CGUS

Cap Group Core Equity

Latest period2026 - Q1Total superinvestors410

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 410 superinvestors own shares of Cap Group Core Equity (CGUS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Core Equity (CGUS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Core Equity (CGUS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Core Equity (CGUS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 18.2%
0.29%
$1.078B
28.054M shares@ 38.42 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 20.96%
0.15%
$535.844M
13.947M shares@ 38.42 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 20.47%
0.11%
$338.249M
8.804M shares@ 38.42 avg price
Aaron Albritton@Jones Financial Companies Lllp
Recent Activity
Increased 26.87%
0.15%
$292.46M
7.801M shares@ 37.49 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 30.36%
0.05%
$264.337M
6.88M shares@ 38.43 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -2.41%
0.02%
$251.77M
6.553M shares@ 38.43 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 6.3%
0.26%
$242.594M
6.314M shares@ 38.42 avg price
Robert W. Lovelace@Capital International Investors
Recent Activity
Increased 0.06%
0.06%
$232.435M
6.05M shares@ 38.43 avg price
Matthew E. Knihtila@Capital Group Private Client Services, Inc.
Recent Activity
Increased 8.48%
3.31%
$195.883M
5.098M shares@ 38.43 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 4.36%
0.11%
$173.396M
4.513M shares@ 38.43 avg price

1-10 of 410