Capital Group Core Equity ETF (CGUS) Institutional Ownership

$32.61

+0.34 (+1.05%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 161
Total Institutional Inflows (last 12 months): $615.12M

Number of Institutional Sellers (last 12 months): 32
Total Institutional Outflows (last 12 months): $37.37M

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CGUS Institutional Buying and Selling by Quarter

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Capital Group Core Equity ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	319,939	$10.32M	0.3%	-1.2%	0.387%
7/26/2024	Patriot Financial Group Insurance Agency LLC	20,296	$655K	0.1%	+16.3%	0.025%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,580,257	$50.96M	0.2%	+11.1%	1.913%
7/26/2024	Latitude Advisors LLC	30,175	$973K	0.6%	+37.4%	0.037%
7/26/2024	Signature Estate & Investment Advisors LLC	61,371	$1.98M	0.0%	N/A	0.074%
7/25/2024	First Heartland Consultants Inc.	25,986	$838K	0.1%	+2.8%	0.031%
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7/25/2024	Raymond James Trust N.A.	20,412	$658K	0.0%	+8.6%	0.025%
7/25/2024	Tempus Wealth Planning LLC	28,397	$916K	0.4%	+59.6%	0.034%
7/25/2024	Clear Creek Financial Management LLC	81,902	$2.64M	0.3%	+65.6%	0.099%
7/24/2024	Transcendent Capital Group LLC	12,590	$406K	0.2%	N/A	0.015%
7/24/2024	Premier Path Wealth Partners LLC	34,479	$1.11M	0.2%	N/A	0.042%
7/24/2024	&PARTNERS	251,998	$8.13M	0.4%	+3.0%	0.305%
7/22/2024	Atria Wealth Solutions Inc.	286,846	$9.27M	0.1%	+12.8%	0.347%
7/22/2024	Investment Planning Advisors Inc.	246,626	$7.95M	4.1%	N/A	0.299%
7/22/2024	LongView Wealth Management	20,468	$660K	0.2%	+7.8%	0.025%
7/20/2024	Continuum Advisory LLC	126,818	$4.09M	0.6%	+7.2%	0.154%
7/20/2024	Raymond James Financial Services Advisors Inc.	1,716,830	$55.37M	0.1%	+14.0%	2.078%
7/19/2024	Western Wealth Management LLC	17,610	$568K	0.0%	N/A	0.021%
7/19/2024	Raymond James & Associates	2,210,484	$71.29M	0.0%	+43.5%	2.676%
7/19/2024	Hoylecohen LLC	9,433	$304K	0.0%	+9.7%	0.011%
7/19/2024	Signature Resources Capital Management LLC	17,517	$565K	0.5%	+67.2%	0.021%
7/19/2024	Barnes Pettey Financial Advisors LLC	101,972	$3.29M	2.8%	-3.0%	0.123%
7/19/2024	Everpar Advisors LLC	17,156	$553K	0.3%	+5.5%	0.021%
7/19/2024	World Equity Group Inc.	6,800	$219K	0.1%	N/A	0.008%
7/18/2024	Baker Tilly Wealth Management LLC	22,665	$731K	0.3%	-21.2%	0.027%
7/17/2024	Midwest Heritage Bank FSB	800,030	$25.80M	13.0%	+10.9%	0.969%
7/17/2024	FinDec Wealth Services Inc.	227,267	$7.33M	4.6%	-4.0%	0.275%
7/17/2024	Investment Advisory Services Inc. TX ADV	34,718	$1.12M	0.4%	+34.8%	0.042%
7/17/2024	180 Wealth Advisors LLC	31,554	$1.04M	0.2%	+2.8%	0.038%
7/16/2024	Envestnet Portfolio Solutions Inc.	339,631	$10.95M	0.0%	+9.1%	0.411%
7/16/2024	Bill Few Associates Inc.	17,822	$575K	0.2%	+2.2%	0.022%
7/16/2024	Lodestone Wealth Management LLC	44,564	$1.44M	0.8%	+6.4%	0.054%
7/16/2024	Great Valley Advisor Group Inc.	42,647	$1.38M	0.0%	+17.8%	0.052%
7/16/2024	Wealth Enhancement Advisory Services LLC	575,939	$18.57M	0.0%	-2.1%	0.697%
7/16/2024	AA Financial Advisors LLC	192,132	$6.20M	2.2%	+85.2%	0.233%
7/15/2024	Dynamic Advisor Solutions LLC	185,361	$5.98M	0.2%	N/A	0.224%
7/15/2024	Delta Financial Group Inc.	15,281	$493K	0.2%	+13.4%	0.019%
7/15/2024	RFG Advisory LLC	10,111	$326K	0.0%	N/A	0.012%
7/10/2024	Simplicity Wealth LLC	76,857	$2.48M	0.1%	+0.8%	0.093%
7/10/2024	Lantz Financial LLC	32,368	$1.04M	0.3%	+4.1%	0.039%
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7/10/2024	NBC Securities Inc.	115,446	$3.72M	0.3%	+21.2%	0.140%
7/10/2024	CWM LLC	838,407	$27.04M	0.1%	+9.8%	1.015%
7/9/2024	Park Avenue Securities LLC	71,393	$2.30M	0.0%	+32.5%	0.086%
7/9/2024	Kingswood Wealth Advisors LLC	8,368	$270K	0.0%	N/A	0.010%
7/8/2024	ST Germain D J Co. Inc.	197,589	$6.37M	0.3%	+27.0%	0.239%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	2,756	$89K	0.0%	N/A	0.003%
