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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$43.86 -0.05 (-0.11%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
329
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$389.13M
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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
7/18/2026 True Blue Financial LLC90,176$4.01M1.7%+5.1%0.036%
7/17/2026 Sequoia Financial Advisors LLC7,189$320K0.0%N/A0.003%
7/17/2026 Richards Merrill & Peterson Inc.18,525$824K0.3%+31.2%0.007%
7/16/2026 Clarity Asset Management Inc.12,221$544K0.3%+4.0%0.005%
7/16/2026 Capital Investment Management Inc.59,700$2.66M0.8%+6.3%0.024%
7/15/2026 Octavia Wealth Advisors LLC10,511$468K0.0%-2.3%0.004%
7/14/2026 Investment Advisory Services Inc. TX ADV74,823$3.33M1.0%+7.9%0.029%
7/14/2026 Signature Resources Capital Management LLC93,875$4.18M1.6%+11.5%0.037%
7/14/2026 Lynch & Associates IN64,245$2.86M0.5%+21.6%0.025%
7/10/2026 G&S Capital LLC89,763$3.99M1.2%-17.6%0.036%
7/10/2026 Wealth Group Ltd11,343$505K0.1%N/A0.005%
7/10/2026 Affiance Financial LLC56,008$2.49M0.4%-1.4%0.022%
7/10/2026 A&I Financial Services LLC146,508$6.52M2.8%+1.7%0.059%
7/10/2026 Wealthcare Advisory Partners LLC138,584$6.16M0.1%-10.6%0.055%
7/9/2026 World Equity Group Inc.5,424$241K0.1%-50.0%0.002%
7/9/2026 Professional Financial Advisors LLC9,320$415K0.1%N/A0.004%
7/9/2026 Everpar Advisors LLC16,156$719K0.2%-3.9%0.006%
7/8/2026 First Heartland Consultants Inc.7,408$330K0.0%+12.4%0.003%
7/8/2026 Eclectic Associates Inc. ADV7,005$312K0.0%-18.8%0.003%
7/8/2026 Lincoln Capital LLC42,760$1.90M0.3%+22.2%0.017%
7/7/2026 180 Wealth Advisors LLC34,897$1.55M0.2%+5.7%0.014%
7/7/2026 Bill Few Associates Inc.38,635$1.72M0.4%+14.7%0.015%
7/7/2026 M.E. Allison & CO. Inc.83,811$3.73M2.1%+3.4%0.034%
7/7/2026 Dynamic Advisor Solutions LLC108,262$4.82M0.1%-2.7%0.043%
7/7/2026 CoreCap Advisors LLC1,530$68K0.0%+38.8%0.001%
7/6/2026 Hobart Private Capital LLC15,453$687K0.1%+5.1%0.006%
7/6/2026 Private Client Services LLC33,294$1.48M0.4%N/A0.013%
7/6/2026 Trilogy 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%
5/27/2026 Security 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%
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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%
5/14/2026 CLG 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%
5/7/2026 World 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%
5/6/2026 Independent 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%
5/5/2026 Nwam LLC16,158$621K0.0%+18.0%0.007%
5/4/2026Bleakley Financial Group LLC98,543$3.79M0.1%+13.9%0.041%
5/4/2026 HBW 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%
5/2/2026 International 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%
5/1/2026 Lincoln Capital LLC34,996$1.34M0.3%-3.0%0.015%
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%
5/1/2026 Signature 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%
4/30/2026 CFS 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%
4/28/2026 Hunter 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%
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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%
4/24/2026 True 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%


CGUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 412 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 393 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 43,475,157 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 109 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), Cary Street Partners Financial LLC ($299.53K), and Citadel Advisors LLC ($290.79K).

Institutional investors have sold a total of 9,783,235 shares in the last 24 months. This volume of shares sold represents approximately $389.13M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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