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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$43.70 0.00 (0.00%)
As of 05/22/2026 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)
332
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$406.95M
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Skip Chart & View Institutional Buying and Selling Data

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
5/21/2026 J. Derek Lewis & Associates Inc.333,002$12.80M2.9%+22.3%0.139%
5/20/2026 January Capital Advisors LLC5,835$224K0.3%N/A0.002%
5/19/2026 Western Wealth Management LLC154,893$5.95M0.2%+23.2%0.065%
5/19/2026 Mascagni Wealth Management Inc.7,931$305K0.2%+4.1%0.003%
5/19/2026 Bank of America Corp DE977,976$37.57M0.0%+17.7%0.407%
5/19/2026 Centaurus Financial Inc.150,545$5.78M0.3%+3.5%0.063%
5/19/2026 Ashton Thomas Securities LLC60,507$2.33M0.3%+2.2%0.025%
5/19/2026 Arkadios Wealth Advisors14,013$538K0.0%+8.2%0.006%
5/18/2026 Sunbelt Securities Inc.217,991$8.38M0.5%-1.4%0.091%
5/18/2026 EverSource Wealth Advisors LLC495,894$19.05M0.6%+6.6%0.207%
5/18/2026 Royal Bank of Canada2,510,189$96.44M0.0%+11.2%1.045%
5/15/2026 Gateway Wealth Partners LLC211,699$8.13M0.3%+363.1%0.088%
5/15/2026 Waverly Advisors LLC6,109$235K0.0%N/A0.003%
5/14/2026 CLG LLC18,340$705K0.2%+14.6%0.008%
5/14/2026 Sei Investments Co.2,346,850$90.17M0.1%+16.8%0.977%
5/13/2026 Cetera Investment Advisers6,314,257$242.59M0.3%+6.3%2.630%
5/7/2026 Florida 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%
5/6/2026 Advisortrust Partners LLC69,514$2.67M1.1%-3.9%0.029%
5/6/2026 Assetmark 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%
5/5/2026 D.A. Davidson & CO.559,108$21.48M0.1%+19.1%0.233%
5/5/2026 Bank of New York Mellon Corp23,132$889K0.0%+133.6%0.010%
5/5/2026 Geneos Wealth Management Inc.162,379$6.24M0.1%+10.7%0.068%
5/5/2026 Sanctuary Advisors LLC139,125$5.35M0.0%+20.2%0.058%
5/5/2026 Sigma Planning Corp38,507$1.48M0.0%+7.8%0.016%
5/5/2026 Nwam LLC16,158$621K0.0%+18.0%0.007%
5/4/2026 Bleakley 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%
5/4/2026 NWF Advisory Services Inc.25,049$962K0.1%+7.6%0.010%
5/4/2026 Uptick Partners LLC16,378$629K0.1%+6.6%0.007%
5/2/2026 International Assets Investment Management LLC18,902$731K0.0%-8.3%0.008%
5/2/2026 Diversify Wealth Management LLC63,387$2.68M0.0%+588.1%0.026%
5/2/2026 Valmark 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%
5/1/2026 Fifth Third Bancorp25,463$978K0.0%+2,266.4%0.011%
5/1/2026 Sovran 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%
5/1/2026 Simplicity Wealth LLC19,856$763K0.0%+7.0%0.008%
4/30/2026 Kestra Advisory Services LLC1,029,931$39.57M0.1%+12.9%0.429%
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4/30/2026 CFS Investment Advisory Services LLC4,914$207K0.0%N/A0.002%
4/29/2026 Richmond Investment Services LLC39,427$1.52M0.2%+11.3%0.016%
4/29/2026 Cvfg LLC20,524$789K0.1%+14.0%0.009%
4/29/2026 Integrated Advisors Network LLC13,735$528K0.0%+97.4%0.006%
4/28/2026 Compton Financial Group LLC177,465$6.82M1.5%+2,456.8%0.074%
4/28/2026 Stephens Inc. AR394,659$15.16M0.2%+44.2%0.165%
4/28/2026 Berger Financial Group Inc120,762$4.64M0.3%+0.2%0.051%
4/28/2026 Koshinski 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%
4/28/2026 CWS Financial Advisors LLC39,992$1.54M0.4%+1.0%0.017%
4/28/2026 Latitude Advisors LLC69,295$2.66M1.2%+13.2%0.029%
4/28/2026 Beacon Financial Advisory LLC17,013$654K0.1%-5.1%0.007%
4/27/2026 Burford Brothers Inc.365,474$14.04M5.8%+3.1%0.153%
4/27/2026 BIP Wealth LLC690,410$26.53M1.1%+4.6%0.289%