7/5/2024	HBW Advisory Services LLC	13,172	$425K	0.1%	-6.6%	0.016%
6/11/2024	EverSource Wealth Advisors LLC	26,464	$795K	0.1%	+19.4%	0.032%
5/24/2024	Cetera Advisors LLC	1,158,593	$36.10M	0.3%	+32.8%	1.403%
5/24/2024	Cetera Investment Advisers	2,183,823	$68.05M	0.2%	+196.8%	2.644%
5/20/2024	Independent Wealth Network Inc.	11,864	$370K	0.2%	N/A	0.014%
5/17/2024	Comerica Bank	1,100	$34K	0.0%	+83.3%	0.001%
5/15/2024	Ascent Group LLC	16,506	$514K	0.0%	-2.6%	0.020%
5/15/2024	Kestra Advisory Services LLC	398,060	$12.40M	0.1%	+19.2%	0.482%
5/14/2024	Capital Group Private Client Services Inc.	3,316,695	$103.35M	1.1%	+3.2%	4.015%
5/14/2024	Axxcess Wealth Management LLC	11,660	$363K	0.0%	+20.7%	0.014%
5/14/2024	OLD Mission Capital LLC	391,879	$12.21M	0.2%	N/A	0.474%
5/14/2024	Crewe Advisors LLC	3,790	$118K	0.0%	N/A	0.005%
5/13/2024	Rockport Wealth LLC	28,253	$880K	0.3%	N/A	0.034%
5/11/2024	Mark Sheptoff Financial Planning LLC	6,140	$191K	0.1%	+16.1%	0.007%
5/10/2024	Osaic Holdings Inc.	1,098,537	$34.23M	0.1%	-40.9%	1.330%
5/10/2024	Wintrust Investments LLC	66,405	$2.07M	0.2%	+5.3%	0.080%
5/10/2024	Nwam LLC	10,257	$318K	0.0%	+32.1%	0.012%
5/9/2024	Blair William & Co. IL	116,386	$3.63M	0.0%	+24.3%	0.141%
5/9/2024	Orion Portfolio Solutions LLC	331,264	$10.32M	0.1%	+18.5%	0.401%
5/9/2024	Kingsview Wealth Management LLC	15,045	$469K	0.0%	N/A	0.018%
5/9/2024	Souders Financial Advisors	739,622	$23.05M	3.6%	+2.8%	0.895%
5/9/2024	Koshinski Asset Management Inc.	28,104	$876K	0.1%	N/A	0.034%
5/8/2024	Bleakley Financial Group LLC	76,212	$2.38M	0.1%	+0.8%	0.092%
5/8/2024	Avantax Advisory Services Inc.	49,678	$1.55M	0.0%	+74.8%	0.060%
5/7/2024	PFG Advisors	12,630	$394K	0.0%	N/A	0.015%
5/6/2024	Envestnet Portfolio Solutions Inc.	311,362	$9.70M	0.0%	+13.0%	0.377%
5/6/2024	Advisory Services Network LLC	268,123	$8.36M	0.2%	+10.0%	0.325%
5/3/2024	AA Financial Advisors LLC	103,745	$3.23M	1.3%	+22.2%	0.128%
5/2/2024	Clear Investment Research LLC	1,751	$55K	0.1%	N/A	0.002%
5/2/2024	Lincoln National Corp	322,800	$10.06M	0.2%	+25.3%	0.398%
5/2/2024	Hunter Associates Investment Management LLC	16,300	$508K	0.1%	-9.1%	0.020%
5/2/2024	Hanlon Investment Management Inc.	7,295	$227K	0.1%	-6.1%	0.009%
5/1/2024	Janney Montgomery Scott LLC	312,680	$9.74M	0.0%	+23.8%	0.386%
5/1/2024	TKG Advisors LLC	16,059	$500K	0.3%	-30.5%	0.020%
4/30/2024	Private Advisor Group LLC	366,986	$11.44M	0.1%	+25.7%	0.453%
4/30/2024	Lodestone Wealth Management LLC	41,886	$1.31M	0.7%	+8.3%	0.052%
4/30/2024	Delta Financial Group Inc.	13,481	$420K	0.1%	+87.6%	0.017%
4/30/2024	Mayflower Financial Advisors LLC	28,069	$875K	0.1%	+282.0%	0.035%
4/29/2024	Commonwealth Equity Services LLC	1,980,602	$61.72M	0.1%	+21.9%	2.442%
4/29/2024	Benjamin F. Edwards & Company Inc.	234,264	$7.30M	0.1%	-0.6%	0.289%
4/26/2024	Trueblood Wealth Management LLC	7,368	$230K	0.1%	N/A	0.009%
4/26/2024	Clear Creek Financial Management LLC	49,459	$1.54M	0.2%	N/A	0.061%
4/26/2024	Latitude Advisors LLC	21,957	$684K	0.4%	+36.6%	0.027%
4/25/2024	Investment Advisory Services Inc. TX ADV	25,760	$803K	0.3%	+7.4%	0.032%
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4/25/2024	Cambridge Investment Research Advisors Inc.	1,421,771	$44.30M	0.2%	+8.0%	1.753%
4/24/2024	Simplicity Wealth LLC	76,212	$2.38M	0.1%	N/A	0.094%
4/24/2024	Midwest Heritage Bank FSB	721,613	$22.49M	11.8%	+16.4%	0.890%
4/24/2024	Essex Financial Services Inc.	123,077	$3.84M	0.4%	+7.0%	0.152%
4/23/2024	Global Retirement Partners LLC	23,084	$719K	0.0%	+21.8%	0.028%
4/23/2024	Swisher Financial Concepts Inc.	22,224	$686K	0.6%	+24.1%	0.027%
4/23/2024	Nations Financial Group Inc. IA ADV	24,372	$759K	0.1%	+17.5%	0.030%
4/23/2024	Strategic Blueprint LLC	351,533	$10.95M	0.8%	+9.3%	0.433%
4/23/2024	Raymond James Financial Services Advisors Inc.	1,505,561	$46.91M	0.1%	+1.6%	1.856%
4/22/2024	Confluence Wealth Services Inc.	9,526	$297K	0.0%	N/A	0.012%

