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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$40.01 +0.21 (+0.53%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Equity ETF (NYSEARCA:CGUS)

Number of
Institutional Buyers
(last 12 months)
279
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$153.05M
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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
10/8/2025M.E. Allison & CO. Inc.71,000$2.81M2.0%+27.7%0.038%
10/7/2025 Lynch & Associates IN34,278$1.36M0.3%+5.9%0.018%
10/7/2025 ST Germain D J Co. Inc.292,835$11.58M0.5%-0.4%0.155%
10/6/2025 Venture Visionary Partners LLC39,196$1.55M0.1%+41.5%0.021%
10/1/2025 Hobart Private Capital LLC18,389$727K0.2%+28.7%0.011%
9/25/2025National Wealth Management Group LLC8,434$311K0.2%-11.8%0.005%
9/9/2025NWF Advisory Services Inc.12,802$473K0.1%+90.6%0.008%
9/4/2025Osaic Holdings Inc.1,757,275$64.40M0.1%+16.4%1.030%
8/29/2025Centaurus Financial Inc.136,665$5.05M0.3%+20.1%0.080%
8/27/2025Cypress Capital Advisors LLC12,280$454K0.3%-27.5%0.007%
8/27/2025Tribridge Partners Financial LLC12,065$446K0.3%N/A0.007%
8/27/2025Orion Porfolio Solutions LLC411,239$15.19M0.1%+2.0%0.241%
8/19/2025Advisory Services Network LLC108,403$4.14M0.1%-26.6%0.064%
8/19/2025Cim LLC11,182$413K0.1%+57.5%0.007%
8/18/2025Tyler Stone Wealth Management16,282$601K0.1%+15.4%0.010%
8/18/2025Geneos Wealth Management Inc.140,501$5.19M0.1%+1,807.2%0.082%
8/18/2025Wellington Capital Management Inc.7,201$266K0.4%N/A0.004%
8/15/2025High Falls Advisors Inc15,876$586K0.1%+5.6%0.009%
8/15/2025Equitable Holdings Inc.138,737$5.12M0.0%+162.4%0.081%
8/15/2025Captrust Financial Advisors1,828,484$67.53M0.2%+6.9%1.072%
8/15/2025Lantern Wealth Advisors LLC9,736$360K0.2%N/A0.006%
8/15/2025Visionary Wealth Advisors15,579$575K0.0%+3.6%0.009%
8/15/2025Smartleaf Asset Management LLC169,565$6.25M0.6%+16.6%0.099%
8/15/2025Orion Porfolio Solutions LLC534,359$19.73M0.1%+32.5%0.313%
8/15/2025MML Investors Services LLC3,032,309$111.98M0.3%+11.0%1.777%
8/15/2025Great Valley Advisor Group Inc.194,938$7.20M0.2%+24.1%0.114%
8/15/2025Benjamin Edwards Inc.470,078$17.36M0.2%+27.4%0.276%
8/15/2025Bank of America Corp DE465,996$17.21M0.0%+50.5%0.273%
8/15/2025Acas LLC5,212$201K0.1%N/A0.003%
8/15/2025Ameriprise Financial Inc.11,828$437K0.0%-80.1%0.007%
8/14/2025Challenger Wealth Management272,601$10.07M7.0%+7.8%0.160%
8/14/2025Jane Street Group LLC160,000$5.91M0.0%+11.6%0.094%
8/14/2025Raymond James Financial Inc.5,668,346$209.33M0.1%+8.6%3.323%
8/14/2025HUB Investment Partners LLC750,208$27.71M0.9%+7.2%0.440%
8/14/2025Sei Investments Co.1,338,685$49.44M0.1%+33.8%0.785%
8/14/2025NewEdge Advisors LLC826,422$30.52M0.2%-17.8%0.484%
8/14/2025Gerber Kawasaki Wealth & Investment Management180,809$6.68M0.3%+5.3%0.106%
8/14/2025Cary Street Partners Financial LLC253,233$9.35M0.3%-53.9%0.148%
8/13/2025StoneX Group Inc.9,092$337K0.0%-14.0%0.005%
8/13/2025Gateway Wealth Partners LLC27,702$1.02M0.2%-2.2%0.016%
8/13/2025M Holdings Securities Inc.24,292$895K0.2%N/A0.014%
8/13/2025Baird Financial Group Inc.1,154,988$42.65M0.1%+8.3%0.677%
8/13/2025EverSource Wealth Advisors LLC382,889$14.14M0.6%+18.9%0.224%
8/13/2025CW Advisors LLC37,230$1.38M0.0%+7.4%0.022%
8/13/2025IAG Wealth Partners LLC2,505$93K0.0%+14.9%0.001%
8/13/2025Beacon Pointe Advisors LLC116,048$4.29M0.0%N/A0.068%
8/13/2025Smith Moore & CO.153,458$5.67M0.5%-14.0%0.090%
8/13/2025VestGen Advisors LLC264,597$9.77M0.4%+4.7%0.155%
8/13/2025Aspire Growth Partners LLC127,590$4.71M3.9%+15.9%0.075%
8/13/2025Northwestern Mutual Wealth Management Co.3,865,009$142.74M0.1%+8.8%2.266%
8/13/2025Choreo LLC64,835$2.40M0.0%-5.2%0.038%
8/12/2025J.W. Cole Advisors Inc.48,184$1.78M0.0%+21.1%0.028%
8/12/2025Richmond Investment Services LLC23,406$864K0.2%+154.2%0.014%
