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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$34.08
-0.09 (-0.26%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$716.26M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$62.26M
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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
11/4/2024tru Independence LLC12,476$428K0.1%+12.0%0.015%
11/4/2024Ashton Thomas Securities LLC46,700$1.60M0.3%+2.2%0.057%
11/4/2024Tyler Stone Wealth Management7,400$254K0.0%N/A0.009%
11/4/2024Mayflower Financial Advisors LLC35,312$1.21M0.2%+8.6%0.043%
11/4/2024Axxcess Wealth Management LLC19,076$654K0.0%+41.8%0.023%
11/4/2024Sigma Planning Corp14,763$506K0.0%-83.7%0.018%
11/2/2024 Transcendent Capital Group LLC121,653$4.17M2.1%+866.3%0.147%
11/1/2024 Atria Investments Inc5,961$204K0.0%N/A0.007%
11/1/2024 Assetmark Inc.749,775$25.70M0.1%+0.6%0.908%
11/1/2024 Holistic Planning LLC11,224$385K0.2%-12.5%0.014%
11/1/2024 SpiderRock Advisors LLC47,500$1.63M0.0%N/A0.058%
11/1/2024 Smith Thornton Advisors LLC18,382$630K0.4%+58.2%0.022%
10/31/2024 Sittner & Nelson LLC43,627$1.50M0.7%+42.8%0.053%
10/31/2024 Woodmont Investment Counsel LLC61,701$2.12M0.2%+52.8%0.075%
10/31/2024 Cozad Asset Management Inc.19,773$678K0.1%+134.4%0.024%
10/31/2024 Concurrent Investment Advisors LLC31,971$1.10M0.0%+18.4%0.039%
10/30/2024 Beacon Financial Advisory LLC22,534$772K0.3%+16.6%0.027%
10/30/2024 Balentine LLC29,107$998K0.0%+52.9%0.035%
10/30/2024 Hanlon Investment Management Inc.13,698$470K0.1%+12.9%0.017%
10/30/2024 United Advisor Group LLC10,461$359K0.1%N/A0.013%
10/30/2024 Moloney Securities Asset Management LLC19,318$662K0.1%+2.2%0.023%
10/30/2024 World Equity Group Inc.7,330$251K0.1%+7.8%0.009%
10/30/2024 TKG Advisors LLC15,125$518K0.3%-3.5%0.018%
10/29/2024 Lodestone Wealth Management LLC61,132$2.10M1.0%+37.2%0.074%
10/29/2024 Latitude Advisors LLC30,619$1.05M0.6%+1.5%0.037%
10/29/2024 Confluence Wealth Services Inc.9,945$341K0.0%-6.9%0.012%
10/29/2024 Janney Montgomery Scott LLC352,648$12.09M0.0%N/A0.427%
10/29/2024 Clear Creek Financial Management LLC88,146$3.02M0.3%+7.6%0.107%
10/28/2024 Gladstone Institutional Advisory LLC8,656$297K0.0%+27.0%0.010%
10/28/2024 Creative Financial Designs Inc. ADV182,145$6.24M0.5%+1.5%0.221%
10/28/2024 Principal Securities Inc.189,645$6.50M0.2%+10.6%0.230%
10/25/2024 Golden State Equity Partners13,720$470K0.1%+24.4%0.017%
10/25/2024 Mutual Advisors LLC43,254$1.49M0.0%+115.8%0.052%
10/25/2024 Valmark Advisers Inc.232,331$7.96M0.1%+7.0%0.281%
10/25/2024 Strategic Blueprint LLC420,136$14.40M0.9%+16.5%0.509%
10/25/2024 Gateway Wealth Partners LLC14,296$490K0.1%+62.7%0.017%
10/25/2024 Worth Financial Advisory Group LLC6,089$209K0.1%N/A0.007%
10/24/2024 Patriot Financial Group Insurance Agency LLC22,493$771K0.1%+10.8%0.027%
10/24/2024 Essex Financial Services Inc.222,462$7.74M0.4%+0.6%0.269%
10/24/2024 Barnes Pettey Financial Advisors LLC100,772$3.45M2.8%-1.2%0.122%
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10/24/2024 Wealth Enhancement Advisory Services LLC562,662$19.29M0.0%-2.3%0.681%
10/24/2024 PFG Investments LLC7,891$270K0.0%-6.8%0.010%
10/24/2024 Arkadios Wealth Advisors10,201$350K0.0%+5.5%0.012%
10/23/2024 Burford Brothers Inc.313,474$10.75M5.6%+24.3%0.380%
10/23/2024 Capital Management Associates Inc44,048$1.51M0.6%+76.6%0.053%
10/23/2024 Trueblood Wealth Management LLC18,116$621K0.3%+40.9%0.022%
10/23/2024 Signature Resources Capital Management LLC19,565$671K0.6%+11.7%0.024%
10/22/2024 International Assets Investment Management LLC219,083$75.10M0.0%+3,317.3%0.265%
10/22/2024 Private Advisor Group LLC841,503$28.87M0.2%+72.7%1.019%
10/22/2024 Tempus Wealth Planning LLC37,292$1.28M0.5%+31.3%0.045%
10/21/2024 Trilogy Capital Inc.11,698$401K0.0%N/A0.014%
10/19/2024Midwest Heritage Bank FSB808,005$27.70M13.0%+1.0%0.978%
10/18/2024 AA Financial Advisors LLC267,581$9.17M2.7%+39.3%0.324%
10/18/2024Seamount Financial Group Inc.41,341$1.42M1.1%+25.7%0.050%
10/18/2024Commonwealth Equity Services LLC2,345,215$80.39M0.1%+13.2%2.839%
10/18/2024ST Germain D J Co. Inc.248,207$8.51M0.4%+25.6%0.300%
10/18/2024Raymond James & Associates2,611,991$89.54M0.1%+18.2%3.162%
10/18/2024KMG Fiduciary Partners LLC50,740$1.74M0.2%N/A0.061%
10/16/2024 Bleakley Financial Group LLC77,631$2.66M0.1%+1.0%0.094%
