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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
401,342
shares
|
$15.9 Million
3.12% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
398,116
shares
|
$15.8 Million
0.44% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
344,826
shares
|
$13.7 Million
4.99% of portfolio
|
Q3 2025
Reduced 56.24%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
343,617
shares
|
$13.6 Million
5.81% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
328,203
shares
|
$13 Million
10.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
294,656
shares
|
$11.7 Million
2.7% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
292,835
shares
|
$11.6 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
288,796
shares
|
$11.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
286,661
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 901.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
282,382
shares
|
$11.2 Million
0.37% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
271,610
shares
|
$10.8 Million
0.24% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
266,268
shares
|
$10.6 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
265,284
shares
|
$10.5 Million
8.2% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
256,295
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
250,110
shares
|
$9.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
244,616
shares
|
$9.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
239,649
shares
|
$9.51 Million
0.14% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
229,497
shares
|
$9.11 Million
6.87% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
227,476
shares
|
$9.03 Million
0.01% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
222,244
shares
|
$8.82 Million
0.68% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
212,062
shares
|
$8.42 Million
0.2% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
209,973
shares
|
$8.33 Million
0.19% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
201,888
shares
|
$8.01 Million
0.15% of portfolio
|
Q3 2025
Added 272.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
195,115
shares
|
$7.74 Million
0.48% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
194,480
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|