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 |
|---|---|---|---|---|---|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
95,992
shares
|
$3.32 Million
2.19% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
93,684
shares
|
$3.24 Million
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
92,148
shares
|
$3.18 Million
2.08% of portfolio
|
Q1 2025
Added 42.57%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
91,740
shares
|
$3.17 Million
0.22% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
89,995
shares
|
$3.11 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
89,719
shares
|
$3.1 Million
0.1% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
78,557
shares
|
$2.71 Million
1.43% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
76,918
shares
|
$2.66 Million
1.13% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
76,614
shares
|
$2.65 Million
1.74% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
75,600
shares
|
$2.61 Million
0.06% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
72,227
shares
|
$2.49 Million
0.49% of portfolio
|
Q1 2025
Added 553.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
70,227
shares
|
$2.43 Million
0.06% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
68,405
shares
|
$2.36 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
68,384
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
68,244
shares
|
$2.36 Million
1.41% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
64,642
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2025
Added 273.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
63,915
shares
|
$2.21 Million
0.08% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
61,671
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
61,458
shares
|
$2.12 Million
0.24% of portfolio
|
Q1 2025
Added 66.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
60,367
shares
|
$2.09 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
60,246
shares
|
$2.08 Million
0.83% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
59,352
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
57,115
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2025
Added 48.5%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,447
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
53,967
shares
|
$1.86 Million
1.78% of portfolio
|
Q1 2025
Added 3.55%
|