CAP GROUP INTL CORE EQ (CGIC) Institutional Ownership Changes & 13F Activity

CAP GROUP INTL CORE EQ (CGIC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Osaic Holdings, Inc., Jones Financial Companies Lllp, Raymond James Financial Inc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+4,428+68.0%10,941$398.13KQ2 2026Sep 09, 2026
January Capital Advisors LlcBuy+16+0.2%8,026$292.42KQ2 2026Aug 25, 2026
Kingsview Wealth Management, LlcSell-3,854-9.7%35,852$1.30MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,617+40.7%22,872$832.33KQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+1+0.1%949$34.53KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+65,799+33.6%261,798$9.53MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+4,385+46.3%13,866$505.00KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+1,734,428+173.8%2,732,095$99.42MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+591,028+22.2%3,254,326$118.43MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+382,588+52.4%1,113,313$40.18MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+325,910+10.0%3,597,116$130.90MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-185,845-10.7%1,547,728$56.32MQ2 2026Aug 14, 2026
&PartnersBuy+145,218+88.8%308,806$11.30MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+63,513+83.6%139,523$5.08MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+60,456+176.3%94,744$3.45MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+47,691+28.1%217,272$7.91MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-47,649-52.7%42,688$1.55MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-44,630-50.9%42,976$1.56MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-38,119-27.7%99,564$3.62MQ2 2026Aug 14, 2026
Betterment LlcBuy+38,100+76.6%87,857$3.20MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+32,92732,927$1.20MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+17,98617,986$654.51KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,27110,271$373.74KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+8,926+7.7%125,356$4.56MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+8,042+17.0%55,232$2.05MQ2 2026Aug 14, 2026
Peak Asset Management, LlcBuy+7,0007,000$254.73KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+5,633+13.7%46,625$1.58MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+5,6005,600$203.78KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+4,454+28.7%19,970$726.70KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+1,400+46.7%4,400$160.12KQ2 2026Aug 14, 2026
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Frequently asked questions about CGIC activity

  • Which institutional owners are buying CGIC?

    Institutional owners buying CGIC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGIC activity?

    "Buy" means an investor increased their reported position in CGIC compared to the prior reporting period. This reflects growing exposure to CAP GROUP INTL CORE EQ (CGIC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGIC increasing?

    Institutional interest in CGIC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.