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Capital Group Core Equity ETF (CGUS) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$500.18M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.94M
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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
4/26/2024Trueblood Wealth Management LLC7,368$230K0.1%N/A0.009%
4/26/2024Clear Creek Financial Management LLC49,459$1.54M0.2%N/A0.061%
4/26/2024Latitude Advisors LLC21,957$684K0.4%+36.6%0.027%
4/25/2024Investment Advisory Services Inc. TX ADV25,760$803K0.3%+7.4%0.032%
4/25/2024 Cambridge Investment Research Advisors Inc.1,421,771$44.30M0.2%+8.0%1.753%
4/24/2024 Simplicity Wealth LLC76,212$2.38M0.1%N/A0.094%
4/24/2024 Midwest Heritage Bank FSB721,613$22.49M11.8%+16.4%0.890%
4/24/2024 Essex Financial Services Inc.123,077$3.84M0.4%+7.0%0.152%
4/23/2024 Global Retirement Partners LLC23,084$719K0.0%+21.8%0.028%
4/23/2024 Swisher Financial Concepts Inc.22,224$686K0.6%+24.1%0.027%
4/23/2024 Nations Financial Group Inc. IA ADV24,372$759K0.1%+17.5%0.030%
4/23/2024 Strategic Blueprint LLC351,533$10.95M0.8%+9.3%0.433%
4/23/2024 Raymond James Financial Services Advisors Inc.1,505,561$46.91M0.1%+1.6%1.856%
4/22/2024 Confluence Wealth Services Inc.9,526$297K0.0%N/A0.012%
4/22/2024 Raymond James & Associates1,540,432$48M0.0%+46.4%1.899%
4/19/2024 Tempus Wealth Planning LLC17,791$554K0.2%+108.9%0.022%
4/18/2024 Silverlake Wealth Management LLC14,029$437K0.2%-11.5%0.017%
4/18/2024 Summit Investment Advisory Services LLC571,128$17.80M10.5%-4.3%0.704%
4/18/2024 Woodmont Investment Counsel LLC28,616$892K0.1%+88.8%0.035%
4/18/2024 tru Independence LLC10,830$337K0.1%+5.4%0.013%
4/18/2024 Bridgewealth Advisory Group LLC156,243$4.87M2.4%+171.8%0.193%
4/18/2024 HFG Advisors Inc.11,225$350K0.3%N/A0.014%
4/17/2024 Founders Financial Securities LLC81,356$2.54M0.3%+34.9%0.198%
4/16/2024 LongView Wealth Management18,992$592K0.2%+23.9%0.046%
4/16/2024 180 Wealth Advisors LLC30,692$956K0.2%+7.7%0.075%
4/16/2024 Wealth Enhancement Advisory Services LLC588,264$18.33M0.0%+1.2%1.435%
4/15/2024 Wealthcare Advisory Partners LLC221,288$6.90M0.2%-2.8%0.540%
4/15/2024 G&S Capital LLC87,942$2.74M1.2%-26.7%0.214%
4/15/2024 Sunbelt Securities Inc.242,525$7.56M0.8%+44.9%0.592%
4/12/2024 AdvisorNet Financial Inc6,716$209K0.0%+81.8%0.016%
4/11/2024 &PARTNERS244,578$7.59M1.0%+15.5%0.597%
4/10/2024 Park Avenue Securities LLC53,874$1.68M0.0%+11.9%0.131%
4/10/2024 Lantz Financial LLC31,097$969K0.3%+5.2%0.076%
4/9/2024 Lynch & Associates IN12,591$392K0.1%+28.4%0.031%
4/9/2024 Mather Group LLC.2,611$81K0.0%N/A0.006%
4/5/2024 NBC Securities Inc.95,245$2.97M0.3%+71.0%0.232%
4/4/2024 Advance Capital Management Inc.7,363$229K0.0%N/A0.018%
4/2/2024 Cravens & Co Advisors LLC13,701$427K0.4%-4.5%0.033%
4/2/2024 ST Germain D J Co. Inc.155,599$4.85M0.2%+2.8%0.380%
3/8/2024ICA Group Wealth Management LLC10,129$287K0.1%N/A0.025%
