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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
239,649
shares
|
$8.3 Million
0.14% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
232,331
shares
|
$8.05 Million
0.13% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
230,167
shares
|
$7.97 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
228,715
shares
|
$7.92 Million
4.55% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
227,341
shares
|
$7.88 Million
2.83% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
222,462
shares
|
$7.71 Million
0.37% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
219,083
shares
|
$7.59 Million
0.02% of portfolio
|
Q3 2024
Added 3317.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
196,821
shares
|
$6.82 Million
0.21% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
194,711
shares
|
$6.74 Million
0.65% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
189,645
shares
|
$6.57 Million
0.16% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
182,145
shares
|
$6.31 Million
0.54% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
166,754
shares
|
$5.78 Million
0.26% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
151,847
shares
|
$5.26 Million
0.02% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
140,328
shares
|
$4.86 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
132,557
shares
|
$4.59 Million
0.38% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
131,452
shares
|
$4.55 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
122,317
shares
|
$4.24 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
121,653
shares
|
$4.21 Million
2.14% of portfolio
|
Q3 2024
Added 866.27%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
118,716
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
116,511
shares
|
$4.04 Million
0.23% of portfolio
|
Q3 2024
Added 561.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
115,221
shares
|
$3.99 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
106,887
shares
|
$3.7 Million
0.22% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
105,228
shares
|
$3.65 Million
0.34% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
100,772
shares
|
$3.49 Million
2.76% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
95,992
shares
|
$3.33 Million
2.19% of portfolio
|
Q4 2022
New holding
|