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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
68,267
shares
|
$2.71 Million
1.43% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
66,462
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Added 37.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
64,565
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
63,487
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
63,237
shares
|
$2.51 Million
1.37% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
63,013
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
62,761
shares
|
$2.49 Million
0.82% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
62,107
shares
|
$2.47 Million
1.1% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
61,930
shares
|
$2.46 Million
0.82% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
61,175
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
60,333
shares
|
$2.39 Million
0.65% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59,991
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
59,207
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
59,185
shares
|
$2.35 Million
0.63% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
57,650
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
57,637
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Added 96.22%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
55,695
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
55,372
shares
|
$2.2 Million
1.21% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
54,057
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 288.96%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
53,010
shares
|
$2.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
52,573
shares
|
$2.09 Million
0.81% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
52,376
shares
|
$2.08 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
52,376
shares
|
$2.08 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
50,163
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
49,141
shares
|
$1.95 Million
0.1% of portfolio
|
Q3 2025
Added 26.7%
|
|