10/16/2024 Armstrong Fleming & Moore Inc32,710$1.12M0.7%+14.6%0.040%
10/16/2024 Global Retirement Partners LLC36,673$1.26M0.0%+14.4%0.044%
10/16/2024 Good Life Advisors LLC13,818$474K0.0%N/A0.017%
10/16/2024 Summit Investment Advisory Services LLC603,469$20.69M11.0%N/A0.731%
10/16/2024 Cornerstone Wealth Management LLC10,968$376K0.0%+4.8%0.013%
10/16/2024 Lynch & Associates IN17,325$594K0.1%+14.5%0.021%
10/15/2024 PFG Advisors79,139$2.71M0.2%+32.8%0.096%
10/15/2024 NBC Securities Inc.132,557$4.54M0.4%+14.8%0.160%
10/10/2024 Koshinski Asset Management Inc.40,785$1.40M0.1%+6.4%0.049%
10/10/2024 Silverlake Wealth Management LLC14,709$504K0.2%+5.1%0.018%
10/10/2024 Simplicity Wealth LLC9,731$334K0.0%-87.3%0.012%
10/9/2024 LongView Wealth Management37,735$1.29M0.4%+84.4%0.046%
10/8/2024 CWM LLC322,525$11.06M0.0%-61.5%0.390%
10/8/2024 Daymark Wealth Partners LLC7,840$269K0.0%N/A0.009%
10/8/2024 Dynamic Advisor Solutions LLC196,821$6.75M0.2%+6.2%0.238%
10/7/2024 Everpar Advisors LLC16,436$563K0.3%-4.2%0.020%
10/4/2024 HBW Advisory Services LLC18,049$619K0.1%+37.0%0.022%
10/3/2024 Park Avenue Securities LLC75,484$2.59M0.0%+5.7%0.091%
10/3/2024 Delta Financial Group Inc.15,983$548K0.2%+4.6%0.019%
9/6/2024Cim LLC6,941$228K0.0%N/A0.008%
9/5/2024Sanctuary Advisors LLC12,506$382K0.0%N/A0.015%
8/28/2024Souders Financial Advisors753,795$24.31M3.7%+1.9%0.913%
8/27/2024KPP Advisory Services LLC43,003$1.39M0.4%+17.3%0.052%
8/22/2024Cetera Investment Advisers2,339,083$75.44M0.2%+7.1%2.832%
8/21/2024Truist Financial Corp104,259$3.36M0.0%+13.9%0.126%
8/16/2024 Gateway Wealth Partners LLC8,787$283K0.1%N/A0.011%
8/16/2024High Falls Advisors Inc12,683$409K0.1%+14.8%0.015%
8/16/2024Sunbelt Securities Inc.299,002$9.64M1.0%+23.3%0.362%
8/16/2024NewEdge Advisors LLC642,363$20.72M0.1%+44.4%0.778%
8/16/2024Northwestern Mutual Wealth Management Co.2,474,494$79.80M0.1%+12.3%2.996%
8/16/2024Rockport Wealth LLC11,288$364K0.2%-60.0%0.014%
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8/15/2024 Smith Thornton Advisors LLC11,616$375K0.3%N/A0.014%
8/14/2024Harmony Asset Management LLC12,380$399K0.2%+41.5%0.015%
8/14/2024EverSource Wealth Advisors LLC24,928$825K0.1%-5.8%0.030%
8/14/2024Bridgewealth Advisory Group LLC194,820$6.28M2.8%+24.7%0.236%
8/13/2024Sei Investments Co.755,464$24.36M0.0%N/A0.915%
8/13/2024Benjamin F. Edwards & Company Inc.239,649$7.73M0.1%+2.3%0.290%
8/12/2024Mark Sheptoff Financial Planning LLC6,469$209K0.1%+5.4%0.008%
8/12/2024Carolinas Wealth Consulting LLC22,038$712K0.1%N/A0.027%
8/12/2024Blair William & Co. IL132,810$4.28M0.0%+14.1%0.161%
8/10/2024Axxcess Wealth Management LLC13,457$434K0.0%+15.4%0.016%
(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, 221 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($190.02M), LPL Financial LLC ($158.47M), Capital Group Private Client Services Inc. ($103.35M), Raymond James & Associates ($89.54M), Commonwealth Equity Services LLC ($80.39M), Northwestern Mutual Wealth Management Co. ($79.80M), and Cetera Investment Advisers ($75.44M).Learn more on CGUS's institutional investors.

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

Of the 214 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. ($5.45M), LPL Financial LLC ($2.66M), Raymond James & Associates ($2.27M), Cetera Investment Advisers ($2.04M), Commonwealth Equity Services LLC ($1.97M), Summit Investment Advisory Services LLC ($1.38M), and Raymond James Financial Services Advisors Inc. ($1.13M).

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

Institutional investors have bought a total of 39,036,330 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 49 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), CWM LLC ($515.88K), Raymond James Financial Services Advisors Inc. ($216.47K), Summit Investment Advisory Services LLC ($188.08K), Aptus Capital Advisors LLC ($166.92K), Sigma Planning Corp ($106.65K), and G&S Capital LLC ($73.99K).

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

Institutional investors have sold a total of 2,482,466 shares in the last 24 months. This volume of shares sold represents approximately $75.48M in transactions.



This page (NYSEARCA:CGUS) was last updated on 11/5/2024 by MarketBeat.com Staff
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