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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
48,198
shares
|
$1.91 Million
0.49% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,500
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
46,286
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
45,989
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
45,382
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
45,074
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
44,447
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
43,982
shares
|
$1.75 Million
0.18% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
42,383
shares
|
$1.68 Million
0.25% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
42,107
shares
|
$1.67 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
42,088
shares
|
$1.67 Million
0.58% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
41,764
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
40,875
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
40,857
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
40,425
shares
|
$1.6 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
40,425
shares
|
$1.6 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
39,196
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 41.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
38,536
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,230
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
37,196
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
36,281
shares
|
$1.44 Million
0.49% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
35,453
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
34,278
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
34,231
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
34,032
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 7.9%
|
|