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 278 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
87,234
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
81,788
shares
|
$2.97 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
79,139
shares
|
$2.87 Million
0.17% of portfolio
|
Q3 2024
Added 32.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$2.82 Million
0.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
77,490
shares
|
$2.81 Million
0.05% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
75,600
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
75,573
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
70,390
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
68,245
shares
|
$2.48 Million
1.39% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
68,165
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
66,251
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
65,587
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
64,980
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
Added 40.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
64,300
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 42.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
63,466
shares
|
$2.3 Million
0.17% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
63,373
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
62,176
shares
|
$2.26 Million
0.25% of portfolio
|
Q3 2024
Added 214.66%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
61,701
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2024
Added 52.76%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
61,132
shares
|
$2.22 Million
1.05% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
59,457
shares
|
$2.16 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
58,665
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2024
Added 37.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
52,206
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
52,118
shares
|
$1.89 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
51,444
shares
|
$1.87 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
New holding
|