CGUS Institutional Ownership & Shareholders
CAP GROUP CORE EQUITY (CGUS) is currently held by 448 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.85B 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 CGUS tracked by InsiderSet, reporting ownership valued at approximately $1.44B 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 $1.42B, representing an estimated loss of -1.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed CGUS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in CAP GROUP CORE EQUITY (CGUS).
This page ranks the largest institutional CGUS 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
448
Total Reported Value
$7.85B
Largest Holder
Lpl Financial Llc
Largest Position
$1.44B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.32% | 32,330,461 | $1,438,058,880 | $1,423,510,198 | -$14,548,682 | -1.01% | |
| Envestnet Asset Management Inc | 0.15% | 14,081,012 | $626,323,418 | $619,986,958 | -$6,336,460 | -1.01% | |
| Jones Financial Companies Lllp | 0.22% | 12,776,470 | $555,719,566 | $562,547,974 | +$6,828,408 | +1.23% | |
| Raymond James Financial Inc | 0.12% | 9,873,183 | $439,159,180 | $434,716,247 | -$4,442,933 | -1.01% | |
| Wells Fargo & Company/Mn | 0.06% | 7,724,623 | $343,591,247 | $340,115,151 | -$3,476,096 | -1.01% | |
| Morgan Stanley | 0.02% | 6,715,988 | $298,727,184 | $295,704,952 | -$3,022,232 | -1.01% | |
| Cetera Investment Advisers | 0.26% | 6,388,312 | $284,152,128 | $281,277,377 | -$2,874,751 | -1.01% | |
| Capital International Investors | 0.06% | 6,064,640 | $269,755,187 | $267,026,099 | -$2,729,088 | -1.01% | |
| Capital Group Private Client Services, Inc. | 3.29% | 5,251,530 | $233,588,096 | $231,224,866 | -$2,363,230 | -1.01% | |
| Commonwealth Equity Services, Llc | 0.26% | 4,494,384 | $200,000,095 | $197,887,728 | -$2,112,367 | -1.06% | |
| Mml Investors Services, Llc | 0.33% | 3,659,190 | $162,760,762 | $161,114,136 | -$1,646,626 | -1.01% | |
| Benjamin Edwards Inc | 1.15% | 2,837,703 | $126,218,965 | $124,944,063 | -$1,274,902 | -1.01% | |
| Royal Bank Of Canada | 0.02% | 2,641,914 | $117,513,000 | $116,323,473 | -$1,189,527 | -1.01% | |
| Sei Investments Co | 0.10% | 2,592,701 | $115,323,220 | $114,156,625 | -$1,166,595 | -1.01% | |
| Osaic Holdings, Inc. | 0.13% | 2,545,562 | $113,238,807 | $112,081,095 | -$1,157,712 | -1.02% | |
| Private Advisor Group, Llc | 0.48% | 2,352,921 | $104,657,884 | $103,599,112 | -$1,058,772 | -1.01% | |
| Merit Financial Group, Llc | 0.63% | 2,268,466 | $100,901,351 | $99,880,558 | -$1,020,793 | -1.01% | |
| Captrust Financial Advisors | 0.12% | 1,769,882 | $78,724,350 | $77,927,904 | -$796,446 | -1.01% | |
| Ubs Group Ag | 0.01% | 1,744,803 | $77,608,837 | $76,823,676 | -$785,161 | -1.01% | |
| Assetmark, Inc | 0.13% | 1,723,176 | $76,681,332 | $75,871,439 | -$809,893 | -1.06% | |
| Kestra Advisory Services, Llc | 0.21% | 1,651,212 | $73,478,933 | $72,702,864 | -$776,069 | -1.06% | |
| Bank Of America Corp | 0.00% | 1,456,681 | $64,793,169 | $64,137,664 | -$655,505 | -1.01% | |
| Stifel Financial Corp | 0.05% | 1,427,183 | $63,481,049 | $62,838,867 | -$642,182 | -1.01% | |
| Valmark Advisers, Inc. | 0.65% | 1,369,821 | $60,929,617 | $60,313,219 | -$616,398 | -1.01% | |
| Baird Financial Group, Inc. | 0.08% | 1,343,454 | $59,756,834 | $59,152,280 | -$604,554 | -1.01% | |
| &Partners | 0.22% | 1,217,530 | $54,229,377 | $53,607,846 | -$621,531 | -1.15% | |
| Newedge Advisors, Llc | 0.16% | 1,196,622 | $53,225,725 | $52,687,267 | -$538,458 | -1.01% | |
| Janney Montgomery Scott Llc | 0.09% | 1,072,556 | $47,707,000 | $47,224,641 | -$482,359 | -1.01% | |
