CGUS

Cap Group Core Equity

-$6.3B

Net Activity

Institutions Holding

33

Popularity Rank

#984

Avg Weight

0.33%

Total Value

$58.4M

Ownership Trend

33 institutions currently hold CGUS, with 18 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

18

Key Holders

Key Holders

Top 5 by Value

PA
PFG Advisors
$6.7M
AF
A&i Financial Services, LLC
$6.5M
WA
Wealthcare Advisory Partners LLC
$6.2M
GC
G&S Capital LLC
$4.0M
IA
Investment Advisory Services INC /tx /adv
$3.3M

Top 5 by Conviction

AF
A&i Financial Services, LLC
2.84%
OW
Olistico Wealth, LLC
1.30%
GC
G&S Capital LLC
1.16%
IA
Investment Advisory Services INC /tx /adv
0.96%
L&
Lynch & Associates/in
0.50%
View all 33 holding institutions

Quarterly Activity

Recent Activity

+$37.4M

Total Buy Value

$21.9M

Total Sell Value

New buy1
Trim11
Add17
Sold out0

18

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP CORE EQUITY (CGUS)?
Major stakeholders currently include PFG Advisors ($6.7M), A&i Financial Services, LLC ($6.5M), Wealthcare Advisory Partners LLC ($6.2M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in CGUS.
What is the overall institutional sentiment toward CGUS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $6.3B, driven by 18 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their CGUS positions?
In the latest period, 11 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $21.9M.
Are there any notable investors adding CGUS to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $37.4M.

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