Purchases and Sales Made in Q4 2025 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE EQUITY ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
858KNew |
$33.3M - $34.9M
|
858K
$34.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
654K+ 12313.45% |
$25.4M - $26.6M
|
660K
$26.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
244KNew |
$9.47M - $9.92M
|
244K
$9.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
229K+ 138.43% |
$8.89M - $9.32M
|
395K
$15.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
215K+ 22.52% |
$8.35M - $8.75M
|
1.17M
$46.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.9K+ 1287.25% |
$2.4M - $2.52M
|
66.7K
$2.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 58.27% |
$1.34M - $1.4M
|
93.7K
$3.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
33KNew |
$1.28M - $1.34M
|
33K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24K+ 167.17% |
$930K - $975K
|
38.3K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23K+ 5.74% |
$894K - $937K
|
424K
$16.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20.8KNew |
$806K - $845K
|
20.8K
$824K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.7K+ 10.26% |
$765K - $802K
|
212K
$8.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 2.08% |
$555K - $581K
|
700K
$27.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 14.1% |
$545K - $571K
|
114K
$4.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.5K+ 23.36% |
$523K - $548K
|
71.1K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
13KNew |
$503K - $528K
|
13K
$515K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11K+ 18.2% |
$426K - $446K
|
71.3K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 16.67% |
$409K - $429K
|
73.8K
$2.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10.4K+ 53.99% |
$403K - $422K
|
29.6K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.2K+ 2.96% |
$396K - $415K
|
355K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9.51KNew |
$369K - $387K
|
9.51K
$377K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
9.39K+ 13.22% |
$364K - $382K
|
80.4K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.55K+ 114.85% |
$332K - $348K
|
16K
$635K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.4KNew |
$326K - $342K
|
8.4K
$333K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.22K+ 6.83% |
$319K - $334K
|
129K
$5.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.56K+ 14.37% |
$293K - $307K
|
60.1K
$2.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.71K+ 119.77% |
$260K - $273K
|
12.3K
$488K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.61K+ 28.02% |
$257K - $269K
|
30.2K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.51KNew |
$252K - $265K
|
6.51K
$258K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
6.46K+ 21.81% |
$251K - $263K
|
36.1K
$1.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.27K+ 22.78% |
$204K - $214K
|
28.4K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.24K+ 11.79% |
$203K - $213K
|
49.7K
$1.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.77K+ 8.96% |
$146K - $153K
|
45.9K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 30.22% |
$131K - $137K
|
14.5K
$577K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.36K+ 12.85% |
$130K - $137K
|
29.5K
$1.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.91K+ 22.0% |
$113K - $118K
|
16.1K
$640K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.85K+ 12.25% |
$111K - $116K
|
26.1K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.8K+ 5.24% |
$69.7K - $73.1K
|
36.1K
$1.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.42K+ 6.47% |
$55.1K - $57.8K
|
23.4K
$928K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 2.19% |
$54.8K - $57.4K
|
66K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 7.92% |
$51.1K - $53.6K
|
17.9K
$712K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.12K+ 460.66% |
$43.6K - $45.7K
|
1.37K
$54.3K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 3.52% |
$43.4K - $45.5K
|
32.9K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.1K+ 9.22% |
$42.8K - $44.9K
|
13.1K
$519K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
870+ 3.39% |
$33.8K - $35.4K
|
26.5K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
626New |
$24.3K - $25.5K
|
626
$24.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
459+ 3.2% |
$17.8K - $18.7K
|
14.8K
$588K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
416+ 3.34% |
$16.1K - $16.9K
|
12.9K
$511K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 40.97% |
$12.4K - $13K
|
1.1K
$43.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
256+ 1.72% |
$9.94K - $10.4K
|
15.1K
$600K
|
|