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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
19,024
shares
|
$643,772
0.59% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,659
shares
|
$631,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
18,382
shares
|
$622,046
0.41% of portfolio
|
Q3 2024
Added 58.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,805
shares
|
$602,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,561
shares
|
$594,264
0.04% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
17,288
shares
|
$585,025
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
16,888
shares
|
$571,489
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
16,686
shares
|
$564,654
0.29% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
16,368
shares
|
$553,893
0.13% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
16,300
shares
|
$551,592
0.09% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
16,244
shares
|
$549,696
0.04% of portfolio
|
Q4 2024
Added 63.34%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
16,063
shares
|
$543,571
0.04% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,026
shares
|
$542,319
0.19% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
15,730
shares
|
$532,303
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,660
shares
|
$529,934
0.02% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15,652
shares
|
$529,663
0.18% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
15,615
shares
|
$528,411
0.02% of portfolio
|
Q4 2024
Reduced 63.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
15,597
shares
|
$527,802
0.1% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
15,299
shares
|
$517,718
0.15% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,938
shares
|
$505,501
0.04% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,881
shares
|
$503,573
0.26% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
14,648
shares
|
$495,688
0.2% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,548
shares
|
$492,304
0.01% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
14,409
shares
|
$487,600
0.38% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
13,702
shares
|
$463,675
0.24% of portfolio
|
Q4 2024
Added 4.36%
|