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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
124,150
shares
|
$4.2 Million
0.57% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
109,691
shares
|
$3.71 Million
0.36% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
108,916
shares
|
$3.69 Million
0.23% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
108,378
shares
|
$3.67 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
102,972
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
101,013
shares
|
$3.42 Million
0.08% of portfolio
|
Q4 2024
Added 43.5%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
100,674
shares
|
$3.41 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
98,111
shares
|
$3.32 Million
0.39% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
97,926
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
Added 47.81%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
95,992
shares
|
$3.25 Million
2.19% of portfolio
|
Q4 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
93,078
shares
|
$3.15 Million
0.08% of portfolio
|
Q4 2024
Added 58.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
91,647
shares
|
$3.1 Million
0.02% of portfolio
|
Q4 2024
Added 39.73%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
90,532
shares
|
$3.06 Million
0.2% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
88,926
shares
|
$3.01 Million
1.34% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
87,234
shares
|
$2.95 Million
0.03% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
81,746
shares
|
$2.77 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
81,422
shares
|
$2.76 Million
0.09% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
78,988
shares
|
$2.67 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
77,490
shares
|
$2.62 Million
0.05% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
76,387
shares
|
$2.58 Million
0.2% of portfolio
|
Q4 2024
Added 23.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
75,600
shares
|
$2.56 Million
0.06% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
72,989
shares
|
$2.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
70,227
shares
|
$2.38 Million
0.06% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
69,865
shares
|
$2.36 Million
1.69% of portfolio
|
Q4 2024
Added 69.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
68,245
shares
|
$2.31 Million
1.39% of portfolio
|
Q4 2024
Added 0.04%
|