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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$37.46 +0.31 (+0.83%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Core Equity ETF (NYSEARCA:CGUS)

Number of
Institutional Buyers
(last 12 months)
265
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$131.75M
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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
7/2/2025 HBW Advisory Services LLC39,152$1.45M0.2%+35.2%0.025%
6/5/2025Cim LLC7,098$237K0.0%-11.9%0.005%
5/28/2025Jones Financial Companies Lllp2,633,492$87.70M0.1%+50.4%1.709%
5/21/2025Geneos Wealth Management Inc.7,367$246K0.0%+239.0%0.005%
5/20/2025Belpointe Asset Management LLC24,717$826K0.0%+4.2%0.016%
5/20/2025Focus Partners Wealth9,484$317K0.0%+314.0%0.006%
5/20/2025Integrity Alliance LLC.6,188$207K0.0%N/A0.004%
5/19/2025Jane Street Group LLC143,354$4.79M0.0%-52.2%0.093%
5/16/2025Faithward Advisors LLC16,053$536K0.1%-46.5%0.010%
5/16/2025Ascent Group LLC17,808$595K0.0%+10.9%0.012%
5/16/2025Challenger Wealth Management252,860$8.45M6.7%+41.4%0.164%
5/16/2025Jones Financial Companies Lllp4,833,131$169.51M0.2%+176.1%3.136%
5/16/2025NewEdge Advisors LLC1,005,661$33.59M0.2%+10.6%0.653%
5/16/2025Integrated Wealth Concepts LLC111,240$3.72M0.0%+93.1%0.074%
5/16/2025AQR Capital Management LLC15,785$527K0.0%N/A0.010%
5/15/2025Ashton Thomas Securities LLC51,710$1.73M0.5%+1.0%0.034%
5/15/2025Flputnam Investment Management Co.39,693$1.33M0.0%-2.9%0.026%
5/15/2025Royal Bank of Canada1,974,705$65.96M0.0%+15.8%1.312%
5/15/2025Certior Financial Group LLC23,173$774K0.6%+3.9%0.015%
5/15/2025Titleist Asset Management LLC8,126$271K0.0%+7.8%0.005%
5/15/2025Baird Financial Group Inc.1,066,555$35.62M0.1%+7.0%0.709%
5/15/2025OLD Mission Capital LLC384,014$12.83M0.2%N/A0.255%
5/15/2025Vermillion & White Wealth Management Group LLC3,722$124K0.1%N/A0.002%
5/15/2025Gerber Kawasaki Wealth & Investment Management171,679$5.73M0.3%+1.1%0.114%
5/14/2025Comerica Bank11,769$393K0.0%+4.0%0.008%
5/14/2025Freedom Investment Management Inc.11,612$388K0.0%+3.1%0.008%
5/14/2025Smartleaf Asset Management LLC145,388$4.84M0.5%+12.2%0.097%
5/14/2025Northwestern Mutual Wealth Management Co.3,552,083$118.64M0.1%+10.1%2.360%
5/14/2025Kestra Advisory Services LLC1,094,834$36.57M0.2%+13.6%0.727%
5/14/2025CW Advisors LLC34,676$1.17M0.0%N/A0.023%
5/14/2025Aspire Growth Partners LLC110,108$3.67M3.3%+134.0%0.073%
5/14/2025Capital Analysts LLC5,649$189K0.0%+464.9%0.004%
5/14/2025Venture Visionary Partners LLC13,997$468K0.0%+24.5%0.009%
5/14/2025CWS Financial Advisors LLC38,047$1.27M0.4%+5.1%0.025%
5/14/2025Lincoln Capital LLC24,834$778K0.2%+111.8%0.016%
5/13/2025Aptus Capital Advisors LLC61,671$2.06M0.0%-0.5%0.041%
5/13/2025Tyler Stone Wealth Management14,107$471K0.1%+37.5%0.009%
5/13/2025Raymond James Financial Inc.5,218,252$174.29M0.1%+7.6%3.467%
5/13/2025Nations Financial Group Inc. IA ADV38,245$1.28M0.1%+16.7%0.025%
5/13/2025EverSource Wealth Advisors LLC322,146$10.76M0.6%+36.2%0.214%
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5/13/2025High Falls Advisors Inc15,027$502K0.1%+14.9%0.010%
5/13/2025Sei Investments Co.1,000,229$33.41M0.3%+13.8%0.665%
5/13/2025Vestmark Advisory Solutions Inc.405,077$13.53M0.3%+6.7%0.269%
5/13/2025Bridgewealth Advisory Group LLC185,531$6.20M8.1%-27.4%0.123%
5/13/2025HighTower Advisors LLC117,034$3.91M0.0%+13.7%0.078%
5/12/2025Berger Financial Group Inc123,684$4.13M0.3%+14.1%0.082%
5/12/2025Benjamin Edwards Inc.368,920$12.32M0.2%+18.3%0.245%
5/12/2025Townsquare Capital LLC55,447$1.85M0.0%+8.4%0.037%
5/12/2025AlphaCore Capital LLC12,264$411K0.0%N/A0.008%
5/9/2025Atria Wealth Solutions Inc.359,947$12.05M0.1%+3.9%0.239%
5/9/2025Cary Street Partners Financial LLC549,640$18.36M0.6%+113.1%0.365%
5/9/2025Thoroughbred Financial Services LLC109,502$3.66M0.2%+898.2%0.073%
5/9/2025Commonwealth Equity Services LLC3,183,195$106.32M0.2%+15.8%2.115%
5/9/2025Blair William & Co. IL155,608$5.20M0.0%+4.8%0.103%
5/9/2025Delta Financial Group Inc.17,338$595K0.1%+5.9%0.012%
5/8/2025Endeavor Private Wealth Inc.78,557$2.63M1.4%+32.1%0.052%
5/8/2025IFG Advisory LLC17,169$573K0.0%+57.5%0.011%
