Latest Institutional Purchases of Capital Group Core Equity ETF (CGUS)
This list provides information on the latest institutional transactions involving Capital Group Core Equity ETF (CGUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
858KNew |
$33.3M - $34.9M
|
858K
$34.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
244KNew |
$9.47M - $9.92M
|
244K
$9.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24K+ 167.17% |
$930K - $975K
|
38.3K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23K+ 5.74% |
$894K - $937K
|
424K
$16.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20.8KNew |
$806K - $845K
|
20.8K
$824K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.7K+ 10.26% |
$765K - $802K
|
212K
$8.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 2.08% |
$555K - $581K
|
700K
$27.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 14.1% |
$545K - $571K
|
114K
$4.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
13KNew |
$503K - $528K
|
13K
$515K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11K+ 18.2% |
$426K - $446K
|
71.3K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.2K+ 2.96% |
$396K - $415K
|
355K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9.51KNew |
$369K - $387K
|
9.51K
$377K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
9.39K+ 13.22% |
$364K - $382K
|
80.4K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.55K+ 114.85% |
$332K - $348K
|
16K
$635K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.4KNew |
$326K - $342K
|
8.4K
$333K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.71K+ 119.77% |
$260K - $273K
|
12.3K
$488K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.61K+ 28.02% |
$257K - $269K
|
30.2K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
6.46K+ 21.81% |
$251K - $263K
|
36.1K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.24K+ 11.79% |
$203K - $213K
|
49.7K
$1.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.77K+ 8.96% |
$146K - $153K
|
45.9K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 30.22% |
$131K - $137K
|
14.5K
$577K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.36K+ 12.85% |
$130K - $137K
|
29.5K
$1.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.91K+ 22.0% |
$113K - $118K
|
16.1K
$640K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.8K+ 5.24% |
$69.7K - $73.1K
|
36.1K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 3.52% |
$43.4K - $45.5K
|
32.9K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.1K+ 9.22% |
$42.8K - $44.9K
|
13.1K
$519K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
459+ 3.2% |
$17.8K - $18.7K
|
14.8K
$588K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
416+ 3.34% |
$16.1K - $16.9K
|
12.9K
$511K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 40.97% |
$12.4K - $13K
|
1.1K
$43.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
250+ 0.59% |
$9.7K - $10.2K
|
42.3K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
171+ 0.37% |
$6.64K - $6.95K
|
46.5K
$1.84M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
67+ 78.82% |
$2.6K - $2.72K
|
152
$6.03K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
21+ 0.03% |
$815 - $854
|
68.3K
$2.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.24% |
$737 - $773
|
8.08K
$321K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.04% |
$116 - $122
|
6.82K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$38.8 - $40.7
|
18.4K
$730K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.95M+ 17866.53% |
$219M - $236M
|
5.98M
$237M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.72M+ 23.0% |
$137M - $148M
|
19.9M
$790M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99M+ 1624.4% |
$73.2M - $78.9M
|
2.11M
$83.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.36M+ 24.0% |
$50.2M - $54M
|
7.03M
$279M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.2M+ 749.37% |
$44.2M - $47.6M
|
1.36M
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11M+ 22.24% |
$41.1M - $44.2M
|
6.12M
$243M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
955K+ 24.83% |
$35.2M - $37.9M
|
4.8M
$191M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
839K+ 26.75% |
$31M - $33.3M
|
3.98M
$158M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
810K+ 7.84% |
$29.9M - $32.2M
|
11.1M
$442M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
696K+ 14.42% |
$25.7M - $27.6M
|
5.52M
$219M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
433KNew |
$16M - $17.2M
|
433K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
365K+ 48.68% |
$13.5M - $14.5M
|
1.12M
$44.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
337K+ 290.18% |
$12.4M - $13.4M
|
453K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
319K+ 23.82% |
$11.8M - $12.7M
|
1.66M
$65.8M
|
|