CGIC Institutional Ownership & Shareholders
CAP GROUP INTL CORE EQ (CGIC) is currently held by 225 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $199.23M, representing an estimated loss of -4.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
225
Total Reported Value
$1.75B
Largest Holder
Lpl Financial Llc
Largest Position
$208.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | $199,233,242 | -$8,923,458 | -4.29% | |
| Envestnet Asset Management Inc | 0.03% | 3,745,663 | $136,304,682 | $130,461,442 | -$5,843,240 | -4.29% | |
| Raymond James Financial Inc | 0.04% | 3,597,116 | $130,899,028 | $125,287,550 | -$5,611,478 | -4.29% | |
| Osaic Holdings, Inc. | 0.14% | 3,254,326 | $118,425,406 | $113,348,175 | -$5,077,231 | -4.29% | |
| Capital Group Private Client Services, Inc. | 1.48% | 2,889,702 | $105,156,272 | $100,648,321 | -$4,507,951 | -4.29% | |
| Wells Fargo & Company/Mn | 0.02% | 2,732,095 | $99,420,944 | $95,158,869 | -$4,262,075 | -4.29% | |
| Royal Bank Of Canada | 0.01% | 1,547,728 | $56,322,000 | $53,907,366 | -$2,414,634 | -4.29% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,494,633 | $54,389,703 | $52,058,067 | -$2,331,636 | -4.29% | |
| Cetera Investment Advisers | 0.04% | 1,294,350 | $47,101,378 | $45,082,211 | -$2,019,168 | -4.29% | |
| Merit Financial Group, Llc | 0.26% | 1,165,412 | $42,409,359 | $40,591,300 | -$1,818,059 | -4.29% | |
| Jones Financial Companies Lllp | 0.02% | 1,113,313 | $40,179,469 | $38,776,692 | -$1,402,777 | -3.49% | |
| D.A. Davidson & Co. | 0.20% | 1,037,437 | $37,327,015 | $36,133,931 | -$1,193,084 | -3.20% | |
| Amplius Wealth Advisors, Llc | 2.53% | 1,025,332 | $36,891,463 | $35,712,314 | -$1,179,149 | -3.20% | |
| Mml Investors Services, Llc | 0.07% | 940,604 | $34,228,572 | $32,761,237 | -$1,467,335 | -4.29% | |
| Sk Wealth Management, Llc | 7.33% | 886,486 | $32,551,770 | $30,876,307 | -$1,675,463 | -5.15% | |
| Johnson Bixby & Associates, Llc | 3.48% | 885,378 | $31,855,917 | $30,837,716 | -$1,018,201 | -3.20% | |
| Gerber Kawasaki Wealth & Investment Management | 0.61% | 666,545 | $23,982,313 | $23,215,762 | -$766,551 | -3.20% | |
| Newedge Advisors, Llc | 0.06% | 576,001 | $20,960,654 | $20,062,115 | -$898,539 | -4.29% | |
| Stifel Financial Corp | 0.02% | 548,717 | $19,967,851 | $19,111,813 | -$856,038 | -4.29% | |
| Assetmark, Inc | 0.03% | 469,838 | $16,904,771 | $16,364,458 | -$540,313 | -3.20% | |
| Sound View Wealth Advisors Group, Llc | 0.96% | 426,147 | $15,507,486 | $14,842,700 | -$664,786 | -4.29% | |
| Souders Financial Advisors | 1.40% | 383,755 | $13,964,852 | $13,366,187 | -$598,665 | -4.29% | |
| Private Advisor Group, Llc | 0.06% | 344,916 | $12,551,515 | $12,013,424 | -$538,091 | -4.29% | |
| &Partners | 0.05% | 308,806 | $11,304,055 | $10,755,713 | -$548,342 | -4.85% | |
| Hamilton Wealth, Llc | 2.03% | 304,485 | $11,080,209 | $10,605,213 | -$474,996 | -4.29% | |
| Prairie Wealth Advisors, Inc. | 2.16% | 0 | $10,005,318 | — | — | — | |
| Equitable Holdings, Inc. | 0.06% | 261,798 | $9,526,817 | $9,118,424 | -$408,393 | -4.29% | |
| Benjamin Edwards Inc | 0.08% | 249,748 | $9,087,749 | $8,698,723 | -$389,026 | -4.28% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 248,543 | $9,044,464 | $8,656,753 | -$387,711 | -4.29% | |
| Farther Finance Advisors, Llc | 0.06% | 249,352 | $8,971,676 | $8,684,930 | -$286,746 | -3.20% | |
