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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$37.54 +0.11 (+0.30%)
As of 03:06 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)
268
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$141.39M
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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
7/16/2025ST Germain D J Co. Inc.294,083$10.86M0.5%+0.4%0.177%
7/16/2025Swisher Financial Concepts Inc.25,081$926K0.6%-14.1%0.015%
7/16/2025Owen LaRue LLC9,484$350K0.1%+23.1%0.006%
7/16/2025Kerntke Otto McGlone Wealth Management Group19,620$725K0.6%+21.5%0.012%
7/16/2025Essex Financial Services Inc.266,668$9.85M0.6%-0.3%0.161%
7/16/2025Perigon Wealth Management LLC9,374$346K0.0%+10.6%0.006%
7/15/2025Lynch & Associates IN32,360$1.20M0.2%+9.9%0.019%
7/15/2025Fifth Third Bancorp1,076$40K0.0%N/A0.001%
7/14/2025 AdvisorNet Financial Inc17,216$636K0.0%+33.5%0.010%
7/14/2025 U.S. Capital Wealth Advisors LLC22,791$842K0.0%+57.3%0.014%
7/14/2025 Park Avenue Securities LLC109,461$4.04M0.0%+11.1%0.067%
7/14/2025 A&I Financial Services LLC108,032$3.99M2.3%+17.2%0.066%
7/14/2025 Sowell Financial Services LLC44,258$1.63M0.1%+10.8%0.027%
7/11/2025 Lincoln Capital LLC26,742$988K0.2%+7.7%0.016%
7/11/2025 First PREMIER Bank2,234$83K0.0%N/A0.001%
7/11/2025 Lantz Financial LLC43,182$1.60M0.4%+7.7%0.026%
7/11/2025 AA Financial Advisors LLC381,380$14.08M3.0%-0.5%0.233%
7/11/2025 LongView Wealth Management53,631$1.98M0.6%+13.0%0.033%
7/10/2025 Affiance Financial LLC262,404$9.69M2.0%-46.5%0.160%
7/10/2025 Wealth Enhancement Advisory Services LLC673,845$25.24M0.0%-1.1%0.412%
7/10/2025 KMG Fiduciary Partners LLC48,842$1.80M0.1%-3.5%0.030%
7/10/2025 Sovran Advisors LLC124,932$4.65M0.5%+27.0%0.076%
7/9/2025 Dynamic Advisor Solutions LLC184,004$6.80M0.2%-12.6%0.112%
7/9/2025 Pines Wealth Management LLC64,850$2.43M0.9%+7.6%0.040%
7/8/2025 Advance Capital Management Inc.7,430$274K0.0%-9.4%0.005%
7/8/2025 NBC Securities Inc.175,829$6.49M0.5%+8.0%0.109%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.6,356$235K0.0%+24.0%0.004%
7/2/2025 HBW Advisory Services LLC39,152$1.45M0.2%+35.2%0.025%
6/5/2025Cim LLC7,098$237K0.0%-11.9%0.005%
5/28/2025Jones Financial Companies Lllp2,633,492$87.70M0.1%+50.4%1.709%
5/21/2025Geneos Wealth Management Inc.7,367$246K0.0%+239.0%0.005%
5/20/2025Belpointe Asset Management LLC24,717$826K0.0%+4.2%0.016%
5/20/2025Focus Partners Wealth9,484$317K0.0%+314.0%0.006%
5/20/2025Integrity Alliance LLC.6,188$207K0.0%N/A0.004%
5/19/2025Jane Street Group LLC143,354$4.79M0.0%-52.2%0.093%
5/16/2025Faithward Advisors LLC16,053$536K0.1%-46.5%0.010%
5/16/2025Ascent Group LLC17,808$595K0.0%+10.9%0.012%
5/16/2025Challenger Wealth Management252,860$8.45M6.7%+41.4%0.164%
5/16/2025Jones Financial Companies Lllp4,833,131$169.51M0.2%+176.1%3.136%
5/16/2025NewEdge Advisors LLC1,005,661$33.59M0.2%+10.6%0.653%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
5/16/2025Integrated Wealth Concepts LLC111,240$3.72M0.0%+93.1%0.074%
5/16/2025AQR Capital Management LLC15,785$527K0.0%N/A0.010%
5/15/2025Ashton Thomas Securities LLC51,710$1.73M0.5%+1.0%0.034%
5/15/2025Flputnam Investment Management Co.39,693$1.33M0.0%-2.9%0.026%
5/15/2025Royal Bank of Canada1,974,705$65.96M0.0%+15.8%1.312%
5/15/2025Certior Financial Group LLC23,173$774K0.6%+3.9%0.015%
5/15/2025Titleist Asset Management LLC8,126$271K0.0%+7.8%0.005%
5/15/2025Baird Financial Group Inc.1,066,555$35.62M0.1%+7.0%0.709%
5/15/2025OLD Mission Capital LLC384,014$12.83M0.2%N/A0.255%
5/15/2025Vermillion & White Wealth Management Group LLC3,722$124K0.1%N/A0.002%
5/15/2025Gerber Kawasaki Wealth & Investment Management171,679$5.73M0.3%+1.1%0.114%
5/14/2025Comerica Bank11,769$393K0.0%+4.0%0.008%
5/14/2025Freedom Investment Management Inc.11,612$388K0.0%+3.1%0.008%
5/14/2025Smartleaf Asset Management LLC145,388$4.84M0.5%+12.2%0.097%
5/14/2025Northwestern Mutual Wealth Management Co.3,552,083$118.64M0.1%+10.1%2.360%
5/14/2025Kestra Advisory Services LLC1,094,834$36.57M0.2%+13.6%0.727%
5/14/2025CW Advisors LLC34,676$1.17M0.0%N/A0.023%
5/14/2025Aspire Growth Partners LLC110,108$3.67M3.3%+134.0%0.073%
5/14/2025Capital Analysts LLC5,649$189K0.0%+464.9%0.004%
5/14/2025Venture Visionary Partners LLC13,997$468K0.0%+24.5%0.009%
