CAP GROUP CORE EQUITY (CGUS) Institutional Ownership and Insiders Activity
CAP GROUP CORE EQUITY (CGUS) is widely held by institutional investors, with 439 firms reporting positions valued at approximately $7.79B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $1.44B in CGUS holdings in its latest filing.
Institutional Holders
439
Total Reported Value
$7.79B
Largest Holder
Lpl Financial Llc
Largest Position
$1.44B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
31
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$1.44B
- Envestnet Asset Management Inc$626.32M
- Jones Financial Companies Lllp$555.72M
- Raymond James Financial Inc$439.16M
- Wells Fargo & Company/Mn$343.59M
CGUS News
All news- Silver Oak Securities Portfolio Shifts in Q2 2026: Focus on ETFs
Aug 10, 2026 · valut.ai
- AA Financial Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases Observed
Jul 22, 2026 · valut.ai
- A&I Financial Services LLC Focuses on Core ETFs Amid Q2 Activity
Jul 12, 2026 · valut.ai