CGUS Institutional Ownership
Capital Group Core Equity ETF
1W: +0.3%
1M: +0.1%
3M: +1.1%
YTD: +11.3%
1Y: +13.0%
3Y: +83.5%
$44.94
+0.36 (+0.81%)
Weekly Expected Move ±1.6%
$44
$44
$45
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — CGUS
460
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
56
New Positions
230
Increased
129
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (476 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 32,330,461 | 1.5B | +4,276,702 | +15.2% | 17Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 14,081,012 | $633M | +134,002 | +1.0% | 17Q | SEC ↗ |
| 3 | JONES FINANCIAL COMPANIES LLLP | 12,776,470 | $574M | +4,975,144 | +63.8% | 12Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 9,873,183 | $444M | +1,069,194 | +12.1% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 7,724,623 | $347M | +844,431 | +12.3% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 6,715,988 | $302M | +162,895 | +2.5% | 15Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 6,388,312 | $287M | +74,055 | +1.2% | 16Q | SEC ↗ |
| 8 | Capital International Investors | 6,064,640 | $273M | +14,788 | +0.2% | 18Q | SEC ↗ |
| 9 | Capital Group Private Client Services, | 5,251,530 | $236M | +153,079 | +3.0% | 18Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 4,446,114 | $200M | +193,198 | +4.5% | 18Q | SEC ↗ |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 4,232,575 | $190M | -280,605 | -6.2% | 17Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 3,659,190 | $164M | +698,981 | +23.6% | 18Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 3,258,379 | $146M | +132,351 | +4.2% | 18Q | SEC ↗ |
| 14 | BENJAMIN EDWARDS INC | 2,837,703 | $128M | +83,754 | +3.0% | 8Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 2,641,914 | $119M | +131,725 | +5.2% | 18Q | SEC ↗ |
| 16 | SEI INVESTMENTS CO | 2,592,701 | $117M | +245,851 | +10.5% | 9Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 2,545,562 | $114M | +440,779 | +20.9% | 18Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 2,352,921 | $106M | +235,948 | +11.1% | 17Q | SEC ↗ |
| 19 | Merit Financial Group, LLC | 2,268,466 | $102M | -38,701 | -1.7% | 13Q | SEC ↗ |
| 20 | CAPTRUST FINANCIAL ADVISORS | 1,769,882 | $80M | -20,956 | -1.2% | 13Q | SEC ↗ |
| 21 | UBS Group AG | 1,744,803 | $78M | +48,676 | +2.9% | 17Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 1,601,400 | $72M | +571,469 | +55.5% | 17Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 1,456,681 | $65M | +478,705 | +48.9% | 10Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 1,427,183 | $64M | +191,619 | +15.5% | 17Q | SEC ↗ |
| 25 | Valmark Advisers, Inc. | 1,369,821 | $62M | +36,692 | +2.8% | 15Q | SEC ↗ |
| 26 | ASSETMARK, INC | 1,360,356 | $61M | +37,136 | +2.8% | 12Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 1,343,454 | $60M | +62,260 | +4.9% | 15Q | SEC ↗ |
| 28 | &PARTNERS | 1,217,530 | $55M | -62,040 | -4.8% | 15Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 1,196,622 | $54M | +61,215 | +5.4% | 16Q | SEC ↗ |
