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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$31.49 -0.55 (-1.72%)
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)
248
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$113.04M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025IAG Wealth Partners LLC2,180$73K0.0%+514.1%0.001%
4/16/2025Wealth Enhancement Advisory Services LLC681,280$22.76M0.0%+10.5%0.467%
4/16/2025Signature Resources Capital Management LLC46,230$1.54M1.3%+143.0%0.032%
4/15/2025 GPS Wealth Strategies Group LLC8,857$296K0.0%+12.5%0.006%
4/15/2025 Trueblood Wealth Management LLC43,692$1.46M0.7%+55.6%0.030%
4/15/2025 Simplicity Wealth LLC11,874$397K0.0%N/A0.008%
4/15/2025 Wealthcare Advisory Partners LLC234,512$7.83M0.2%+0.3%0.161%
4/15/2025 Fourpath Capital Management LLC19,193$641K0.1%+23.1%0.013%
4/14/2025 Daymark Wealth Partners LLC6,791$227K0.0%-10.3%0.005%
4/14/2025 Park Avenue Securities LLC98,526$3.29M0.0%+12.9%0.068%
4/14/2025 KMG Fiduciary Partners LLC50,608$1.69M0.1%-3.1%0.035%
4/14/2025 Patriot Financial Group Insurance Agency LLC25,911$865K0.1%+15.3%0.018%
4/11/2025 Pines Wealth Management LLC60,246$2.01M0.9%+17.1%0.041%
4/11/2025 Summit Investment Advisory Services LLC633,891$21.17M10.4%+0.5%0.435%
4/11/2025 Procyon Advisors LLC16,685$557K0.0%-5.0%0.011%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,125$171K0.0%+81.0%0.004%
4/10/2025 Beacon Financial Group8,976$300K0.0%-26.3%0.006%
4/9/2025 RFG Advisory LLC15,787$527K0.0%+8.5%0.011%
4/9/2025 Swisher Financial Concepts Inc.29,182$975K0.8%+150.9%0.020%
4/9/2025 HBW Advisory Services LLC28,969$968K0.1%+25.5%0.020%
4/9/2025 ST Germain D J Co. Inc.293,025$9.79M0.5%+5.4%0.201%
4/9/2025 Merit Financial Group LLC104,581$3.49M0.1%+35.0%0.072%
4/9/2025 Affiance Financial LLC490,885$16.40M3.8%N/A0.337%
4/9/2025 NBC Securities Inc.162,761$5.44M0.5%+109,135.6%0.112%
4/9/2025 180 Wealth Advisors LLC30,871$1.03M0.2%-2.2%0.021%
4/8/2025 Lantz Financial LLC40,113$1.34M0.4%+7.7%0.028%
4/7/2025 AdvisorNet Financial Inc12,895$431K0.0%+19.1%0.009%
4/1/2025 Hobart Private Capital LLC13,656$456K0.1%+10.5%0.010%
3/24/2025Mascagni Wealth Management Inc.22,231$777K0.7%N/A0.016%
3/17/2025Wealth Enhancement Advisory Services LLC616,535$21.56M0.0%+9.6%0.434%
3/12/2025Centaurus Financial Inc.62,806$2.20M0.1%N/A0.045%
3/3/2025Cim LLC8,061$282K0.0%+13.4%0.006%
2/26/2025Capital A Wealth Management LLC982$34K0.1%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.93,078$3.26M0.1%+58.7%0.113%
2/24/2025Challenger Wealth Management178,870$6.26M5.4%N/A0.217%
2/21/2025Ascent Group LLC16,063$562K0.0%-3.4%0.019%
2/19/2025Richmond Investment Services LLC10,311$361K0.2%N/A0.012%
2/18/2025Sunbelt Securities Inc.240,929$8.45M0.7%-2.6%0.292%
2/18/2025Harmony Asset Management LLC13,477$471K0.2%-3.9%0.016%
2/18/2025First Heartland Consultants Inc.28,885$1.01M0.1%+13.0%0.035%
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2/18/2025Continuum Advisory LLC124,150$4.34M0.6%+1.5%0.150%
2/17/2025Visionary Wealth Advisors10,001$350K0.0%+13.9%0.012%
2/17/2025Royal Bank of Canada1,704,733$59.62M0.0%+29.9%2.064%
2/17/2025Focus Partners Wealth2,291$80K0.0%-80.8%0.003%
2/17/2025Cambridge Investment Research Advisors Inc.2,009,096$70.26M0.2%+11.5%2.432%
2/17/2025Cetera Investment Advisers3,063,731$107.14M0.2%+14.9%3.709%
2/17/2025Captrust Financial Advisors1,599,262$55.93M0.2%+4.3%1.936%
2/17/2025Cary Street Partners Financial LLC257,903$9.02M0.3%N/A0.312%
2/17/2025Baird Financial Group Inc.996,771$34.86M0.1%+4.4%1.207%
2/17/2025Bank of America Corp DE129,133$4.52M0.0%-89.0%0.156%
2/17/2025Benjamin Edwards Inc.311,884$10.91M0.2%+14.3%0.378%
2/17/2025Ameriprise Financial Inc.146,928$5.14M0.0%N/A0.178%
2/17/2025Aptus Capital Advisors LLC61,966$2.17M0.0%-2.2%0.075%
2/17/2025Aspire Growth Partners LLC47,052$1.65M1.6%N/A0.057%
2/14/2025Jane Street Group LLC299,727$10.48M0.0%+19.2%0.363%
2/14/2025Comerica Bank11,313$396K0.0%+50.4%0.014%
2/14/2025Bridgewealth Advisory Group LLC255,598$9.31M2.6%+12.4%0.309%
2/14/2025Berger Financial Group Inc108,378$3.79M0.3%N/A0.131%
2/14/2025Gerber Kawasaki Wealth & Investment Management169,862$5.94M0.3%+1.9%0.206%
2/14/2025Integrated Wealth Concepts LLC57,621$2.02M0.0%+222.1%0.070%
2/14/2025Susquehanna International Group LLP58,098$2.03M0.0%+183.4%0.070%
2/14/2025Stifel Financial Corp923,123$32.28M0.0%+8.5%1.118%
2/14/2025OneDigital Investment Advisors LLC47,285$1.65M0.0%+4.3%0.057%
2/14/2025MML Investors Services LLC2,076,301$72.61M0.3%+23.3%2.514%
2/14/2025Freedom Investment Management Inc.11,267$394K0.0%+4.8%0.014%
2/14/2025Capital Group Private Client Services Inc.3,961,868$138.55M1.3%+5.4%4.796%
2/13/2025NewEdge Advisors LLC909,513$31.81M0.2%+17.4%1.101%
2/13/2025Rather & Kittrell Inc.9,034$316K0.1%+5.1%0.011%
2/13/2025Insigneo Advisory Services LLC5,823$204K0.0%N/A0.007%
2/13/2025Hanlon Investment Management Inc.15,299$535K0.1%+11.7%0.019%
2/13/2025Mariner LLC17,805$623K0.0%N/A0.022%
2/13/2025Keystone Financial Group34,123$1.19M0.1%N/A0.041%
2/13/2025Entruity Wealth LLC290,135$10.15M10.1%N/A0.351%
2/13/2025Sagespring Wealth Partners LLC217,275$7.60M0.1%N/A0.263%
2/13/2025Townsquare Capital LLC51,135$1.79M0.0%+38.3%0.062%
2/13/2025Faithward Advisors LLC29,987$1.05M0.2%+5.3%0.036%
2/13/2025Advisory Services Network LLC478,007$16.72M0.3%+15.0%0.579%
2/13/2025Renaissance Technologies LLC67,100$2.35M0.0%+4.4%0.081%
2/13/2025 Swisher Financial Concepts Inc.11,630$407K0.5%-67.9%0.014%
2/13/2025Certior Financial Group LLC22,298$780K0.7%N/A0.027%
2/13/2025Cerity Partners LLC30,308$1.06M0.0%+28.7%0.037%
2/13/2025Envestnet Asset Management Inc.7,834,934$273.99M0.1%+17.4%9.485%
2/13/2025Perennial Investment Advisors LLC36,974$1.29M0.2%N/A0.045%
2/13/2025Wells Fargo & Company MN2,646,258$92.54M0.0%+24.5%3.204%
2/13/2025Smith Moore & CO.193,594$6.77M0.6%-0.6%0.234%
2/12/2025Forge Financial Services LLC342,474$12.46M10.5%N/A0.415%
2/12/2025Thoroughbred Financial Services LLC10,970$383K0.0%N/A0.013%
2/12/2025Hazlett Burt & Watson Inc.1,000$34K0.0%+48.1%0.001%
2/12/2025O Shaughnessy Asset Management LLC18,659$653K0.0%N/A0.023%
2/12/2025Orion Portfolio Solutions LLC356,871$12.48M0.1%+7.8%0.432%
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2/12/2025Blair William & Co. IL148,540$5.19M0.0%-2.2%0.180%
2/12/2025JPMorgan Chase & Co.30,597$1.07M0.0%+942.8%0.037%
2/12/2025Tyler Stone Wealth Management10,257$359K0.1%+38.6%0.012%
2/11/2025Signature Estate & Investment Advisors LLC70,227$2.46M0.1%+3.0%0.085%
2/11/2025Ashton Thomas Securities LLC51,210$1.79M0.5%+9.7%0.062%
2/11/2025Woodmont Investment Counsel LLC76,387$2.67M0.2%+23.8%0.092%
2/11/2025LPL Financial LLC9,225,156$322.60M0.1%+38.3%11.168%
2/11/2025Sei Investments Co.879,038$30.74M0.0%+6.8%1.064%
2/11/2025Lee Danner & Bass Inc.3,450$121K0.0%N/A0.004%
2/11/2025HUB Investment Partners LLC710,359$24.84M1.0%+5.7%0.860%
(Data available from 1/1/2016 forward)

