CAP GROUP CORE EQUITY (CGUS) Institutional Shareholders
CAP GROUP CORE EQUITY (CGUS) 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 $7.77B in CGUS holdings during the latest filing period.
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 $1.43B, representing an estimated loss of -0.34% 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
437
Total Reported Value
$7.77B
Largest Holder
Lpl Financial Llc
Largest Position
$1.44B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | $1,433,209,336 | -$4,849,544 | -0.34% | |
| Envestnet Asset Management Inc | 0.15% | 14,081,012 | $626,323,418 | $624,211,262 | -$2,112,156 | -0.34% | |
| Jones Financial Companies Lllp | 0.22% | 12,776,470 | $555,719,566 | $566,380,915 | +$10,661,349 | +1.92% | |
| Raymond James Financial Inc | 0.12% | 9,873,183 | $439,159,180 | $437,678,202 | -$1,480,978 | -0.34% | |
| Wells Fargo & Company/Mn | 0.06% | 7,724,623 | $343,591,247 | $342,432,538 | -$1,158,709 | -0.34% | |
| Morgan Stanley | 0.02% | 6,715,988 | $298,727,184 | $297,719,748 | -$1,007,436 | -0.34% | |
| Cetera Investment Advisers | 0.26% | 6,388,312 | $284,152,128 | $283,193,871 | -$958,257 | -0.34% | |
| Capital International Investors | 0.06% | 6,064,640 | $269,755,187 | $268,845,491 | -$909,696 | -0.34% | |
| Capital Group Private Client Services, Inc. | 3.29% | 5,251,530 | $233,588,096 | $232,800,325 | -$787,771 | -0.34% | |
| Commonwealth Equity Services, Llc | 0.25% | 4,446,114 | $197,763,160 | $197,096,234 | -$666,926 | -0.34% | |
| Mml Investors Services, Llc | 0.33% | 3,659,190 | $162,760,762 | $162,211,893 | -$548,869 | -0.34% | |
| Benjamin Edwards Inc | 1.15% | 2,837,703 | $126,218,965 | $125,795,374 | -$423,591 | -0.34% | |
| Royal Bank Of Canada | 0.02% | 2,641,914 | $117,513,000 | $117,116,048 | -$396,952 | -0.34% | |
| Sei Investments Co | 0.10% | 2,592,701 | $115,323,220 | $114,934,435 | -$388,785 | -0.34% | |
| Osaic Holdings, Inc. | 0.13% | 2,545,562 | $113,238,807 | $112,844,763 | -$394,044 | -0.35% | |
| Private Advisor Group, Llc | 0.48% | 2,352,921 | $104,657,884 | $104,304,988 | -$352,896 | -0.34% | |
| Merit Financial Group, Llc | 0.63% | 2,268,466 | $100,901,351 | $100,561,098 | -$340,253 | -0.34% | |
| Captrust Financial Advisors | 0.12% | 1,769,882 | $78,724,350 | $78,458,869 | -$265,481 | -0.34% | |
| Ubs Group Ag | 0.01% | 1,744,803 | $77,608,837 | $77,347,117 | -$261,720 | -0.34% | |
| Kestra Advisory Services, Llc | 0.23% | 1,601,400 | $71,230,252 | $70,990,062 | -$240,190 | -0.34% | |
| Bank Of America Corp | 0.00% | 1,456,681 | $64,793,169 | $64,574,669 | -$218,500 | -0.34% | |
| Stifel Financial Corp | 0.05% | 1,427,183 | $63,481,049 | $63,267,022 | -$214,027 | -0.34% | |
| Valmark Advisers, Inc. | 0.65% | 1,369,821 | $60,929,617 | $60,724,165 | -$205,452 | -0.34% | |
| Assetmark, Inc | 0.10% | 1,360,356 | $60,508,635 | $60,304,581 | -$204,054 | -0.34% | |
