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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
75,600
shares
|
$3 Million
0.06% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
73,779
shares
|
$2.93 Million
1.5% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
71,311
shares
|
$2.83 Million
0.71% of portfolio
|
Q4 2025
Added 18.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
71,101
shares
|
$2.82 Million
0.03% of portfolio
|
Q4 2025
Added 23.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
71,052
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
70,522
shares
|
$2.8 Million
0.19% of portfolio
|
Q3 2025
Added 37.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
68,288
shares
|
$2.71 Million
1.34% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
66,462
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Added 37.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
64,565
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
63,487
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
63,013
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
62,761
shares
|
$2.49 Million
0.82% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
61,930
shares
|
$2.46 Million
0.82% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
61,175
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
60,787
shares
|
$2.41 Million
1.0% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
60,130
shares
|
$2.39 Million
0.94% of portfolio
|
Q4 2025
Added 14.37%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59,991
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
59,207
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
57,650
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
55,695
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
55,372
shares
|
$2.2 Million
1.21% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
54,057
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 288.96%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
52,510
shares
|
$2.08 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
52,376
shares
|
$2.08 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
52,376
shares
|
$2.08 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|