C
Capital Group Core Equity
CGUS • ARCA
Capital Group Core Equity is an exchange-traded fund on ARCA. As of Q3 2025, 344 institutional investors hold shares in this ETF, with total holdings valued at $5.2B. LPL Financial LLC is the largest holder with a position valued at $787.2M.
Overview
Overview of institutional ownership in CGUS as of Q3 2025
All Institutions
- Institutions
- 344
- Value Held
- $5.2B
- Shares Held
- 130.7M
- Avg Position
- $15.0M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $4.0M
- Shares Held
- 100.5K
- Avg Position
- $1.3M
- Median Position
- $492.5K
Biggest Investors
Institutions with the largest positions in CGUS as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $787.2M 0.23% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $440.4M 0.13% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $277.9M 0.09% of portfolio |
 MORGAN STANLEY RIA/Wealth | $242.1M 0.01% of portfolio |
C Capital International Investors Institution | $236.4M 0.04% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $218.4M 0.26% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $188.7M 0.13% of portfolio |
C | $180.1M 3.03% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $163.9M 0.11% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $157.2M 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CGUS in Q3 2025
- Traded
- +$917.8M
- Buyers
- 249
- Sellers
- 82
- Total Bought
- +$996.7M
- Total Sold
- −$79.0M
- Avg Position
- $14.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C Capital International Investors Institution | +$235.1M +5.9M shares |
L LPL Financial LLC Institution | +$147.2M +3.7M shares |
 Merit Financial Group, LLC RIA/Wealth | +$78.5M +2.0M shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$53.8M +1.4M shares |
J JANE STREET GROUP, LLC Institution | +$47.4M +1.2M shares |
MORGAN STANLEY RIA/Wealth | +$44.0M +1.1M shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$37.5M +954.6K shares |
WELLS FARGO & COMPANY/MN Institution | +$33.2M +839.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$32.0M +810.1K shares |
Cetera Investment Advisers RIA/Wealth | +$27.5M +695.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
I Investment Planning Advisors, Inc. Institution | −$17.5M −443.2K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$15.4M −388.6K shares |
O OLD MISSION CAPITAL LLC Institution | −$8.2M −206.9K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$6.8M −172.5K shares |
A Affiance Financial, LLC RIA/Wealth | −$4.6M −117.1K shares |
V Virtu Financial LLC Institution | −$4.0M −108.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$3.8M −97.0K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | −$3.8M −103.4K shares |
−$2.2M −57.7K shares | |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$1.4M −34.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CGUS in Q3 2025
- New Positions
- 28
- New Value
- $30.6M
- Exited Positions
- 14
- Exited Value
- $13.4M
New Positions
| Institution | Position Value |
|---|---|
 Summit Investment Advisors, Inc. RIA/Wealth | $17.1M 433.0K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | $2.1M 52.4K shares |
 Integrity Advisory Solutions, LLC RIA/Wealth | $2.1M 52.4K shares |
 Blueprint Investment Partners LLC Long Only Manager | $1.6M 40.4K shares |
Blueprint Financial Advisors LLC RIA/Wealth | $1.6M 40.4K shares |
 Summit Financial, LLC RIA/Wealth | $1.0M 26.0K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | $746.1K 18.9K shares |
 Transamerica Financial Advisors, Inc. Institution | $538.3K 13.6K shares |
 Bank of New York Mellon Corp Institution | $355.5K 9.0K shares |
 GeoWealth Management, LLC RIA/Wealth | $297.3K 7.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
V Virtu Financial LLC Institution | $4.0M 108.7K shares |
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | $3.8M 103.4K shares |
$2.2M 57.7K shares | |
P | $1.0M 28.3K shares |
H HRT FINANCIAL LLC Institution | $680.4K 18.4K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $679.2K 18.4K shares |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $458.2K 12.4K shares |
 Herold Advisors, Inc. RIA/Wealth | $359.6K 9.7K shares |
S SIMPLEX TRADING, LLC Institution | $106.6K 2.9K shares |
W Whipplewood Advisors, LLC RIA/Wealth | $20.6K 557.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CGUS as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CGUS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Midwest Heritage Bank, FSB RIA/Wealth | 13.69% $38.6M |
 Summit Investment Advisory Services, LLC RIA/Wealth | 11.08% $27.8M |
 Entruity Wealth, LLC RIA/Wealth | 10.07% $13.0M |
C Challenger Wealth Management RIA/Wealth | 8.20% $10.5M |
 Forge Financial Services LLC RIA/Wealth | 7.96% $17.0M |
C Cannon Wealth Management Services, LLC RIA/Wealth | 6.89% $9.1M |
 Burford Brothers, Inc. RIA/Wealth | 5.81% $13.6M |
 Cushing Capital Partners, LLC RIA/Wealth | 4.46% $5.6M |
 Souders Financial Advisors RIA/Wealth | 4.40% $36.7M |
I Investment Planning Advisors, Inc. Institution | 4.29% $13.6M |
Hedge Fund Spotlight
Discover hedge funds investing in CGUS
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerPeter Fitzhugh Brown
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Capital Group Core Equity
- Market Value
- $3.1M
- Shares Held
- 78.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
