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 376 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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
18,341
shares
|
$727,954
0.12% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
18,294
shares
|
$726,088
0.02% of portfolio
|
Q3 2025
Added 43.54%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,338
shares
|
$688,145
0.14% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
17,189
shares
|
$682,231
0.45% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
17,176
shares
|
$681,715
0.03% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
17,006
shares
|
$674,968
0.25% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,903
shares
|
$670,880
0.0% of portfolio
|
Q3 2025
Added 38.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16,623
shares
|
$659,766
0.04% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
16,550
shares
|
$656,869
0.09% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
16,460
shares
|
$653,297
0.47% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
16,282
shares
|
$646,232
0.1% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
16,115
shares
|
$639,604
0.05% of portfolio
|
Q4 2025
Added 22.0%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
16,002
shares
|
$635,119
0.16% of portfolio
|
Q4 2025
Added 114.85%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,933
shares
|
$632,380
0.05% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
15,720
shares
|
$623,926
0.06% of portfolio
|
Q3 2025
Reduced 64.3%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15,652
shares
|
$621,227
0.18% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,584
shares
|
$618,528
0.27% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
15,452
shares
|
$613,289
0.16% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
14,959
shares
|
$593,722
0.13% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
14,854
shares
|
$589,555
0.02% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
14,825
shares
|
$588,404
0.13% of portfolio
|
Q4 2025
Added 3.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
14,538
shares
|
$577,013
0.01% of portfolio
|
Q4 2025
Added 30.22%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,349
shares
|
$569,511
0.01% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
13,583
shares
|
$539,109
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
13,409
shares
|
$532,203
0.02% of portfolio
|
Q3 2025
Added 47.48%
|
|