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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
67,100
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
66,257
shares
|
$2.24 Million
1.03% of portfolio
|
Q4 2024
Added 51.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
64,980
shares
|
$2.2 Million
0.08% of portfolio
|
Q4 2024
Added 40.25%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
64,635
shares
|
$2.19 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
63,466
shares
|
$2.15 Million
0.17% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
62,806
shares
|
$2.13 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
61,966
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
61,145
shares
|
$2.07 Million
1.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
59,457
shares
|
$2.01 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
58,098
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 183.43%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
57,621
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Added 222.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
52,206
shares
|
$1.77 Million
0.16% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
52,118
shares
|
$1.76 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
51,444
shares
|
$1.74 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
51,210
shares
|
$1.73 Million
0.49% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
51,135
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 38.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
50,951
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
50,744
shares
|
$1.72 Million
0.67% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
49,680
shares
|
$1.68 Million
0.2% of portfolio
|
Q4 2024
Added 41.8%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
47,285
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
47,052
shares
|
$1.59 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
44,212
shares
|
$1.5 Million
0.56% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
44,043
shares
|
$1.49 Million
0.52% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,455
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Added 17.4%
|