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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$38.01 +0.20 (+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)
269
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$149.37M
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CGUS Institutional Buying and Selling by Quarter

Capital Group Core Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/7/2025 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%
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%
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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%
7/30/2025 Cullen Frost Bankers Inc.93,425$3.45M0.0%+63.6%0.056%
7/29/2025 Stephens Inc. AR232,010$8.57M0.1%+13.5%0.138%
7/29/2025 Balboa Wealth Partners8,795$325K0.1%N/A0.005%
7/29/2025 Burford Brothers Inc.332,972$12.30M5.6%-2.1%0.198%
7/29/2025 International Assets Investment Management LLC15,933$588K0.0%+67.1%0.009%
7/29/2025 Signature Estate & Investment Advisors LLC70,874$2.62M0.1%+0.9%0.042%
7/29/2025 CapWealth Advisors LLC7,523$278K0.0%-14.5%0.004%
7/29/2025 Koshinski Asset Management Inc.51,326$1.90M0.1%+12.6%0.030%
7/29/2025 Stratos Wealth Partners LTD.29,374$1.09M0.0%+51.3%0.017%
7/29/2025 Private Trust Co. NA21,081$779K0.1%+83.0%0.013%
7/29/2025 Latitude Advisors LLC48,669$1.80M0.9%+2.9%0.029%
7/28/2025 Cushing Capital Partners LLC132,159$4.89M4.1%-1.0%0.079%
7/28/2025 Uptick Partners LLC15,691$579K0.2%+45.9%0.009%
7/28/2025 Mutual Advisors LLC193,476$7.45M0.2%+32.3%0.115%
7/28/2025 Harbour Investments Inc.412,211$15.22M0.4%+0.5%0.245%
7/28/2025 Sagespring Wealth Partners LLC185,471$6.85M0.1%+8.1%0.110%
7/28/2025 RFG Advisory LLC35,575$1.31M0.0%+125.3%0.021%
7/28/2025 Axxcess Wealth Management LLC23,011$850K0.0%-4.4%0.014%
7/25/2025 Atria Wealth Solutions Inc.288,796$10.70M0.2%-19.8%0.172%
7/25/2025 Envestnet Portfolio Solutions Inc.221,166$8.17M0.0%-31.1%0.131%
7/25/2025 Total Clarity Wealth Management Inc.13,493$498K0.1%-2.4%0.008%
7/25/2025 M.E. Allison & CO. Inc.55,598$2.05M1.6%+3.0%0.033%
7/25/2025 Bill Few Associates Inc.24,482$904K0.3%+18.7%0.015%
7/25/2025 CWM LLC580,783$21.45M0.1%+3.8%0.345%
7/25/2025 Transcendent Capital Group LLC139,941$5.17M2.7%+1.1%0.083%
7/25/2025 Concurrent Investment Advisors LLC92,317$3.41M0.1%+130.7%0.055%
7/25/2025 Apollon Wealth Management LLC54,239$2.00M0.0%N/A0.032%
7/24/2025 FinDec Wealth Services Inc.7,739$286K0.3%-67.8%0.005%
7/24/2025 Fourpath Capital Management LLC21,256$785K0.1%+10.7%0.013%
7/24/2025 Endeavor Private Wealth Inc.105,721$3.92M1.9%+34.6%0.063%
7/24/2025 NavPoint Financial Inc.5,839$216K0.1%N/A0.003%
7/24/2025 IFP Advisors Inc380,451$14.05M0.4%+10.5%0.226%
7/24/2025 Blair William & Co. IL159,403$5.89M0.0%+2.4%0.095%
7/24/2025 MSH Capital Advisors LLC10,185$376K0.1%N/A0.006%
7/23/2025 Armstrong Fleming & Moore Inc42,441$1.57M0.9%N/A0.025%
7/23/2025 Capital Management Associates Inc59,030$2.18M0.7%-50.1%0.035%
7/23/2025 Clear Creek Financial Management LLC118,786$4.39M0.4%+6.8%0.071%
7/23/2025 Valmark Advisers Inc.402,564$14.87M0.2%+6.8%0.239%
7/23/2025 Kingswood Wealth Advisors LLC62,571$2.31M0.2%-2.1%0.037%
7/23/2025 Tcfg Wealth Management LLC27,026$998K0.5%+97.2%0.016%
7/23/2025 Trueblood Wealth Management LLC50,430$1.86M0.8%+15.4%0.030%
7/23/2025 Seamount Financial Group Inc.85,417$3.15M1.6%+11.5%0.051%
7/23/2025 Prime Capital Investment Advisors LLC12,125$448K0.0%-17.0%0.007%
7/22/2025 Confluence Wealth Services Inc.38,786$1.43M0.1%+13.0%0.023%
7/22/2025 DAVENPORT & Co LLC21,458$792K0.0%+3.8%0.013%
7/22/2025 Woodmont Investment Counsel LLC103,409$3.82M0.3%+12.7%0.061%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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7/22/2025 Merit Financial Group LLC122,226$4.51M0.1%+16.9%0.073%
7/22/2025 Beacon Financial Advisory LLC20,108$743K0.2%-4.7%0.012%
7/22/2025 Simplicity Wealth LLC26,662$985K0.0%+124.5%0.016%
7/22/2025 Wealthcare Advisory Partners LLC264,366$9.76M0.2%+12.7%0.157%
7/22/2025 Ergawealth Advisors Inc.34,142$1.26M0.6%N/A0.020%
7/22/2025 Berger Financial Group Inc115,045$4.25M0.3%-7.0%0.068%
7/21/2025 Ascent Group LLC17,295$639K0.0%-2.9%0.010%
7/21/2025 Ameritas Advisory Services LLC34,646$1.28M0.1%-16.6%0.021%
7/21/2025 Ashton Thomas Securities LLC56,857$2.10M0.5%+10.0%0.034%
7/21/2025 Investment Planning Advisors Inc.788,011$29.10M10.3%+20.8%0.468%
(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, 323 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), Cetera Investment Advisers ($178.25M), Raymond James Financial Inc. ($174.29M), Capital Group Private Client Services Inc. ($138.55M), Commonwealth Equity Services LLC ($126.15M), and Northwestern Mutual Wealth Management Co. ($118.64M).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 314 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. ($5.22M), Jones Financial Companies Lllp ($4.75M), Cetera Investment Advisers ($3.76M), Commonwealth Equity Services LLC ($2.47M), and Private Advisor Group LLC ($1.81M).

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

Institutional investors have bought a total of 48,600,373 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

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

Of the 92 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), Affiance Financial LLC ($228.48K), International Assets Investment Management LLC ($211.73K), Envestnet Portfolio Solutions Inc. ($170.35K), and Jane Street Group LLC ($156.37K).

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

Institutional investors have sold a total of 4,314,420 shares in the last 24 months. This volume of shares sold represents approximately $149.37M in transactions.



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