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Capital Group Core Equity ETF (CGUS) Institutional Ownership

Capital Group Core Equity ETF logo
$35.01 +0.09 (+0.26%)
(As of 02:39 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$706.63M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$65.79M
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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
11/18/2024 Sunbelt Securities Inc.247,350$8.48M0.8%-17.3%0.299%
11/15/2024 Continuum Advisory LLC122,317$4.30M0.5%-3.5%0.148%
11/15/2024 MML Investors Services LLC1,684,062$57.73M0.2%+9.2%2.039%
11/15/2024 Orion Portfolio Solutions LLC331,085$11.35M0.2%-5.6%0.401%
11/15/2024 Jane Street Group LLC251,534$8.62M0.0%+163.1%0.305%
11/15/2024 Stifel Financial Corp850,999$29.17M0.0%-4.9%1.030%
11/15/2024 Integrated Wealth Concepts LLC17,887$613K0.0%+28.3%0.022%
11/15/2024 Harmony Asset Management LLC14,027$481K0.2%+13.3%0.017%
11/15/2024 HighTower Advisors LLC94,598$3.25M0.0%+10.3%0.115%
11/15/2024 Hilltop Holdings Inc.6,009$206K0.0%N/A0.007%
11/15/2024 Benjamin Edwards Inc.272,971$9.36M0.1%N/A0.330%
11/15/2024 Mark Sheptoff Financial Planning LLC1,179$40K0.0%-81.8%0.001%
11/14/2024 Captrust Financial Advisors1,532,985$52.55M0.2%+24.8%1.856%
11/14/2024 CWS Financial Advisors LLC29,868$1.02M0.4%+12.2%0.036%
11/13/2024 Freedom Investment Management Inc.10,750$369K0.0%-10.3%0.013%
11/13/2024 Townsquare Capital LLC36,976$1.27M0.0%+6.8%0.045%
11/13/2024 D.A. Davidson & CO.411,510$14.11M0.1%+5.1%0.498%
11/13/2024 Private Trust Co. NA8,485$291K0.0%+28.2%0.010%
11/12/2024 Crewe Advisors LLC62,176$2.13M0.2%+214.7%0.075%
11/12/2024 Cerity Partners LLC23,551$807K0.0%+57.8%0.029%
11/12/2024 Great Valley Advisor Group Inc.58,665$2.01M0.0%+37.6%0.071%
11/12/2024 Nwam LLC10,161$348K0.0%N/A0.012%
11/12/2024 Meridian Wealth Management LLC35,099$1.20M0.1%+1.2%0.042%
11/9/2024 LPL Financial LLC6,668,760$228.61M0.1%+35.7%8.074%
11/8/2024 Commerce Bank6,719$230K0.0%N/A0.008%
11/8/2024 Prospera Private Wealth LLC13,948$478K0.1%N/A0.017%
11/8/2024 Prospera Financial Services Inc70,390$2.41M0.1%+1.4%0.085%
11/6/2024 KPP Advisory Services LLC42,573$1.46M0.4%-1.0%0.052%
11/6/2024 Natixis Advisors LLC66,251$2.27M0.0%+34.9%0.080%
11/6/2024 Signature Estate & Investment Advisors LLC68,165$2.34M0.1%+11.1%0.083%
11/6/2024 OneDigital Investment Advisors LLC45,319$1.55M0.0%-5.5%0.055%
11/6/2024 Oppenheimer & Co. Inc.10,425$357K0.0%+5.0%0.013%
11/5/2024 Souders Financial Advisors747,042$25.61M3.6%-0.9%0.904%
11/5/2024 Aptus Capital Advisors LLC63,373$2.17M0.0%-4.2%0.077%
11/5/2024 First Heartland Consultants Inc.25,553$876K0.1%-1.7%0.031%
11/5/2024 Harbour Investments Inc.387,704$13.29M0.4%+21.2%0.469%
11/5/2024 Nations Financial Group Inc. IA ADV30,598$1.05M0.1%+9.8%0.037%
11/4/2024 tru Independence LLC12,476$428K0.1%+12.0%0.015%
11/4/2024 Ashton Thomas Securities LLC46,700$1.60M0.3%+2.2%0.057%
11/4/2024 Tyler Stone Wealth Management7,400$254K0.0%N/A0.009%
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11/4/2024 Mayflower Financial Advisors LLC35,312$1.21M0.2%+8.6%0.043%
11/4/2024 Axxcess Wealth Management LLC19,076$654K0.0%+41.8%0.023%
11/4/2024 Sigma 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%
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%
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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%
(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, 232 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 223 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 ($1.38M), 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 41,026,235 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

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

Of the 59 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 ($169.70K), 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 2,608,869 shares in the last 24 months. This volume of shares sold represents approximately $79.98M in transactions.


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This page (NYSEARCA:CGUS) was last updated on 11/21/2024 by MarketBeat.com Staff
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