| 30 | Midwest Heritage Bank, FSB | 1,081,516 | $49M | +28,425 | +2.7% | 17Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 1,072,556 | $48M | +59,958 | +5.9% | 8Q | SEC ↗ |
| 32 | Souders Financial Advisors | 1,053,533 | $47M | +57,476 | +5.8% | 16Q | SEC ↗ |
| 33 | SILVER OAK SECURITIES, INCORPORATED | 990,870 | $45M | +51,728 | +5.5% | 3Q | SEC ↗ |
| 34 | HUB Investment Partners, LLC | 835,860 | $38M | -193,377 | -18.8% | 11Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 681,339 | $31M | +18,006 | +2.7% | 10Q | SEC ↗ |
| 36 | BIP Wealth, LLC | 677,471 | $30M | -12,939 | -1.9% | 4Q | SEC ↗ |
| 37 | HighPoint Advisor Group LLC | 662,501 | $30M | +63,802 | +10.7% | 3Q | SEC ↗ |
| 38 | Vestmark Advisory Solutions, Inc. | 633,537 | $28M | +9,727 | +1.6% | 12Q | SEC ↗ |
| 39 | AA Financial Advisors, LLC | 597,760 | $27M | +61,529 | +11.5% | 11Q | SEC ↗ |
| 40 | CWM, LLC | 588,581 | $26M | -13,625 | -2.3% | 12Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 581,586 | $26M | +22,478 | +4.0% | 17Q | SEC ↗ |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 554,543 | $25M | +31,509 | +6.0% | 12Q | SEC ↗ |
| 43 | EverSource Wealth Advisors, LLC | 521,110 | $23M | +25,216 | +5.1% | 16Q | SEC ↗ |
| 44 | Summit Investment Advisory Services, L | 502,993 | $23M | +20,612 | +4.3% | 8Q | SEC ↗ |
| 45 | Orion Porfolio Solutions, LLC | 482,137 | $22M | +17,064 | +3.7% | 12Q | SEC ↗ |
| 46 | HARBOUR INVESTMENTS, INC. | 480,619 | $22M | +21,709 | +4.7% | 17Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 474,889 | $21M | -4,788 | -1.0% | 5Q | SEC ↗ |
| 48 | IFP Advisors, Inc | 439,025 | $20M | +16,207 | +3.8% | 18Q | SEC ↗ |
| 49 | Ameritas Investment Partners, Inc. | 434,166 | $20M | +9,987 | +2.4% | 4Q | SEC ↗ |
| 50 | Forge Financial Services LLC | 432,535 | $19M | -2,992 | -0.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 134,061 | $6M |
| LANGLEY WEALTH MANAGEMENT, LLC | 101,892 | $5M |
| Global Retirement Partners, LLC | 83,959 | $4M |
| R2 Capital Strategies, LLC | 71,200 | $3M |
| Diversify Advisory Services, LLC | 65,481 | $3M |
| D. E. Shaw & Co., Inc. | 64,312 | $3M |
| Vantus Wealth LLC | 47,872 | $2M |
| PRIVATE CLIENT SERVICES, LLC | 33,294 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 28,224 | $1M |
| Peak Asset Management, LLC | 24,575 | $1M |
| AE Wealth Management LLC | 23,711 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 22,750 | $1M |
| GATEWAY INVESTMENT ADVISERS LLC | 20,185 | $907K |
| HB Wealth Management, LLC | 19,470 | $875K |
| VICTORY FINANCIAL GROUP, LLC | 15,884 | $714K |
| Evergreen Wealth Partners LLC | 15,038 | $676K |
| Savant Capital, LLC | 11,433 | $514K |
| Wealth Group Ltd | 11,343 | $510K |
| Meridian Wealth Advisors, LLC | 10,890 | $489K |
| Professional Financial Advisors, LL | 9,320 | $419K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 477,304 | $21M |
| Independent Advisor Alliance | 416,283 | $19M |
| JANE STREET GROUP, LLC | 84,842 | $4M |
| TrueWealth Financial Partners | 71,567 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 69,832 | $3M |
| TWO SIGMA INVESTMENTS, LP | 39,500 | $2M |
| Richmond Investment Services, LLC | 39,427 | $2M |
