Cap Group Core Equity
$44.59-1.1%
+$837.1M
Net Activity
+10.16% total shares
Institutions Holding
445
Popularity Rank
#1361
Avg Weight
0.53%
Total Value
$8.2B
445 institutions currently hold CGUS, with 288 net buyers and 132 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
132
Net Buying Institutions
288
Top 5 by Value
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Across its top 20 institutional holders, CGUS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 20/100).
CGUS ranks #1361 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CGUS is a top-conviction position for Midwest Heritage Bank, FSB — at 13.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CGUS belongs to LPL Financial LLC, but the position matters far more to Midwest Heritage Bank, FSB, who has 13.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Lynch & Associates/in has added to its CGUS position for two straight quarters, increasing it by $17.9M to reach $19.9M today.
Merited Wealth, LLC has trimmed its CGUS position for two straight quarters, cutting it by $2.1M while still holding $382.0K.
CGUS is down 1.1% today, but institutions show net buying of $837.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$898.5M
Total Buy Value
$109.2M
Total Sell Value
288
Net Buyers
132
Net Sellers
CGUS
Q2 2026
Top 5 Institutional Movers
+$360.2M
+$263.3M
+$100.9M
+$90.5M
+$79.3M
CGUS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
14020V108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Access CGUS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CGUSCLI
npx alphasmo stocks get CGUS