5/8/2025Harbour Investments Inc.410,242$13.70M0.4%-5.6%0.273%
5/8/2025Natixis Advisors LLC118,234$3.95M0.0%+20.7%0.079%
5/8/2025Cannon Wealth Management Services LLC209,517$6.99M6.2%+5.7%0.139%
5/8/2025Entruity Wealth LLC293,459$9.80M9.2%+1.1%0.195%
5/8/2025Cozad Asset Management Inc.28,359$947K0.1%+40.5%0.019%
5/7/2025Norden Group LLC53,330$1.78M0.2%+7.3%0.035%
5/7/2025LPL Financial LLC14,836,962$495.56M0.2%+60.8%9.857%
5/7/2025First Heartland Consultants Inc.39,608$1.32M0.1%+37.1%0.026%
5/6/2025Assetmark Inc.802,853$26.82M0.1%+5.2%0.533%
5/6/2025Cetera Investment Advisers3,843,349$128.37M0.2%+25.4%2.553%
5/6/2025Avantax Advisory Services Inc.93,684$3.13M0.0%+2.2%0.062%
5/6/2025Tempus Wealth Planning LLC53,402$1.78M0.5%+21.2%0.035%
5/6/2025Advisor OS LLC18,239$609K0.1%+38.1%0.012%
5/6/2025Forge Financial Services LLC362,311$12.10M10.7%+5.8%0.241%
5/6/2025Wedbush Securities Inc.15,073$503K0.0%-4.2%0.010%
5/6/2025Choreo LLC68,384$2.29M0.0%-6.3%0.045%
5/6/2025PFG Advisors108,646$3.63M0.2%+20.0%0.072%
5/5/2025Souders Financial Advisors881,268$29.43M4.1%+8.2%0.585%
5/5/2025J.W. Cole Advisors Inc.39,804$1.33M0.0%+416.1%0.026%
5/5/2025IFP Advisors Inc344,275$11.50M0.4%+10,927.4%0.229%
5/5/2025Kestra Private Wealth Services LLC27,411$916K0.0%+2.7%0.018%
5/5/2025Private Advisor Group LLC1,151,508$38.46M0.2%-42.0%0.765%
5/2/2025Independent Wealth Network Inc.32,244$1.08M0.4%+15.8%0.021%
5/2/2025Midwest Heritage Bank FSB949,334$31.71M13.1%+13.2%0.631%
5/2/2025Kingsview Wealth Management LLC197,184$6.59M0.1%+2,612.3%0.131%
5/2/2025Mayflower Financial Advisors LLC44,852$1.50M0.2%+8.2%0.030%
5/2/2025Cullen Frost Bankers Inc.57,115$1.91M0.0%+48.5%0.038%
5/2/2025Landaas & Co. WI ADV21,157$707K0.2%N/A0.014%
5/2/2025Sigma Planning Corp18,681$624K0.0%+19.3%0.012%
5/2/2025Transcendent Capital Group LLC138,440$4.62M2.6%+7.2%0.092%
5/1/2025Florida Financial Advisors LLC7,505$251K0.1%N/A0.005%
5/1/2025Bleakley Financial Group LLC89,719$3.00M0.1%+10.2%0.060%
5/1/2025A&I Financial Services LLC92,148$3.08M2.1%+42.6%0.061%
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5/1/2025Kerntke Otto McGlone Wealth Management Group16,151$539K0.5%+36.7%0.011%
5/1/2025CWM LLC559,663$18.69M0.1%+52.7%0.372%
5/1/2025Stephens Inc. AR204,415$6.83M0.1%N/A0.136%
5/1/2025Harmony Asset Management LLC13,098$437K0.2%-2.8%0.009%
5/1/2025Gateway Wealth Partners LLC28,329$946K0.2%+37.3%0.019%
4/30/2025Seamount Financial Group Inc.76,614$2.56M1.7%+9.7%0.051%
4/30/2025Burford Brothers Inc.340,234$11.36M5.5%-0.3%0.226%
4/30/2025Cerity Partners LLC31,173$1.04M0.0%+2.9%0.021%
4/30/2025Allworth Financial LP26,295$855K0.0%+4.4%0.017%
4/30/2025Moloney Securities Asset Management LLC35,647$1.19M0.2%+16.4%0.024%
(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, 316 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. ($303.57M), Raymond James Financial Inc. ($174.29M), Capital Group Private Client Services Inc. ($138.55M), Cetera Investment Advisers ($128.37M), Northwestern Mutual Wealth Management Co. ($118.64M), and Commonwealth Equity Services LLC ($106.32M).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 307 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 ($11.52M), Envestnet Asset Management Inc. ($7.45M), Raymond James Financial Inc. ($5.22M), Jones Financial Companies Lllp ($4.75M), Cetera Investment Advisers ($2.78M), Commonwealth Equity Services LLC ($2.23M), and Raymond James & Associates ($2.02M).

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

Institutional investors have bought a total of 49,163,030 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 76 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), International Assets Investment Management LLC ($211.73K), Aptus Capital Advisors LLC ($171.40K), Jane Street Group LLC ($156.37K), and Kestra Advisory Services LLC ($96.25K).

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

Institutional investors have sold a total of 3,863,528 shares in the last 24 months. This volume of shares sold represents approximately $131.75M in transactions.



This page (NYSEARCA:CGUS) was last updated on 7/5/2025 by MarketBeat.com Staff
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