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 $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,465
shares
|
$82,873
0.0% of portfolio
|
Q4 2024
Added 21.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,409
shares
|
$80,990
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,387
shares
|
$80,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,173
shares
|
$73,056
0.0% of portfolio
|
Q4 2024
Added 110.97%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,847
shares
|
$62,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,769
shares
|
$59,473
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,541
shares
|
$51,808
0.02% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,500
shares
|
$50,429
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,435
shares
|
$48,244
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,266
shares
|
$42,562
0.02% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,186
shares
|
$39,873
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,178
shares
|
$39,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,159
shares
|
$38,965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$33,620
0.0% of portfolio
|
Q2 2024
Reduced 89.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$33,620
0.02% of portfolio
|
Q4 2024
Added 48.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
992
shares
|
$33,351
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
982
shares
|
$33,014
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
900
shares
|
$30,257
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
840
shares
|
$28,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
675
shares
|
$22,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
605
shares
|
$20,340
0.01% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
574
shares
|
$19,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
520
shares
|
$17,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
434
shares
|
$14,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
409
shares
|
$13,750
0.0% of portfolio
|
Q2 2024
New holding
|