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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
46,330
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
45,319
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,538
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
44,048
shares
|
$1.53 Million
0.62% of portfolio
|
Q3 2024
Added 76.63%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
43,627
shares
|
$1.51 Million
0.68% of portfolio
|
Q3 2024
Added 42.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
43,254
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 115.84%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
42,573
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
41,341
shares
|
$1.43 Million
1.07% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
40,785
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
37,861
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
37,735
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2024
Added 84.36%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
37,415
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
37,292
shares
|
$1.29 Million
0.5% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
36,976
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
36,836
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,673
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
36,218
shares
|
$1.25 Million
0.77% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
35,985
shares
|
$1.25 Million
0.56% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
35,312
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,099
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
35,035
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
35,027
shares
|
$1.21 Million
0.34% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
34,479
shares
|
$1.19 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
33,354
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 149.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,946
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 19.37%
|