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 |
|---|---|---|---|---|---|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
36,065
shares
|
$1.43 Million
0.27% of portfolio
|
Q4 2025
Added 21.81%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
35,453
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
34,231
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
34,032
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
33,639
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
33,164
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
33,077
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
32,858
shares
|
$1.3 Million
0.16% of portfolio
|
Q4 2025
Added 3.52%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
32,660
shares
|
$1.3 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
31,472
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Added 123.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
31,266
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
31,251
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
30,218
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2025
Added 28.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
29,668
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Landaas & CO
Milwaukee, WI |
Jan 21, 2026 Q4 2025 |
29,625
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2025
Added 53.99%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
29,483
shares
|
$1.17 Million
0.34% of portfolio
|
Q4 2025
Added 12.85%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
29,107
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 52.94%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
28,800
shares
|
$1.14 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
28,755
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
28,387
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2025
Added 22.78%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,460
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
26,024
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
25,655
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
25,275
shares
|
$1 Million
0.08% of portfolio
|
Q3 2025
Added 69.21%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25,248
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|