QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

Capital Group Core Equity ETF (CGUS) Institutional Ownership

$29.67
+0.07 (+0.24%)
(As of 02/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$559.18 M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$19.19 M
Get CGUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGUS Institutional Buying and Selling by Quarter


Capital Group Core Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/15/2024Faithward Advisors LLC143,621$4.20M0.9%N/A0.350%
2/15/2024High Falls Advisors Inc11,049$0.31M0.1%-13.7%0.027%
2/15/2024Venture Visionary Partners LLC7,088$0.20M0.0%N/A0.017%
2/15/2024Nwam LLC7,765$0.22M0.0%N/A0.019%
2/15/2024Baird Financial Group Inc.894,046$25.30M0.1%+30.7%2.181%
2/15/2024Citadel Advisors LLC14,393$0.41M0.0%N/A0.035%
2/14/2024Royal Bank of Canada685,697$19.41M0.0%+37.2%1.672%
2/14/2024Continuum Advisory LLC81,501$2.31M0.3%+39.0%0.199%
2/14/2024Kestra Advisory Services LLC333,956$9.45M0.1%+40.0%0.815%
2/14/2024Creative Planning20,291$0.57M0.0%+7.4%0.049%
2/14/2024Visionary Wealth Advisors8,048$0.23M0.0%N/A0.020%
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$0.63M0.0%+35.8%0.054%
2/13/2024Belpointe Asset Management LLC21,127$0.60M0.1%-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%
2/9/2024Nations Financial Group Inc. IA ADV20,745$0.59M0.1%+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%
2/9/2024Cambridge Investment Research Advisors Inc.1,317,053$37.27M0.2%+57.9%3.212%
2/9/2024Hanlon Investment Management Inc.7,765$0.22M0.1%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$0.99M0.1%+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$0.80M0.0%+79.5%0.069%
2/7/2024Envestnet Portfolio Solutions Inc.275,535$7.80M0.0%+16.3%0.672%
2/7/2024NBC 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%
2/6/2024Everpar Advisors LLC16,106$0.46M0.2%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%
2/6/2024Wealthcare Advisory Partners LLC227,767$6.45M0.3%+45.0%0.556%
2/6/2024TCG Advisory Services LLC30,374$0.86M0.1%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$0.27M0.0%N/A0.024%
2/6/2024Signature Resources Capital Management LLC10,475$0.30M0.3%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$0.33M0.0%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$0.92M0.0%N/A0.079%
2/6/2024Armstrong Fleming & Moore Inc24,687$0.70M0.5%+67.5%0.060%
2/6/2024Essex Financial Services Inc.115,049$3.26M0.3%+34.8%0.281%
2/5/2024Choreo LLC74,219$2.10M0.1%+5.1%0.181%
2/5/2024Bridgewealth 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$0.31M0.1%+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%
2/1/2024Northwest Capital Management Inc3,134$89K0.0%N/A0.008%
2/1/2024Sigma Planning Corp44,393$1.26M0.1%-37.1%0.108%
2/1/2024CWM LLC123,712$3.50M0.0%+165.6%0.302%
1/31/2024CapWealth Advisors LLC11,529$0.33M0.0%-4.0%0.028%
1/30/2024Latitude Advisors LLC16,074$0.46M0.3%+14.6%0.039%
1/30/2024Octavia Wealth Advisors LLC11,170$0.32M0.1%N/A0.027%
1/30/2024Capital Analysts LLC9,776$0.28M0.0%-82.9%0.024%
1/29/2024Simplicity Solutions LLC75,600$2.14M0.1%+3.3%0.184%
1/29/2024Tennessee Valley Asset Management Partners1,139$32K0.0%N/A0.003%
1/29/2024G&S Capital LLC119,961$3.40M1.6%-1.7%0.293%
1/26/2024Cerity Partners LLC13,850$0.39M0.0%N/A0.034%
1/25/2024International Assets Investment Management LLC181,431$51.34M0.2%N/A0.443%
1/25/2024Strategic Blueprint LLC321,747$9.11M0.8%+9.8%0.785%
1/25/2024Bleakley Financial Group LLC75,600$2.14M0.1%+3.3%0.184%
1/25/2024Lodestone Wealth Management LLC38,678$1.10M0.6%+5.2%0.094%
1/25/2024180 Wealth Advisors LLC28,494$0.80M0.2%+1.8%0.069%
1/24/2024Souders Financial Advisors719,623$20.37M3.5%+7.6%1.755%
1/24/2024Prime Capital Investment Advisors LLC13,128$0.37M0.0%+64.1%0.032%
1/24/2024Arkadios Wealth Advisors8,542$0.24M0.0%N/A0.021%
1/24/2024International Assets Investment Management LLC181,431$51.34M0.0%N/A0.443%
1/24/2024Tempus Wealth Planning LLC8,516$0.24M0.1%N/A0.021%
1/23/2024Midwest Heritage Bank FSB619,828$17.54M11.9%+2.5%1.512%
1/23/2024AFS Financial Group LLC45,961$1.30M1.2%-15.6%0.112%
1/23/2024Beacon Financial Advisory LLC15,674$0.44M0.2%+4.6%0.038%
1/23/2024DAVENPORT & Co LLC7,514$0.21M0.0%N/A0.018%
1/22/2024Mayflower Financial Advisors LLC7,347$0.21M0.0%N/A0.018%
1/19/2024AdvisorNet Financial Inc3,695$0.11M0.0%-9.7%0.009%
1/19/2024Woodmont Investment Counsel LLC15,154$0.43M0.0%-21.5%0.037%
1/19/2024Patriot Financial Group Insurance Agency LLC15,219$0.43M0.1%+32.7%0.037%
1/18/2024Delta Financial Group Inc.7,187$0.20M0.1%N/A0.018%
1/18/2024Winch Advisory Services LLC1,178$33K0.0%+174.0%0.003%
1/18/2024Global Retirement Partners LLC18,953$0.53M0.0%+27.9%0.046%
1/18/2024Summit Investment Advisory Services LLC596,716$16.89M10.6%+2.0%1.455%
1/18/2024WealthCare Investment Partners LLC35,711$1.01M0.5%N/A0.087%
1/18/2024Procyon Advisors LLC140,947$3.99M0.3%-1.3%0.344%
1/17/2024J Arnold Wealth Management Co32,660$0.92M0.3%N/A0.080%
1/16/2024HBW Advisory Services LLC14,110$0.40M0.1%+29.0%0.034%
1/16/2024Raymond James Financial Services Advisors Inc.1,481,942$41.94M0.1%+24.2%3.614%
1/16/2024Raymond James & Associates1,051,993$29.77M0.0%+6.5%2.566%
1/12/2024Lantz Financial LLC29,555$0.84M0.3%+9.4%0.072%
1/11/2024Investment Advisory Services Inc. TX ADV23,990$0.68M0.3%+65.7%0.059%
1/11/2024Baker Tilly Wealth Management LLC24,690$0.70M0.1%+16.3%0.060%
(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, 171 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), Commonwealth Equity Services LLC ($45.98M), Raymond James Financial Services Advisors Inc. ($41.94M), and Cambridge Investment Research Advisors Inc. ($37.27M).Learn more on CGUS's institutional investors.

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

Of the 171 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 ($2.02M), Commonwealth Equity Services LLC ($1.62M), Raymond James Financial Services Advisors Inc. ($1.32M), Cambridge Investment Research Advisors Inc. ($1.32M), Northwestern Mutual Wealth Management Co. ($1.04M), and Raymond James & Associates ($1.04M).

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

Institutional investors have bought a total of 33,006,152 shares in the last 24 months. This purchase volume represents approximately $812.01M in transactions.

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

Of the 33 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. ($0.22M), Summit Investment Advisory Services LLC ($0.16M), MML Investors Services LLC ($65.47K), Merit Financial Group LLC ($48.10K), Capital Analysts LLC ($47.45K), G&S Capital LLC ($41.97K), and Cetera Investment Advisers ($38.70K).

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

Institutional investors have sold a total of 794,376 shares in the last 24 months. This volume of shares sold represents approximately $19.78M in transactions.


This page (NYSEARCA:CGUS) was last updated on 2/21/2024 by MarketBeat.com Staff