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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
27,411
shares
|
$946,775
0.02% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,295
shares
|
$908,229
0.01% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
26,091
shares
|
$901,183
0.87% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
25,911
shares
|
$894,965
0.13% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
25,083
shares
|
$866,366
0.0% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
24,834
shares
|
$857,766
0.17% of portfolio
|
Q1 2025
Added 111.77%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
24,717
shares
|
$853,725
0.05% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
24,062
shares
|
$831,101
0.02% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
24,052
shares
|
$830,756
0.79% of portfolio
|
Q1 2025
Reduced 86.89%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
23,173
shares
|
$800,395
0.63% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
22,797
shares
|
$787,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
22,221
shares
|
$767,513
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
21,505
shares
|
$742,782
0.01% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
21,157
shares
|
$730,762
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
21,096
shares
|
$728,655
0.24% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,697
shares
|
$714,874
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
20,675
shares
|
$714,114
0.0% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
20,631
shares
|
$712,594
0.25% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,412
shares
|
$705,030
0.02% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,414
shares
|
$670,559
0.01% of portfolio
|
Q1 2025
Added 42.33%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
19,193
shares
|
$662,926
0.12% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
19,078
shares
|
$658,954
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
18,681
shares
|
$645,241
0.02% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
18,387
shares
|
$635,086
0.38% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
18,239
shares
|
$629,975
0.07% of portfolio
|
Q1 2025
Added 38.06%
|