Cap Group Global EqCGGEETF

13F holders, Q1 2025 (March 31)
44holders +29
30new positions
1sold out
1famous investor
$25.86avg. 13F price*

At the end of Q1 2025, 44 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 29 from Q4 2024. 30 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($72.0M), Capital Group Private Client Services, Inc. ($51.2M) and Cetera Investment Advisers ($18.9M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions30$136.6M
Exits1$27K

All 13F filers, Q4 2024 → Q1 2025: 6,551,466 shares bought and 619,761 shares sold, net +5,931,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Envestnet Asset Management Inc. 0.02% New 2,782,534 $72.0M
Capital Group Private Client Services, Inc. 0.50% Add +41.2% 1,978,658 $51.2M
Cetera Investment Advisers 0.04% New 730,632 $18.9M
MML Investors Services, LLC 0.05% New 523,557 $13.5M
Royal Bank of Canada 0.00% Add +22.1% 437,918 $11.3M
Raymond James Financial Inc. 0.00% New 328,126 $8.5M
LPL Financial LLC 0.00% Add +173.6% 255,245 $6.6M
Capital International Investors 0.00% Reduce -78.9% 165,300 $4.3M
Concurrent Investment Advisors, LLC 0.10% New 160,835 $4.2M
Commonwealth Equity Services, LLC 0.00% Add +412.8% 129,293 $3.3M
Strategic Blueprint, LLC 0.18% Add +471.5% 124,796 $3.2M
Jane Street Group, LLC 0.01% Add +760.2% 114,653 $3.0M
&partners 0.03% New 107,113 $2.8M
Cullen/Frost Bankers, Inc. 0.04% New 105,263 $2.7M
Larson Financial Group LLC 0.10% Add +8777.1% 77,852 $2.0M
Private Advisor Group, LLC 0.01% New 77,743 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% New 74,951 $1.9M
Benjamin Edwards Inc. 0.03% New 70,906 $1.8M
Merit Financial Group, LLC 0.02% New 59,503 $1.5M
Truist Financial Corp. 0.00% New 56,173 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +144.3% 31,693 $820K
Osaic Holdings, Inc. 0.00% Add +418.9% 30,996 $802K
IAG Wealth Partners, LLC 0.11% Add +4.0% 27,294 $706K
Captrust Financial Advisors 0.00% Add +87.8% 22,469 $581K
Intrua Financial, LLC 0.09% New 22,017 $569K
Jones Financial Companies LLLP 0.00% New 21,963 $569K
LongView Wealth Management 0.17% New 21,512 $556K
Old Mission Capital LLC 0.01% New 20,000 $517K
Gateway Wealth Partners, LLC 0.11% New 19,197 $496K
Citadel Advisors 0.00% New 16,721 $432K
Atria Wealth Solutions, Inc. 0.01% New 16,331 $422K
Sagespring Wealth Partners, LLC 0.01% New 15,139 $391K
Valmark Advisers, Inc. 0.01% New 14,671 $379K
Harbour Investments, Inc. 0.01% Add +269.0% 11,940 $309K
Bleakley Financial Group, LLC 0.01% New 10,159 $263K
Stratos Wealth Partners, LTD. 0.00% New 9,976 $258K
Stifel Financial Corp. 0.00% New 9,329 $241K
Sittner & Nelson, LLC 0.08% Add +143.2% 6,888 $178K
Capital A Wealth Management, LLC 0.07% New 2,406 $62K
ORG Partners LLC 0.01% New 1,215 $32K
IFP Advisors, Inc 0.00% New 672 $17K
Geneos Wealth Management Inc. 0.00% New 561 $15K
Bank of America Corp. 0.00% New 290 $7K
Capital Analysts, LLC 0.00% New 206 $5K

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