Who Owns CGUS?
Capital Group Core Equity ETF — Institutional Ownership & 13F Holdings
$42.13
-0.26 (-0.61%)
Market Cap
$9.1B
Shares Outstanding
212,027,022
Institutional Holders
309
Total Inst. Value
$2.2B
% of Float Held
—
QoQ Holder Change
+187
Institutional data as of Q1 2025
New Positions
83
Closed Positions
20
Increased
154
Decreased
43
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $174.3M | 5,218,252 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $169.5M | 4,833,131 |
| 3 | MORGAN STANLEY | $145.5M | 4,357,561 |
| 4 | Capital Group Private Client Services, Inc. | $143.3M | 4,288,924 |
| 5 | Cetera Investment Advisers | $128.4M | 3,843,349 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $118.6M | 3,552,083 |
| 7 | WELLS FARGO & COMPANY/MN | $98.4M | 2,945,656 |
| 8 | MML INVESTORS SERVICES, LLC | $91.2M | 2,731,036 |
| 9 | Cambridge Investment Research Advisors, Inc. | $75.7M | 2,266,748 |
| 10 | ROYAL BANK OF CANADA | $66.0M | 1,974,705 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +370K | $174.3M |
| JONES FINANCIAL COMPANIES LLLP | +3.1M | $169.5M |
| MORGAN STANLEY | +344K | $145.5M |
| Capital Group Private Client Services, Inc. | +327K | $143.3M |
| Cetera Investment Advisers | +780K | $128.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Private Advisor Group, LLC | -835K | $38.5M |
| Advisory Services Network, LLC | -330K | $4.9M |
| STIFEL FINANCIAL CORP | -185K | $24.6M |
| FinDec Wealth Services, Inc. | -159K | $803K |
| JANE STREET GROUP, LLC | -156K | $4.8M |
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Frequently Asked Questions
How many institutional investors hold CGUS?
As of Q1 2025, 309 institutional investors report holding CGUS (Capital Group Core Equity ETF) in their 13F filings.
Which hedge fund owns the most CGUS?
The largest institutional holder of CGUS is RAYMOND JAMES FINANCIAL INC with $174.3M in shares.
Are institutions buying or selling CGUS?
This quarter, 83 institutions opened new positions in CGUS and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.