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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,746
shares
|
$426,508
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,717
shares
|
$425,357
0.02% of portfolio
|
Q3 2023
Reduced 7.44%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
10,060
shares
|
$399,281
0.21% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
9,925
shares
|
$393,923
0.3% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
9,909
shares
|
$393,288
0.25% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,544
shares
|
$378,801
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
9,507
shares
|
$377,332
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,433
shares
|
$374,395
0.02% of portfolio
|
Q2 2024
Added 9.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,229
shares
|
$366,299
0.0% of portfolio
|
Q3 2025
Reduced 96.75%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,889
shares
|
$352,804
0.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,416
shares
|
$334,031
0.09% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
8,400
shares
|
$333,396
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,178
shares
|
$324,584
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,085
shares
|
$320,893
0.04% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
8,080
shares
|
$320,695
0.16% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
7,913
shares
|
$314,066
0.11% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
7,903
shares
|
$313,670
0.03% of portfolio
|
Q3 2025
Added 31.96%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
7,744
shares
|
$307,359
0.0% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
7,706
shares
|
$305,851
0.14% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,523
shares
|
$298,587
0.03% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,520
shares
|
$298,468
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
7,503
shares
|
$297,794
0.15% of portfolio
|
Q3 2025
Added 222.16%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
7,487
shares
|
$297,159
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,384
shares
|
$293,070
0.0% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
7,298
shares
|
$289,657
0.22% of portfolio
|
Q3 2025
Reduced 60.2%
|
|