Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP CORE EQUITY ET (CGUS)

371 + Investors. Track Smart Money conviction in CGUS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
11Q ▲
Buyers last Q
77%

Smart Money Signals — CGUS

Based on 371 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
371 hedge funds hold CGUS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

278 buying82 selling
Last quarter: 278 funds were net buyers (56 opened a brand new position + 222 added to an existing one). Only 82 were sellers (65 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new CGUS position: 35 → 32 → 35 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 26% new

■ 38% conviction (2yr+) ■ 36% medium ■ 26% new
Of the 371 current holders: 142 (38%) held >2 years, 133 held 1–2 years, and 96 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

52 → 35 → 32 → 35 → 56 new funds/Q
New funds entering each quarter: 35 → 32 → 35 → 56. A growing number of institutions are discovering CGUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 37% new entrants

■ 34% veterans ■ 29% 1-2yr ■ 37% new
Of 371 current holders: 126 (34%) held 2+ years, 106 held 1–2 years, 139 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
15 of 371 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CGUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CGUS

How many hedge funds hold CGUS — quarterly history vs. share price
Quarterly hedge fund ownership of CGUS vs. share price

Market Analysis: CGUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGUS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 20 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: CGUS
2026 Q1 Stats Unlock in 20 days 371 + Investors

Track Smart Money conviction in CGUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 371 332 11.75%
13F Shares 141M 130M 8.46%
Total Value $5.66B $5.12B 10.42%
New Positions 56 35 +21
Increased Positions 222 200 +22
Closed Positions 17 19 -2
Reduced Positions 65 71 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGUS

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

371 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGUS. Verified SEC 13F-HR filings.

Top 25 institutional holders of CGUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Midwest Heritage Bank, FSB 12.98% 1,053,091 $40.5M
2 Michael Brady & Co., LLC 11.35% 294,009 $11.3M
3 Vigil Wealth Management, LLC 9.48% 305,373 $11.7M
4 Ergawealth Advisors, Inc. 7.18% 422,910 $16.2M
5 Summit Investment Advisory Services, LLC 6.88% 482,381 $18.5M
6 Burford Brothers, Inc. 5.76% 365,474 $14.0M
7 Aspire Growth Partners LLC 4.26% 161,600 $6.2M
8 Boyer Financial Services, Inc. 4.05% 99,424 $3.8M
9 Cushing Capital Partners, LLC 3.67% 124,114 $4.8M
10 Worthington Financial Partners, LLC 3.57% 108,267 $4.2M
11 AA Financial Advisors, LLC 2.90% 536,231 $20.6M
12 SILVER OAK SECURITIES, INCORPORATED 2.64% 939,142 $36.1M
13 A&I FINANCIAL SERVICES, LLC 2.62% 144,007 $5.5M
14 TRUE BLUE FINANCIAL, LLC 2.60% 85,802 $3.3M
15 Transcendent Capital Group LLC 2.30% 131,604 $5.1M
16 M.E. ALLISON & CO., INC. 2.06% 81,070 $3.1M
17 Merited Wealth, LLC 2.06% 64,624 $2.5M
18 SEAMOUNT FINANCIAL GROUP INC 1.86% 107,304 $4.1M
19 BARNES PETTEY FINANCIAL ADVISORS, LLC 1.62% 96,768 $3.7M
20 Compton Financial Group, LLC 1.51% 177,465 $6.8M
21 G&S Capital LLC 1.47% 108,972 $4.2M
22 WJ Wealth Management, LLC 1.45% 80,860 $3.1M
23 Olistico Wealth, LLC 1.29% 68,288 $2.6M
24 Latitude Advisors, LLC 1.22% 69,295 $2.7M
25 BIP Wealth, LLC 1.08% 690,410 $26.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CAPITAL GROUP CORE EQUITY ET (CGUS)

What does the Smart Money Trend signal show for CGUS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGUS?

More buyers than sellers — 77% buying: Last quarter: 278 funds were net buyers (56 opened a brand new position + 222 added to an existing one). Only 82 were sellers (65 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGUS holders?

Elite ownership — 46% AUM from top-100 funds: 15 of 371 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CGUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGUS?

Mixed — 38% long-term, 26% new: Of the 371 current holders: 142 (38%) held >2 years, 133 held 1–2 years, and 96 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.