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 309 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
805,852
shares
|
$27.3 Million
0.01% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
763,156
shares
|
$25.8 Million
0.07% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
710,359
shares
|
$24 Million
1.07% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
630,967
shares
|
$21.4 Million
11.38% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
616,535
shares
|
$20.9 Million
0.04% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
519,639
shares
|
$17.6 Million
9.1% of portfolio
|
Q4 2024
Added 110.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
515,384
shares
|
$17.4 Million
1.17% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
478,007
shares
|
$16.2 Million
0.32% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
455,246
shares
|
$15.4 Million
3.73% of portfolio
|
Q2 2024
Added 20.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
434,708
shares
|
$14.7 Million
0.47% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
433,712
shares
|
$14.7 Million
0.13% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
391,514
shares
|
$13.2 Million
0.05% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
382,385
shares
|
$12.9 Million
0.04% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
379,766
shares
|
$12.9 Million
0.5% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
366,613
shares
|
$12.4 Million
0.05% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
356,871
shares
|
$12.1 Million
0.13% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
346,595
shares
|
$11.7 Million
0.14% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
342,474
shares
|
$11.6 Million
10.47% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
341,266
shares
|
$11.5 Million
5.86% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
316,532
shares
|
$10.7 Million
2.95% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
311,884
shares
|
$10.6 Million
0.16% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
299,727
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
290,135
shares
|
$9.82 Million
10.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
282,210
shares
|
$9.55 Million
0.12% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
278,045
shares
|
$9.41 Million
0.46% of portfolio
|
Q4 2024
Added 12.02%
|