CAP GROUP INTL FOCUS (CGXU) Institutional Shareholders
CAP GROUP INTL FOCUS (CGXU) 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 $4.66B in CGXU holdings during the latest filing period.
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 $665.97M, representing an estimated gain of +1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
376
Total Reported Value
$4.66B
Largest Holder
Lpl Financial Llc
Largest Position
$654.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $665,974,827 | +$11,159,490 | +1.70% | |
| Wells Fargo & Company/Mn | 0.05% | 7,833,419 | $271,192,958 | $275,814,683 | +$4,621,725 | +1.70% | |
| Morgan Stanley | 0.01% | 7,153,170 | $247,642,753 | $251,863,116 | +$4,220,363 | +1.70% | |
| Raymond James Financial Inc | 0.06% | 5,931,864 | $205,361,122 | $208,860,931 | +$3,499,809 | +1.70% | |
| Ubs Group Ag | 0.03% | 5,549,938 | $192,138,854 | $195,413,317 | +$3,274,463 | +1.70% | |
| Cerity Partners Llc | 0.22% | 5,087,343 | $176,124,043 | $179,125,347 | +$3,001,304 | +1.70% | |
| Royal Bank Of Canada | 0.02% | 4,189,189 | $145,031,000 | $147,501,345 | +$2,470,345 | +1.70% | |
| Benjamin Edwards Inc | 1.31% | 4,137,049 | $143,221,522 | $145,665,495 | +$2,443,973 | +1.71% | |
| Capital Group Private Client Services, Inc. | 1.82% | 3,728,784 | $129,090,529 | $131,290,485 | +$2,199,956 | +1.70% | |
| Captrust Financial Advisors | 0.20% | 3,701,592 | $128,149,127 | $130,333,054 | +$2,183,927 | +1.70% | |
| Commonwealth Equity Services, Llc | 0.14% | 3,203,093 | $110,891,082 | $112,780,905 | +$1,889,823 | +1.70% | |
| Bank Of America Corp | 0.01% | 2,994,968 | $103,685,804 | $105,452,823 | +$1,767,019 | +1.70% | |
| Sei Investments Co | 0.08% | 2,773,945 | $96,033,770 | $97,670,603 | +$1,636,833 | +1.70% | |
| Jpmorgan Chase & Co | 0.01% | 2,759,076 | $95,629,601 | $97,147,066 | +$1,517,465 | +1.59% | |
| Confluence Wealth Services, Inc. | 2.41% | 2,430,784 | $84,153,821 | $85,587,905 | +$1,434,084 | +1.70% | |
| Jones Financial Companies Lllp | 0.03% | 2,402,850 | $82,694,088 | $84,604,349 | +$1,910,261 | +2.31% | |
| Envestnet Asset Management Inc | 0.02% | 2,080,621 | $72,031,095 | $73,258,665 | +$1,227,570 | +1.70% | |
| Osaic Holdings, Inc. | 0.08% | 2,072,263 | $71,756,254 | $72,964,380 | +$1,208,126 | +1.68% | |
| Inspirion Wealth Advisors, Llc | 8.05% | 2,063,378 | $70,216,761 | $72,651,539 | +$2,434,778 | +3.47% | |
| Stifel Financial Corp | 0.06% | 1,970,907 | $68,232,910 | $69,395,635 | +$1,162,725 | +1.70% | |
| Eclectic Associates Inc | 6.74% | 1,709,781 | $59,192,735 | $60,201,389 | +$1,008,654 | +1.70% | |
| Cetera Investment Advisers | 0.05% | 1,548,121 | $53,595,942 | $54,509,340 | +$913,398 | +1.70% | |
| Mml Investors Services, Llc | 0.11% | 1,523,084 | $52,729,178 | $53,627,788 | +$898,610 | +1.70% | |
| &Partners | 0.21% | 1,491,516 | $51,676,031 | $52,516,278 | +$840,247 | +1.63% | |
| Kestra Advisory Services, Llc | 0.13% | 1,197,661 | $41,463,036 | $42,169,644 | +$706,608 | +1.70% | |
