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 |
|---|---|---|---|---|---|
|
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
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
50,163
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
49,686
shares
|
$1.97 Million
0.45% of portfolio
|
Q4 2025
Added 11.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
49,141
shares
|
$1.95 Million
0.1% of portfolio
|
Q3 2025
Added 26.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
46,656
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
46,457
shares
|
$1.84 Million
0.14% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
45,989
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
45,879
shares
|
$1.82 Million
0.85% of portfolio
|
Q4 2025
Added 8.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
45,074
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
42,886
shares
|
$1.7 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
42,383
shares
|
$1.68 Million
0.25% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
42,338
shares
|
$1.68 Million
0.52% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
41,764
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
40,875
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
40,857
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
40,425
shares
|
$1.6 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
40,425
shares
|
$1.6 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
39,196
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 41.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
38,536
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
38,309
shares
|
$1.52 Million
0.32% of portfolio
|
Q4 2025
Added 167.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,230
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
37,196
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
36,281
shares
|
$1.44 Million
0.49% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
36,075
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2025
Added 5.24%
|
|