares
|
$7.06 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
197,184
shares
|
$6.81 Million
0.14% of portfolio
|
Q1 2025
Added 2612.3%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
185,531
shares
|
$6.41 Million
8.15% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
178,405
shares
|
$6.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
171,679
shares
|
$5.93 Million
0.26% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
171,507
shares
|
$5.92 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
171,495
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2025
Added 21.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
162,761
shares
|
$5.62 Million
0.46% of portfolio
|
Q1 2025
Added 109135.57%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
157,094
shares
|
$5.43 Million
0.13% of portfolio
|
Q1 2025
Added 68.78%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
155,608
shares
|
$5.37 Million
0.02% of portfolio
|
Q1 2025
Added 4.76%
|