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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$45.36 0.00 (0.00%)
Closing price 10/13/2026 04:10 PM Eastern
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$45.36 0.00 (0.00%)
As of 10/13/2026 07:30 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)
319
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$359.01M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC5,668$252K0.0%+23.6%0.002%
10/13/2026Worthington Financial Partners LLC109,572$4.88M4.2%+2.5%0.041%
10/9/2026Lincoln Capital LLC48,590$2.16M0.4%+13.6%0.018%
10/9/2026Bill Few Associates Inc.42,936$1.91M0.4%+11.1%0.016%
10/9/2026First Heartland Consultants Inc.6,809$303K0.0%-8.1%0.003%
10/8/2026Farther Finance Advisors LLC299,015$13.31M0.1%+167.0%0.111%
10/8/2026Titleist Asset Management LLC23,030$1.03M0.1%+3.2%0.009%
10/8/2026Gradient Investments LLC4,764$212K0.0%N/A0.002%
10/7/2026Venture Visionary Partners LLC143,091$6.37M0.2%+11.2%0.053%
10/7/2026Wealth Group Ltd83,154$3.74M0.7%+633.1%0.031%
10/5/2026CapWealth Advisors LLC5,674$252K0.0%-6.2%0.002%
10/2/2026 Private Client Services LLC38,604$1.72M0.5%+15.9%0.014%
9/23/2026Envestnet Portfolio Solutions Inc.219,232$9.75M0.0%+3.0%0.083%
9/9/2026Sequoia Financial Advisors LLC7,189$320K0.0%N/A0.003%
9/9/2026MCF Advisors LLC821$37K0.0%N/A0.000%
9/9/2026Capital Analysts LLC64,187$2.86M0.1%+60.2%0.025%
9/9/2026Integrated Wealth Concepts LLC200,160$8.90M0.1%+12.1%0.078%
9/9/2026RFG Advisory LLC43,889$1.95M0.0%-10.6%0.017%
9/9/2026NewEdge Advisors LLC1,196,622$53.23M0.2%+5.4%0.467%
9/9/2026IFP Advisors Inc439,025$19.53M0.4%+3.8%0.171%
9/9/2026Baird Financial Group Inc.1,343,454$59.76M0.1%+4.9%0.524%
9/8/2026Allworth Financial LP17,848$794K0.0%-21.6%0.007%
9/8/2026Waverly Advisors LLC85,920$3.82M0.0%+1,306.4%0.034%
8/23/2026Ameritas Advisory Services LLC90,955$4.05M0.1%+100.7%0.035%
8/23/2026Kintra Wealth LLC165,575$7.68M0.4%+36.9%0.065%
8/23/2026PCG Wealth Advisors LLC60,570$2.69M0.6%+150.3%0.024%
8/23/2026Endeavor Private Wealth Inc.90,524$4.03M1.0%+2.0%0.035%
8/23/2026Midwest Heritage Bank FSB110,596$3.17M0.9%+40.8%0.043%
8/23/2026Midwest Heritage Bank FSB1,081,516$48.11M13.6%+2.7%0.422%
8/23/2026HB Wealth Management LLC19,470$866K0.0%N/A0.008%
8/22/2026Hopwood Nicholas Hunter82,397$3.67M1.0%N/A0.032%
8/22/2026NWF Advisory Services Inc.6,807$210K0.0%N/A0.003%
8/22/2026NWF Advisory Services Inc.25,550$1.14M0.1%+2.0%0.010%
8/22/2026Concurrent Investment Advisors LLC95,268$4.24M0.0%-27.1%0.037%
8/22/2026Concurrent Investment Advisors LLC600,703$18.56M0.2%+7.4%0.234%
8/22/2026Burford Brothers Inc.370,125$16.46M6.0%+1.3%0.144%
8/21/2026Continuum Advisory LLC105,135$4.68M0.4%-3.9%0.041%
8/21/2026Beacon Financial Advisory LLC12,115$374K0.1%N/A0.005%
8/21/2026Beacon Financial Advisory LLC14,313$637K0.1%-15.9%0.006%
8/20/2026Avant Capital LLC5,558$247K0.2%-4.1%0.002%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

