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 379 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
26,024
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
25,241
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
25,050
shares
|
$994,234
0.01% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
24,826
shares
|
$985,343
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,683
shares
|
$979,668
0.02% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
24,608
shares
|
$976,691
0.09% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
24,563
shares
|
$974,905
0.18% of portfolio
|
Q3 2025
Added 97.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
24,458
shares
|
$970,738
0.22% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
24,270
shares
|
$963,276
0.2% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
23,384
shares
|
$928,110
0.66% of portfolio
|
Q4 2025
Added 6.47%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
23,316
shares
|
$925,412
0.61% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
22,929
shares
|
$910,052
0.43% of portfolio
|
Q3 2025
Added 141.77%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
22,707
shares
|
$901,240
0.1% of portfolio
|
Q3 2025
Added 77.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
21,473
shares
|
$852,263
0.0% of portfolio
|
Q3 2025
Added 292.66%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
20,905
shares
|
$829,719
0.08% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
20,769
shares
|
$824,321
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
20,441
shares
|
$811,303
0.05% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,412
shares
|
$810,152
0.02% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
20,054
shares
|
$795,943
0.21% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
19,330
shares
|
$767,207
0.15% of portfolio
|
Q3 2025
Added 92.07%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
18,889
shares
|
$749,704
0.04% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
18,869
shares
|
$748,910
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
18,652
shares
|
$740,297
0.05% of portfolio
|
Q3 2025
Reduced 30.04%
|
|