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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$35.93 +0.42 (+1.18%)
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)
202
Total
Institutional Inflows
(last 12 months)
$702.93M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$73.88M
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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
1/21/2025Summit Investment Advisory Services LLC630,967$22.07M11.4%+4.6%0.764%
1/21/2025Lantz Financial LLC37,233$1.30M0.3%+6.3%0.045%
1/21/2025Geneos Wealth Management Inc.2,173$76K0.0%+111.0%0.003%
1/21/2025Dynamic Advisor Solutions LLC194,171$6.79M0.3%-1.3%0.235%
1/21/2025Cornerstone Wealth Advisors Inc.9,013$315K0.1%N/A0.011%
1/21/2025Eclectic Associates Inc. ADV12,711$445K0.1%N/A0.015%
1/21/2025RFG Advisory LLC14,548$509K0.0%+5.2%0.018%
1/17/2025 Endeavor Private Wealth Inc.59,457$2.08M2.0%N/A0.072%
1/17/2025 Bill Few Associates Inc.19,683$688K0.2%+10.7%0.024%
1/17/2025 Mutual Advisors LLC15,615$550K0.0%-63.9%0.019%
1/17/2025 Independent Wealth Network Inc.27,833$973K0.4%+35.2%0.034%
1/17/2025 Janney Montgomery Scott LLC382,385$13.37M0.0%+8.4%0.463%
1/17/2025 Signature Resources Capital Management LLC19,024$665K0.6%-2.8%0.023%
1/16/2025 Koshinski Asset Management Inc.40,069$1.40M0.0%-1.8%0.049%
1/16/2025 M.E. Allison & CO. Inc.52,118$1.82M2.0%N/A0.063%
1/16/2025 Trueblood Wealth Management LLC28,080$982K0.5%+55.0%0.034%
1/16/2025 Lincoln Capital LLC11,727$410K0.1%N/A0.014%
1/15/2025 Ameritas Advisory Services LLC64,980$2.27M0.1%+40.3%0.079%
1/15/2025 Arkadios Wealth Advisors13,162$460K0.0%+29.0%0.016%
1/15/2025 LongView Wealth Management41,196$1.44M0.4%+9.2%0.050%
1/15/2025 Merit Financial Group LLC77,490$2.71M0.0%+10.9%0.094%
1/15/2025 Wealthcare Advisory Partners LLC233,757$8.17M0.2%+1.6%0.283%
1/15/2025 Procyon Advisors LLC17,561$614K0.0%-8.1%0.021%
1/15/2025 KMG Fiduciary Partners LLC52,206$1.83M0.2%+2.9%0.063%
1/15/2025 Cvfg LLC10,873$380K0.3%N/A0.013%
1/14/2025 Park Avenue Securities LLC87,234$3.05M0.0%+15.6%0.106%
1/14/2025 Pines Wealth Management LLC51,444$1.78M0.8%N/A0.062%
1/13/2025 AdvisorNet Financial Inc10,828$379K0.0%+65.7%0.013%
1/10/2025 Lynch & Associates IN20,161$705K0.2%+16.4%0.024%
1/10/2025 HBW Advisory Services LLC23,091$807K0.1%+27.9%0.028%
1/10/2025 ST Germain D J Co. Inc.278,045$9.72M0.4%+12.0%0.337%
1/10/2025 ORG Partners LLC2,994$105K0.0%N/A0.004%
1/8/2025 Private Client Services LLC5,727$200K0.1%N/A0.007%
1/8/2025 International Assets Investment Management LLC7,358$257K0.0%-96.6%0.009%
12/26/2024JPMorgan Chase & Co.2,934$101K0.0%+944.1%0.004%
11/25/2024World Investment Advisors LLC17,291$593K0.0%+119.1%0.021%
11/25/2024Sanctuary Advisors LLC20,348$713K0.0%+62.7%0.025%
11/18/2024Sunbelt Securities Inc.247,350$8.48M0.8%-17.3%0.299%
11/15/2024Continuum Advisory LLC122,317$4.30M0.5%-3.5%0.148%
11/15/2024MML Investors Services LLC1,684,062$57.73M0.2%+9.2%2.039%
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11/15/2024Orion Portfolio Solutions LLC331,085$11.35M0.2%-5.6%0.401%
11/15/2024Jane Street Group LLC251,534$8.62M0.0%+163.1%0.305%
11/15/2024Stifel Financial Corp850,999$29.17M0.0%-4.9%1.030%
11/15/2024Integrated Wealth Concepts LLC17,887$613K0.0%+28.3%0.022%
11/15/2024Harmony Asset Management LLC14,027$481K0.2%+13.3%0.017%
11/15/2024HighTower Advisors LLC94,598$3.25M0.0%+10.3%0.115%
11/15/2024Hilltop Holdings Inc.6,009$206K0.0%N/A0.007%
11/15/2024Benjamin Edwards Inc.272,971$9.36M0.1%N/A0.330%
11/15/2024Mark Sheptoff Financial Planning LLC1,179$40K0.0%-81.8%0.001%
11/14/2024Captrust Financial Advisors1,532,985$52.55M0.2%+24.8%1.856%
11/14/2024CWS Financial Advisors LLC29,868$1.02M0.4%+12.2%0.036%
11/13/2024Freedom Investment Management Inc.10,750$369K0.0%-10.3%0.013%
11/13/2024Townsquare Capital LLC36,976$1.27M0.0%+6.8%0.045%
11/13/2024D.A. Davidson & CO.411,510$14.11M0.1%+5.1%0.498%
11/13/2024Private Trust Co. NA8,485$291K0.0%+28.2%0.010%
11/12/2024Crewe Advisors LLC62,176$2.13M0.2%+214.7%0.075%
11/12/2024Cerity Partners LLC23,551$807K0.0%+57.8%0.029%
11/12/2024Great Valley Advisor Group Inc.58,665$2.01M0.0%+37.6%0.071%
11/12/2024Nwam LLC10,161$348K0.0%N/A0.012%
11/12/2024Meridian Wealth Management LLC35,099$1.20M0.1%+1.2%0.042%
11/9/2024LPL Financial LLC6,668,760$228.61M0.1%+35.7%8.074%
11/8/2024Commerce Bank6,719$230K0.0%N/A0.008%
11/8/2024Prospera Private Wealth LLC13,948$478K0.1%N/A0.017%
11/8/2024Prospera Financial Services Inc70,390$2.41M0.1%+1.4%0.085%
11/6/2024KPP Advisory Services LLC42,573$1.46M0.4%-1.0%0.052%
11/6/2024Natixis Advisors LLC66,251$2.27M0.0%+34.9%0.080%
11/6/2024Signature Estate & Investment Advisors LLC68,165$2.34M0.1%+11.1%0.083%
11/6/2024OneDigital Investment Advisors LLC45,319$1.55M0.0%-5.5%0.055%
11/6/2024Oppenheimer & Co. Inc.10,425$357K0.0%+5.0%0.013%
11/5/2024Souders Financial Advisors747,042$25.61M3.6%-0.9%0.904%
11/5/2024Aptus Capital Advisors LLC63,373$2.17M0.0%-4.2%0.077%
11/5/2024First Heartland Consultants Inc.25,553$876K0.1%-1.7%0.031%
11/5/2024Harbour Investments Inc.387,704$13.29M0.4%+21.2%0.469%
11/5/2024Nations Financial Group Inc. IA ADV30,598$1.05M0.1%+9.8%0.037%
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%
11/2/2024Transcendent Capital Group LLC121,653$4.17M2.1%+866.3%0.147%
11/1/2024Atria Investments Inc5,961$204K0.0%N/A0.007%
11/1/2024Assetmark Inc.749,775$25.70M0.1%+0.6%0.908%
11/1/2024Holistic Planning LLC11,224$385K0.2%-12.5%0.014%
11/1/2024SpiderRock Advisors LLC47,500$1.63M0.0%N/A0.058%
11/1/2024 Smith Thornton Advisors LLC18,382$630K0.4%+58.2%0.022%
10/31/2024Sittner & Nelson LLC43,627$1.50M0.7%+42.8%0.053%
10/31/2024Woodmont Investment Counsel LLC61,701$2.12M0.2%+52.8%0.075%
10/31/2024Cozad Asset Management Inc.19,773$678K0.1%+134.4%0.024%
10/31/2024Concurrent Investment Advisors LLC31,971$1.10M0.0%+18.4%0.039%
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10/30/2024Beacon Financial Advisory LLC22,534$772K0.3%+16.6%0.027%
10/30/2024Balentine LLC29,107$998K0.0%+52.9%0.035%
10/30/2024Hanlon Investment Management Inc.13,698$470K0.1%+12.9%0.017%
10/30/2024United Advisor Group LLC10,461$359K0.1%N/A0.013%
10/30/2024Moloney Securities Asset Management LLC19,318$662K0.1%+2.2%0.023%
10/30/2024World Equity Group Inc.7,330$251K0.1%+7.8%0.009%
10/30/2024TKG Advisors LLC15,125$518K0.3%-3.5%0.018%
10/29/2024Lodestone Wealth Management LLC61,132$2.10M1.0%+37.2%0.074%
10/29/2024Latitude Advisors LLC30,619$1.05M0.6%+1.5%0.037%
10/29/2024Confluence Wealth Services Inc.9,945$341K0.0%-6.9%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, 243 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($228.61M), Envestnet Asset Management Inc. ($190.02M), 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 234 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. ($5.32M), LPL Financial LLC ($4.41M), Raymond James & Associates ($2.27M), Cetera Investment Advisers ($2.04M), Commonwealth Equity Services LLC ($1.84M), Summit Investment Advisory Services LLC ($1.40M), 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 41,046,236 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

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

Of the 64 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), International Assets Investment Management LLC ($211.73K), Summit Investment Advisory Services LLC ($188.08K), Aptus Capital Advisors LLC ($169.70K), 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 2,853,690 shares in the last 24 months. This volume of shares sold represents approximately $88.54M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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