CAP GROUP INTL CORE EQ (CGIC) Institutional Shareholders
CAP GROUP INTL CORE EQ (CGIC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.69B in CGIC holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGIC tracked by InsiderSet, reporting ownership valued at approximately $208.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $208.16M, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed CGIC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in CAP GROUP INTL CORE EQ (CGIC).
This page ranks the largest institutional CGIC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
215
Total Reported Value
$1.69B
Largest Holder
Lpl Financial Llc
Largest Position
$208.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.05% | 5,720,162 | $208,156,700 | $208,156,695 | -$5 | -0.00% | |
| Envestnet Asset Management Inc | 0.03% | 3,745,663 | $136,304,682 | $136,304,677 | -$5 | -0.00% | |
| Raymond James Financial Inc | 0.04% | 3,597,116 | $130,899,028 | $130,899,051 | +$23 | +0.00% | |
| Osaic Holdings, Inc. | 0.14% | 3,254,326 | $118,425,406 | $118,424,923 | -$483 | -0.00% | |
| Capital Group Private Client Services, Inc. | 1.48% | 2,889,702 | $105,156,272 | $105,156,256 | -$16 | -0.00% | |
| Wells Fargo & Company/Mn | 0.02% | 2,732,095 | $99,420,944 | $99,420,937 | -$7 | -0.00% | |
| Royal Bank Of Canada | 0.01% | 1,547,728 | $56,322,000 | $56,321,822 | -$178 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,494,633 | $54,389,703 | $54,389,695 | -$8 | -0.00% | |
| Cetera Investment Advisers | 0.04% | 1,294,350 | $47,101,378 | $47,101,397 | +$19 | +0.00% | |
| Merit Financial Group, Llc | 0.26% | 1,165,412 | $42,409,359 | $42,409,343 | -$16 | -0.00% | |
| Jones Financial Companies Lllp | 0.02% | 1,113,313 | $40,179,469 | $40,513,460 | +$333,991 | +0.83% | |
| Amplius Wealth Advisors, Llc | 2.65% | 994,569 | $36,192,349 | $36,192,366 | +$17 | +0.00% | |
| Mml Investors Services, Llc | 0.07% | 940,604 | $34,228,572 | $34,228,580 | +$8 | +0.00% | |
| Sk Wealth Management, Llc | 7.33% | 886,486 | $32,551,770 | $32,259,226 | -$292,544 | -0.90% | |
| Johnson Bixby & Associates, Llc | 3.50% | 861,481 | $31,349,294 | $31,349,294 | -$0 | -0.00% | |
| D.A. Davidson & Co. | 0.13% | 663,109 | $24,130,572 | $24,130,537 | -$35 | -0.00% | |
| Gerber Kawasaki Wealth & Investment Management | 0.62% | 635,086 | $23,110,791 | $23,110,780 | -$11 | -0.00% | |
| Newedge Advisors, Llc | 0.06% | 576,001 | $20,960,654 | $20,960,676 | +$22 | +0.00% | |
| Stifel Financial Corp | 0.02% | 548,717 | $19,967,851 | $19,967,812 | -$39 | -0.00% | |
| Sound View Wealth Advisors Group, Llc | 0.96% | 426,147 | $15,507,486 | $15,507,489 | +$3 | +0.00% | |
| Souders Financial Advisors | 1.40% | 383,755 | $13,964,852 | $13,964,844 | -$8 | -0.00% | |
| Private Advisor Group, Llc | 0.06% | 344,916 | $12,551,515 | $12,551,493 | -$22 | -0.00% | |
| First Heartland Consultants, Inc. | 0.79% | 333,462 | $12,134,694 | $12,134,682 | -$12 | -0.00% | |
| &Partners | 0.05% | 308,806 | $11,304,055 | $11,237,450 | -$66,605 | -0.59% | |
| Hamilton Wealth, Llc | 2.03% | 304,485 | $11,080,209 | $11,080,209 | +$0 | +0.00% | |
| Equitable Holdings, Inc. | 0.06% | 261,798 | $9,526,817 | $9,526,829 | +$12 | +0.00% | |
| Benjamin Edwards Inc | 0.08% | 249,748 | $9,087,749 | $9,088,330 | +$581 | +0.01% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 248,543 | $9,044,464 | $9,044,480 | +$16 | +0.00% | |
| Farther Finance Advisors, Llc | 0.07% | 245,150 | $8,921,002 | $8,921,009 | +$7 | +0.00% | |
| Prairie Wealth Advisors, Inc. | 2.06% | 0 | $8,634,146 | — | — | — | |
| Independent Financial Group, Llc | 0.15% | 220,470 | $8,022,908 | $8,022,903 | -$5 | -0.00% | |
| Assetmark, Inc | 0.01% | 218,396 | $7,947,430 | $7,947,430 | +$0 | +0.00% | |
| Mutual Advisors, Llc | 0.15% | 217,272 | $7,906,518 | $7,906,528 | +$10 | +0.00% | |
| Janney Montgomery Scott Llc | 0.02% | 216,717 | $7,886,000 | $7,886,332 | +$332 | +0.00% | |
| Confluence Wealth Services, Inc. | 0.22% | 211,251 | $7,687,424 | $7,687,424 | -$0 | -0.00% | |
| Compton Financial Group, Llc | 1.41% | 201,015 | $7,314,957 | $7,314,936 | -$21 | -0.00% | |
| Ubs Group Ag | 0.00% | 200,396 | $7,292,411 | $7,292,410 | -$1 | -0.00% | |
| J. Derek Lewis & Associates Inc. | 1.31% | 191,062 | $6,952,778 | $6,952,746 | -$32 | -0.00% | |
| Davenport & Co Llc | 0.03% | 178,294 | $6,488,118 | $6,488,119 | +$1 | +0.00% | |
| Acorn Wealth Advisors, Llc | 1.55% | 174,302 | $6,342,852 | $6,342,850 | -$2 | -0.00% | |
| Equity Wealth Partners, Llc | 2.25% | 172,361 | $6,272,217 | $6,272,217 | -$0 | -0.00% | |
| Sigma Planning Corp | 0.16% | 171,369 | $6,236,879 | $6,236,118 | -$761 | -0.01% | |
| Sard Wealth Management Group, Llc | 2.91% | 167,122 | $6,081,582 | $6,081,570 | -$12 | -0.00% | |
| Royal Harbor Partners, Llc | 1.82% | 161,639 | $5,882,043 | $5,882,043 | +$0 | +0.00% | |
| Baird Financial Group, Inc. | 0.01% | 150,369 | $5,471,928 | $5,471,928 | -$0 | -0.00% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 149,532 | $5,441,469 | $5,441,469 | +$0 | +0.00% | |
| Kpp Advisory Services Llc | 0.69% | 149,384 | $5,436,097 | $5,436,084 | -$13 | -0.00% | |
| Vicus Capital | 0.35% | 149,373 | $5,435,688 | $5,435,683 | -$5 | -0.00% | |
| Summit Financial, Llc | 0.06% | 146,055 | $5,365,265 | $5,314,941 | -$50,324 | -0.94% | |
| Bnb Wealth Management, Llc | 2.86% | 143,932 | $5,237,689 | $5,237,685 | -$4 | -0.00% |
Frequently asked questions about CGIC
Who owns the most CGIC stock?
The largest holders of CGIC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP INTL CORE EQ (CGIC).
Is CGIC widely held by superinvestors?
Many widely followed stocks like CGIC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGIC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.