| Capital Research Global Investors | 14,514 | $652K |
| GTS SECURITIES LLC | 12,402 | $557K |
| FLOW TRADERS U.S. LLC | 8,076 | $363K |
| QRG CAPITAL MANAGEMENT, INC. | 7,311 | $329K |
| HRT FINANCIAL LP | 6,991 | $314K |
| Parsonex Advisory Services, Inc. | 6,532 | $294K |
| Ashton Thomas Private Wealth, LLC | 6,259 | $281K |
| McKinley Carter Wealth Services, In | 5,860 | $263K |
| CONTINENTAL INVESTORS SERVICES, INC | 5,270 | $237K |
| CLEAR INVESTMENT RESEARCH, LLC | 1,848 | $83K |
| Annis Gardner Whiting Capital Advis | 862 | $39K |
| FIRST HORIZON CORP | 784 | $35K |
| Kilter Group LLC | 775 | $35K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +4,975,144 | +63.8% | 12,776,470 |
| LPL Financial LLC | +4,276,702 | +15.2% | 32,330,461 |
| RAYMOND JAMES FINANCIAL INC | +1,069,194 | +12.1% | 9,873,183 |
| WELLS FARGO & COMPANY/MN | +844,431 | +12.3% | 7,724,623 |
| MML INVESTORS SERVICES, LLC | +698,981 | +23.6% | 3,659,190 |
| Kestra Advisory Services, LLC | +571,469 | +55.5% | 1,601,400 |
| BANK OF AMERICA CORP /DE | +478,705 | +48.9% | 1,456,681 |
| OSAIC HOLDINGS, INC. | +440,779 | +20.9% | 2,545,562 |
| SEI INVESTMENTS CO | +245,851 | +10.5% | 2,592,701 |
| Private Advisor Group, LLC | +235,948 | +11.1% | 2,352,921 |
| BETO FINANCIAL GROUP, LLC | +235,403 | +131.4% | 414,563 |
| Per Stirling Capital Management, LL | +216,078 | +1084.1% | 236,010 |
| COMMONWEALTH EQUITY SERVICES, LLC | +193,198 | +4.5% | 4,446,114 |
| STIFEL FINANCIAL CORP | +191,619 | +15.5% | 1,427,183 |
| MORGAN STANLEY | +162,895 | +2.5% | 6,715,988 |
| Capital Group Private Client Servic | +153,079 | +3.0% | 5,251,530 |
| ENVESTNET ASSET MANAGEMENT INC | +134,002 | +1.0% | 14,081,012 |
| Cambridge Investment Research Advis | +132,351 | +4.2% | 3,258,379 |
| ROYAL BANK OF CANADA | +131,725 | +5.2% | 2,641,914 |
| Compton Financial Group, LLC | +131,573 | +74.1% | 309,038 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -280,605 | -6.2% | 4,232,575 |
| HUB Investment Partners, LLC | -193,377 | -18.8% | 835,860 |
| Entruity Wealth, LLC | -141,954 | -41.0% | 204,388 |
| Gateway Wealth Partners, LLC | -87,667 | -41.4% | 124,032 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -69,435 | -93.0% | 5,202 |
| &PARTNERS | -62,040 | -4.8% | 1,217,530 |
| Merited Wealth, LLC | -46,935 | -72.6% | 17,689 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -44,846 | -28.0% | 115,401 |
| Merit Financial Group, LLC | -38,701 | -1.7% | 2,268,466 |
| Mariner, LLC | -36,042 | -33.3% | 72,097 |
| Concurrent Investment Advisors, LLC | -35,416 | -27.1% | 95,268 |
| Western Wealth Management, LLC | -32,143 | -20.8% | 122,750 |
| Michael Brady & Co., LLC | -30,745 | -10.5% | 263,264 |
| Kingsview Wealth Management, LLC | -23,540 | -18.1% | 106,175 |
| CAPTRUST FINANCIAL ADVISORS | -20,956 | -1.2% | 1,769,882 |
| G&S Capital LLC | -19,209 | -17.6% | 89,763 |
| Prospera Financial Services Inc | -17,609 | -16.0% | 92,182 |
| SMITH, MOORE & CO. | -16,533 | -13.6% | 104,816 |
| Wealthcare Advisory Partners LLC | -16,485 | -10.6% | 138,584 |
| CWM, LLC | -13,625 | -2.3% | 588,581 |