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8/20/2026Nwam LLC18,342$816K0.0%+13.5%0.007%
7/18/2026True Blue Financial LLC90,176$4.01M1.7%+5.1%0.036%
7/17/2026Sequoia Financial Advisors LLC7,189$320K0.0%N/A0.003%
7/17/2026Richards Merrill & Peterson Inc.18,525$824K0.3%+31.2%0.007%
7/16/2026Clarity Asset Management Inc.12,221$544K0.3%+4.0%0.005%
7/16/2026Capital Investment Management Inc.59,700$2.66M0.8%+6.3%0.024%
7/15/2026Octavia Wealth Advisors LLC10,511$468K0.0%-2.3%0.004%
7/14/2026Investment Advisory Services Inc. TX ADV74,823$3.33M1.0%+7.9%0.029%
7/14/2026Signature Resources Capital Management LLC93,875$4.18M1.6%+11.5%0.037%
7/14/2026Lynch & Associates IN64,245$2.86M0.5%+21.6%0.025%
7/10/2026G&S Capital LLC89,763$3.99M1.2%-17.6%0.036%
7/10/2026Wealth Group Ltd11,343$505K0.1%N/A0.005%
7/10/2026Affiance Financial LLC56,008$2.49M0.4%-1.4%0.022%
7/10/2026A&I Financial Services LLC146,508$6.52M2.8%+1.7%0.059%
7/10/2026Wealthcare Advisory Partners LLC138,584$6.16M0.1%-10.6%0.055%
7/9/2026World Equity Group Inc.5,424$241K0.1%-50.0%0.002%
7/9/2026Professional Financial Advisors LLC9,320$415K0.1%N/A0.004%
7/9/2026Everpar Advisors LLC16,156$719K0.2%-3.9%0.006%
7/8/2026First Heartland Consultants Inc.7,408$330K0.0%+12.4%0.003%
7/8/2026Eclectic Associates Inc. ADV7,005$312K0.0%-18.8%0.003%
7/8/2026Lincoln Capital LLC42,760$1.90M0.3%+22.2%0.017%
7/7/2026180 Wealth Advisors LLC34,897$1.55M0.2%+5.7%0.014%
7/7/2026Bill Few Associates Inc.38,635$1.72M0.4%+14.7%0.015%
7/7/2026M.E. Allison & CO. Inc.83,811$3.73M2.1%+3.4%0.033%
7/7/2026Dynamic Advisor Solutions LLC108,262$4.82M0.1%-2.7%0.043%
7/7/2026CoreCap Advisors LLC1,530$68K0.0%+38.8%0.001%
7/6/2026Hobart Private Capital LLC15,453$687K0.1%+5.1%0.006%
7/6/2026 Private Client Services LLC33,294$1.48M0.4%N/A0.013%
7/6/2026Trilogy Capital Inc.9,967$443K0.0%-6.4%0.004%
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%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
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%


CGUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 415 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 ($13.75M), Raymond James Financial Inc. ($7.31M), Capital International Investors ($6.01M), Jones Financial Companies Lllp ($5.60M), Envestnet Asset Management Inc. ($4.46M), Cetera Investment Advisers ($2.95M), and Private Advisor Group LLC ($2.42M).

Institutional investors have bought a total of 37,727,115 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 95 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), Vestmark Advisory Solutions Inc. ($388.59K), Citadel Advisors LLC ($290.79K), and Summit Investment Advisory Services LLC ($252.30K).

Institutional investors have sold a total of 9,083,164 shares in the last 24 months. This volume of shares sold represents approximately $363.65M in transactions.


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Institutional ownership data for NYSEARCA:CGUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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