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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$42.73 +0.20 (+0.47%)
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)
336
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$415.79M
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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
5/5/2026Bank 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%
5/5/2026 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%
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%
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%
3/17/2026Rockefeller 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%
3/10/2026Advisortrust 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%
2/23/2026Continental Investors Services Inc.5,270$214K0.3%-4.5%0.002%
2/20/2026Sunbelt Securities Inc.221,105$8.90M0.6%-0.5%0.103%
2/19/2026Birchwood Financial Partners Inc.3,148$127K0.1%N/A0.001%
2/18/2026High Falls Advisors Inc11,926$480K0.1%-20.3%0.006%
2/18/2026Mercer Global Advisors Inc. ADV5,686$229K0.0%-14.9%0.003%
2/18/2026Raymond James Financial Inc.7,308,251$294.01M0.1%+4.0%3.406%
2/18/2026Beacon Pointe Advisors LLC456,644$18.37M0.1%+0.9%0.213%
2/18/2026NewEdge Advisors LLC1,029,158$41.40M0.1%+15.3%0.480%
2/18/2026Cim LLC14,290$575K0.1%+24.9%0.007%
2/18/2026VestGen Investment Management13,051$525K0.3%-2.6%0.006%
2/18/2026VestGen Advisors LLC68,334$2.75M0.1%-75.8%0.032%
2/18/2026Tudor Investment Corp ET AL6,156$248K0.0%N/A0.003%
2/18/2026BNB Wealth Management LLC141,567$5.70M3.7%N/A0.066%
2/17/2026Challenger Wealth Management266,468$10.72M8.2%+0.4%0.124%
2/17/2026 Integrated Advisors Network LLC6,959$280K0.0%N/A0.003%
2/17/2026AQR Capital Management LLC21,343$859K0.0%+71.4%0.010%
2/17/2026Cetera Investment Advisers5,940,417$238.98M0.3%+7.6%2.768%
2/17/2026Hilltop Holdings Inc.12,103$487K0.0%+70.7%0.006%
2/17/2026Equitable Holdings Inc.195,183$7.85M0.1%+15.8%0.091%
2/17/2026Kovack Advisors Inc.11,399$459K0.0%+44.2%0.005%
2/17/2026Miller Capital Partners Inc.2,140$86K0.0%N/A0.001%
2/17/2026GeoWealth Management LLC9,113$367K0.0%+21.2%0.004%
2/17/2026Osaic Holdings Inc.2,155,286$86.72M0.1%+6.5%1.004%


CGUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGUS shares?

During the previous two years, 408 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 ($238.98M), and Wells Fargo & Company MN ($212.34M).Learn more on Capital Group Core Equity ETF's institutional investors.

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

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 ($4.18M), and Private Advisor Group LLC ($2.54M).

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

Institutional investors have bought a total of 56,001,675 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

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

Of the 117 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 ($1.38M), 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).

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

Institutional investors have sold a total of 10,541,455 shares in the last 24 months. This volume of shares sold represents approximately $415.79M in transactions.


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