Cap Group Global EqCGGEETF

13F holders, Q2 2026 (June 30)
183holders +13
26new positions
14sold out
1famous investor
$35.23avg. 13F price*

At the end of Q2 2026, 183 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 13 from Q1 2026. 26 opened new positions and 14 sold out. The largest holders were Envestnet Asset Management Inc. ($526.9M), Capital Group Private Client Services, Inc. ($294.9M) and Capital International Investors ($292.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Cap Group Global Eq
Filed as
CAPITAL GROUP GLOBAL EQUITY (Q2 2026)
CUSIP
14020R107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q2 2024: 3Q2 2024Q3 2024: 9Q3 2024Q4 2024: 15Q4 2024Q1 2025: 44Q1 2025Q2 2025: 81Q2 2025Q3 2025: 117Q3 2025Q4 2025: 157Q4 2025Q1 2026: 170Q1 2026Q2 2026: 183Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions26$50.1M
Exits14$1.7M

All 13F filers, Q1 2026 → Q2 2026: 10,639,294 shares bought and 2,118,175 shares sold, net +8,521,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

Envestnet Asset Management Inc. 0.12% Add +6.1% 14,953,044 $526.9M
Capital Group Private Client Services, Inc. 4.16% Add +21.0% 8,369,362 $294.9M
Capital International Investors 0.06% Add +3.8% 8,303,169 $292.6M
Wells Fargo & Company 0.03% Add +19.9% 5,675,954 $200.0M
LPL Financial LLC 0.04% Add +32.2% 5,216,503 $183.8M
Cetera Investment Advisers 0.11% Add +3.0% 3,382,673 $119.2M
Larson Financial Group LLC 1.84% Add +25.7% 1,983,117 $69.9M
MML Investors Services, LLC 0.13% Add +18.4% 1,866,016 $65.8M
Assetmark, Inc. 0.09% Add +7.4% 1,536,270 $54.1M
Benjamin Edwards Inc. 0.48% Add +14.8% 1,490,362 $52.5M
Commonwealth Equity Services, LLC 0.06% Add +15.2% 1,412,821 $49.8M
Clearstead Advisors, LLC 0.45% Reduce -50.9% 1,349,068 $47.5M
Royal Bank of Canada 0.01% Add +8.3% 1,297,153 $45.7M
Janney Montgomery Scott LLC 0.08% Add +7.2% 1,240,110 $43.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +9.3% 1,182,185 $41.7M
Osaic Holdings, Inc. 0.05% Add +14.5% 1,107,314 $39.0M
NewEdge Advisors, LLC 0.10% Add +12.1% 957,504 $33.7M
Vestmark Advisory Solutions, Inc. 0.30% Add +3.5% 916,929 $32.3M
&partners 0.11% Add +5.1% 792,699 $28.0M
Raymond James Financial Inc. 0.01% Add +33.0% 783,191 $27.6M
Compton Financial Group, LLC 4.32% Add +75.3% 636,441 $22.4M
James Reed Financial Services, Inc. 15.91% Add +0.9% 591,511 $20.8M
Panoramic Capital Partners, LLC 8.37% New 502,212 $17.7M
Truist Financial Corp. 0.02% Add +17.8% 474,899 $16.7M
Stifel Financial Corp. 0.01% Add +71.4% 458,925 $16.2M
Orion Porfolio Solutions, LLC 0.12% Reduce -16.7% 436,166 $15.4M
Jones Financial Companies LLLP 0.01% Add +26.0% 438,265 $15.0M
TD Waterhouse Canada Inc. 0.04% Add +28.6% 417,606 $14.6M
Smartleaf Asset Management LLC 0.45% No change 394,290 $13.7M
Susquehanna International Group, LLP 0.01% Add +122.1% 369,296 $13.0M
Jane Street Group, LLC 0.01% Reduce -28.0% 349,852 $12.3M
Envestnet Portfolio Solutions, Inc. 0.06% Add +9.6% 341,123 $12.0M
Strategic Blueprint, LLC 0.58% Add +2.1% 330,571 $11.6M
Valmark Advisers, Inc. 0.12% Add +108.7% 323,952 $11.4M
Cullen/Frost Bankers, Inc. 0.11% Reduce -1.6% 323,679 $11.4M
Stephens Inc. 0.12% Add +2.6% 312,106 $11.0M
Kintra Wealth, LLC 0.54% Add +30.7% 285,637 $10.3M
Principal Securities, Inc. 0.12% Add +15.5% 287,045 $10.1M
Venture Visionary Partners LLC 0.26% Add +37.5% 269,605 $9.5M
Intrua Financial, LLC 0.88% Add +7.8% 264,007 $9.3M
Private Advisor Group, LLC 0.04% Add +32.7% 238,292 $8.4M
