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 $6.38B 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 $1.08B in its March 31, 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 $1.24B, representing an estimated gain of +14.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CGUS 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 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
427
Total Reported Value
$6.38B
Largest Holder
Lpl Financial Llc
Largest Position
$1.08B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.29% | 28,053,759 | $1,077,825,405 | $1,237,731,847 | +$159,906,442 | +14.84% | |
| Envestnet Asset Management Inc | 0.14% | 13,947,010 | $535,844,113 | $615,342,081 | +$79,497,968 | +14.84% | |
| Raymond James Financial Inc | 0.10% | 8,803,989 | $338,249,253 | $388,431,995 | +$50,182,742 | +14.84% | |
| Jones Financial Companies Lllp | 0.14% | 7,801,326 | $292,459,682 | $344,194,503 | +$51,734,821 | +17.69% | |
| Wells Fargo & Company/Mn | 0.05% | 6,880,192 | $264,336,994 | $303,554,071 | +$39,217,077 | +14.84% | |
| Morgan Stanley | 0.02% | 6,553,093 | $251,769,862 | $289,122,463 | +$37,352,601 | +14.84% | |
| Cetera Investment Advisers | 0.26% | 6,314,257 | $242,593,748 | $278,585,019 | +$35,991,271 | +14.84% | |
| Capital International Investors | 0.05% | 6,049,852 | $232,435,314 | $266,919,470 | +$34,484,156 | +14.84% | |
| Commonwealth Equity Services, Llc | 0.25% | 4,446,114 | $197,763,160 | $196,162,550 | -$1,600,610 | -0.81% | |
| Capital Group Private Client Services, Inc. | 3.30% | 5,098,451 | $195,882,527 | $224,943,658 | +$29,061,131 | +14.84% | |
| Northwestern Mutual Wealth Management Co | 0.11% | 4,513,180 | $173,396,414 | $199,121,502 | +$25,725,088 | +14.84% | |
| Benjamin Edwards Inc | 1.15% | 2,837,703 | $126,218,965 | $125,199,456 | -$1,019,509 | -0.81% | |
| Mml Investors Services, Llc | 0.32% | 2,960,209 | $113,731,224 | $130,604,421 | +$16,873,197 | +14.84% | |
| Private Advisor Group, Llc | 0.48% | 2,352,921 | $104,657,884 | $103,810,875 | -$847,009 | -0.81% | |
| Merit Financial Group, Llc | 0.63% | 2,268,466 | $100,901,351 | $100,084,720 | -$816,631 | -0.81% | |
| Royal Bank Of Canada | 0.02% | 2,510,189 | $96,442,000 | $110,749,539 | +$14,307,539 | +14.84% | |
| Sei Investments Co | 0.08% | 2,346,850 | $90,166,230 | $103,543,022 | +$13,376,792 | +14.84% | |
| Osaic Holdings, Inc. | 0.12% | 2,104,783 | $80,873,188 | $92,863,026 | +$11,989,838 | +14.83% | |
| Kestra Advisory Services, Llc | 0.23% | 1,601,400 | $71,230,252 | $70,653,768 | -$576,484 | -0.81% | |
| Captrust Financial Advisors | 0.12% | 1,790,838 | $68,795,951 | $79,011,773 | +$10,215,822 | +14.85% | |
| Ubs Group Ag | 0.01% | 1,696,127 | $65,165,199 | $74,833,123 | +$9,667,924 | +14.84% | |
| Assetmark, Inc | 0.10% | 1,360,356 | $60,508,635 | $60,018,907 | -$489,728 | -0.81% | |
| Valmark Advisers, Inc. | 0.61% | 1,333,129 | $51,218,799 | $58,817,651 | +$7,598,852 | +14.84% | |
| &Partners | 0.24% | 1,279,570 | $49,228,437 | $56,454,628 | +$7,226,191 | +14.68% | |
| Baird Financial Group, Inc. | 0.08% | 1,281,194 | $49,223,474 | $56,526,279 | +$7,302,805 | +14.84% | |
| Midwest Heritage Bank, Fsb | 13.64% | 1,081,516 | $48,105,814 | $47,716,486 | -$389,328 | -0.81% | |
| Stifel Financial Corp | 0.04% | 1,235,564 | $47,470,470 | $54,513,084 | +$7,042,614 | +14.84% | |
| Souders Financial Advisors | 4.37% | 996,057 | $38,268,526 | $43,946,035 | +$5,677,509 | +14.84% | |
| Bank Of America Corp | 0.00% | 977,976 | $37,573,856 | $43,148,301 | +$5,574,445 | +14.84% | |
| Hub Investment Partners, Llc | 0.68% | 835,860 | $37,179,052 | $36,878,143 | -$300,909 | -0.81% | |
| Silver Oak Securities, Incorporated | 2.64% | 939,142 | $36,081,826 | $41,434,945 | +$5,353,119 | +14.84% | |
| Aa Financial Advisors, Llc | 3.20% | 597,760 | $26,588,350 | $26,373,171 | -$215,179 | -0.81% | |
| Equitable Holdings, Inc. | 0.17% | 663,333 | $26,583,252 | $29,266,252 | +$2,683,000 | +10.09% | |
| Bip Wealth, Llc | 1.08% | 690,410 | $26,525,553 | $30,460,889 | +$3,935,336 | +14.84% | |
| D.A. Davidson & Co. | 0.14% | 581,586 | $25,868,956 | $25,659,574 | -$209,382 | -0.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 554,543 | $24,840,743 | $24,466,437 | -$374,306 | -1.51% | |
| Vestmark Advisory Solutions, Inc. | 0.27% | 623,810 | $23,966,780 | $27,522,497 | +$3,555,717 | +14.84% | |
| Highpoint Advisor Group Llc | 0.96% | 598,699 | $23,002,021 | $26,414,600 | +$3,412,579 | +14.84% | |
| Cwm, Llc | 0.06% | 588,581 | $22,613,291 | $25,968,194 | +$3,354,903 | +14.84% | |
| Summit Investment Advisory Services, Llc | 5.61% | 502,993 | $22,373,117 | $22,192,051 | -$181,066 | -0.81% | |
| Ifp Advisors, Inc | 0.35% | 439,025 | $19,527,832 | $19,369,783 | -$158,049 | -0.81% | |
| Stephens Inc | 0.21% | 416,532 | $18,527,360 | $18,377,392 | -$149,968 | -0.81% | |
| J. Derek Lewis & Associates Inc. | 3.49% | 415,308 | $18,472,731 | $18,323,389 | -$149,342 | -0.81% | |
| Beacon Pointe Advisors, Llc | 0.10% | 479,677 | $18,429,172 | $21,163,349 | +$2,734,177 | +14.84% | |
| Tudor Investment Corp Et Al | 0.10% | 477,304 | $18,338,020 | $21,058,652 | +$2,720,632 | +14.84% | |
| Orion Porfolio Solutions, Llc | 0.15% | 465,073 | $17,868,088 | $20,519,021 | +$2,650,933 | +14.84% | |
| Harbour Investments, Inc. | 0.27% | 458,910 | $17,631,324 | $20,247,109 | +$2,615,785 | +14.84% | |
| Forge Financial Services Llc | 1.69% | 435,527 | $16,733,195 | $19,215,451 | +$2,482,256 | +14.83% | |
| Burford Brothers, Inc. | 6.04% | 370,125 | $16,463,173 | $16,329,915 | -$133,258 | -0.81% | |
| Ameritas Investment Partners, Inc. | 0.50% | 424,179 | $16,296,976 | $18,714,777 | +$2,417,801 | +14.84% |
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.