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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
192,263
shares
|
$7.63 Million
0.15% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
187,703
shares
|
$7.45 Million
0.26% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
186,324
shares
|
$7.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
182,245
shares
|
$7.23 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
181,828
shares
|
$7.22 Million
0.01% of portfolio
|
Q3 2025
Added 31.49%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
180,812
shares
|
$7.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 53.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
171,662
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2025
Added 23.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
168,481
shares
|
$6.69 Million
0.05% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
165,554
shares
|
$6.57 Million
3.05% of portfolio
|
Q3 2025
Added 384.9%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
161,873
shares
|
$6.42 Million
0.57% of portfolio
|
Q3 2025
Added 29.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
161,434
shares
|
$6.41 Million
0.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
153,389
shares
|
$6.09 Million
0.44% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
149,822
shares
|
$5.95 Million
0.43% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
148,730
shares
|
$5.9 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
148,390
shares
|
$5.89 Million
0.06% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
145,346
shares
|
$5.77 Million
1.05% of portfolio
|
Q3 2025
Reduced 44.61%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
143,382
shares
|
$5.69 Million
0.32% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
141,067
shares
|
$5.6 Million
4.38% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
140,664
shares
|
$5.58 Million
0.34% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
137,803
shares
|
$5.47 Million
3.98% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
134,911
shares
|
$5.35 Million
2.39% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
134,758
shares
|
$5.35 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
129,263
shares
|
$5.13 Million
0.08% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
124,925
shares
|
$4.96 Million
0.21% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
123,659
shares
|
$4.91 Million
2.4% of portfolio
|
Q3 2025
Added 14.47%
|
|