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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
53,402
shares
|
$1.84 Million
0.59% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
53,330
shares
|
$1.84 Million
0.2% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
52,867
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
51,710
shares
|
$1.79 Million
0.48% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
50,608
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
50,577
shares
|
$1.75 Million
0.62% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
47,772
shares
|
$1.65 Million
0.09% of portfolio
|
Q1 2025
Added 145.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
47,467
shares
|
$1.64 Million
0.48% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
47,304
shares
|
$1.63 Million
1.1% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
47,254
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
46,230
shares
|
$1.6 Million
1.33% of portfolio
|
Q1 2025
Added 143.01%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
45,601
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
45,243
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
44,852
shares
|
$1.55 Million
0.24% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
43,692
shares
|
$1.51 Million
0.68% of portfolio
|
Q1 2025
Added 55.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,521
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 138.81%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
41,696
shares
|
$1.44 Million
0.59% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
41,566
shares
|
$1.44 Million
0.06% of portfolio
|
Q1 2025
Reduced 36.03%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
40,113
shares
|
$1.39 Million
0.38% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
40,021
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
39,941
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39,876
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
39,804
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Added 416.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
39,693
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|