CAP GROUP CORE EQUITY CGUS
$44.16
-0.5% 52w: $37.17 – $44.48
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data37.1740.8344.48
Oct 17, 2025 Jul 2, 2026
Institutional holders
413
+14 QoQ
13F value
$6.46B
+8.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$602K calls / — puts
Institutional value by quarter
Number of holders
Who owns CGUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 28.1M | $1.08B | 0.3% | +18.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.9M | $535.8M | 0.1% | +21.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.8M | $338.2M | 0.1% | +20.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 7.8M | $292.5M | 0.1% | +26.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.9M | $264.3M | 0.1% | +30.4% |
| MORGAN STANLEY | Bank broker | 6.6M | $251.8M | 0.0% | -2.4% |
| Cetera Investment Advisers | Wealth advisor | 6.3M | $242.6M | 0.3% | +6.3% |
| Capital International Investors | Long only active | 6.0M | $232.4M | 0.1% | +0.1% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 5.1M | $195.9M | 3.3% | +8.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 4.5M | $173.4M | 0.1% | +4.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.3M | $163.4M | 0.2% | +8.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 3.1M | $120.1M | 0.3% | +13.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.0M | $113.7M | 0.3% | -14.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 2.8M | $105.8M | 1.1% | +276.5% |
| ROYAL BANK OF CANADA | Bank broker | 2.5M | $96.4M | 0.0% | +11.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.3M | $90.2M | 0.1% | +16.8% |
| Merit Financial Group, LLC | Wealth advisor | 2.3M | $88.6M | 0.7% | +5.2% |
| Private Advisor Group, LLC | Wealth advisor | 2.1M | $81.3M | 0.4% | +5.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.1M | $80.9M | 0.1% | -2.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.8M | $68.8M | 0.1% | +1.2% |
| UBS Group AG | Bank broker | 1.7M | $65.2M | 0.0% | +7.7% |
| Valmark Advisers, Inc. | Wealth advisor | 1.3M | $51.2M | 0.6% | +100.5% |
| ASSETMARK, INC | Wealth advisor | 1.3M | $50.8M | 0.1% | +13.1% |
| &PARTNERS | Diversified mechanical | 1.3M | $49.2M | 0.2% | +8.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.3M | $49.2M | 0.1% | +6.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $47.5M | 0.0% | +15.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.1M | $43.6M | 0.2% | +10.3% |
| Midwest Heritage Bank, FSB | Wealth advisor | 1.1M | $40.5M | — | +7.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.0M | $39.6M | 0.1% | +12.9% |
| HUB Investment Partners, LLC | Other | 1.0M | $39.5M | 1.0% | -9.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.0M | $38.9M | — | +33.2% |
| Souders Financial Advisors | Wealth advisor | 996.1K | $38.3M | 4.4% | +3.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 978.0K | $37.6M | 0.0% | +17.7% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 939.1K | $36.1M | 2.6% | +9.4% |
| James T. Borello RIA | — | 918.8K | $35.3M | 8.9% | +3.0% |
| Equitable Holdings, Inc. | Wealth advisor | 663.3K | $26.6M | 0.2% | +239.9% |
| BIP Wealth, LLC | Wealth advisor | 690.4K | $26.5M | 1.1% | +4.6% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 623.8K | $24.0M | 0.3% | +22.3% |
| HighPoint Advisor Group LLC | Wealth advisor | 598.7K | $23.0M | 1.0% | +2.8% |
| CWM, LLC | Wealth advisor | 588.6K | $22.6M | 0.1% | -2.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 559.1K | $21.5M | 0.1% | +19.1% |
| AA Financial Advisors, LLC | Wealth advisor | 536.2K | $20.6M | 2.9% | +26.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 523.0K | $20.3M | — | -25.3% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 495.9K | $19.1M | 0.6% | +6.6% |
| Summit Investment Advisory Services, LLC | Wealth advisor | 482.4K | $18.5M | 6.9% | -34.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 479.7K | $18.4M | 0.1% | +5.0% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 477.3K | $18.3M | 0.1% | +7653.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 465.1K | $17.9M | 0.2% | +5.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 458.9K | $17.6M | 0.3% | -9.2% |
| Forge Financial Services LLC | Wealth advisor | 435.5K | $16.7M | — | -0.9% |
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.
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