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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,640
shares
|
$461,577
0.01% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
13,477
shares
|
$456,061
0.19% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
13,211
shares
|
$447,060
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,162
shares
|
$445,402
0.03% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
13,079
shares
|
$442,593
0.11% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,967
shares
|
$438,803
0.02% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
12,753
shares
|
$431,561
0.14% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
12,711
shares
|
$430,140
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
12,353
shares
|
$418,025
0.11% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
12,187
shares
|
$412,408
0.05% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
12,125
shares
|
$410,310
0.01% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
11,814
shares
|
$399,785
0.32% of portfolio
|
Q4 2024
Added 34.19%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,765
shares
|
$398,127
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
11,727
shares
|
$396,841
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
11,630
shares
|
$393,559
0.5% of portfolio
|
Q4 2024
Reduced 67.89%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
11,623
shares
|
$393,322
0.03% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,313
shares
|
$382,831
0.0% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
11,267
shares
|
$381,275
0.03% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,239
shares
|
$380,327
0.01% of portfolio
|
Q4 2024
Added 58.56%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
11,045
shares
|
$373,762
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,977
shares
|
$371,461
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,970
shares
|
$371,224
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,898
shares
|
$368,788
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
10,873
shares
|
$367,942
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,828
shares
|
$366,419
0.03% of portfolio
|
Q4 2024
Added 65.74%
|