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 270 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
20,161
shares
|
$698,578
0.15% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
19,773
shares
|
$685,134
0.07% of portfolio
|
Q3 2024
Added 134.39%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
19,565
shares
|
$677,927
0.61% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
19,318
shares
|
$669,368
0.09% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,111
shares
|
$662,196
0.05% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,076
shares
|
$660,983
0.02% of portfolio
|
Q3 2024
Added 41.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,711
shares
|
$648,336
0.01% of portfolio
|
Q3 2024
Added 48.82%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
18,382
shares
|
$636,936
0.41% of portfolio
|
Q3 2024
Added 58.25%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
18,116
shares
|
$627,719
0.31% of portfolio
|
Q3 2024
Added 40.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,887
shares
|
$619,784
0.01% of portfolio
|
Q3 2024
Added 28.33%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
17,777
shares
|
$615,973
0.22% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
17,291
shares
|
$599,133
0.02% of portfolio
|
Q3 2024
Reduced 65.81%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
16,887
shares
|
$585,134
0.04% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
16,625
shares
|
$576,056
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
16,436
shares
|
$569,507
0.29% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
16,300
shares
|
$564,795
0.09% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
15,983
shares
|
$553,810
0.2% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,601
shares
|
$540,574
0.02% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,531
shares
|
$538,149
0.18% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,125
shares
|
$524,081
0.26% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,763
shares
|
$511,537
0.02% of portfolio
|
Q3 2024
Reduced 83.67%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
14,709
shares
|
$509,666
0.19% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
14,296
shares
|
$495,356
0.14% of portfolio
|
Q3 2024
Added 62.69%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
14,159
shares
|
$490,609
0.37% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
14,027
shares
|
$486,035
0.18% of portfolio
|
Q3 2024
Added 13.3%
|