Inst. Holders
50 funds
CG
CGUS
CAPITAL GROUP CORE EQUITY ET
$44.91 ▲ +0.74%
Prev close $44.5816 New Institutional Positions3 Institutional Exits
Snapshot
The big-picture read on CGUS right now — valuation, ownership and activity at a glance.
Inst. Value
$6.3B
Inst. Activity
16 buys / 3 sells
Price chart 30d +0.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: CGUS — 74.2% short (0.5M / 0.7M)
Short: 486,120 | Exempt: 9 | TRF Vol: 654,845 | Short Ratio: 74.2% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
JONES FINANCIAL COMPANIES LLLP — ADD
12,776,470 shares ($555.7M)
Jun 30, 2026 Inst.
Kestra Advisory Services, LLC — ADD
1,601,400 shares ($71.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: CGUS — 74.2% short (0.5M / 0.7M)
Short: 486,120 | Exempt: 9 | TRF Vol: 654,845 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CGUS — 69.2% short (0.4M / 0.6M)
Short: 392,525 | Exempt: 0 | TRF Vol: 567,140 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CGUS — 59.0% short (0.4M / 0.6M)
Short: 374,990 | Exempt: 524 | TRF Vol: 635,232 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: CGUS — 72.0% short (0.4M / 0.6M)
Short: 414,451 | Exempt: 194 | TRF Vol: 575,897 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: CGUS — 66.6% short (0.5M / 0.7M)
Short: 452,912 | Exempt: 0 | TRF Vol: 680,215 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own CGUS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.3B total value (142,686,730 shares) as of 2026-Q2. Top holders: LPL, ENVESTNET, JONES. Net buying activity: 16 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 32,330,461 | $1.4B | 22.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 14,081,012 | $626.3M | 9.9% | — |
| JONES FINANCIAL COMPANIES LLLP | 12,776,470 | $555.7M | 8.8% | ADD +63.8% |
| RAYMOND JAMES FINANCIAL INC | 9,873,183 | $439.2M | 6.9% | — |
| WELLS FARGO & COMPANY/MN | 7,724,623 | $343.6M | 5.4% | ADD +30.4% |
| MORGAN STANLEY | 6,715,988 | $298.7M | 4.7% | — |
| Cetera Investment Advisers | 6,388,312 | $284.2M | 4.5% | — |
| Capital International Investors | 6,064,640 | $269.8M | 4.3% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,446,114 | $197.8M | 3.1% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,232,575 | $188.3M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | ADD | 7,801,326 | 12,776,470 | +63.8% | $555.7M |
| Kestra Advisory Services, LLC | ADD | 1,029,931 | 1,601,400 | +55.5% | $71.2M |
| BANK OF AMERICA CORP /DE/ | ADD | 977,976 | 1,456,681 | +48.9% | $64.8M |
| Integrated Wealth Concepts LLC | ADD | 178,623 | 288,986 | +61.8% | $12.9M |
| Farther Finance Advisors, LLC | ADD | 76,229 | 111,983 | +46.9% | $5.0M |
| Concurrent Investment Advisors, LLC | TRIM | 130,684 | 95,268 | -27.1% | $4.2M |
| Waverly Advisors, LLC | DOUBLED | 6,109 | 85,920 | +1306.4% | $3.8M |
| Mariner, LLC | TRIM | 108,139 | 72,097 | -33.3% | $3.2M |
| Bank of New York Mellon Corp | DOUBLED | 23,132 | 50,347 | +117.7% | $2.2M |
| DAVENPORT & Co LLC | ADD | 35,350 | 49,028 | +38.7% | $2.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CGUS.
Shares short
259,231
Settlement Sep 15, 2026
Change vs prior
-31.1%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume