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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$45.21 +0.30 (+0.67%)
As of 04:10 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)
315
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$363.56M
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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
8/23/2026 Ameritas Advisory Services LLC90,955$4.05M0.1%+100.7%0.035%
8/23/2026 Kintra Wealth LLC165,575$7.68M0.4%+36.9%0.065%
8/23/2026 PCG Wealth Advisors LLC60,570$2.69M0.6%+150.3%0.024%
8/23/2026 Endeavor Private Wealth Inc.90,524$4.03M1.0%+2.0%0.035%
8/23/2026 Midwest Heritage Bank FSB110,596$3.17M0.9%+40.8%0.043%
8/23/2026 Midwest Heritage Bank FSB1,081,516$48.11M13.6%+2.7%0.422%
8/23/2026 HB Wealth Management LLC19,470$866K0.0%N/A0.008%
8/22/2026 Hopwood Nicholas Hunter82,397$3.67M1.0%N/A0.032%
8/22/2026 NWF Advisory Services Inc.6,807$210K0.0%N/A0.003%
8/22/2026 NWF Advisory Services Inc.25,550$1.14M0.1%+2.0%0.010%
8/22/2026 Concurrent Investment Advisors LLC95,268$4.24M0.0%-27.1%0.037%
8/22/2026 Concurrent Investment Advisors LLC600,703$18.56M0.2%+7.4%0.234%
8/22/2026 Burford Brothers Inc.370,125$16.46M6.0%+1.3%0.144%
8/21/2026 Continuum Advisory LLC105,135$4.68M0.4%-3.9%0.041%
8/21/2026 Beacon Financial Advisory LLC12,115$374K0.1%N/A0.005%
8/21/2026 Beacon Financial Advisory LLC14,313$637K0.1%-15.9%0.006%
8/20/2026 Avant Capital LLC5,558$247K0.2%-4.1%0.002%
8/20/2026 Nwam LLC18,342$816K0.0%+13.5%0.007%
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%
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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%
6/16/2026 Steelhead Wealth Management LLC50,687$1.95M1.0%N/A0.021%
6/3/2026 NewEdge Advisors LLC1,135,407$43.62M0.2%+10.3%0.473%
5/28/2026 Cozad Asset Management Inc.56,409$2.17M0.2%+60.3%0.023%
5/28/2026 Challenger 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%
5/21/2026 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%
5/18/2026Sunbelt 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%
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4/30/2026 Kestra 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%
4/29/2026 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%


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 390 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 37,445,058 shares in the last 24 months. This purchase volume represents approximately $1.49B 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 9,082,306 shares in the last 24 months. This volume of shares sold represents approximately $363.56M in transactions.


Related Companies

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 8/23/2026. New 13F filings are added each quarter as they're published.
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