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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$38.85 +0.16 (+0.41%)
Closing price 04:10 PM Eastern
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$38.84 -0.01 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Equity ETF (NYSEARCA:CGUS)

Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$170.66M
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CGUS Institutional Buying and Selling by Quarter

Capital Group Core Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Cypress Capital Advisors LLC12,280$454K0.3%-27.5%0.007%
8/27/2025 Tribridge Partners Financial LLC12,065$446K0.3%N/A0.007%
8/27/2025 Orion Porfolio Solutions LLC411,239$15.19M0.1%+2.0%0.241%
8/19/2025 Advisory Services Network LLC108,403$4.14M0.1%-26.6%0.064%
8/19/2025 Cim LLC11,182$413K0.1%+57.5%0.007%
8/18/2025 Tyler Stone Wealth Management16,282$601K0.1%+15.4%0.010%
8/18/2025 Geneos Wealth Management Inc.140,501$5.19M0.1%+1,807.2%0.082%
8/18/2025 Wellington Capital Management Inc.7,201$266K0.4%N/A0.004%
8/15/2025 High Falls Advisors Inc15,876$586K0.1%+5.6%0.009%
8/15/2025 Equitable Holdings Inc.138,737$5.12M0.0%+162.4%0.081%
8/15/2025 Captrust Financial Advisors1,828,484$67.53M0.2%+6.9%1.072%
8/15/2025 Lantern Wealth Advisors LLC9,736$360K0.2%N/A0.006%
8/15/2025 Visionary Wealth Advisors15,579$575K0.0%+3.6%0.009%
8/15/2025 Smartleaf Asset Management LLC169,565$6.25M0.6%+16.6%0.099%
8/15/2025 Orion Porfolio Solutions LLC534,359$19.73M0.1%+32.5%0.313%
8/15/2025 MML Investors Services LLC3,032,309$111.98M0.3%+11.0%1.777%
8/15/2025 Great Valley Advisor Group Inc.194,938$7.20M0.2%+24.1%0.114%
8/15/2025 Benjamin Edwards Inc.470,078$17.36M0.2%+27.4%0.276%
8/15/2025 Bank of America Corp DE465,996$17.21M0.0%+50.5%0.273%
8/15/2025 Acas LLC5,212$201K0.1%N/A0.003%
8/15/2025 Ameriprise Financial Inc.11,828$437K0.0%-80.1%0.007%
8/14/2025 Challenger Wealth Management272,601$10.07M7.0%+7.8%0.160%
8/14/2025 Jane Street Group LLC160,000$5.91M0.0%+11.6%0.094%
8/14/2025 Raymond James Financial Inc.5,668,346$209.33M0.1%+8.6%3.323%
8/14/2025 HUB Investment Partners LLC750,208$27.71M0.9%+7.2%0.440%
8/14/2025 Sei Investments Co.1,338,685$49.44M0.1%+33.8%0.785%
8/14/2025 NewEdge Advisors LLC826,422$30.52M0.2%-17.8%0.484%
8/14/2025 Gerber Kawasaki Wealth & Investment Management180,809$6.68M0.3%+5.3%0.106%
8/14/2025 Cary Street Partners Financial LLC253,233$9.35M0.3%-53.9%0.148%
8/13/2025 StoneX Group Inc.9,092$337K0.0%-14.0%0.005%
8/13/2025 Gateway Wealth Partners LLC27,702$1.02M0.2%-2.2%0.016%
8/13/2025 M Holdings Securities Inc.24,292$895K0.2%N/A0.014%
8/13/2025 Baird Financial Group Inc.1,154,988$42.65M0.1%+8.3%0.677%
8/13/2025 EverSource Wealth Advisors LLC382,889$14.14M0.6%+18.9%0.224%
8/13/2025 CW Advisors LLC37,230$1.38M0.0%+7.4%0.022%
8/13/2025 IAG Wealth Partners LLC2,505$93K0.0%+14.9%0.001%
8/13/2025 Beacon Pointe Advisors LLC116,048$4.29M0.0%N/A0.068%
8/13/2025 Smith Moore & CO.153,458$5.67M0.5%-14.0%0.090%
8/13/2025 VestGen Advisors LLC264,597$9.77M0.4%+4.7%0.155%
8/13/2025 Aspire Growth Partners LLC127,590$4.71M3.9%+15.9%0.075%
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8/13/2025 Northwestern Mutual Wealth Management Co.3,865,009$142.74M0.1%+8.8%2.266%
8/13/2025 Choreo LLC64,835$2.40M0.0%-5.2%0.038%
8/12/2025 J.W. Cole Advisors Inc.48,184$1.78M0.0%+21.1%0.028%
8/12/2025 Richmond Investment Services LLC23,406$864K0.2%+154.2%0.014%
8/12/2025 RiverFront Investment Group LLC7,487$276K0.0%N/A0.004%
8/12/2025 Steward Partners Investment Advisory LLC42,666$1.58M0.0%+55.6%0.025%