| Midwest Heritage Bank, Fsb | 13.80% | 1,061,799 | $47,250,050 | $46,751,010 | -$499,040 | -1.06% | |
| Souders Financial Advisors | 4.71% | 1,053,533 | $46,861,160 | $46,387,058 | -$474,102 | -1.01% | |
| Silver Oak Securities, Incorporated | 2.68% | 990,870 | $44,073,892 | $43,628,006 | -$445,886 | -1.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 844,701 | $38,096,007 | $37,192,185 | -$903,822 | -2.37% | |
| Hub Investment Partners, Llc | 0.68% | 835,860 | $37,179,052 | $36,802,916 | -$376,136 | -1.01% | |
| Bip Wealth, Llc | 0.84% | 695,988 | $30,971,445 | $30,644,352 | -$327,093 | -1.06% | |
| Equitable Holdings, Inc. | 0.18% | 681,339 | $30,305,952 | $29,999,356 | -$306,596 | -1.01% | |
| Highpoint Advisor Group Llc | 1.04% | 662,501 | $29,468,044 | $29,169,919 | -$298,125 | -1.01% | |
| Vestmark Advisory Solutions, Inc. | 0.26% | 633,537 | $28,179,726 | $27,894,634 | -$285,092 | -1.01% | |
| Aa Financial Advisors, Llc | 3.34% | 630,226 | $28,045,079 | $27,748,851 | -$296,228 | -1.06% | |
| D.A. Davidson & Co. | 0.14% | 590,273 | $26,267,149 | $25,989,720 | -$277,429 | -1.06% | |
| Cwm, Llc | 0.06% | 588,581 | $22,613,291 | $25,915,221 | +$3,301,930 | +14.60% | |
| Summit Investment Advisory Services, Llc | 5.61% | 502,993 | $22,373,117 | $22,146,782 | -$226,335 | -1.01% | |
| Orion Porfolio Solutions, Llc | 0.16% | 482,137 | $21,445,440 | $21,228,492 | -$216,948 | -1.01% | |
| Harbour Investments, Inc. | 0.29% | 480,619 | $21,377,944 | $21,161,655 | -$216,289 | -1.01% | |
| Beacon Pointe Advisors, Llc | 0.10% | 474,889 | $21,123,069 | $20,909,363 | -$213,706 | -1.01% | |
| Ifp Advisors, Inc | 0.34% | 451,590 | $20,095,755 | $19,883,508 | -$212,247 | -1.06% | |
| Lynch & Associates/In | 2.85% | 448,311 | $19,949,841 | $19,739,133 | -$210,708 | -1.06% | |
| Ergawealth Advisors, Inc. | 7.63% | 434,726 | $19,345,298 | $19,140,986 | -$204,312 | -1.06% | |
| Ameritas Investment Partners, Inc. | 0.51% | 434,166 | $19,311,718 | $19,116,329 | -$195,389 | -1.01% | |
| Forge Financial Services Llc | 1.66% | 432,535 | $19,238,572 | $19,044,516 | -$194,056 | -1.01% | |
| Jpmorgan Chase & Co | 0.00% | 421,337 | $18,669,504 | $18,551,468 | -$118,036 | -0.63% |
Frequently asked questions about CGUS
Who are the largest institutional holders of CGUS?
The largest institutional holders of CGUS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Jones Financial Companies Lllp, Raymond James Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported CGUS position.
What is CGUS institutional ownership?
This page tracks CGUS positions reported by institutional investment managers through SEC Form 13F. CAP GROUP CORE EQUITY (CGUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGUS?
InsiderSet currently tracks 448 institutional managers reporting CGUS 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 CGUS shareholders.
How much CGUS stock do institutions own?
Institutional investment managers disclosed approximately $7.85B in CGUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGUS institutional ownership last updated?
The latest CGUS 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 CGUS 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 CGUS position after the reporting date.
Are institutions buying or selling CGUS?
Institutional buying and selling can be analyzed by comparing CGUS positions across consecutive 13F reporting periods. InsiderSet's CGUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGUS ownership changes.
How has CGUS institutional ownership changed over time?
InsiderSet tracks CGUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.