Harbour Investments, Inc. 0.11% Add +11.5% 232,702 $8.2M
Gateway Wealth Partners, LLC 0.49% Reduce -34.9% 232,465 $8.2M
Stratos Wealth Partners, LTD. 0.07% Add +6.0% 198,272 $7.0M
Concurrent Investment Advisors, LLC 0.06% Reduce -19.0% 189,081 $6.7M
Park Avenue Securities LLC 0.04% Add +32.8% 184,496 $6.5M
Cary Street Partners Financial LLC 0.14% Reduce -8.7% 176,904 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 173,741 $6.1M
GTS Securities LLC 0.13% Add +1246.3% 169,793 $6.0M
BNB Wealth Management, LLC 3.19% Add +193.2% 165,342 $5.8M
Citadel Advisors 0.00% New 163,775 $5.8M
Elequin Capital, LP 0.95% New 155,662 $5.5M
Old Mission Capital LLC 0.14% New 151,601 $5.3M
Kestra Advisory Services, LLC 0.02% Add +28.4% 146,842 $5.2M
Great Valley Advisor Group, Inc. 0.08% Reduce -4.0% 145,392 $5.1M
Merit Financial Group, LLC 0.03% Reduce -4.2% 142,650 $5.0M
Integrated Wealth Concepts LLC 0.03% Add +22.7% 137,264 $4.8M
Hopwood Nicholas Hunter 1.28% Add +4.0% 132,891 $4.7M
Aprio Wealth Management, LLC 0.22% Reduce -0.6% 128,645 $4.5M
AMG Asset Management Group, Inc. 2.83% Add +1.5% 128,128 $4.5M
LongView Wealth Management 1.12% Reduce -1.3% 123,843 $4.4M
Flow Traders U.S. LLC 0.18% New 122,663 $4.3M
Bank of America Corp. 0.00% New 115,656 $4.1M
Sovran Advisors, LLC 0.28% Add +6.1% 108,655 $3.7M
Blueprint Financial Advisors LLC 0.39% Add +9.9% 99,858 $3.5M
Blueprint Investment Partners LLC 0.29% Add +9.9% 99,858 $3.5M
Thoroughbred Financial Services, LLC 0.17% Add +3.6% 99,036 $3.5M
Capital Analysts, LLC 0.07% Add +86.6% 89,985 $3.2M
Boyer Financial Services, Inc. 2.41% Add +12.3% 81,652 $2.9M
Arq Wealth Advisors, LLC 0.35% Add +99.9% 80,929 $2.8M
Bank of New York Mellon Corp 0.00% Add +194.9% 78,931 $2.8M
A&I Financial Services, LLC 1.18% Add +16.9% 76,848 $2.7M
PFG Advisors 0.13% Add +24.8% 73,464 $2.6M
Capital Investment Management, Inc. 0.79% Add +11.8% 72,711 $2.6M
Mutual Advisors, LLC 0.05% Add +294.9% 72,085 $2.5M
Vise Technologies, Inc. 0.03% New 68,381 $2.4M
Bank of Montreal 0.00% Add +14.0% 65,517 $2.3M
HighPoint Advisor Group LLC 0.08% Add +12.3% 64,811 $2.3M
Transamerica Financial Advisors, LLC 0.19% Add +43.3% 63,759 $2.2M
Geneos Wealth Management Inc. 0.05% Add +76.0% 63,280 $2.2M
R2 Capital Strategies, LLC 0.95% — 59,632 $2.1M
SFG Wealth Management, LLC. 0.72% Reduce -0.8% 56,795 $2.0M
Ashton Thomas Private Wealth, LLC 0.04% Add +8.8% 56,645 $2.0M
Koshinski Asset Management, Inc. 0.11% Add +3.2% 56,035 $2.0M
Apollon Wealth Management, LLC 0.02% Add +53.7% 55,803 $2.0M
Sagespring Wealth Partners, LLC 0.03% Add +6.2% 55,475 $2.0M
Farther Finance Advisors, LLC 0.02% Add +235.8% 55,472 $2.0M
DAVENPORT & Co LLC 0.01% Add +12.6% 52,028 $1.8M
RFG Advisory, LLC 0.03% Add +9.0% 51,850 $1.8M
Atria Investments, Inc 0.02% Add +10.2% 50,895 $1.8M
Captrust Financial Advisors 0.00% Add +16.0% 49,880 $1.8M
IAG Wealth Partners, LLC 0.17% Add +41.5% 48,401 $1.7M
Security Financial Services, INC. 0.23% Reduce -14.3% 47,978 $1.7M
Merited Wealth, LLC 1.15% Reduce -65.4% 46,219 $1.6M
Lantern Wealth Advisors, LLC 0.74% Reduce -1.7% 46,010 $1.6M
World Investment Advisors 0.03% Add +1.4% 52,820 $1.6M
Tempus Wealth Planning, LLC 0.31% Reduce -4.2% 45,268 $1.6M
Advyzon Investment Management, LLC 0.11% Add +1.4% 41,183 $1.5M
Vantus Wealth LLC 0.74% — 39,160 $1.4M
Landaas & Co. /Wi 0.25% Add +27.1% 38,664 $1.4M

"% of holder's portfolio" is CGGE's weight in each manager's 13F, not the share of Cap Group Global Eq the manager owns.

Show all 183 holders