8/12/2025 Insigneo Advisory Services LLC6,030$223K0.0%N/A0.004%
8/12/2025 Global Retirement Partners LLC54,362$2.01M0.0%N/A0.032%
8/12/2025 Barnes Pettey Financial Advisors LLC95,366$3.52M2.4%-0.9%0.056%
8/12/2025 Entruity Wealth LLC314,621$11.62M9.9%+7.2%0.184%
8/12/2025 Cozad Asset Management Inc.33,013$1.22M0.1%+16.4%0.019%
8/12/2025 JPMorgan Chase & Co.22,025$813K0.0%-23.1%0.013%
8/11/2025 Perennial Investment Advisors LLC86,113$3.18M0.3%+40.1%0.051%
8/11/2025 Landaas & Co. WI ADV19,090$705K0.2%-9.8%0.011%
8/11/2025 Rothschild Investment LLC18,139$670K0.0%+7.4%0.011%
8/11/2025 Western Wealth Management LLC105,829$3.91M0.2%-16.4%0.063%
8/8/2025 Rockefeller Capital Management L.P.13,898$513K0.0%N/A0.008%
8/8/2025 Kingsview Wealth Management LLC253,557$9.36M0.2%+28.6%0.151%
8/8/2025 Avantax Advisory Services Inc.115,626$4.27M0.0%+23.4%0.069%
8/8/2025 Thoroughbred Financial Services LLC121,874$4.50M0.3%+11.3%0.072%
8/8/2025 Cetera Investment Advisers4,826,699$178.25M0.3%+25.6%2.868%
8/8/2025 CWS Financial Advisors LLC40,581$1.50M0.4%+6.7%0.024%
8/8/2025 Meridian Wealth Management LLC49,265$1.82M0.1%+40.3%0.029%
8/8/2025 Security Financial Services INC.12,409$458K0.1%N/A0.007%
8/8/2025 Sittner & Nelson LLC78,156$2.89M1.2%+1.6%0.046%
8/7/2025 Cvfg LLC15,170$560K0.4%+11.1%0.009%
8/7/2025 Nwam LLC12,975$496K0.0%+11.4%0.008%
8/7/2025 Allworth Financial LP26,870$992K0.0%+2.2%0.016%
8/7/2025 PFG Advisors109,197$4.03M0.1%+0.5%0.065%
8/6/2025 Prospera Financial Services Inc119,540$4.42M0.1%+11.2%0.071%
8/6/2025 Wedbush Securities Inc.12,745$471K0.0%-15.4%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.849,562$31.37M0.5%+109.7%0.505%
8/6/2025 Souders Financial Advisors932,782$34.45M4.4%+5.8%0.554%
8/6/2025 Mascagni Wealth Management Inc.18,338$677K0.6%-17.5%0.011%
8/6/2025 Commonwealth Equity Services LLC3,415,953$126.15M0.2%+7.3%2.030%
8/6/2025 First Horizon Advisors Inc.3,978$147K0.0%-38.1%0.002%
8/6/2025 TKG Advisors LLC15,936$589K0.3%+14.2%0.009%
8/5/2025 GPS Wealth Strategies Group LLC8,520$315K0.0%-3.8%0.005%
8/5/2025 Sigma Planning Corp23,663$874K0.0%+26.7%0.014%
8/4/2025 Bridgewealth Advisory Group LLC267,169$9.87M2.5%+44.0%0.159%
8/4/2025 Creative Financial Designs Inc. ADV145,220$5.36M0.4%-29.9%0.086%
8/4/2025 Kovack Advisors Inc.5,989$221K0.0%-13.0%0.004%
8/4/2025 IFG Advisory LLC27,806$1.03M0.1%+62.0%0.017%
8/4/2025 Atria Investments Inc9,633$356K0.0%+26.7%0.006%
8/4/2025 Assetmark Inc.852,157$31.47M0.1%+6.1%0.506%
8/4/2025 World Investment Advisors88,604$3.27M0.1%+37.1%0.053%
8/4/2025 Mayflower Financial Advisors LLC43,159$1.59M0.2%-3.8%0.026%
8/1/2025 GWN Securities Inc.22,540$832K0.2%-52.8%0.013%
8/1/2025 Envestnet Asset Management Inc.10,327,349$381.39M0.1%+13.6%6.136%
8/1/2025 Chilton Capital Management LLC2,332$86K0.0%+149.4%0.001%
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7/31/2025 VestGen Investment Management15,678$579K0.4%+1.8%0.009%
7/31/2025 Hobart Private Capital LLC14,293$528K0.1%+4.7%0.008%
7/31/2025 West Michigan Advisors LLC5,560$205K0.1%N/A0.003%
7/31/2025 Moloney Securities Asset Management LLC35,996$1.33M0.2%+1.0%0.021%
7/31/2025 180 Wealth Advisors LLC31,269$1.16M0.2%+1.3%0.019%
7/30/2025 KPP Advisory Services LLC37,341$1.38M0.2%+11.1%0.022%
7/30/2025 Bleakley Financial Group LLC83,904$3.10M0.1%-6.5%0.050%
7/30/2025 Strategic Blueprint LLC647,391$23.91M1.2%+8.7%0.385%
7/30/2025 Freedom Investment Management Inc.18,392$679K0.1%+58.4%0.011%
7/30/2025 D.A. Davidson & CO.443,816$16.39M0.1%+2.1%0.264%
(Data available from 1/1/2016 forward)

CGUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGUS shares?

During the previous two years, 333 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($495.56M), Envestnet Asset Management Inc. ($381.39M), Raymond James Financial Inc. ($209.33M), Cetera Investment Advisers ($178.25M), Northwestern Mutual Wealth Management Co. ($142.74M), Capital Group Private Client Services Inc. ($138.55M), and Commonwealth Equity Services LLC ($126.15M).Learn more on Capital Group Core Equity ETF's institutional investors.

Which institutional investors have been buying Capital Group Core Equity ETF's stock?

Of the 322 institutional investors that purchased Capital Group Core Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($11.25M), Envestnet Asset Management Inc. ($7.86M), Raymond James Financial Inc. ($5.67M), Jones Financial Companies Lllp ($4.75M), Cetera Investment Advisers ($3.76M), Commonwealth Equity Services LLC ($2.40M), and Private Advisor Group LLC ($1.79M).

How much institutional buying is happening at Capital Group Core Equity ETF?

Institutional investors have bought a total of 49,834,965 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Which of Capital Group Core Equity ETF's major shareholders have been selling company stock?

Of the 98 institutional investors that sold Capital Group Core Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($1.04M), Private Advisor Group LLC ($834.83K), CWM LLC ($515.88K), Cary Street Partners Financial LLC ($296.41K), Affiance Financial LLC ($228.48K), International Assets Investment Management LLC ($211.73K), and NewEdge Advisors LLC ($179.24K).

How much institutional selling is happening at Capital Group Core Equity ETF?

Institutional investors have sold a total of 4,883,625 shares in the last 24 months. This volume of shares sold represents approximately $170.66M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 8/28/2025 by MarketBeat.com Staff
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