5/14/2025CWS Financial Advisors LLC38,047$1.27M0.4%+5.1%0.025%
5/14/2025 Lincoln Capital LLC24,834$778K0.2%+111.8%0.016%
5/13/2025Aptus Capital Advisors LLC61,671$2.06M0.0%-0.5%0.041%
5/13/2025Tyler Stone Wealth Management14,107$471K0.1%+37.5%0.009%
5/13/2025Raymond James Financial Inc.5,218,252$174.29M0.1%+7.6%3.467%
5/13/2025Nations Financial Group Inc. IA ADV38,245$1.28M0.1%+16.7%0.025%
5/13/2025EverSource Wealth Advisors LLC322,146$10.76M0.6%+36.2%0.214%
5/13/2025High Falls Advisors Inc15,027$502K0.1%+14.9%0.010%
5/13/2025Sei Investments Co.1,000,229$33.41M0.3%+13.8%0.665%
5/13/2025Vestmark Advisory Solutions Inc.405,077$13.53M0.3%+6.7%0.269%
5/13/2025Bridgewealth Advisory Group LLC185,531$6.20M8.1%-27.4%0.123%
5/13/2025HighTower Advisors LLC117,034$3.91M0.0%+13.7%0.078%
5/12/2025Berger Financial Group Inc123,684$4.13M0.3%+14.1%0.082%
5/12/2025Benjamin Edwards Inc.368,920$12.32M0.2%+18.3%0.245%
5/12/2025Townsquare Capital LLC55,447$1.85M0.0%+8.4%0.037%
5/12/2025AlphaCore Capital LLC12,264$411K0.0%N/A0.008%
5/9/2025Atria Wealth Solutions Inc.359,947$12.05M0.1%+3.9%0.239%
5/9/2025Cary Street Partners Financial LLC549,640$18.36M0.6%+113.1%0.365%
5/9/2025Thoroughbred Financial Services LLC109,502$3.66M0.2%+898.2%0.073%
5/9/2025Commonwealth Equity Services LLC3,183,195$106.32M0.2%+15.8%2.115%
5/9/2025Blair William & Co. IL155,608$5.20M0.0%+4.8%0.103%
5/9/2025Delta Financial Group Inc.17,338$595K0.1%+5.9%0.012%
5/8/2025Endeavor Private Wealth Inc.78,557$2.63M1.4%+32.1%0.052%
5/8/2025IFG Advisory LLC17,169$573K0.0%+57.5%0.011%
5/8/2025Harbour Investments Inc.410,242$13.70M0.4%-5.6%0.273%
5/8/2025Natixis Advisors LLC118,234$3.95M0.0%+20.7%0.079%
5/8/2025Cannon Wealth Management Services LLC209,517$6.99M6.2%+5.7%0.139%
5/8/2025Entruity Wealth LLC293,459$9.80M9.2%+1.1%0.195%
5/8/2025Cozad Asset Management Inc.28,359$947K0.1%+40.5%0.019%
5/7/2025Norden Group LLC53,330$1.78M0.2%+7.3%0.035%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
5/7/2025LPL Financial LLC14,836,962$495.56M0.2%+60.8%9.857%
5/7/2025First Heartland Consultants Inc.39,608$1.32M0.1%+37.1%0.026%
5/6/2025Assetmark Inc.802,853$26.82M0.1%+5.2%0.533%
5/6/2025Cetera Investment Advisers3,843,349$128.37M0.2%+25.4%2.553%
5/6/2025Avantax Advisory Services Inc.93,684$3.13M0.0%+2.2%0.062%
5/6/2025Tempus Wealth Planning LLC53,402$1.78M0.5%+21.2%0.035%
5/6/2025Advisor OS LLC18,239$609K0.1%+38.1%0.012%
5/6/2025Forge Financial Services LLC362,311$12.10M10.7%+5.8%0.241%
5/6/2025Wedbush Securities Inc.15,073$503K0.0%-4.2%0.010%
5/6/2025Choreo LLC68,384$2.29M0.0%-6.3%0.045%
(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, 315 institutional investors and hedge funds held shares of Capital Group Core Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($495.56M), Envestnet Asset Management Inc. ($303.57M), Raymond James Financial Inc. ($174.29M), Capital Group Private Client Services Inc. ($138.55M), Cetera Investment Advisers ($128.37M), Northwestern Mutual Wealth Management Co. ($118.64M), and Commonwealth Equity Services LLC ($106.32M).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 306 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 ($11.52M), Envestnet Asset Management Inc. ($7.45M), Raymond James Financial Inc. ($5.22M), Jones Financial Companies Lllp ($4.75M), Cetera Investment Advisers ($2.78M), Commonwealth Equity Services LLC ($2.23M), and Raymond James & Associates ($2.02M).

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

Institutional investors have bought a total of 48,788,766 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

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

Of the 80 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: Bank of America Corp DE ($1.04M), Private Advisor Group LLC ($834.83K), CWM LLC ($515.88K), Affiance Financial LLC ($228.48K), International Assets Investment Management LLC ($211.73K), Aptus Capital Advisors LLC ($171.40K), and Jane Street Group LLC ($156.37K).

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

Institutional investors have sold a total of 4,123,068 shares in the last 24 months. This volume of shares sold represents approximately $141.39M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 7/16/2025 by MarketBeat.com Staff
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