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 |
|---|---|---|---|---|---|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
7,201
shares
|
$285,807
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,092
shares
|
$281,481
0.02% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$277,750
0.22% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
6,883
shares
|
$273,186
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
6,853
shares
|
$271,995
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
6,822
shares
|
$270,765
0.01% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
6,689
shares
|
$265,486
0.38% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,684
shares
|
$265,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,682
shares
|
$265,208
0.02% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
6,609
shares
|
$262,311
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
6,547
shares
|
$259,850
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
6,087
shares
|
$241,593
0.02% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,081
shares
|
$241,354
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,967
shares
|
$236,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
5,854
shares
|
$232,345
0.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
5,797
shares
|
$230,082
0.06% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
5,657
shares
|
$224,526
0.02% of portfolio
|
Q4 2025
Reduced 49.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,636
shares
|
$223,692
0.0% of portfolio
|
Q3 2025
Reduced 30.32%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
5,614
shares
|
$222,819
0.23% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
5,518
shares
|
$219,009
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
5,425
shares
|
$215,318
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
5,424
shares
|
$215,278
0.06% of portfolio
|
Q4 2025
Reduced 17.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,399
shares
|
$214,286
0.11% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,395
shares
|
$214,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,315
shares
|
$210,952
0.01% of portfolio
|
Q3 2025
New holding
|
|