Inst. Holders
50 funds
CG
CGXU
CAPITAL GROUP INTL FOCUS EQT
$34.71 ▲ +1.46%
Prev close $34.2115 New Institutional Positions3 Institutional Exits
Snapshot
The big-picture read on CGXU right now — valuation, ownership and activity at a glance.
Inst. Value
$3.6B
Inst. Activity
15 buys / 3 sells
Price chart 30d -0.9%
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.
Oct 1, 2026 short_volume
Short Volume: CGXU — 55.7% short (0.5M / 0.9M)
Short: 505,233 | Exempt: 0 | TRF Vol: 907,186 | Short Ratio: 55.7% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — DOUBLED
2,759,076 shares ($95.6M)
Jun 30, 2026 Inst.
OSAIC HOLDINGS, INC. — ADD
2,072,263 shares ($71.8M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CGXU — 55.7% short (0.5M / 0.9M)
Short: 505,233 | Exempt: 0 | TRF Vol: 907,186 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CGXU — 78.3% short (0.5M / 0.7M)
Short: 511,149 | Exempt: 12,316 | TRF Vol: 652,647 | Short Ratio: 78.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CGXU — 77.2% short (0.4M / 0.6M)
Short: 442,666 | Exempt: 0 | TRF Vol: 573,443 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: CGXU — 87.4% short (0.6M / 0.6M)
Short: 552,129 | Exempt: 0 | TRF Vol: 631,520 | Short Ratio: 87.4% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: CGXU — 75.0% short (0.6M / 0.8M)
Short: 568,127 | Exempt: 0 | TRF Vol: 757,077 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own CGXU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.6B total value (103,396,340 shares) as of 2026-Q2. Top holders: LPL, WELLS, NORTHWESTERN. Net buying activity: 15 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 18,914,366 | $654.8M | 18.3% | — |
| WELLS FARGO & COMPANY/MN | 7,833,419 | $271.2M | 7.6% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,711,530 | $267.0M | 7.5% | NEAR_EXIT -99.6% |
| MORGAN STANLEY | 7,153,170 | $247.6M | 6.9% | ADD +34.1% |
| RAYMOND JAMES FINANCIAL INC | 5,931,864 | $205.4M | 5.7% | — |
| UBS Group AG | 5,549,938 | $192.1M | 5.4% | — |
| Cerity Partners LLC | 5,087,343 | $176.1M | 4.9% | — |
| ROYAL BANK OF CANADA | 4,189,189 | $145.0M | 4.1% | — |
| BENJAMIN EDWARDS INC | 4,137,049 | $143.2M | 4.0% | DOUBLED +5041.7% |
| CAPTRUST FINANCIAL ADVISORS | 3,701,592 | $128.1M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 557,273 | 2,759,076 | +395.1% | $95.6M |
| OSAIC HOLDINGS, INC. | ADD | 1,564,002 | 2,072,263 | +32.5% | $71.8M |
| MML INVESTORS SERVICES, LLC | ADD | 951,782 | 1,523,084 | +60.0% | $52.7M |
| Corient Private Wealth LP | ADD | 443,004 | 866,140 | +95.5% | $30.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 188,189 | 255,447 | +35.7% | $8.8M |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 182 | 166,076 | +91150.5% | $5.7M |
| ASSETMARK, INC | ADD | 75,032 | 119,669 | +59.5% | $4.1M |
| Prime Capital Investment Advisors, LLC | ADD | 47,142 | 63,079 | +33.8% | $2.2M |
| US BANCORP \DE\ | TRIM | 66,243 | 43,821 | -33.8% | $1.5M |
| OneDigital Investment Advisors LLC | TRIM | 55,417 | 28,445 | -48.7% | $984.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CGXU.
Shares short
92,311
Settlement Sep 15, 2026
Change vs prior
-86.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume