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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$34.43 +0.09 (+0.26%)
As of 03/25/2025 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)
247
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$114.02M
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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
3/24/2025Mascagni Wealth Management Inc.22,231$777K0.7%N/A0.016%
3/17/2025 Wealth Enhancement Advisory Services LLC616,535$21.56M0.0%+9.6%0.434%
3/12/2025 Centaurus Financial Inc.62,806$2.20M0.1%N/A0.045%
3/3/2025 Cim LLC8,061$282K0.0%+13.4%0.006%
2/26/2025 Capital A Wealth Management LLC982$34K0.1%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.93,078$3.26M0.1%+58.7%0.113%
2/24/2025 Challenger Wealth Management178,870$6.26M5.4%N/A0.217%
2/21/2025 Ascent Group LLC16,063$562K0.0%-3.4%0.019%
2/19/2025 Richmond Investment Services LLC10,311$361K0.2%N/A0.012%
2/18/2025 Sunbelt Securities Inc.240,929$8.45M0.7%-2.6%0.292%
2/18/2025 Harmony Asset Management LLC13,477$471K0.2%-3.9%0.016%
2/18/2025 First Heartland Consultants Inc.28,885$1.01M0.1%+13.0%0.035%
2/18/2025 Continuum Advisory LLC124,150$4.34M0.6%+1.5%0.150%
2/17/2025 Visionary Wealth Advisors10,001$350K0.0%+13.9%0.012%
2/17/2025 Royal Bank of Canada1,704,733$59.62M0.0%+29.9%2.064%
2/17/2025 Focus Partners Wealth2,291$80K0.0%-80.8%0.003%
2/17/2025 Cambridge Investment Research Advisors Inc.2,009,096$70.26M0.2%+11.5%2.432%
2/17/2025 Cetera Investment Advisers3,063,731$107.14M0.2%+14.9%3.709%
2/17/2025 Captrust Financial Advisors1,599,262$55.93M0.2%+4.3%1.936%
2/17/2025 Cary Street Partners Financial LLC257,903$9.02M0.3%N/A0.312%
2/17/2025 Baird Financial Group Inc.996,771$34.86M0.1%+4.4%1.207%
2/17/2025 Bank of America Corp DE129,133$4.52M0.0%-89.0%0.156%
2/17/2025 Benjamin Edwards Inc.311,884$10.91M0.2%+14.3%0.378%
2/17/2025 Ameriprise Financial Inc.146,928$5.14M0.0%N/A0.178%
2/17/2025 Aptus Capital Advisors LLC61,966$2.17M0.0%-2.2%0.075%
2/17/2025 Aspire Growth Partners LLC47,052$1.65M1.6%N/A0.057%
2/14/2025 Jane Street Group LLC299,727$10.48M0.0%+19.2%0.363%
2/14/2025 Comerica Bank11,313$396K0.0%+50.4%0.014%
2/14/2025 Bridgewealth Advisory Group LLC255,598$9.31M2.6%+12.4%0.309%
2/14/2025 Berger Financial Group Inc108,378$3.79M0.3%N/A0.131%
2/14/2025 Gerber Kawasaki Wealth & Investment Management169,862$5.94M0.3%+1.9%0.206%
2/14/2025 Integrated Wealth Concepts LLC57,621$2.02M0.0%+222.1%0.070%
2/14/2025 Susquehanna International Group LLP58,098$2.03M0.0%+183.4%0.070%
2/14/2025 Stifel Financial Corp923,123$32.28M0.0%+8.5%1.118%
2/14/2025 OneDigital Investment Advisors LLC47,285$1.65M0.0%+4.3%0.057%
2/14/2025 MML Investors Services LLC2,076,301$72.61M0.3%+23.3%2.514%
2/14/2025 Freedom Investment Management Inc.11,267$394K0.0%+4.8%0.014%
2/14/2025 Capital Group Private Client Services Inc.3,961,868$138.55M1.3%+5.4%4.796%
2/13/2025 NewEdge Advisors LLC909,513$31.81M0.2%+17.4%1.101%
2/13/2025 Rather & Kittrell Inc.9,034$316K0.1%+5.1%0.011%
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2/13/2025 Insigneo Advisory Services LLC5,823$204K0.0%N/A0.007%
2/13/2025 Hanlon Investment Management Inc.15,299$535K0.1%+11.7%0.019%
2/13/2025 Mariner LLC17,805$623K0.0%N/A0.022%
2/13/2025 Keystone Financial Group34,123$1.19M0.1%N/A0.041%
2/13/2025 Entruity Wealth LLC290,135$10.15M10.1%N/A0.351%
2/13/2025 Sagespring Wealth Partners LLC217,275$7.60M0.1%N/A0.263%
2/13/2025 Townsquare Capital LLC51,135$1.79M0.0%+38.3%0.062%
2/13/2025 Faithward Advisors LLC29,987$1.05M0.2%+5.3%0.036%
2/13/2025 Advisory Services Network LLC478,007$16.72M0.3%+15.0%0.579%
2/13/2025 Renaissance 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%
2/13/2025 Certior Financial Group LLC22,298$780K0.7%N/A0.027%
2/13/2025 Cerity Partners LLC30,308$1.06M0.0%+28.7%0.037%
2/13/2025 Envestnet Asset Management Inc.7,834,934$273.99M0.1%+17.4%9.485%
2/13/2025 Perennial Investment Advisors LLC36,974$1.29M0.2%N/A0.045%