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CGUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGUS shares?

During the previous two years, 299 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($322.60M), Envestnet Asset Management Inc. ($273.99M), Raymond James Financial Inc. ($169.54M), Capital Group Private Client Services Inc. ($138.55M), Cetera Investment Advisers ($107.14M), Commonwealth Equity Services LLC ($96.13M), and Wells Fargo & Company MN ($92.54M).Learn more on CGUS's institutional investors.

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

Of the 286 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. ($6.35M), LPL Financial LLC ($6.30M), Raymond James Financial Inc. ($4.85M), Raymond James & Associates ($2.02M), Cetera Investment Advisers ($2.00M), Private Advisor Group LLC ($1.99M), and Commonwealth Equity Services LLC ($1.91M).

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

Institutional investors have bought a total of 54,951,347 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

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

Of the 80 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: Bank of America Corp DE ($1.04M), Osaic Holdings Inc. ($760.88K), CWM LLC ($515.88K), International Assets Investment Management LLC ($211.73K), Summit Investment Advisory Services LLC ($188.08K), Aptus Capital Advisors LLC ($171.11K), and Sigma Planning Corp ($106.65K).

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

Institutional investors have sold a total of 3,865,040 shares in the last 24 months. This volume of shares sold represents approximately $126.37M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 4/16/2025 by MarketBeat.com Staff
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