Skip to main content
Equibles
CGUS logo

CGUS · Capital Group Core Equity ETF

Track CGUS — free

Use CGUS with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about CGUS

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$46.05 -0.33 (-0.71%) At close · Aug 14

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 119
Total Value: $3,808,131,733
Total Shares: 85,614,474

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 119 13F filers · Δ vs Mar 31, 2026
Top Holder
14.9%
Sep 2023 → Jun 2026 · range 9.6% – 16.9%
−2.0 pts
Top 5
50.8%
Sep 2023 → Jun 2026 · range 32.6% – 50.8%
+11.3 pts
Top 10
75.1%
Sep 2023 → Jun 2026 · range 49.6% – 75.1%
+18.4 pts
HHI
718
Sep 2023 → Jun 2026 · range 357 – 718
Broadly held+198

Quarterly Activity

vs Mar 31, 2026
New
20
Increased
63
Decreased
27
Sold Out
310
Unchanged
9
Holder count: -290
Institutional value: -40.3%
Shares held: -48.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Large JONES FINANCIAL COMPANIES LLLP +4,975,144 12,776,470
Mega RAYMOND JAMES FINANCIAL INC +1,069,194 9,873,183
Mega WELLS FARGO & COMPANY/MN +844,431 7,724,623
Mega BANK OF AMERICA CORP /DE/ +478,705 1,456,681
Large OSAIC HOLDINGS, INC. +440,779 2,545,562

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO −280,605 4,232,575
Micro Entruity Wealth, LLC −141,954 204,388
Large &PARTNERS −62,040 1,217,530
Micro Merited Wealth, LLC −46,935 17,689
Large Mariner, LLC −36,042 72,097

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Large NewEdge Advisors, LLC 1,196,622 $53,225,746
Mid IFG Advisory, LLC 134,061 $5,963,033
Mega D. E. Shaw & Co., Inc. 64,312 $2,860,597
Micro Steelhead Wealth Management LLC 58,701 $2,611,020
Large RENAISSANCE TECHNOLOGIES LLC 28,224 $1,255,403

