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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
424,380
shares
|
$16.8 Million
3.16% of portfolio
|
Q4 2025
Added 5.74%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
410,827
shares
|
$16.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
403,211
shares
|
$16 Million
0.15% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
398,116
shares
|
$15.8 Million
0.44% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
355,027
shares
|
$14.1 Million
4.93% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
343,617
shares
|
$13.6 Million
5.81% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
328,203
shares
|
$13 Million
10.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
294,656
shares
|
$11.7 Million
2.7% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
292,835
shares
|
$11.6 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
288,796
shares
|
$11.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
286,661
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 901.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
282,382
shares
|
$11.2 Million
0.37% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
266,268
shares
|
$10.6 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
265,284
shares
|
$10.5 Million
8.2% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
256,295
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
250,110
shares
|
$9.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
244,616
shares
|
$9.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
243,980
shares
|
$9.68 Million
6.88% of portfolio
|
Q4 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
239,649
shares
|
$9.51 Million
0.14% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
229,497
shares
|
$9.11 Million
6.87% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
227,476
shares
|
$9.03 Million
0.01% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
222,244
shares
|
$8.82 Million
0.68% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
212,062
shares
|
$8.42 Million
0.2% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
211,986
shares
|
$8.41 Million
0.15% of portfolio
|
Q4 2025
Added 10.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
209,973
shares
|
$8.33 Million
0.19% of portfolio
|
Q3 2025
Added 7.71%
|
|