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 278 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,870
shares
|
$285,681
0.04% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,839
shares
|
$284,555
0.22% of portfolio
|
Q3 2024
Reduced 89.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,707
shares
|
$279,764
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,571
shares
|
$274,827
0.01% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,524
shares
|
$273,121
0.0% of portfolio
|
Q3 2024
Added 57.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,517
shares
|
$272,867
0.04% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
7,400
shares
|
$268,620
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,358
shares
|
$267,095
0.02% of portfolio
|
Q4 2024
Reduced 96.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,330
shares
|
$266,079
0.09% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
7,109
shares
|
$258,056
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
7,088
shares
|
$257,294
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
6,789
shares
|
$246,440
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
6,719
shares
|
$243,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,560
shares
|
$238,127
0.01% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,424
shares
|
$233,191
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
6,359
shares
|
$230,831
0.19% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
6,089
shares
|
$221,030
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,009
shares
|
$218,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,961
shares
|
$216,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,727
shares
|
$207,890
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,399
shares
|
$195,983
0.11% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,134
shares
|
$113,764
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,994
shares
|
$108,682
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,934
shares
|
$106,504
0.0% of portfolio
|
Q3 2024
Added 944.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,832
shares
|
$102,801
0.02% of portfolio
|
Q4 2024
Added 0.57%
|