Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Core Equity Et (CGUS)

403 + 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
↑ +20
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — CGUS

Based on 409 hedge funds · latest filing: 2026 Q1 · 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
409 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 — +32% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+32% 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 — 70% buying

268 buying117 selling
Last quarter: 268 funds were net buyers (46 opened a brand new position + 222 added to an existing one). Only 117 were sellers (91 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 38 → 63 → 46. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 26% new

■ 39% conviction (2yr+) ■ 34% medium ■ 26% new
Of the 409 current holders: 160 (39%) held >2 years, 141 held 1–2 years, and 108 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

36 → 35 → 38 → 63 → 46 new funds/Q
New funds entering each quarter: 35 → 38 → 63 → 46. A growing number of institutions are discovering CGUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 34% new entrants

■ 37% veterans ■ 29% 1-2yr ■ 34% new
Of 409 current holders: 151 (37%) held 2+ years, 118 held 1–2 years, 140 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
21 of 409 holders are among the 100 largest funds by AUM, controlling 49% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — CGUS

In 2026 Q1, 268 hedge funds were net buyers of CGUS (46 opened a new position, 222 added to an existing one), while 117 reduced or exited (91 trimmed, 26 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in CGUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 409.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Capital Group Core Equity Et (CGUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGUS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
CGUS
+15.7%
SPY
+15.9%

CGUS outperformed SPY by -0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
CGUS
+2.3%
SPY
+2.0%

Since the filing became public, CGUS outperformed SPY by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 19 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: CGUS
403 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 403 389 3.6%
13F Shares 165M 142M 16.05%
Total Value $6.14B $5.71B 7.52%
New Positions 43 63 -20
Increased Positions 220 226 -6
Closed Positions 29 17 +12
Reduced Positions 90 68 +22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGUS

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Financial Highlights

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Institutional Holders (2026 Q1)

403 + investors

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

QUARTER:
Top 25 CGUS holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Entruity Wealth, LLC 9.03% 346,342 $13.3M
5 Challenger Wealth Management 8.12% 264,588 $10.2M
6 Ergawealth Advisors, Inc. 7.18% 422,910 $16.2M
7 Summit Investment Advisory Services, LLC 6.88% 482,381 $18.5M
8 Guided Capital Wealth Management, LLC 6.17% 243,334 $9.3M
9 Burford Brothers, Inc. 5.76% 365,474 $14.0M
10 Cannon Wealth Management Services, LLC 5.05% 194,228 $7.5M
11 Beto Financial Group, LLC 4.51% 179,160 $7.7M
12 Souders Financial Advisors 4.37% 996,057 $38.3M
13 Aspire Growth Partners LLC 4.26% 161,600 $6.2M
14 Boyer Financial Services, Inc. 4.05% 99,424 $3.8M
15 Cushing Capital Partners, LLC 3.67% 124,114 $4.8M
16 Worthington Financial Partners, LLC 3.57% 108,267 $4.2M
17 BNB Wealth Management, LLC 3.36% 136,077 $5.2M
18 Capital Group Private Client Services, Inc. 3.30% 5,098,451 $195.9M
19 AA Financial Advisors, LLC 2.90% 536,231 $20.6M
20 Bridgewealth Advisory Group, LLC 2.84% 356,156 $13.7M
21 Silver Oak Securities, Incorporated 2.64% 939,142 $36.1M
22 A&I Financial Services, LLC 2.62% 144,007 $5.5M
23 True Blue Financial, LLC 2.60% 85,802 $3.3M
24 J. Derek Lewis & Associates Inc. 2.57% 272,179 $10.9M
25 Transcendent Capital Group LLC 2.30% 131,604 $5.1M
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 — 70% buying: Last quarter: 268 funds were net buyers (46 opened a brand new position + 222 added to an existing one). Only 117 were sellers (91 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGUS holders?

Elite ownership — 49% AUM from top-100 funds: 21 of 409 holders are among the 100 largest funds by AUM, controlling 49% 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 — 39% long-term, 26% new: Of the 409 current holders: 160 (39%) held >2 years, 141 held 1–2 years, and 108 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.

Is it too late to buy Capital Group Core Equity Et (CGUS) following the 2026 Q1 hedge fund 13F filings?

As of today, CGUS has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), CGUS has gained +15.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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