4/27/2026 World Investment Advisors99,085$3.81M0.1%+14.0%0.042%
4/27/2026 Private Advisor Group LLC2,116,973$81.33M0.4%+5.8%0.887%
4/25/2026 Seamount Financial Group Inc.107,304$4.12M1.9%+12.5%0.045%
4/25/2026 Northwest Financial Advisors7,041$271K0.5%N/A0.003%
4/25/2026 KPP Advisory Services LLC45,175$1.74M0.3%+5.1%0.019%
4/24/2026 Root Financial Partners LLC6,105$235K0.0%+13.2%0.003%
4/24/2026 Essex Financial Services Inc.255,383$9.81M0.6%+1.7%0.107%
4/24/2026 Barnes Pettey Financial Advisors LLC96,768$3.72M1.6%+1.1%0.041%
4/24/2026 Merited 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%
4/24/2026 TKG Advisors LLC17,273$664K0.3%+4.2%0.007%
4/24/2026 Tcfg Wealth Management LLC39,483$1.52M0.6%+16.6%0.017%
4/24/2026 Bayban1,585$61K0.1%N/A0.001%
4/23/2026 KOM Wealth Management Group LLC26,103$1.00M0.7%+11.6%0.011%
4/23/2026 Summit Investment Advisory Services LLC482,381$18.53M6.9%-34.3%0.203%
4/23/2026 Mayflower Financial Advisors LLC47,114$1.81M0.2%+9.9%0.020%
4/23/2026 Intrua Financial LLC5,525$212K0.0%-4.3%0.002%
4/23/2026 Investment Planning Advisors Inc.36,626$1.41M0.4%-89.7%0.015%
4/23/2026 Continuum Advisory LLC109,401$4.20M0.4%-4.5%0.046%
4/23/2026 Apollon Wealth Management LLC295,487$11.35M0.2%+30.5%0.124%
4/23/2026 Vicus Capital37,355$1.44M0.1%+13.7%0.016%
4/22/2026 Janney Montgomery Scott LLC1,012,598$38.90M0.1%+33.2%0.426%
4/22/2026 Trilogy Capital Inc.10,646$409K0.0%-2.9%0.004%
4/21/2026 MRWM Advisors LLC12,666$487K0.3%+5.0%0.005%
4/21/2026 AA Financial Advisors LLC536,231$20.60M2.9%+26.4%0.226%
4/21/2026 Independent Wealth Network Inc.37,273$1.43M0.4%+5.1%0.016%
4/21/2026 Silver Oak Securities Incorporated939,142$36.08M2.6%+9.4%0.395%
4/20/2026 Kestra Private Wealth Services LLC82,609$3.17M0.0%+102.6%0.035%
4/20/2026 Heritage Wealth Management Inc.8,292$319K0.2%+20.7%0.003%
4/20/2026 RFG Advisory LLC49,114$1.89M0.0%+5.9%0.021%
4/18/2026 Faithward Advisors LLC14,787$568K0.1%-8.0%0.006%
4/18/2026 Richards Merrill & Peterson Inc.14,125$543K0.2%+20.2%0.006%
4/17/2026 Investment Advisory Services Inc. TX ADV69,360$2.67M0.8%+6.4%0.029%
4/17/2026 Aspire Growth Partners LLC161,600$6.21M4.3%+14.5%0.068%
4/17/2026 AdvisorNet Financial Inc15,621$600K0.0%-12.9%0.007%
4/16/2026 Swisher Financial Concepts Inc.8,940$343K0.2%-45.3%0.004%
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4/16/2026 Founders Financial Securities LLC215,805$8.75M0.5%+20.5%0.095%
4/15/2026 Nations Financial Group Inc. IA ADV48,153$1.85M0.1%+4.5%0.021%
4/15/2026 Midwest Heritage Bank FSB1,053,091$40.46M13.0%+7.9%0.461%
3/23/2026 J. Derek Lewis & Associates Inc.272,179$10.95M2.6%N/A0.127%
3/17/2026 Rockefeller Capital Management L.P.65,444$2.63M0.0%+21.1%0.030%
3/13/2026 World Investment Advisors86,952$3.50M0.1%-3.3%0.041%
3/10/2026 Advisortrust Partners LLC72,324$2.91M1.3%N/A0.034%
3/5/2026 Worthington Financial Partners LLC109,608$4.41M3.9%N/A0.051%
3/3/2026 NWF Advisory Services Inc.23,278$936K0.1%+2.5%0.011%
2/23/2026 Continental Investors Services Inc.5,270$214K0.3%-4.5%0.002%


CGUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 410 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 391 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 44,953,774 shares in the last 24 months. This purchase volume represents approximately $1.76B 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 10,275,812 shares in the last 24 months. This volume of shares sold represents approximately $406.95M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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