Who Owns Capital Group Core Equity ETF (CGUS)?Hedge Fund & Institutional Holders

$39.13-0.28 (-0.70%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$29.93$32.77$35.61$38.45$41.29Aug 24Jun 25Mar 26

CGUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JONES FINANCIAL COMPANIES LLLPNew Position+6.1M+$247.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.9M+$158.0B
WELLS FARGO & COMPANY/MNIncreased+1.3M+$53.8B
Midwest Heritage Bank, FSBNew Position+976K+$39.3B
Souders Financial AdvisorsNew Position+967K+$38.9B
SILVER OAK SECURITIES, INCORPORATEDNew Position+858K+$34.8B
BANK OF AMERICA CORP /DE/Increased+200K+$32.0B
Summit Investment Advisory Services, LLCNew Position+735K+$29.6B
Valmark Advisers, Inc.New Position+665K+$26.8B
Private Advisor Group, LLCIncreased+640K+$26.2B
D.A. DAVIDSON & CO.New Position+469K+$18.9B
Ergawealth Advisors, Inc.New Position+395K+$15.9B
SEI INVESTMENTS COIncreased+352K+$14.5B
Investment Planning Advisors, Inc.New Position+355K+$14.3B
Burford Brothers, Inc.New Position+354K+$14.3B

CGUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-4.1M-$163.9B
CAPTRUST FINANCIAL ADVISORSDecreased-34K-$71.2B
JANE STREET GROUP, LLCDecreased-1.2M-$53.7B
VestGen Advisors, LLCDecreased-214K-$9.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-194K-$7.7B
Dynamic Advisor Solutions LLCDecreased-73K-$7.2B
OLD MISSION CAPITAL LLCClosed Position-181K-$7.1B
Advisory Services Network, LLCDecreased-15K-$5.1B
Prospera Financial Services IncDecreased-22K-$4.7B
Wealthcare Advisory Partners LLCDecreased-113K-$4.4B
World Investment AdvisorsDecreased-3K-$3.6B
GTS SECURITIES LLCDecreased-12K-$3.3B
RENAISSANCE TECHNOLOGIES LLCDecreased-32K-$2.1B
Mach-1 Financial Group, LLCClosed Position-52K-$2.1B
Cannon Wealth Management Services, LLCDecreased-40K-$1.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JONES FINANCIAL COMPANIES LLLP6,092,118$245.0B0.15%Share
2Capital Group Private Client Services, Inc.4,700,100$189.1B3.01%Share
3RAYMOND JAMES FINANCIAL INC3,949,127$158.0B0.05%Share
4COMMONWEALTH EQUITY SERVICES, LLC3,933,197$158.0B0.21%Share
5WELLS FARGO & COMPANY/MN3,513,480$141.0B0.03%Share
6RAYMOND JAMES FINANCIAL INC3,287,783$132.0B0.04%Share
7ROYAL BANK OF CANADA2,251,527$90.0B0.01%Share
8OSAIC HOLDINGS, INC.2,078,528$83.0B0.12%Share
9Private Advisor Group, LLC2,001,153$80.0B0.38%Share
10SEI INVESTMENTS CO2,009,858$80.0B0.08%Share
11WELLS FARGO & COMPANY/MN1,764,746$70.0B0.01%Share
12UBS Group AG1,572,665$63.3B0.01%Share
13Baird Financial Group, Inc.1,200,607$48.0B0.07%Share
14ASSETMARK, INC1,170,140$47.1B0.10%Share
15STIFEL FINANCIAL CORP1,000,091$40.0B0.04%Share
16Midwest Heritage Bank, FSB975,708$39.3B13.55%Share
17Souders Financial Advisors966,539$38.9B4.45%Share
18SILVER OAK SECURITIES, INCORPORATED858,085$34.8B2.35%Share
19Summit Investment Advisory Services, LLC734,676$29.6B11.16%Share
20Valmark Advisers, Inc.664,992$26.8B0.33%Share
21BANK OF AMERICA CORP /DE/613,744$24.0B0.00%Share
22D.A. DAVIDSON & CO.469,277$18.9B0.12%Share
23Ameritas Investment Partners, Inc.458,673$18.0B0.55%Share
24Forge Financial Services LLC439,334$17.7B7.56%Share
25AA Financial Advisors, LLC424,380$17.1B3.16%Share
26Orion Porfolio Solutions, LLC442,189$17.0B0.12%Share
27IFP Advisors, Inc410,781$16.0B0.36%Share
28Ergawealth Advisors, Inc.394,724$15.9B7.31%Share
29Investment Planning Advisors, Inc.355,027$14.3B4.16%Share
30Burford Brothers, Inc.354,418$14.3B5.89%Share
31Entruity Wealth, LLC330,914$13.3B9.49%Share
32Bridgewealth Advisory Group, LLC329,916$13.3B2.93%Share
33Strategic Blueprint, LLC315,040$12.7B0.75%Share
34JPMORGAN CHASE & CO303,971$12.0B0.00%Share
35KINGSWOOD WEALTH ADVISORS, LLC283,081$11.4B0.55%Share
36STEPHENS INC /AR/273,655$11.0B0.14%Share
37Challenger Wealth Management266,468$10.7B8.18%Share
38ST GERMAIN D J CO INC255,245$10.3B0.40%Share
39CARY STREET PARTNERS FINANCIAL LLC251,861$10.1B0.25%Share
40Essex Financial Services, Inc.251,051$10.0B0.57%Share
41Guided Capital Wealth Management, LLC243,980$9.8B6.88%Share
42Mutual Advisors, LLC222,521$9.0B0.19%Share
43Sunbelt Securities, Inc.221,105$8.9B0.59%Share
44SAGESPRING WEALTH PARTNERS, LLC211,986$8.5B0.15%Share
45BANK OF AMERICA CORP /DE/213,374$8.0B0.00%Share
46Smartleaf Asset Management LLC210,628$8.0B0.30%Share
47Cannon Wealth Management Services, LLC189,166$7.6B5.37%Share
48Equitable Holdings, Inc.195,183$7.0B0.05%Share
49Wealthcare Advisory Partners LLC158,440$6.4B0.13%Share
50CREATIVE FINANCIAL DESIGNS INC /ADV154,144$6.2B0.39%Share

CGUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025384$2.4T+190
Q3 2025194$3.3T-107
Q2 2025301$3.1T-9
Q1 2025310$3.1T+63
Q4 2024247$41.6T+77
Q3 2024170$563.1T+13
Q2 2024157$281.3T+35
Q1 2024122$167.4T—

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As of Q4 2025, 50 institutional investors hold CGUS (Capital Group Core Equity ETF). The largest holder is JONES FINANCIAL COMPANIES LLLP with $245.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CGUS?

As of Q4 2025, 50 institutional investors report holding CGUS (Capital Group Core Equity ETF) in their 13F filings.

Who is the largest institutional holder of CGUS?

The largest institutional holder of CGUS is JONES FINANCIAL COMPANIES LLLP with $245.0B in shares.

Is institutional ownership of CGUS increasing or decreasing?

This quarter, 11 institutions opened new positions in CGUS and 3 closed their positions.