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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
33,639
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
33,164
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
33,077
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
32,660
shares
|
$1.3 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
31,740
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
31,472
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Added 123.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
31,266
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
31,251
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
29,668
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Lincoln Capital LLC
|
Nov 05, 2025 Q3 2025 |
29,607
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
29,107
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 52.94%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
28,800
shares
|
$1.14 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
28,755
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,460
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
26,125
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
26,024
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
25,655
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
25,275
shares
|
$1 Million
0.08% of portfolio
|
Q3 2025
Added 69.21%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25,248
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
25,241
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
25,050
shares
|
$994,234
0.01% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
24,826
shares
|
$985,343
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,683
shares
|
$979,668
0.02% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
24,608
shares
|
$976,691
0.09% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
24,563
shares
|
$974,905
0.18% of portfolio
|
Q3 2025
Added 97.95%
|
|