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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
94,598
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
88,146
shares
|
$3.05 Million
0.35% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
81,788
shares
|
$2.83 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
79,139
shares
|
$2.74 Million
0.17% of portfolio
|
Q3 2024
Added 32.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
75,600
shares
|
$2.62 Million
0.06% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
75,573
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
75,484
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
70,390
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
69,900
shares
|
$2.42 Million
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
68,220
shares
|
$2.36 Million
1.43% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
68,165
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
66,251
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
65,587
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
64,300
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 42.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
63,373
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
63,090
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2024
Added 653.94%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
62,176
shares
|
$2.15 Million
0.25% of portfolio
|
Q3 2024
Added 214.66%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
61,701
shares
|
$2.14 Million
0.16% of portfolio
|
Q3 2024
Added 52.76%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
61,132
shares
|
$2.12 Million
1.05% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
58,665
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Added 37.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
50,740
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
50,571
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 540.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
46,700
shares
|
$1.62 Million
0.31% of portfolio
|
Q3 2024
Added 2.19%
|