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Mega LPL Financial LLC 28,053,759 $1,077,825,420
Mega ENVESTNET ASSET MANAGEMENT INC 13,947,010 $535,844,124
Large COMMONWEALTH EQUITY SERVICES, LLC 4,252,916 $163,397,032
Large Cambridge Investment Research Advisors, Inc. 3,126,028 $120,101,995
Large MML INVESTORS SERVICES, LLC 2,960,209 $113,731,229
Filter: New 20 Increased 63 Reduced 27 Sold out 310 Unchanged 9
Showing 100 of 119
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
JONES FINANCIAL COMPANIES LLLP $568,297,384 14.92% 12,776,470
RAYMOND JAMES FINANCIAL INC $439,159,178 11.53% 9,873,183
WELLS FARGO & COMPANY/MN $343,591,230 9.02% 7,724,623
MORGAN STANLEY $298,727,144 7.84% 6,715,988
Cetera Investment Advisers $284,152,117 7.46% 6,388,312
Capital International Investors $269,755,187 7.08% 6,064,640
Capital Group Private Client Services, Inc. $233,588,054 6.13% 5,251,530
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $188,264,936 4.94% 4,232,575
ROYAL BANK OF CANADA $117,512,332 3.09% 2,641,914
SEI INVESTMENTS CO $115,323,340 3.03% 2,592,701
OSAIC HOLDINGS, INC. $113,226,597 2.97% 2,545,562
CAPTRUST FINANCIAL ADVISORS $78,724,351 2.07% 1,769,882
UBS Group AG $77,608,837 2.04% 1,744,803
BANK OF AMERICA CORP /DE/ $64,793,170 1.70% 1,456,681
STIFEL FINANCIAL CORP $63,481,098 1.67% 1,427,183
Baird Financial Group, Inc. $59,756,833 1.57% 1,343,454
&PARTNERS $54,155,734 1.42% 1,217,530
NewEdge Advisors, LLC $53,225,746 1.40% 1,196,622
Vestmark Advisory Solutions, Inc. $28,179,725 0.74% 633,537
Orion Porfolio Solutions, LLC $21,445,453 0.56% 482,137
HARBOUR INVESTMENTS, INC. $21,377,933 0.56% 480,619
Ameritas Investment Partners, Inc. $19,311,703 0.51% 434,166
JPMORGAN CHASE & CO $18,741,067 0.49% 421,337
NATIXIS ADVISORS, LLC $17,341,862 0.46% 389,880
Mutual Advisors, LLC $15,700,683 0.41% 352,983
Compton Financial Group, LLC $13,746,010 0.36% 309,038
Integrated Wealth Concepts LLC $12,854,097 0.34% 288,986
Michael Brady & Co., LLC $11,709,982 0.31% 263,264
Per Stirling Capital Management, LLC. $10,497,724 0.28% 236,010
Smartleaf Asset Management LLC $10,243,521 0.27% 230,295
Cannon Wealth Management Services, LLC $9,575,209 0.25% 215,270
Entruity Wealth, LLC $9,091,178 0.24% 204,388
BLAIR WILLIAM & CO/IL $8,573,564 0.23% 192,751
THOROUGHBRED FINANCIAL SERVICES, LLC $7,659,322 0.20% 172,197
KINTRA WEALTH, LLC $7,364,776 0.19% 165,575
Advisory Services Network, LLC $7,014,940 0.18% 157,710
Sanctuary Advisors, LLC $6,460,453 0.17% 145,244
IFG Advisory, LLC $5,963,033 0.16% 134,061
BNB Wealth Management, LLC $5,870,648 0.15% 131,984
Vise Technologies, Inc. $5,855,703 0.15% 131,648
Perennial Investment Advisors, LLC $5,548,301 0.15% 124,737
Western Wealth Management, LLC $5,459,920 0.14% 122,750
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,412,192 0.14% 121,677
SMITH, MOORE & CO. $4,662,215 0.12% 104,816
Steward Partners Investment Advisory, LLC $4,525,662 0.12% 101,746
World Investment Advisors $4,392,577 0.12% 98,754
Ameritas Advisory Services, LLC $4,045,678 0.11% 90,955
ENDEAVOR PRIVATE WEALTH, INC. $4,026,507 0.11% 90,524
Waverly Advisors, LLC $3,821,721 0.10% 85,920
Advyzon Investment Management, LLC $3,806,820 0.10% 85,585
Hopwood Nicholas Hunter $3,665,018 0.10% 82,397
Stratos Wealth Partners, LTD. $3,572,099 0.09% 80,308
Blueprint Financial Advisors LLC $3,353,614 0.09% 75,396
Mariner, LLC $3,206,874 0.08% 72,097
Rockefeller Capital Management L.P. $3,096,074 0.08% 69,606
Aptus Capital Advisors, LLC $2,922,914 0.08% 65,713
D. E. Shaw & Co., Inc. $2,860,597 0.08% 64,312
Steelhead Wealth Management LLC $2,611,020 0.07% 58,701
Summit Financial, LLC $2,222,398 0.06% 49,964
Focus Partners Wealth $2,004,535 0.05% 45,066
Integrated Advisors Network LLC $1,840,271 0.05% 41,373
Cerity Partners LLC $1,748,864 0.05% 39,318
CVFG LLC $1,703,672 0.04% 38,302
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,547,815 0.04% 34,798
Ausdal Financial Partners, Inc. $1,394,847 0.04% 31,359
VestGen Advisors, LLC $1,306,244 0.03% 29,367
Visionary Wealth Advisors $1,263,988 0.03% 28,417
RENAISSANCE TECHNOLOGIES LLC $1,255,403 0.03% 28,224
AMERIPRISE FINANCIAL INC $1,196,912 0.03% 26,909
M Holdings Securities, Inc. $1,195,133 0.03% 26,869
AQR CAPITAL MANAGEMENT LLC $1,130,414 0.03% 25,414
Peak Asset Management, LLC $1,093,096 0.03% 24,575
Creative Planning $966,416 0.03% 21,727
Rather & Kittrell, Inc. $828,262 0.02% 18,621
Allworth Financial LP $793,879 0.02% 17,848
Merited Wealth, LLC $786,806 0.02% 17,689
Advance Capital Management, Inc. $783,381 0.02% 17,612
Sun Financial Inc $728,226 0.02% 16,372
StoneX Group Inc. $712,080 0.02% 16,009
Evergreen Wealth Partners LLC $668,890 0.02% 15,038
IHT Wealth Management, LLC $661,951 0.02% 14,882
Faithward Advisors, LLC $658,304 0.02% 14,800
CIM, LLC $637,487 0.02% 14,332
CreativeOne Wealth, LLC $632,505 0.02% 14,220
MERCER GLOBAL ADVISORS INC /ADV $625,967 0.02% 14,073
MSH Capital Advisors LLC $588,692 0.02% 13,235
Cravens & Co Advisors, LLC $490,747 0.01% 11,033
Meridian Wealth Advisors, LLC $484,387 0.01% 10,890
US BANCORP \DE\ $452,761 0.01% 10,179
Rothschild Wealth LLC $418,289 0.01% 9,404
FMR LLC $404,189 0.01% 9,087
Clark Capital Management Group, Inc. $396,316 0.01% 8,910
HUNTINGTON NATIONAL BANK $387,509 0.01% 8,712
COMMERCE BANK $386,397 0.01% 8,687
Snowden Capital Advisors LLC $369,272 0.01% 8,302
INSIGNEO ADVISORY SERVICES, LLC $347,299 0.01% 7,808
Stratos Wealth Advisors, LLC $342,407 0.01% 7,698
MARK SHEPTOFF FINANCIAL PLANNING, LLC $314,429 0.01% 7,069
XTX Topco Ltd $291,788 0.01% 6,560
Mission Financial Group, LLC $272,929 0.01% 6,136
Key facts CIK 1870102 CUSIP 14020V108 13F (30d) 121 filings 119 filers

Report a Problem

Category
Description
Email (optional, for follow-up)