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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$44.16 0.00 (0.00%)
As of 07/2/2026 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)
333
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$406.99M
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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
6/16/2026Steelhead Wealth Management LLC50,687$1.95M1.0%N/A0.021%
6/3/2026NewEdge Advisors LLC1,135,407$43.62M0.2%+10.3%0.473%
5/28/2026Cozad Asset Management Inc.56,409$2.17M0.2%+60.3%0.023%
5/28/2026Challenger Wealth Management264,588$10.17M8.1%-0.7%0.110%
5/27/2026Security Financial Services INC.40,952$1.57M0.2%+21.1%0.017%
5/21/2026J. Derek Lewis & Associates Inc.333,002$12.80M2.9%+22.3%0.139%
5/20/2026January Capital Advisors LLC5,835$224K0.3%N/A0.002%
5/19/2026Western Wealth Management LLC154,893$5.95M0.2%+23.2%0.065%
5/19/2026Mascagni Wealth Management Inc.7,931$305K0.2%+4.1%0.003%
5/19/2026Bank of America Corp DE977,976$37.57M0.0%+17.7%0.407%
5/19/2026Centaurus Financial Inc.150,545$5.78M0.3%+3.5%0.063%
5/19/2026Ashton Thomas Securities LLC60,507$2.33M0.3%+2.2%0.025%
5/19/2026Arkadios Wealth Advisors14,013$538K0.0%+8.2%0.006%
5/18/2026Sunbelt Securities Inc.217,991$8.38M0.5%-1.4%0.091%
5/18/2026EverSource Wealth Advisors LLC495,894$19.05M0.6%+6.6%0.207%
5/18/2026Royal Bank of Canada2,510,189$96.44M0.0%+11.2%1.045%
5/15/2026Gateway Wealth Partners LLC211,699$8.13M0.3%+363.1%0.088%
5/15/2026Waverly Advisors LLC6,109$235K0.0%N/A0.003%
5/14/2026CLG LLC18,340$705K0.2%+14.6%0.008%
5/14/2026Sei Investments Co.2,346,850$90.17M0.1%+16.8%0.977%
5/13/2026Cetera Investment Advisers6,314,257$242.59M0.3%+6.3%2.630%
5/7/2026Florida Financial Advisors LLC12,674$487K0.1%+62.8%0.005%
5/7/2026World Equity Group Inc.10,848$417K0.1%+100.0%0.005%
5/6/2026Advisortrust Partners LLC69,514$2.67M1.1%-3.9%0.029%
5/6/2026Assetmark Inc.1,323,220$50.84M0.1%+13.1%0.551%
5/6/2026Independent Financial Group LLC80,319$3.09M0.1%N/A0.033%
5/5/2026D.A. Davidson & CO.559,108$21.48M0.1%+19.1%0.233%
5/5/2026Bank of New York Mellon Corp23,132$889K0.0%+133.6%0.010%
5/5/2026Geneos Wealth Management Inc.162,379$6.24M0.1%+10.7%0.068%
5/5/2026Sanctuary Advisors LLC139,125$5.35M0.0%+20.2%0.058%
5/5/2026Sigma Planning Corp38,507$1.48M0.0%+7.8%0.016%
5/5/2026Nwam LLC16,158$621K0.0%+18.0%0.007%
5/4/2026Bleakley Financial Group LLC98,543$3.79M0.1%+13.9%0.041%
5/4/2026HBW Advisory Services LLC39,770$1.53M0.2%-2.0%0.017%
5/4/2026NWF Advisory Services Inc.25,049$962K0.1%+7.6%0.010%
5/4/2026Uptick Partners LLC16,378$629K0.1%+6.6%0.007%
5/2/2026International Assets Investment Management LLC18,902$731K0.0%-8.3%0.008%
5/2/2026Diversify Wealth Management LLC63,387$2.68M0.0%+588.1%0.026%
5/2/2026Valmark Advisers Inc.1,333,129$51.22M0.6%+100.5%0.555%
5/1/2026Lincoln Capital LLC34,996$1.34M0.3%-3.0%0.015%
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5/1/2026Fifth Third Bancorp25,463$978K0.0%+2,266.4%0.011%
5/1/2026Sovran Advisors LLC168,809$7.19M0.6%+12.1%0.070%
5/1/2026Signature Resources Capital Management LLC84,179$3.23M1.5%+14.1%0.035%
5/1/2026Simplicity Wealth LLC19,856$763K0.0%+7.0%0.008%
4/30/2026Kestra Advisory Services LLC1,029,931$39.57M0.1%+12.9%0.429%
4/30/2026CFS Investment Advisory Services LLC4,914$207K0.0%N/A0.002%
4/29/2026Richmond Investment Services LLC39,427$1.52M0.2%+11.3%0.016%
4/29/2026Cvfg LLC20,524$789K0.1%+14.0%0.009%
4/29/2026Integrated Advisors Network LLC13,735$528K0.0%+97.4%0.006%
4/28/2026Compton Financial Group LLC177,465$6.82M1.5%+2,456.8%0.074%
4/28/2026Stephens Inc. AR394,659$15.16M0.2%+44.2%0.165%
4/28/2026Berger Financial Group Inc120,762$4.64M0.3%+0.2%0.051%
4/28/2026Koshinski Asset Management Inc.97,067$3.73M0.2%+11.6%0.041%
4/28/2026Hunter Associates Investment Management LLC15,550$598K0.1%-7.2%0.007%
4/28/2026CWS Financial Advisors LLC39,992$1.54M0.4%+1.0%0.017%
4/28/2026Latitude Advisors LLC69,295$2.66M1.2%+13.2%0.029%
4/28/2026Beacon Financial Advisory LLC17,013$654K0.1%-5.1%0.007%
4/27/2026Burford Brothers Inc.365,474$14.04M5.8%+3.1%0.153%
4/27/2026BIP Wealth LLC690,410$26.53M1.1%+4.6%0.289%
