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 378 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,254
shares
|
$49,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,190
shares
|
$47,231
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,101
shares
|
$43,698
0.0% of portfolio
|
Q4 2025
Added 40.97%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,076
shares
|
$42,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
987
shares
|
$39,174
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$35,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
840
shares
|
$33,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
734
shares
|
$29,132
0.01% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
675
shares
|
$26,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
663
shares
|
$26,314
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
642
shares
|
$25,480
0.01% of portfolio
|
Q3 2025
Added 234.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
630
shares
|
$25,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
626
shares
|
$24,845
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
514
shares
|
$20,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$19,845
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
450
shares
|
$17,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
409
shares
|
$16,233
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
330
shares
|
$13,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
306
shares
|
$12,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
297
shares
|
$11,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$9,922
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$7,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
152
shares
|
$6,032
0.0% of portfolio
|
Q4 2025
Added 78.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
126
shares
|
$5,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
115
shares
|
$4,564
0.0% of portfolio
|
Q3 2025
New holding
|
|