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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
18,021
shares
|
$622,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
17,808
shares
|
$615,088
0.03% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,650
shares
|
$609,631
0.04% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,338
shares
|
$598,854
0.14% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,169
shares
|
$593,017
0.03% of portfolio
|
Q1 2025
Added 57.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16,888
shares
|
$583,311
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
16,886
shares
|
$583,242
0.3% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
16,685
shares
|
$576,299
0.03% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
16,300
shares
|
$563,002
0.08% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
16,151
shares
|
$557,855
0.47% of portfolio
|
Q1 2025
Added 36.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
16,053
shares
|
$554,470
0.1% of portfolio
|
Q1 2025
Reduced 46.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,787
shares
|
$545,282
0.01% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,785
shares
|
$545,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15,652
shares
|
$540,620
0.18% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
15,402
shares
|
$531,985
0.4% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
15,073
shares
|
$520,621
0.02% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
15,037
shares
|
$519,377
0.03% of portfolio
|
Q1 2025
Added 50.35%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
15,027
shares
|
$519,032
0.12% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
14,648
shares
|
$505,941
0.18% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
14,607
shares
|
$504,525
0.01% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
14,493
shares
|
$500,588
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
14,232
shares
|
$491,573
0.37% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
14,107
shares
|
$487,255
0.09% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
13,997
shares
|
$483,456
0.02% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,950
shares
|
$481,833
0.24% of portfolio
|
Q1 2025
Reduced 6.26%
|