| Private Advisor Group, Llc | 0.19% | 1,195,801 | $41,398,645 | $42,104,153 | +$705,508 | +1.70% | |
| Advisornet Financial, Inc | 1.80% | 1,141,207 | $39,508,583 | $40,181,898 | +$673,315 | +1.70% | |
| Aprio Wealth Management, Llc | 1.79% | 1,048,859 | $36,311,509 | $36,930,325 | +$618,816 | +1.70% | |
| Cpc Advisors, Llc | 4.89% | 1,046,835 | $36,241,426 | $36,859,060 | +$617,634 | +1.70% | |
| Baird Financial Group, Inc. | 0.04% | 923,626 | $31,975,933 | $32,520,871 | +$544,938 | +1.70% | |
| Mason Investment Advisory Services, Inc. | 1.18% | 892,693 | $30,905,027 | $31,431,721 | +$526,694 | +1.70% | |
| Sterling Investment Counsel, Llc | 7.14% | 876,583 | $30,347,311 | $30,864,487 | +$517,176 | +1.70% | |
| Armstrong, Fleming & Moore, Inc | 9.92% | 865,186 | $29,952,731 | $30,463,199 | +$510,468 | +1.70% | |
| Summit Investment Advisory Services, Llc | 7.36% | 847,237 | $29,331,358 | $29,831,215 | +$499,857 | +1.70% | |
| Hub Investment Partners, Llc | 0.53% | 833,653 | $28,861,070 | $29,352,922 | +$491,852 | +1.70% | |
| D.A. Davidson & Co. | 0.15% | 801,589 | $27,751,044 | $28,223,949 | +$472,905 | +1.70% | |
| Newedge Advisors, Llc | 0.07% | 710,858 | $24,609,876 | $25,029,310 | +$419,434 | +1.70% | |
| Mcglone Suttner Wealth Management, Inc. | 2.85% | 700,615 | $24,255,286 | $24,668,654 | +$413,368 | +1.70% | |
| Lantz Financial Llc | 4.31% | 680,706 | $23,566,027 | $23,967,658 | +$401,631 | +1.70% | |
| Cooper Financial Group | 1.91% | 664,422 | $23,002,290 | $23,394,299 | +$392,009 | +1.70% | |
| Strata Wealth Advisors, Llc | 5.57% | 659,184 | $22,820,937 | $23,209,869 | +$388,932 | +1.70% | |
| Dedora Capital, Inc. | 4.92% | 654,320 | $22,652,573 | $23,038,607 | +$386,034 | +1.70% | |
| Main Line Retirement Advisors, Llc | 10.27% | 647,006 | $22,399,334 | $22,781,081 | +$381,747 | +1.70% | |
| Hopwood Financial Services, Inc. | 12.48% | 622,577 | $21,557,713 | $21,920,936 | +$363,223 | +1.68% | |
| Souders Financial Advisors | 2.15% | 617,195 | $21,367,297 | $21,731,436 | +$364,139 | +1.70% | |
| Cahill Financial Advisors Inc | 1.95% | 587,439 | $20,337,154 | $20,683,727 | +$346,573 | +1.70% | |
| Betterwealth, Llc | 3.58% | 584,586 | $20,238,367 | $20,583,273 | +$344,906 | +1.70% | |
| Wealthcare Advisory Partners Llc | 0.37% | 565,209 | $19,567,523 | $19,901,009 | +$333,486 | +1.70% | |
| Daymark Wealth Partners, Llc | 0.40% | 478,281 | $16,558,104 | $16,840,274 | +$282,170 | +1.70% | |
| Financial Management Network Inc | 2.29% | 482,181 | $15,979,487 | $16,977,593 | +$998,106 | +6.25% |
Frequently asked questions about CGXU
Who owns the most CGXU stock?
The largest holders of CGXU 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 INTL FOCUS (CGXU).
Is CGXU widely held by superinvestors?
Many widely followed stocks like CGXU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGXU 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.