8/12/2025RiverFront Investment Group LLC7,487$276K0.0%N/A0.004%
8/12/2025Steward Partners Investment Advisory LLC42,666$1.58M0.0%+55.6%0.025%
8/12/2025Insigneo Advisory Services LLC6,030$223K0.0%N/A0.004%
8/12/2025Global Retirement Partners LLC54,362$2.01M0.0%N/A0.032%
8/12/2025Barnes Pettey Financial Advisors LLC95,366$3.52M2.4%-0.9%0.056%
8/12/2025Entruity Wealth LLC314,621$11.62M9.9%+7.2%0.184%
8/12/2025Cozad Asset Management Inc.33,013$1.22M0.1%+16.4%0.019%
8/12/2025JPMorgan Chase & Co.22,025$813K0.0%-23.1%0.013%
8/11/2025Perennial Investment Advisors LLC86,113$3.18M0.3%+40.1%0.051%
8/11/2025Landaas & Co. WI ADV19,090$705K0.2%-9.8%0.011%
8/11/2025Rothschild Investment LLC18,139$670K0.0%+7.4%0.011%
8/11/2025Western Wealth Management LLC105,829$3.91M0.2%-16.4%0.063%
8/8/2025Rockefeller Capital Management L.P.13,898$513K0.0%N/A0.008%
8/8/2025Kingsview Wealth Management LLC253,557$9.36M0.2%+28.6%0.151%
8/8/2025Avantax Advisory Services Inc.115,626$4.27M0.0%+23.4%0.069%
8/8/2025Thoroughbred Financial Services LLC121,874$4.50M0.3%+11.3%0.072%
8/8/2025Cetera Investment Advisers4,826,699$178.25M0.3%+25.6%2.868%
8/8/2025CWS Financial Advisors LLC40,581$1.50M0.4%+6.7%0.024%
8/8/2025Meridian Wealth Management LLC49,265$1.82M0.1%+40.3%0.029%
8/8/2025Security Financial Services INC.12,409$458K0.1%N/A0.007%
8/8/2025Sittner & Nelson LLC78,156$2.89M1.2%+1.6%0.046%
8/7/2025Cvfg LLC15,170$560K0.4%+11.1%0.009%
8/7/2025Nwam LLC12,975$496K0.0%+11.4%0.008%
8/7/2025Allworth Financial LP26,870$992K0.0%+2.2%0.016%
8/7/2025PFG Advisors109,197$4.03M0.1%+0.5%0.065%
8/6/2025Prospera Financial Services Inc119,540$4.42M0.1%+11.2%0.071%
8/6/2025Wedbush Securities Inc.12,745$471K0.0%-15.4%0.008%
8/6/2025Vestmark Advisory Solutions Inc.849,562$31.37M0.5%+109.7%0.505%
8/6/2025Souders Financial Advisors932,782$34.45M4.4%+5.8%0.554%
8/6/2025Mascagni Wealth Management Inc.18,338$677K0.6%-17.5%0.011%
8/6/2025Commonwealth Equity Services LLC3,415,953$126.15M0.2%+7.3%2.030%
8/6/2025First Horizon Advisors Inc.3,978$147K0.0%-38.1%0.002%
8/6/2025TKG Advisors LLC15,936$589K0.3%+14.2%0.009%
8/5/2025GPS Wealth Strategies Group LLC8,520$315K0.0%-3.8%0.005%
8/5/2025Sigma Planning Corp23,663$874K0.0%+26.7%0.014%
8/4/2025Bridgewealth Advisory Group LLC267,169$9.87M2.5%+44.0%0.159%
8/4/2025Creative Financial Designs Inc. ADV145,220$5.36M0.4%-29.9%0.086%
8/4/2025Kovack Advisors Inc.5,989$221K0.0%-13.0%0.004%
8/4/2025IFG Advisory LLC27,806$1.03M0.1%+62.0%0.017%
8/4/2025Atria Investments Inc9,633$356K0.0%+26.7%0.006%
8/4/2025Assetmark Inc.852,157$31.47M0.1%+6.1%0.506%
8/4/2025World Investment Advisors88,604$3.27M0.1%+37.1%0.053%
8/4/2025Mayflower Financial Advisors LLC43,159$1.59M0.2%-3.8%0.026%
8/1/2025GWN Securities Inc.22,540$832K0.2%-52.8%0.013%
8/1/2025Envestnet Asset Management Inc.10,327,349$381.39M0.1%+13.6%6.136%
8/1/2025Chilton Capital Management LLC2,332$86K0.0%+149.4%0.001%
7/31/2025VestGen Investment Management15,678$579K0.4%+1.8%0.009%
(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, 335 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 324 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 50,096,240 shares in the last 24 months. This purchase volume represents approximately $1.73B 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), Cary Street Partners Financial LLC ($296.41K), Affiance Financial LLC ($228.48K), International Assets Investment Management LLC ($211.73K), NewEdge Advisors LLC ($179.24K), and Envestnet Portfolio Solutions Inc. ($170.35K).

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

Institutional investors have sold a total of 4,369,396 shares in the last 24 months. This volume of shares sold represents approximately $153.05M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 10/8/2025 by MarketBeat.com Staff
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