CGXU Institutional Ownership & Shareholders
CAP GROUP INTL FOCUS (CGXU) is currently held by 395 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.78B 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 CGXU tracked by InsiderSet, reporting ownership valued at approximately $654.82M 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 $593.53M, representing an estimated loss of -9.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed CGXU value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, and several other long-term asset managers with concentrated positions in CAP GROUP INTL FOCUS (CGXU).
This page ranks the largest institutional CGXU 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
395
Total Reported Value
$4.78B
Largest Holder
Lpl Financial Llc
Largest Position
$654.82M
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 | 0.15% | 18,914,366 | $654,815,337 | $593,532,805 | -$61,282,532 | -9.36% | |
| Wells Fargo & Company/Mn | 0.05% | 7,833,419 | $271,192,958 | $245,812,688 | -$25,380,270 | -9.36% | |
| Morgan Stanley | 0.01% | 7,153,170 | $247,642,753 | $224,466,475 | -$23,176,278 | -9.36% | |
| Raymond James Financial Inc | 0.06% | 5,931,864 | $205,361,122 | $186,141,892 | -$19,219,230 | -9.36% | |
| Ubs Group Ag | 0.03% | 5,549,938 | $192,138,854 | $174,157,054 | -$17,981,800 | -9.36% | |
| Cerity Partners Llc | 0.22% | 5,087,343 | $176,124,043 | $159,640,823 | -$16,483,220 | -9.36% | |
| Royal Bank Of Canada | 0.02% | 4,189,189 | $145,031,000 | $131,456,751 | -$13,574,249 | -9.36% | |
| Benjamin Edwards Inc | 1.31% | 4,137,049 | $143,221,522 | $129,820,598 | -$13,400,924 | -9.36% | |
| Capital Group Private Client Services, Inc. | 1.82% | 3,728,784 | $129,090,529 | $117,009,242 | -$12,081,287 | -9.36% | |
| Captrust Financial Advisors | 0.20% | 3,701,592 | $128,149,127 | $116,155,957 | -$11,993,170 | -9.36% | |
| Commonwealth Equity Services, Llc | 0.14% | 3,203,093 | $110,891,082 | $100,513,058 | -$10,378,024 | -9.36% | |
| Bank Of America Corp | 0.01% | 2,994,968 | $103,685,804 | $93,982,096 | -$9,703,708 | -9.36% | |
| Sei Investments Co | 0.08% | 2,773,945 | $96,033,770 | $87,046,394 | -$8,987,376 | -9.36% | |
| Jpmorgan Chase & Co | 0.01% | 2,759,076 | $95,629,601 | $86,579,805 | -$9,049,796 | -9.46% | |
| Confluence Wealth Services, Inc. | 2.41% | 2,430,784 | $84,153,821 | $76,278,002 | -$7,875,819 | -9.36% | |
| Jones Financial Companies Lllp | 0.03% | 2,402,850 | $82,694,088 | $75,401,433 | -$7,292,655 | -8.82% | |
| Envestnet Asset Management Inc | 0.02% | 2,080,621 | $72,031,095 | $65,289,887 | -$6,741,208 | -9.36% | |
| Inspirion Wealth Advisors, Llc | 8.18% | 2,099,464 | $71,990,629 | $65,881,180 | -$6,109,449 | -8.49% | |
| Osaic Holdings, Inc. | 0.08% | 2,072,263 | $71,756,254 | $65,027,613 | -$6,728,641 | -9.38% | |
| Stifel Financial Corp | 0.06% | 1,970,907 | $68,232,910 | $61,847,062 | -$6,385,848 | -9.36% | |
| Eclectic Associates Inc | 6.67% | 1,740,707 | $59,690,422 | $54,623,386 | -$5,067,036 | -8.49% | |
| Cetera Investment Advisers | 0.05% | 1,548,121 | $53,595,942 | $48,580,037 | -$5,015,905 | -9.36% | |
| Mml Investors Services, Llc | 0.11% | 1,523,084 | $52,729,178 | $47,794,376 | -$4,934,802 | -9.36% | |
| &Partners | 0.21% | 1,491,516 | $51,676,031 | $46,803,772 | -$4,872,259 | -9.43% | |
| Janney Montgomery Scott Llc | 0.08% | 1,201,994 | $41,613,000 | $37,718,572 | -$3,894,428 | -9.36% | |
| Kestra Advisory Services, Llc | 0.13% | 1,197,661 | $41,463,036 | $37,582,602 | -$3,880,434 | -9.36% | |
| Private Advisor Group, Llc | 0.19% | 1,195,801 | $41,398,645 | $37,524,235 | -$3,874,410 | -9.36% | |
| Advisornet Financial, Inc | 1.79% | 1,200,220 | $39,571,250 | $37,662,904 | -$1,908,346 | -4.82% | |
