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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
13,948
shares
|
$483,158
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,833
shares
|
$479,175
0.01% of portfolio
|
Q3 2024
Added 36.81%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,818
shares
|
$478,655
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
13,753
shares
|
$476,403
0.0% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
13,698
shares
|
$474,498
0.13% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
13,129
shares
|
$454,788
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
13,080
shares
|
$453,091
0.05% of portfolio
|
Q3 2024
Added 30.28%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
13,057
shares
|
$452,294
0.12% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
12,688
shares
|
$439,512
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
12,476
shares
|
$432,168
0.13% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
12,125
shares
|
$420,010
0.01% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,111
shares
|
$419,525
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
12,028
shares
|
$416,649
0.11% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
11,868
shares
|
$411,107
0.04% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,748
shares
|
$406,950
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
11,698
shares
|
$405,218
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,231
shares
|
$389,041
0.35% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
11,224
shares
|
$388,799
0.16% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,968
shares
|
$379,931
0.03% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
10,750
shares
|
$372,380
0.03% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,717
shares
|
$371,236
0.02% of portfolio
|
Q3 2023
Reduced 7.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,636
shares
|
$368,431
0.02% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
10,461
shares
|
$362,369
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,425
shares
|
$361,122
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,262
shares
|
$355,475
0.03% of portfolio
|
Q3 2024
New holding
|