| Baird Financial Group, Inc. | 0.08% | 1,343,454 | $59,756,834 | $59,555,316 | -$201,518 | -0.34% | |
| &Partners | 0.22% | 1,217,530 | $54,229,377 | $53,973,105 | -$256,272 | -0.47% | |
| Newedge Advisors, Llc | 0.16% | 1,196,622 | $53,225,725 | $53,046,253 | -$179,472 | -0.34% | |
| Midwest Heritage Bank, Fsb | 13.64% | 1,081,516 | $48,105,814 | $47,943,604 | -$162,210 | -0.34% | |
| Janney Montgomery Scott Llc | 0.09% | 1,072,556 | $47,707,000 | $47,546,407 | -$160,593 | -0.34% | |
| Souders Financial Advisors | 4.71% | 1,053,533 | $46,861,160 | $46,703,118 | -$158,042 | -0.34% | |
| Silver Oak Securities, Incorporated | 2.68% | 990,870 | $44,073,892 | $43,925,267 | -$148,625 | -0.34% | |
| Hub Investment Partners, Llc | 0.68% | 835,860 | $37,179,052 | $37,053,674 | -$125,378 | -0.34% | |
| Equitable Holdings, Inc. | 0.18% | 681,339 | $30,305,952 | $30,203,758 | -$102,194 | -0.34% | |
| Bip Wealth, Llc | 0.86% | 677,471 | $30,133,918 | $30,032,289 | -$101,629 | -0.34% | |
| Highpoint Advisor Group Llc | 1.04% | 662,501 | $29,468,044 | $29,368,669 | -$99,375 | -0.34% | |
| Vestmark Advisory Solutions, Inc. | 0.26% | 633,537 | $28,179,726 | $28,084,695 | -$95,031 | -0.34% | |
| Aa Financial Advisors, Llc | 3.20% | 597,760 | $26,588,350 | $26,498,701 | -$89,649 | -0.34% | |
| D.A. Davidson & Co. | 0.14% | 581,586 | $25,868,956 | $25,781,707 | -$87,249 | -0.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 554,543 | $24,840,743 | $24,582,891 | -$257,852 | -1.04% | |
| Cwm, Llc | 0.06% | 588,581 | $22,613,291 | $26,091,796 | +$3,478,505 | +15.38% | |
| Summit Investment Advisory Services, Llc | 5.61% | 502,993 | $22,373,117 | $22,297,680 | -$75,437 | -0.34% | |
| Orion Porfolio Solutions, Llc | 0.16% | 482,137 | $21,445,440 | $21,373,133 | -$72,307 | -0.34% | |
| Harbour Investments, Inc. | 0.29% | 480,619 | $21,377,944 | $21,305,840 | -$72,104 | -0.34% | |
| Beacon Pointe Advisors, Llc | 0.10% | 474,889 | $21,123,069 | $21,051,829 | -$71,240 | -0.34% | |
| Ifp Advisors, Inc | 0.35% | 439,025 | $19,527,832 | $19,461,978 | -$65,854 | -0.34% | |
| Ameritas Investment Partners, Inc. | 0.51% | 434,166 | $19,311,718 | $19,246,579 | -$65,139 | -0.34% | |
| Forge Financial Services Llc | 1.66% | 432,535 | $19,238,572 | $19,174,277 | -$64,295 | -0.33% | |
| Ergawealth Advisors, Inc. | 7.45% | 431,464 | $19,191,519 | $19,126,799 | -$64,720 | -0.34% | |
| Jpmorgan Chase & Co | 0.00% | 421,337 | $18,669,504 | $18,677,869 | +$8,365 | +0.04% | |
| Stephens Inc | 0.21% | 416,532 | $18,527,360 | $18,464,864 | -$62,496 | -0.34% |
Frequently asked questions about CGUS
Who owns the most CGUS stock?
The largest holders of CGUS 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 CORE EQUITY (CGUS).
Is CGUS widely held by superinvestors?
Many widely followed stocks like CGUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGUS 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.