2/13/2025 Wells Fargo & Company MN2,646,258$92.54M0.0%+24.5%3.204%
2/13/2025 Smith Moore & CO.193,594$6.77M0.6%-0.6%0.234%
2/12/2025 Forge Financial Services LLC342,474$12.46M10.5%N/A0.415%
2/12/2025 Thoroughbred Financial Services LLC10,970$383K0.0%N/A0.013%
2/12/2025 Hazlett Burt & Watson Inc.1,000$34K0.0%+48.1%0.001%
2/12/2025 O Shaughnessy Asset Management LLC18,659$653K0.0%N/A0.023%
2/12/2025 Orion Portfolio Solutions LLC356,871$12.48M0.1%+7.8%0.432%
2/12/2025 Blair William & Co. IL148,540$5.19M0.0%-2.2%0.180%
2/12/2025 JPMorgan Chase & Co.30,597$1.07M0.0%+942.8%0.037%
2/12/2025 Tyler Stone Wealth Management10,257$359K0.1%+38.6%0.012%
2/11/2025 Signature Estate & Investment Advisors LLC70,227$2.46M0.1%+3.0%0.085%
2/11/2025 Ashton Thomas Securities LLC51,210$1.79M0.5%+9.7%0.062%
2/11/2025 Woodmont Investment Counsel LLC76,387$2.67M0.2%+23.8%0.092%
2/11/2025 LPL Financial LLC9,225,156$322.60M0.1%+38.3%11.168%
2/11/2025 Sei Investments Co.879,038$30.74M0.0%+6.8%1.064%
2/11/2025 Lee Danner & Bass Inc.3,450$121K0.0%N/A0.004%
2/11/2025 HUB Investment Partners LLC710,359$24.84M1.0%+5.7%0.860%
2/10/2025 Axxcess Wealth Management LLC22,769$796K0.0%+19.4%0.028%
2/10/2025 Cozad Asset Management Inc.20,185$706K0.1%+2.1%0.024%
2/10/2025 GWN Securities Inc.19,473$707K0.2%N/A0.024%
2/10/2025 Harbour Investments Inc.434,708$15.20M0.4%+12.1%0.526%
2/10/2025 Envestnet Portfolio Solutions Inc.391,514$13.69M0.0%+10.2%0.474%
2/10/2025 Natixis Advisors LLC97,926$3.42M0.0%+47.8%0.119%
2/10/2025 Kestra Advisory Services LLC963,876$33.71M0.2%-9.1%1.167%
2/10/2025 Commonwealth Equity Services LLC2,748,964$96.13M0.1%+17.2%3.328%
2/10/2025 Wintrust Investments LLC6,998$244K0.2%-10.7%0.008%
2/10/2025 Avantax Advisory Services Inc.91,647$3.21M0.0%+39.7%0.111%
2/10/2025 EverSource Wealth Advisors LLC236,509$8.27M0.5%+848.4%0.286%
2/7/2025 PFG Advisors90,532$3.17M0.2%+14.4%0.110%
2/7/2025 HighTower Advisors LLC102,972$3.60M0.0%+8.9%0.125%
2/7/2025 Cushing Capital Partners LLC141,830$4.96M4.8%N/A0.172%
2/7/2025 Independent Advisor Alliance239,737$8.38M0.1%N/A0.290%
2/7/2025 Sowell Financial Services LLC39,031$1.37M0.1%-12.4%0.047%
2/7/2025 Larson Financial Group LLC2,465$86K0.0%+21.1%0.003%
2/7/2025 Acas LLC5,561$203K0.2%-12.5%0.007%
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2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,734$270K0.0%N/A0.009%
2/6/2025 Vestmark Advisory Solutions Inc.379,766$13.28M0.5%+7.5%0.460%
2/6/2025 Midwest Heritage Bank FSB838,880$29.34M13.6%+3.8%1.016%
2/6/2025 Raymond James Financial Inc.4,848,071$169.54M0.1%N/A5.869%
2/6/2025 Cullen Frost Bankers Inc.38,461$1.35M0.0%+54.7%0.047%
2/6/2025 Atria Investments Inc7,443$260K0.0%+24.9%0.009%
2/6/2025 Assetmark Inc.763,156$26.69M0.1%+1.8%0.924%
2/6/2025 Souders Financial Advisors814,475$28.48M4.0%+9.0%0.986%
2/6/2025 Synergy Investment Management LLC1,435$50K0.0%N/A0.002%
2/6/2025 Steward Partners Investment Advisory LLC27,587$965K0.0%+14.7%0.033%
(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, 297 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 283 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 ($2.06M), 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 54,150,482 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

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

Of the 77 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), Raymond James Financial Services Advisors Inc. ($216.47K), International Assets Investment Management LLC ($211.73K), Summit Investment Advisory Services LLC ($188.08K), and Aptus Capital Advisors LLC ($171.11K).

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

Institutional investors have sold a total of 4,074,343 shares in the last 24 months. This volume of shares sold represents approximately $131.26M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 3/26/2025 by MarketBeat.com Staff
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