CAP GROUP INTL CORE EQ CGIC
$35.97
+0.6% 52w: $27.68 – $36.75
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data27.6832.2136.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
186
+43 QoQ
13F value
$1.18B
+49.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGIC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 5.0M | $165.3M | 0.0% | +79.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.3M | $108.3M | 0.0% | +41.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.7M | $88.2M | 0.1% | +12.4% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 2.2M | $72.8M | 1.2% | +33.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $57.4M | 0.0% | +111.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $43.3M | 0.1% | +67.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $39.5M | 0.0% | -1.1% |
| Merit Financial Group, LLC | Wealth advisor | 1.1M | $37.5M | 0.3% | +1.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 997.7K | $33.0M | 0.0% | +150.1% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 992.4K | $32.9M | 2.7% | -3.9% |
| Cetera Investment Advisers | Wealth advisor | 827.5K | $27.4M | 0.0% | +44.6% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 825.8K | $27.3M | 3.4% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 730.7K | $23.5M | 0.0% | +184.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 605.4K | $20.0M | 0.1% | +18.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 565.6K | $18.7M | 0.1% | +9.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 555.2K | $18.4M | 0.1% | +61.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 527.4K | $17.5M | 0.1% | +9.0% |
| SK Wealth Management, LLC | Wealth advisor | 520.7K | $17.5M | 4.8% | +25.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 496.8K | $16.4M | 0.0% | +7.0% |
| Private Advisor Group, LLC | Wealth advisor | 490.5K | $16.2M | 0.1% | +144.8% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 471.1K | $15.6M | 0.5% | +870.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 403.5K | $13.4M | 0.0% | +22.3% |
| First Heartland Consultants, Inc. | Wealth advisor | 400.9K | $13.3M | 1.0% | +24.6% |
| Souders Financial Advisors | Wealth advisor | 360.7K | $11.9M | 1.4% | -3.9% |
| Sound View Wealth Advisors Group, LLC | Other | 330.6K | $10.9M | 0.7% | +63.7% |
| BIP Wealth, LLC | Wealth advisor | 297.6K | $9.9M | 0.4% | -1.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 246.0K | $8.1M | 0.0% | +1.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 234.6K | $7.9M | 0.1% | +4.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 209.1K | $6.9M | 0.2% | +60.0% |
| Confluence Wealth Services, Inc. | Wealth advisor | 199.7K | $6.6M | 0.3% | +28.7% |
| Equitable Holdings, Inc. | Wealth advisor | 196.0K | $6.4M | 0.0% | +278.1% |
| Mutual Advisors, LLC | Wealth advisor | 169.6K | $5.6M | 0.1% | +176.3% |
| VICUS CAPITAL | Wealth advisor | 166.2K | $5.5M | 0.4% | +103.2% |
| &PARTNERS | Diversified mechanical | 163.6K | $5.4M | 0.0% | +47.1% |
| Royal Harbor Partners, LLC | Wealth advisor | 161.2K | $5.3M | 1.8% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 160.9K | $5.3M | 0.0% | +523.9% |
| SARD WEALTH MANAGEMENT GROUP, LLC | Wealth advisor | 159.1K | $5.3M | 2.9% | +5.0% |
| Acorn Wealth Advisors, LLC | Wealth advisor | 156.2K | $5.2M | 1.5% | +19.9% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 142.1K | $4.7M | 1.1% | +21.2% |
| BNB Wealth Management, LLC | Wealth advisor | 141.8K | $4.7M | 3.0% | +27.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 137.7K | $4.6M | 0.0% | -11.8% |
| Swisher Financial Concepts, Inc. | Wealth advisor | 135.6K | $4.5M | 2.5% | +320.7% |
| Summit Financial, LLC | Wealth advisor | 134.0K | $4.4M | 0.1% | +16.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 130.7K | $4.3M | 0.0% | -0.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 123.6K | $4.1M | 0.1% | +179.8% |
| KPP Advisory Services LLC | Wealth advisor | 116.8K | $3.9M | 0.6% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 116.4K | $3.9M | 0.0% | +25.6% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 105.9K | $3.5M | 0.5% | New |
| ASSETMARK, INC | Wealth advisor | 92.2K | $3.1M | 0.0% | +57.3% |
| JANE STREET GROUP, LLC | Market maker | 90.3K | $3.0M | 0.0% | -50.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.