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2/23/2024TKG Advisors LLC23,100$654K0.4%-8.1%0.056%
2/16/2024Burford Brothers Inc.152,619$4.32M3.1%N/A0.372%
2/16/2024Harbour Investments Inc.306,731$8.68M0.4%+24.9%0.748%
2/14/2024Continuum Advisory LLC81,501$2.31M0.3%+39.0%0.199%
2/14/2024Vantage Financial Partners Ltd. Inc.346,377$9.80M3.0%+120.9%0.845%
2/13/2024Envestnet Asset Management Inc.4,196,573$118.76M0.0%+15.7%10.236%
2/13/2024Cetera Advisor Networks LLC298,965$8.46M0.0%+21.5%0.729%
2/13/2024Capital International Investors22,241$629K0.0%+35.8%0.054%
2/13/2024Belpointe Asset Management LLC21,127$598K0.1%-15.3%0.052%
2/13/2024Jones Financial Companies Lllp104,659$2.96M0.0%+322.6%0.255%
2/12/2024Stifel Financial Corp423,813$11.99M0.0%+12.4%1.034%
2/9/2024 Nations Financial Group Inc. IA ADV20,745$587K0.1%+18.9%0.051%
2/9/2024Advisory Services Network LLC243,792$6.90M0.2%+130.8%0.595%
2/9/2024Orion Portfolio Solutions LLC279,438$7.88M0.1%+13.4%0.682%
2/9/2024 Cambridge Investment Research Advisors Inc.1,317,053$37.27M0.2%+57.9%3.212%
2/9/2024Hanlon Investment Management Inc.7,765$220K0.1%N/A0.019%
2/9/2024Assetmark Inc.730,023$20.66M0.1%+8.0%1.781%
2/9/2024D.A. Davidson & CO.291,485$8.25M0.1%+29.7%0.711%
2/9/2024Wells Fargo & Company MN1,202,790$34.04M0.0%+125.7%2.934%
2/9/2024UBS Group AG378,769$10.72M0.0%+37.7%0.924%
2/8/2024Meridian Wealth Management LLC34,838$986K0.1%+73.7%0.085%
2/8/2024Janney Montgomery Scott LLC252,614$7.15M0.0%+17.0%0.616%
2/7/2024Avantax Advisory Services Inc.28,423$804K0.0%+79.5%0.069%
2/7/2024Envestnet Portfolio Solutions Inc.275,535$7.80M0.0%+16.3%0.672%
2/7/2024 NBC Securities Inc.55,711$1.58M0.2%-4.8%0.136%
2/7/2024Cary Street Partners Investment Advisory LLC243,272$6.89M0.3%+0.5%0.593%
2/7/2024Principal Securities Inc.84,752$2.40M0.1%N/A0.207%
2/7/2024FinDec Wealth Services Inc.238,710$6.76M4.5%+27.4%0.582%
2/6/2024 Everpar Advisors LLC16,106$456K0.2%N/A0.039%
2/6/2024Lincoln National Corp257,700$7.29M0.1%+10.0%0.629%
2/6/2024Private Advisor Group LLC291,959$8.26M0.1%+27.1%0.712%
2/6/2024 Wealthcare Advisory Partners LLC227,767$6.45M0.3%+45.0%0.556%
2/6/2024TCG Advisory Services LLC30,374$860K0.1%N/A0.074%
2/6/2024Vestmark Advisory Solutions Inc.241,533$6.84M0.3%+30.0%0.589%
2/6/2024Axxcess Wealth Management LLC9,664$273K0.0%N/A0.024%
2/6/2024 Signature Resources Capital Management LLC10,475$296K0.3%N/A0.026%
2/6/2024Merit Financial Group LLC108,872$3.08M0.1%+14.6%0.266%
2/6/2024Benjamin F. Edwards & Company Inc.235,761$6.67M0.1%+14.9%0.575%
2/6/2024Natixis Advisors L.P.11,713$331K0.0%N/A0.029%
2/6/2024Commonwealth Equity Services LLC1,624,667$45.98M0.1%+41.0%3.963%
2/6/2024Great Valley Advisor Group Inc.32,474$919K0.0%N/A0.079%
2/6/2024 Armstrong Fleming & Moore Inc24,687$699K0.5%+67.5%0.060%
2/6/2024 Essex Financial Services Inc.115,049$3.26M0.3%+34.8%0.281%
2/5/2024Choreo LLC74,219$2.10M0.1%+5.1%0.181%
