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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
39,608
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
Added 37.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
38,245
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
38,047
shares
|
$1.31 Million
0.41% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
35,647
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
35,593
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35,113
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34,676
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
34,333
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Added 111.36%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
33,989
shares
|
$1.17 Million
0.4% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
33,621
shares
|
$1.16 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
33,272
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
32,713
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
32,660
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
32,244
shares
|
$1.11 Million
0.45% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
31,716
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
31,173
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
30,871
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
29,447
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2025
Added 46.06%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
29,182
shares
|
$1.01 Million
0.89% of portfolio
|
Q1 2025
Added 150.92%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
29,107
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 52.94%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
28,969
shares
|
$1 Million
0.15% of portfolio
|
Q1 2025
Added 25.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
28,632
shares
|
$988,949
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
28,359
shares
|
$979,519
0.1% of portfolio
|
Q1 2025
Added 40.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
28,329
shares
|
$978,483
0.21% of portfolio
|
Q1 2025
Added 37.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
27,417
shares
|
$946,983
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|