(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, 185 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), Capital Group Private Client Services Inc. ($103.35M), Raymond James & Associates ($71.29M), Cetera Investment Advisers ($68.05M), Commonwealth Equity Services LLC ($61.72M), LPL Financial LLC ($61.18M), and Raymond James Financial Services Advisors Inc. ($55.37M).Learn more on CGUS's institutional investors.
Which institutional investors have been buying Capital Group Core Equity ETF stock?: Of the 183 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), Raymond James & Associates ($2.20M), Cetera Investment Advisers ($1.89M), LPL Financial LLC ($1.77M), Commonwealth Equity Services LLC ($1.60M), Raymond James Financial Services Advisors Inc. ($1.55M), and Cambridge Investment Research Advisors Inc. ($1.43M).
How much institutional buying is happening at Capital Group Core Equity ETF?: Institutional investors have bought a total of 34,373,391 shares in the last 24 months. This purchase volume represents approximately $891.82M in transactions.

Which Capital Group Core Equity ETF major shareholders have been selling company stock?: Of the 37 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: Osaic Holdings Inc. ($760.88K), Raymond James Financial Services Advisors Inc. ($216.47K), Summit Investment Advisory Services LLC ($188.08K), G&S Capital LLC ($73.99K), Merit Financial Group LLC ($48.10K), Capital Analysts LLC ($47.45K), 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 1,576,180 shares in the last 24 months. This volume of shares sold represents approximately $44.87M in transactions.