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 |
|---|---|---|---|---|---|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
123,659
shares
|
$4.91 Million
2.4% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
120,459
shares
|
$4.78 Million
0.45% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
119,428
shares
|
$4.74 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
118,724
shares
|
$4.71 Million
0.08% of portfolio
|
Q3 2025
Added 28.6%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
118,185
shares
|
$4.69 Million
1.45% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
115,626
shares
|
$4.59 Million
0.02% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
114,725
shares
|
$4.55 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
113,695
shares
|
$4.51 Million
0.53% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
113,617
shares
|
$4.51 Million
0.04% of portfolio
|
Q4 2025
Added 14.1%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
112,720
shares
|
$4.47 Million
0.25% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
111,439
shares
|
$4.42 Million
0.05% of portfolio
|
Q3 2025
Added 19.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
109,534
shares
|
$4.35 Million
0.15% of portfolio
|
Q4 2025
Reduced 39.9%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
99,867
shares
|
$3.96 Million
1.57% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
95,992
shares
|
$3.81 Million
2.19% of portfolio
|
Q4 2022
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
95,437
shares
|
$3.79 Million
0.33% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
95,205
shares
|
$3.78 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
93,670
shares
|
$3.72 Million
0.83% of portfolio
|
Q4 2025
Added 58.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
89,904
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
89,640
shares
|
$3.56 Million
1.67% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
89,568
shares
|
$3.55 Million
0.62% of portfolio
|
Q4 2025
Reduced 38.38%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
85,593
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
82,658
shares
|
$3.28 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
81,026
shares
|
$3.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 68.04%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
80,385
shares
|
$3.19 Million
2.2% of portfolio
|
Q4 2025
Added 13.22%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
79,468
shares
|
$3.15 Million
1.19% of portfolio
|
Q3 2025
Added 1.68%
|
|