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 372 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,077,568
shares
|
$42.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
976,506
shares
|
$38.8 Million
14.7% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
973,079
shares
|
$38.6 Million
0.04% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
955,029
shares
|
$37.9 Million
0.08% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
928,455
shares
|
$36.9 Million
4.96% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
892,370
shares
|
$35.4 Million
0.17% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
864,452
shares
|
$34.3 Million
1.7% of portfolio
|
Q3 2025
Added 33.53%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
703,784
shares
|
$27.9 Million
11.08% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
685,906
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
631,721
shares
|
$25.1 Million
0.0% of portfolio
|
Q3 2025
Added 35.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
618,702
shares
|
$24.6 Million
0.06% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
599,501
shares
|
$23.8 Million
0.07% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
599,098
shares
|
$23.8 Million
0.28% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
544,342
shares
|
$21.6 Million
0.14% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
478,224
shares
|
$19 Million
0.25% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
460,975
shares
|
$18.3 Million
0.39% of portfolio
|
Q3 2025
Reduced 45.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
458,327
shares
|
$18.2 Million
0.45% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
455,246
shares
|
$18.1 Million
3.73% of portfolio
|
Q2 2024
Added 20.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
452,795
shares
|
$18 Million
0.16% of portfolio
|
Q3 2025
Added 290.18%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
448,326
shares
|
$17.8 Million
0.12% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
433,015
shares
|
$17.2 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
430,337
shares
|
$17.1 Million
0.77% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
426,267
shares
|
$16.9 Million
7.96% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
410,827
shares
|
$16.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
403,211
shares
|
$16 Million
0.15% of portfolio
|
Q1 2025
Added 12.99%
|
|