4/27/2026World Investment Advisors99,085$3.81M0.1%+14.0%0.042%
4/27/2026Private Advisor Group LLC2,116,973$81.33M0.4%+5.8%0.887%
4/25/2026Seamount Financial Group Inc.107,304$4.12M1.9%+12.5%0.045%
4/25/2026Northwest Financial Advisors7,041$271K0.5%N/A0.003%
4/25/2026KPP Advisory Services LLC45,175$1.74M0.3%+5.1%0.019%
4/24/2026Root Financial Partners LLC6,105$235K0.0%+13.2%0.003%
4/24/2026Essex Financial Services Inc.255,383$9.81M0.6%+1.7%0.107%
4/24/2026Barnes Pettey Financial Advisors LLC96,768$3.72M1.6%+1.1%0.041%
4/24/2026Merited Wealth LLC64,624$2.48M2.1%-4.1%0.027%
4/24/2026True Blue Financial LLC85,802$3.30M2.6%+19.9%0.036%
4/24/2026TKG Advisors LLC17,273$664K0.3%+4.2%0.007%
4/24/2026Tcfg Wealth Management LLC39,483$1.52M0.6%+16.6%0.017%
4/24/2026Bayban1,585$61K0.1%N/A0.001%
4/23/2026KOM Wealth Management Group LLC26,103$1.00M0.7%+11.6%0.011%
4/23/2026Summit Investment Advisory Services LLC482,381$18.53M6.9%-34.3%0.203%
4/23/2026Mayflower Financial Advisors LLC47,114$1.81M0.2%+9.9%0.020%
4/23/2026Intrua Financial LLC5,525$212K0.0%-4.3%0.002%
4/23/2026Investment Planning Advisors Inc.36,626$1.41M0.4%-89.7%0.015%
4/23/2026Continuum Advisory LLC109,401$4.20M0.4%-4.5%0.046%
4/23/2026Apollon Wealth Management LLC295,487$11.35M0.2%+30.5%0.124%
4/23/2026Vicus Capital37,355$1.44M0.1%+13.7%0.016%
4/22/2026Janney Montgomery Scott LLC1,012,598$38.90M0.1%+33.2%0.426%
4/22/2026Trilogy Capital Inc.10,646$409K0.0%-2.9%0.004%
4/21/2026MRWM Advisors LLC12,666$487K0.3%+5.0%0.005%
4/21/2026AA Financial Advisors LLC536,231$20.60M2.9%+26.4%0.226%
4/21/2026Independent Wealth Network Inc.37,273$1.43M0.4%+5.1%0.016%
4/21/2026Silver Oak Securities Incorporated939,142$36.08M2.6%+9.4%0.395%
4/20/2026Kestra Private Wealth Services LLC82,609$3.17M0.0%+102.6%0.035%
4/20/2026Heritage Wealth Management Inc.8,292$319K0.2%+20.7%0.003%
4/20/2026RFG Advisory LLC49,114$1.89M0.0%+5.9%0.021%
4/18/2026Faithward Advisors LLC14,787$568K0.1%-8.0%0.006%
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4/18/2026Richards Merrill & Peterson Inc.14,125$543K0.2%+20.2%0.006%
4/17/2026Investment Advisory Services Inc. TX ADV69,360$2.67M0.8%+6.4%0.029%
4/17/2026Aspire Growth Partners LLC161,600$6.21M4.3%+14.5%0.068%
4/17/2026AdvisorNet Financial Inc15,621$600K0.0%-12.9%0.007%
4/16/2026Swisher Financial Concepts Inc.8,940$343K0.2%-45.3%0.004%
4/16/2026Founders Financial Securities LLC215,805$8.75M0.5%+20.5%0.095%
4/15/2026Nations Financial Group Inc. IA ADV48,153$1.85M0.1%+4.5%0.021%
4/15/2026Midwest Heritage Bank FSB1,053,091$40.46M13.0%+7.9%0.461%
3/23/2026J. Derek Lewis & Associates Inc.272,179$10.95M2.6%N/A0.127%
3/17/2026Rockefeller Capital Management L.P.65,444$2.63M0.0%+21.1%0.030%


CGUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 411 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($954.83M), Envestnet Asset Management Inc. ($440.38M), Raymond James Financial Inc. ($294.01M), Morgan Stanley ($270.17M), Capital International Investors ($243.26M), Cetera Investment Advisers ($242.59M), and Wells Fargo & Company MN ($212.34M).Learn more on Capital Group Core Equity ETF's institutional investors.

Of the 392 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 ($14.63M), Raymond James Financial Inc. ($7.31M), Capital International Investors ($6.01M), Envestnet Asset Management Inc. ($5.78M), Jones Financial Companies Lllp ($5.60M), Cetera Investment Advisers ($3.11M), and Private Advisor Group LLC ($2.54M).

Institutional investors have bought a total of 44,246,127 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

Of the 115 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: Northwestern Mutual Wealth Management Co. ($4.06M), Jane Street Group LLC ($1.22M), Investment Planning Advisors Inc. ($761.59K), Strategic Blueprint LLC ($549.41K), Affiance Financial LLC ($401.32K), Vestmark Advisory Solutions Inc. ($388.59K), and Cary Street Partners Financial LLC ($299.53K).

Institutional investors have sold a total of 10,276,729 shares in the last 24 months. This volume of shares sold represents approximately $406.99M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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