| Cpc Advisors, Llc | 5.19% | 1,112,726 | $38,155,374 | $34,917,342 | -$3,238,032 | -8.49% | |
| Baird Financial Group, Inc. | 0.04% | 923,626 | $31,975,933 | $28,983,384 | -$2,992,549 | -9.36% | |
| Mason Investment Advisory Services, Inc. | 1.18% | 892,693 | $30,905,027 | $28,012,706 | -$2,892,321 | -9.36% | |
| Armstrong, Fleming & Moore, Inc | 10.00% | 882,472 | $30,259,980 | $27,691,971 | -$2,568,009 | -8.49% | |
| Corient Private Wealth Llc | 0.04% | 866,140 | $29,995,648 | $27,179,473 | -$2,816,175 | -9.39% | |
| Sterling Investment Counsel, Llc | 6.84% | 871,061 | $29,868,669 | $27,333,894 | -$2,534,775 | -8.49% | |
| Summit Investment Advisory Services, Llc | 7.36% | 847,237 | $29,331,358 | $26,586,297 | -$2,745,061 | -9.36% | |
| Aprio Wealth Management, Llc | 1.33% | 849,621 | $29,133,519 | $26,661,107 | -$2,472,412 | -8.49% | |
| Hub Investment Partners, Llc | 0.53% | 833,653 | $28,861,070 | $26,160,031 | -$2,701,039 | -9.36% | |
| D.A. Davidson & Co. | 0.15% | 817,458 | $27,974,425 | $25,651,832 | -$2,322,593 | -8.30% | |
| Cooper Financial Group | 2.05% | 748,860 | $25,678,392 | $23,499,227 | -$2,179,165 | -8.49% | |
| Newedge Advisors, Llc | 0.07% | 710,858 | $24,609,876 | $22,306,724 | -$2,303,152 | -9.36% | |
| Strata Wealth Advisors, Llc | 5.76% | 715,781 | $24,544,115 | $22,461,208 | -$2,082,907 | -8.49% | |
| Mcglone Suttner Wealth Management, Inc. | 2.80% | 703,117 | $24,109,888 | $22,063,811 | -$2,046,077 | -8.49% | |
| Lantz Financial Llc | 4.32% | 691,550 | $23,713,252 | $21,700,839 | -$2,012,413 | -8.49% | |
| Main Line Retirement Advisors, Llc | 10.30% | 683,845 | $23,449,055 | $21,459,056 | -$1,989,999 | -8.49% | |
| Dedora Capital, Inc. | 5.15% | 673,038 | $23,078,464 | $21,119,932 | -$1,958,532 | -8.49% | |
| Hopwood Financial Services, Inc. | 12.87% | 654,163 | $22,431,239 | $20,527,635 | -$1,903,604 | -8.49% | |
| Souders Financial Advisors | 2.15% | 617,195 | $21,367,297 | $19,367,579 | -$1,999,718 | -9.36% | |
| Wealthcare Advisory Partners Llc | 0.36% | 622,560 | $21,347,568 | $19,535,933 | -$1,811,635 | -8.49% | |
| Betterwealth, Llc | 3.53% | 608,575 | $20,868,036 | $19,097,084 | -$1,770,953 | -8.49% | |
| Cahill Financial Advisors Inc | 1.95% | 587,439 | $20,337,154 | $18,433,836 | -$1,903,318 | -9.36% |
Frequently asked questions about CGXU
Who are the largest institutional holders of CGXU?
The largest institutional holders of CGXU reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, Raymond James Financial Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported CGXU position.
What is CGXU institutional ownership?
This page tracks CGXU positions reported by institutional investment managers through SEC Form 13F. CAP GROUP INTL FOCUS (CGXU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGXU?
InsiderSet currently tracks 395 institutional managers reporting CGXU 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 CGXU shareholders.
How much CGXU stock do institutions own?
Institutional investment managers disclosed approximately $4.78B in CGXU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGXU institutional ownership last updated?
The latest CGXU 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 CGXU 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 CGXU position after the reporting date.
Are institutions buying or selling CGXU?
Institutional buying and selling can be analyzed by comparing CGXU positions across consecutive 13F reporting periods. InsiderSet's CGXU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGXU ownership changes.
How has CGXU institutional ownership changed over time?
InsiderSet tracks CGXU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.