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 304 institutions that hold shares in the stock, with a total of 86.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,225,156
shares
|
$328 Million
0.14% of portfolio
|
Q4 2024
Added 38.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,834,934
shares
|
$278 Million
0.09% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,848,071
shares
|
$172 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,013,089
shares
|
$143 Million
0.01% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,961,868
shares
|
$141 Million
1.35% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,225,656
shares
|
$115 Million
0.1% of portfolio
|
Q4 2024
Added 28.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,063,731
shares
|
$109 Million
0.23% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,748,964
shares
|
$97.6 Million
0.14% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,646,258
shares
|
$94 Million
0.02% of portfolio
|
Q4 2024
Added 24.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,611,991
shares
|
$92.8 Million
0.06% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,076,301
shares
|
$73.7 Million
0.25% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,009,096
shares
|
$71.3 Million
0.23% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,986,336
shares
|
$70.5 Million
0.4% of portfolio
|
Q4 2024
Added 136.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,750,757
shares
|
$62.2 Million
0.06% of portfolio
|
Q4 2024
Added 63.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,723,233
shares
|
$61.2 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,704,733
shares
|
$60.5 Million
0.01% of portfolio
|
Q4 2024
Added 29.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,599,262
shares
|
$56.8 Million
0.16% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,206,845
shares
|
$42.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
996,771
shares
|
$35.4 Million
0.07% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
963,876
shares
|
$34.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
923,123
shares
|
$32.8 Million
0.03% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
909,513
shares
|
$32.3 Million
0.2% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
879,038
shares
|
$31.2 Million
0.04% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
838,880
shares
|
$29.8 Million
14.21% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
814,475
shares
|
$28.9 Million
4.31% of portfolio
|
Q4 2024
Added 9.03%
|