2/5/2024 Bridgewealth Advisory Group LLC57,474$1.63M1.2%+380.2%0.140%
2/2/2024Valmark Advisers Inc.153,193$4.34M0.1%+826.5%0.374%
2/2/2024Golden State Equity Partners10,902$309K0.1%+13.1%0.027%
2/2/2024Truist Financial Corp98,418$2.79M0.0%+3.6%0.240%
2/2/2024Atria Wealth Solutions Inc.215,350$6.11M0.1%+45.2%0.525%
2/1/2024 Northwest Capital Management Inc3,134$89K0.0%N/A0.008%
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2/1/2024Sigma Planning Corp44,393$1.26M0.1%-37.1%0.108%
2/1/2024 CWM LLC123,712$3.50M0.0%+165.6%0.302%
1/31/2024CapWealth Advisors LLC11,529$326K0.0%-4.0%0.028%
1/30/2024Latitude Advisors LLC16,074$455K0.3%+14.6%0.039%
1/30/2024 Octavia Wealth Advisors LLC11,170$316K0.1%N/A0.027%
1/30/2024Capital Analysts LLC9,776$277K0.0%-82.9%0.024%
1/29/2024Simplicity Solutions LLC75,600$2.14M0.1%+3.3%0.184%
1/29/2024 Tennessee Valley Asset Management Partners1,139$32K0.0%N/A0.003%
1/29/2024 G&S Capital LLC119,961$3.40M1.6%-1.7%0.293%
1/26/2024Cerity Partners LLC13,850$392K0.0%N/A0.034%
(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, 166 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($118.76M), LPL Financial LLC ($61.18M), Capital Group Private Client Services Inc. ($56.35M), International Assets Investment Management LLC ($51.34M), Raymond James & Associates ($48M), Raymond James Financial Services Advisors Inc. ($46.91M), and Commonwealth Equity Services LLC ($45.98M).Learn more on CGUS's institutional investors.

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

Of the 165 institutional investors that purchased Capital Group Core Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.20M), LPL Financial LLC ($1.77M), Commonwealth Equity Services LLC ($1.62M), Raymond James & Associates ($1.53M), Cambridge Investment Research Advisors Inc. ($1.40M), Raymond James Financial Services Advisors Inc. ($1.34M), and Northwestern Mutual Wealth Management Co. ($1.04M).

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

Institutional investors have bought a total of 30,082,678 shares in the last 24 months. This purchase volume represents approximately $747.74M in transactions.

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

Of the 31 institutional investors that sold Capital Group Core Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($216.47K), Summit Investment Advisory Services LLC ($188.08K), G&S Capital LLC ($73.99K), Merit Financial Group LLC ($48.10K), Capital Analysts LLC ($47.45K), Cetera Investment Advisers ($38.70K), and Sigma Planning Corp ($31.01K).

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

Institutional investors have sold a total of 768,413 shares in the last 24 months. This volume of shares sold represents approximately $19.66M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 4/28/2024 by MarketBeat.com Staff

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