Cap Group Global EqCGGEETF
13F holders, Q2 2025 (June 30)81holders +37
38new positions
2sold out
1famous investor
$29.19avg. 13F price*
At the end of Q2 2025, 81 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 37 from Q1 2025. 38 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($113.6M), Capital Group Private Client Services, Inc. ($80.5M) and Cetera Investment Advisers ($33.4M). 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 2025)
- CUSIP
- 14020R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $69.9M |
| Exits | 2 | $485K |
All 13F filers, Q1 2025 → Q2 2025: 7,394,111 shares bought and 400,275 shares sold, net +6,993,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Envestnet Asset Management Inc. | 0.03% | Add +39.9% | 3,891,480 | $113.6M |
| Capital Group Private Client Services, Inc. | 0.70% | Add +39.4% | 2,758,899 | $80.5M |
| Cetera Investment Advisers | 0.06% | Add +56.4% | 1,142,936 | $33.4M |
| Larson Financial Group LLC | 0.94% | Add +932.2% | 803,591 | $23.5M |
| MML Investors Services, LLC | 0.06% | Add +30.9% | 685,472 | $20.0M |
| LPL Financial LLC | 0.01% | Add +167.8% | 683,500 | $20.0M |
| Investment Planning Advisors, Inc. | 5.95% | New | 577,233 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +22.2% | 535,208 | $15.6M |
| NewEdge Advisors, LLC | 0.06% | New | 429,848 | $12.5M |
| James Reed Financial Services, Inc. | 10.48% | New | 395,478 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +165.9% | 343,855 | $10.0M |
| Strategic Blueprint, LLC | 0.39% | Add +115.4% | 268,775 | $7.8M |
| Stephens Inc. | 0.08% | New | 200,468 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +4.0% | 167,350 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +439.5% | 167,221 | $4.9M |
| &partners | 0.03% | Add +40.7% | 150,667 | $4.4M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +35.1% | 142,237 | $4.2M |
| Benjamin Edwards Inc. | 0.05% | Add +97.5% | 140,006 | $4.1M |
| Old Mission Capital LLC | 0.10% | Add +539.0% | 127,797 | $3.7M |
| Merit Financial Group, LLC | 0.04% | Add +114.3% | 127,487 | $3.7M |
| Intrua Financial, LLC | 0.52% | Add +462.6% | 123,870 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +279.6% | 120,292 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -64.7% | 115,945 | $3.4M |
| Cary Street Partners Financial LLC | 0.08% | New | 91,660 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +309.2% | 89,876 | $2.6M |
| Sovran Advisors, LLC | 0.26% | New | 86,038 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +5.5% | 82,010 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 81,997 | $2.4M |
| Capital International Investors | 0.00% | Reduce -50.7% | 81,470 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.2% | 69,594 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +5.9% | 59,497 | $1.7M |
| LongView Wealth Management | 0.50% | Add +165.1% | 57,025 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 53,486 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +381.7% | 48,058 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +274.4% | 44,701 | $1.3M |
| Kintra Wealth, LLC | 0.77% | New | 43,557 | $1.3M |
| Assetmark, Inc. | 0.00% | New | 42,687 | $1.2M |
| A&I Financial Services, LLC | 0.67% | New | 40,466 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | New | 39,589 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -69.7% | 34,772 | $1.0M |
| Mariner, LLC | 0.00% | New | 33,622 | $981K |
| Virtu Financial LLC | 0.05% | New | 31,893 | $931K |
| Venture Visionary Partners LLC | 0.03% | New | 29,894 | $873K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +96.5% | 29,741 | $868K |
| Captrust Financial Advisors | 0.00% | Add +31.3% | 29,504 | $861K |
| IAG Wealth Partners, LLC | 0.11% | Add +6.5% | 29,079 | $849K |
| RFG Advisory, LLC | 0.02% | New | 28,927 | $844K |
| Valmark Advisers, Inc. | 0.01% | Add +92.5% | 28,237 | $824K |
| Independent Financial Group, LLC | 0.02% | New | 27,262 | $796K |
| Citadel Advisors | 0.00% | Add +57.7% | 26,366 | $770K |
| Lantern Wealth Advisors, LLC | 0.42% | — | 24,323 | $710K |
| Herold Advisors, Inc. | 0.15% | New | 24,323 | $710K |
| Gateway Wealth Partners, LLC | 0.13% | Add +18.9% | 22,834 | $667K |
| Stifel Financial Corp. | 0.00% | Add +123.3% | 20,829 | $608K |
| Security Financial Services, INC. | 0.10% | New | 19,426 | $567K |
| ORG Partners LLC | 0.12% | Add +1459.7% | 18,950 | $550K |
| Balboa Wealth Partners | 0.09% | New | 15,145 | $442K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,410 | $421K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.3% | 10,188 | $297K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 9,919 | $289K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 8,995 | $263K |
| MSH Capital Advisors LLC | 0.08% | New | 8,953 | $261K |
| Mutual Advisors, LLC | 0.01% | New | 8,601 | $256K |
| CLG LLC | 0.08% | New | 8,514 | $249K |
| DAVENPORT & Co LLC | 0.00% | New | 8,400 | $245K |
| Advisor Resource Council | 0.11% | New | 7,840 | $229K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 7,567 | $221K |
| Geneos Wealth Management Inc. | 0.01% | Add +1170.8% | 7,129 | $208K |
| Armstrong, Fleming & Moore, Inc | 0.11% | New | 7,089 | $207K |
| PFG Advisors | 0.01% | New | 6,904 | $202K |
| Sittner & Nelson, LLC | 0.08% | No change | 6,888 | $201K |
| Whipplewood Advisors, LLC | 0.02% | New | 1,450 | $42K |
| IFP Advisors, Inc | 0.00% | Add +80.2% | 1,211 | $35K |
| Cwm, LLC | 0.00% | New | 983 | $29K |
| Farther Finance Advisors, LLC | 0.00% | New | 621 | $18K |
| Morgan Stanley | 0.00% | New | 358 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 206 | $6K |
| Arax Advisory Partners | 0.00% | New | 108 | $3K |
| MAI Capital Management | 0.00% | New | 60 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 7 | $205 |
| Bank of America Corp. | 0.00% | Reduce -99.7% | 1 | $29 |
"% of holder's portfolio" is CGGE's weight in each manager's 13F, not the share of Cap Group Global Eq the manager owns.