| Equity Wealth Partners, Llc | 2.81% | 237,005 | $8,527,435 | $8,254,884 | -$272,551 | -3.20% | |
| Independent Financial Group, Llc | 0.15% | 225,715 | $8,121,228 | $7,861,653 | -$259,575 | -3.20% | |
| Mutual Advisors, Llc | 0.15% | 217,272 | $7,906,518 | $7,567,584 | -$338,934 | -4.29% | |
| Janney Montgomery Scott Llc | 0.02% | 216,717 | $7,886,000 | $7,548,253 | -$337,747 | -4.28% | |
| Confluence Wealth Services, Inc. | 0.22% | 211,251 | $7,687,424 | $7,357,872 | -$329,552 | -4.29% | |
| Sard Wealth Management Group, Llc | 2.96% | 205,320 | $7,387,422 | $7,151,296 | -$236,126 | -3.20% | |
| Compton Financial Group, Llc | 1.41% | 201,015 | $7,314,957 | $7,001,352 | -$313,605 | -4.29% | |
| Ubs Group Ag | 0.00% | 200,396 | $7,292,411 | $6,979,793 | -$312,618 | -4.29% | |
| Acorn Wealth Advisors, Llc | 1.78% | 201,333 | $7,243,955 | $7,012,428 | -$231,527 | -3.20% | |
| J. Derek Lewis & Associates Inc. | 1.31% | 191,062 | $6,952,778 | $6,654,689 | -$298,089 | -4.29% | |
| Ifp Advisors, Inc | 0.11% | 186,653 | $6,715,775 | $6,501,124 | -$214,651 | -3.20% | |
| Davenport & Co Llc | 0.03% | 185,347 | $6,668,779 | $6,455,636 | -$213,143 | -3.20% | |
| Sigma Planning Corp | 0.17% | 181,162 | $6,511,515 | $6,309,872 | -$201,643 | -3.10% | |
| Kpp Advisory Services Llc | 1.04% | 172,049 | $6,190,316 | $5,992,467 | -$197,849 | -3.20% | |
| Royal Harbor Partners, Llc | 1.81% | 164,472 | $5,917,703 | $5,728,560 | -$189,143 | -3.20% | |
| Concurrent Investment Advisors, Llc | 0.04% | 153,987 | $5,540,448 | $5,363,367 | -$177,081 | -3.20% | |
| Baird Financial Group, Inc. | 0.01% | 150,369 | $5,471,928 | $5,237,352 | -$234,576 | -4.29% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 149,532 | $5,441,469 | $5,208,200 | -$233,269 | -4.29% | |
| Vicus Capital | 0.35% | 149,373 | $5,435,688 | $5,202,662 | -$233,026 | -4.29% | |
| Summit Financial, Llc | 0.06% | 146,055 | $5,365,265 | $5,087,096 | -$278,169 | -5.18% |
Frequently asked questions about CGIC
Who are the largest institutional holders of CGIC?
The largest institutional holders of CGIC reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, Osaic Holdings, Inc., and Capital Group Private Client Services, Inc.. InsiderSet ranks institutional holders by their latest reported CGIC position.
What is CGIC institutional ownership?
This page tracks CGIC positions reported by institutional investment managers through SEC Form 13F. CAP GROUP INTL CORE EQ (CGIC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGIC?
InsiderSet currently tracks 225 institutional managers reporting CGIC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGIC shareholders.
How much CGIC stock do institutions own?
Institutional investment managers disclosed approximately $1.75B in CGIC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGIC institutional ownership last updated?
The latest CGIC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGIC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGIC position after the reporting date.
Are institutions buying or selling CGIC?
Institutional buying and selling can be analyzed by comparing CGIC positions across consecutive 13F reporting periods. InsiderSet's CGIC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGIC ownership changes.
How has CGIC institutional ownership changed over time?
InsiderSet tracks CGIC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.