Company profile
Ticker
CGUS
Exchange
Employees
Incorporated
Fiscal year end
SEC CIK
CGUS stock data
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
29 Aug 24
N-CEN
Annual report (registered investment company)
14 Aug 24
8-A12B
Registration of securities on exchange
5 Aug 24
N-CSR
Certified annual shareholder report (management investment company)
31 Jul 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
31 Jan 24
N-PX
Annual report of proxy voting record
28 Aug 23
N-CEN
Annual report (registered investment company)
14 Aug 23
8-A12B
Registration of securities on exchange
7 Aug 23
N-CSR
Certified annual shareholder report (management investment company)
31 Jul 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
31 Jan 23
Latest ownership filings
NPORT-P
Capital Group Core Equity ETF (May 2024 report)
26 Jul 24
NPORT-P
Capital Group Core Equity ETF (Feb 2024 report)
26 Apr 24
NPORT-P
Capital Group Core Equity ETF (Nov 2023 report)
26 Jan 24
NPORT-P
Capital Group Core Equity ETF (Aug 2023 report)
27 Oct 23
NPORT-P
Capital Group Core Equity ETF (May 2023 report)
26 Jul 23
NPORT-P
Capital Group Core Equity ETF (Feb 2023 report)
27 Apr 23
NPORT-P
Capital Group Core Equity ETF (Nov 2022 report)
27 Jan 23
NPORT-P
Capital Group Core Equity ETF (Aug 2022 report)
25 Oct 22
SC 13G/A
Janney Montgomery Scott LLC
9 Aug 22
NPORT-P
Capital Group Core Equity ETF (May 2022 report)
8 Jul 22
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Capital Group Core Equity ETF | CGUS | 5.77 | 3.39 | -1.09 | 1.14 bn | 117 | Aug 2023 |
Institutional ownership, Q2 2024
13F holders | Current |
---|---|
Total holders | 240 |
Opened positions | 57 |
Closed positions | 12 |
Increased positions | 131 |
Reduced positions | 37 |
13F shares | Current |
---|---|
Total value | 1.64 tn |
Total shares | 57.77 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Envestnet Asset Management | 5.89 mm | $190.02 bn |
LPL Financial | 4.91 mm | $158.47 bn |
Capital Group Private Client Services | 3.62 mm | $116.70 bn |
Northwestern Mutual Wealth Management | 2.47 mm | $79.80 bn |
Cetera Investment Advisers | 2.34 mm | $75.44 bn |
MS Morgan Stanley | 2.27 mm | $73.31 bn |
Raymond James & Associates | 2.21 mm | $71.29 bn |
Commonwealth Equity Services | 2.07 mm | $66.83 mm |
WFC Wells Fargo & Company | 1.75 mm | $56.28 bn |
Raymond James Financial Services Advisors | 1.72 mm | $55.37 bn |