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 291 institutions that hold shares in the stock, with a total of 78 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,225,156
shares
|
$334 Million
0.14% of portfolio
|
Q4 2024
Added 38.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,673,423
shares
|
$242 Million
0.08% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,848,071
shares
|
$176 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,758,100
shares
|
$136 Million
1.3% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,225,656
shares
|
$117 Million
0.1% of portfolio
|
Q4 2024
Added 28.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,034,717
shares
|
$110 Million
0.01% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,748,964
shares
|
$99.5 Million
0.14% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,666,006
shares
|
$96.5 Million
0.21% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,611,991
shares
|
$94.6 Million
0.06% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,125,585
shares
|
$76.9 Million
0.02% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,986,336
shares
|
$71.9 Million
0.4% of portfolio
|
Q4 2024
Added 136.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,801,958
shares
|
$65.2 Million
0.21% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,750,757
shares
|
$63.4 Million
0.06% of portfolio
|
Q4 2024
Added 63.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,723,233
shares
|
$62.4 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,684,062
shares
|
$61 Million
0.21% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,532,985
shares
|
$55.5 Million
0.16% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,312,339
shares
|
$47.5 Million
0.01% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,206,845
shares
|
$43.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,171,349
shares
|
$42.4 Million
0.0% of portfolio
|
Q3 2024
Added 3664.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
963,876
shares
|
$34.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
954,931
shares
|
$34.6 Million
0.07% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
879,038
shares
|
$31.8 Million
0.04% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
850,999
shares
|
$30.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
838,880
shares
|
$30.4 Million
14.21% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
814,475
shares
|
$29.5 Million
4.31% of portfolio
|
Q4 2024
Added 9.03%
|