CGUS · Insider trading · 13F holders · Congress trades
Capital Group Core Equity Et (CGUS)
Who is buying and selling CGUS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 99
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGUS at a glance
- No open-market insider purchases or sales of CGUS were filed in the last 90 days.
- 99 13F filers hold CGUS among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Midwest Heritage Bank, FSB (13.8%), Michael Brady & Co., LLC (10.5%) and Vigil Wealth Management, LLC (9.9%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
- No member of Congress has disclosed a trade in CGUS.
CGUS insider trading
No open-market insider purchases or sales of CGUS were filed in the last 90 days.
Who owns CGUS? Hedge funds and superinvestors
99 13F filers hold CGUS among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Midwest Heritage Bank, FSB (13.8%), Michael Brady & Co., LLC (10.5%) and Vigil Wealth Management, LLC (9.9%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jones Financial Companies LllpBroker-dealer | 0.2% | $555.7M | 12,776,470 | — | Q2 2026 |
| Capital Group Private Client Services, Inc.Wealth manager | 3.3% | $233.6M | 5,251,530 | +3.0% shares | Q2 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.3% | $144.9M | 3,258,359 | +4.2% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 1.2% | $126.2M | 2,837,703 | +3.0% shares | Q2 2026 |
| Private Advisor Group, LLCWealth manager | 0.5% | $104.7M | 2,352,921 | +11.1% shares | Q2 2026 |
| Merit Financial Group, LLCWealth manager | 0.6% | $100.9M | 2,268,466 | -1.7% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 0.6% | $60.9M | 1,369,821 | +2.8% shares | Q2 2026 |
| Midwest Heritage Bank, FSBWealth manager | 13.8% | $47.3M | 1,061,799 | -1.8% shares | Q3 2026 |
| Souders Financial AdvisorsWealth manager | 4.7% | $46.9M | 1,053,533 | +5.8% shares | Q2 2026 |
| Silver Oak Securities, IncorporatedWealth manager | 2.7% | $44.1M | 990,870 | +5.5% shares | Q2 2026 |
| James T. Borello RIAInvestment manager | 9.1% | $44.0M | 989,778 | +3.0% shares | Q3 2026 |
| HUB Investment Partners, LLCWealth manager | 0.7% | $37.2M | 835,860 | -18.8% shares | Q2 2026 |
| BIP Wealth, LLCWealth manager | 0.8% | $31.0M | 695,988 | +2.7% shares | Q3 2026 |
| HighPoint Advisor Group LLCWealth manager | 1.0% | $29.5M | 662,501 | +10.7% shares | Q2 2026 |
| AA Financial Advisors, LLCWealth manager | 3.3% | $28.0M | 630,226 | +5.4% shares | Q3 2026 |
| EverSource Wealth Advisors, LLCWealth manager | 0.8% | $23.2M | 521,110 | +5.1% shares | Q2 2026 |
| Summit Investment Advisory Services, LLCWealth manager | 5.6% | $22.4M | 502,993 | +4.3% shares | Q2 2026 |
| Lynch & Associates/inInvestment manager | 2.9% | $19.9M | 448,311 | — | Q3 2026 |
| Ergawealth Advisors, Inc.Wealth manager | 7.6% | $19.3M | 434,726 | +0.8% shares | Q3 2026 |
| Ameritas Investment Partners, Inc.Institutional asset manager | 0.5% | $19.3M | 434,166 | +2.4% shares | Q2 2026 |
| Forge Financial Services LLCWealth manager | 1.7% | $19.2M | 432,535 | -0.7% shares | Q2 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 3.5% | $18.5M | 415,308 | +24.7% shares | Q2 2026 |
| Beto Financial Group, LLCWealth manager | 9.6% | $18.2M | 414,563 | +131.4% shares | Q2 2026 |
| Burford Brothers, Inc.Wealth manager | 6.0% | $16.5M | 370,276 | +0.0% shares | Q3 2026 |
| Bridgewealth Advisory Group, LLCWealth manager | 3.0% | $15.9M | 356,375 | +0.1% shares | Q2 2026 |
| Strategic Blueprint, LLCWealth manager | 0.8% | $15.4M | 345,230 | +2.0% shares | Q3 2026 |
| Vigil Wealth Management, LLCWealth manager | 9.9% | $13.8M | 310,840 | +1.8% shares | Q2 2026 |
| Compton Financial Group, LLCWealth manager | 2.6% | $13.7M | 309,038 | +74.1% shares | Q2 2026 |
| Essex Financial Services, Inc.Wealth manager | 0.7% | $13.5M | 302,902 | +18.6% shares | Q2 2026 |
| Kingswood Wealth Advisors, LLCWealth manager | 0.4% | $11.7M | 262,045 | -6.2% shares | Q3 2026 |
The 30 largest of 99 positions, by value. Each manager counts with its latest 13F (Q3 2026: 52, Q2 2026: 45, Q1 2026: 2). Screen CGUS in the grand portfolio →
CGUS stock trades by members of Congress
No member of Congress has disclosed a trade in CGUS.
CGUS questions and answers
Are insiders buying CGUS stock?
No open-market insider purchases or sales of CGUS were filed in the last 90 days.
Which hedge funds own CGUS?
99 13F filers hold CGUS among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Midwest Heritage Bank, FSB (13.8%), Michael Brady & Co., LLC (10.5%) and Vigil Wealth Management, LLC (9.9%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
Has Congress traded CGUS?
No member of Congress has disclosed a trade in CGUS.
Who is the largest holder of CGUS?
Among 13F filers, Jones Financial Companies Lllp reports the largest CGUS position, $555.7M (12,776,470 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Midwest Heritage Bank, FSB's: 13.8% of its portfolio.
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