Cap Group Global EqCGGEETF

13F holders, Q3 2025 (September 30)
117holders +36
39new positions
4sold out
1famous investor
$30.79avg. 13F price*

At the end of Q3 2025, 117 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 36 from Q2 2025. 39 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($322.3M), Capital Group Private Client Services, Inc. ($138.0M) and Cetera Investment Advisers ($74.6M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions39$81.5M
Exits4$5.7M

All 13F filers, Q2 2025 → Q3 2025: 19,438,340 shares bought and 909,759 shares sold, net +18,528,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

Envestnet Asset Management Inc. 0.09% Add +169.0% 10,468,946 $322.3M
Capital Group Private Client Services, Inc. 2.31% Add +62.4% 4,480,995 $138.0M
Cetera Investment Advisers 0.09% Add +112.1% 2,423,710 $74.6M
LPL Financial LLC 0.02% Add +180.2% 1,915,473 $59.0M
MML Investors Services, LLC 0.11% Add +98.5% 1,360,614 $41.9M
Larson Financial Group LLC 1.30% Add +49.0% 1,197,467 $36.9M
Royal Bank of Canada 0.01% Add +86.3% 997,279 $30.7M
Assetmark, Inc. 0.06% Add +2176.0% 971,546 $29.9M
Vestmark Advisory Solutions, Inc. 0.39% New 662,249 $20.4M
Osaic Holdings, Inc. 0.03% Add +262.0% 605,380 $18.3M
Janney Montgomery Scott LLC 0.04% Add +988.9% 582,407 $17.9M
Wells Fargo & Company 0.00% New 511,628 $15.8M
NewEdge Advisors, LLC 0.07% Add +15.9% 498,122 $15.3M
Commonwealth Equity Services, LLC 0.02% Add +36.0% 467,546 $14.4M
Orion Porfolio Solutions, LLC 0.10% New 402,014 $12.4M
Benjamin Edwards Inc. 0.13% Add +170.7% 379,053 $11.7M
James Reed Financial Services, Inc. 10.28% Reduce -5.8% 372,345 $11.5M
&partners 0.06% Add +111.3% 318,376 $9.8M
Truist Financial Corp. 0.01% Add +431.5% 316,221 $9.7M
Smartleaf Asset Management LLC 0.57% New 303,764 $9.3M
Strategic Blueprint, LLC 0.39% Add +8.8% 292,497 $9.0M
Citadel Advisors 0.01% Add +870.6% 255,921 $7.9M
Envestnet Portfolio Solutions, Inc. 0.03% Add +265.3% 254,247 $7.8M
Jane Street Group, LLC 0.01% Add +614.9% 248,596 $7.7M
Concurrent Investment Advisors, LLC 0.13% Add +42.0% 237,559 $7.3M
Stephens Inc. 0.09% Add +16.6% 233,853 $7.2M
Cullen/Frost Bankers, Inc. 0.08% Add +61.1% 229,133 $7.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +65.6% 199,239 $6.1M
Raymond James Financial Inc. 0.00% Add +60.5% 186,037 $5.7M
Intrua Financial, LLC 0.65% Add +45.3% 179,966 $5.5M
Principal Securities, Inc. 0.08% New 161,689 $5.0M
Merit Financial Group, LLC 0.04% Add +16.9% 148,996 $4.6M
Jones Financial Companies LLLP 0.00% Add +45.2% 130,522 $4.0M
Stratos Wealth Partners, LTD. 0.04% Add +144.1% 117,293 $3.6M
Park Avenue Securities LLC 0.03% New 106,600 $3.3M
Private Advisor Group, LLC 0.02% Add +29.5% 106,229 $3.3M
LongView Wealth Management 0.84% Add +77.0% 100,930 $3.1M
Sovran Advisors, LLC 0.27% Add +12.4% 96,673 $3.0M
Cary Street Partners Financial LLC 0.07% Add +0.9% 92,461 $2.8M
Valmark Advisers, Inc. 0.03% Add +168.4% 75,798 $2.3M
Harbour Investments, Inc. 0.05% Add +67.1% 74,681 $2.3M
Kintra Wealth, LLC 1.24% Add +63.8% 71,355 $2.2M
Stifel Financial Corp. 0.00% Add +195.3% 61,508 $1.9M
Venture Visionary Partners LLC 0.06% Add +95.8% 58,529 $1.8M
SFG Wealth Management, LLC. 0.77% New 57,572 $1.8M
Blueprint Financial Advisors LLC 0.34% New 51,464 $1.6M
Blueprint Investment Partners LLC 0.22% New 51,464 $1.6M
Kestra Advisory Services, LLC 0.01% Add +29.9% 51,441 $1.6M
A&I Financial Services, LLC 0.76% Add +24.7% 50,476 $1.6M
Gateway Wealth Partners, LLC 0.20% Add +110.6% 48,087 $1.5M
Mariner, LLC 0.00% Add +38.9% 46,695 $1.4M
RFG Advisory, LLC 0.03% Add +55.2% 44,898 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +200.8% 43,348 $1.3M
Tempus Wealth Planning, LLC 0.30% New 42,357 $1.3M
Independent Financial Group, LLC 0.03% Add +52.8% 41,662 $1.3M
Sagespring Wealth Partners, LLC 0.02% Add +36.9% 40,705 $1.3M
Thoroughbred Financial Services, LLC 0.08% Add +298.2% 39,499 $1.2M
Security Financial Services, INC. 0.19% Add +92.7% 37,438 $1.2M
ORG Partners LLC 0.19% Add +52.3% 28,867 $1.0M
Captrust Financial Advisors 0.00% Add +7.7% 31,789 $979K
Simplicity Wealth,LLC 0.06% New 31,412 $967K
Principle Wealth Partners LLC 0.06% New 30,827 $949K
IAG Wealth Partners, LLC 0.11% Add +1.4% 29,479 $908K
Koshinski Asset Management, Inc. 0.06% New 25,713 $792K
PFG Advisors 0.03% Add +267.3% 25,361 $781K
Wedbush Securities Inc. 0.03% New 24,823 $764K
Capital International Investors 0.00% Reduce -69.8% 24,619 $758K
Lantern Wealth Advisors, LLC 0.39% Add +0.7% 24,484 $754K
Investment Planning Advisors, Inc. 0.22% Reduce -96.1% 22,464 $692K
Natixis Advisors, LLC 0.00% New 18,298 $563K
Balboa Wealth Partners 0.10% Add +18.9% 18,015 $555K
Ascent Group, LLC 0.02% New 17,190 $529K
VestGen Investment Management 0.31% New 16,760 $516K
Advisor Resource Council 0.63% Add +94.2% 15,228 $469K
Mutual Advisors, LLC 0.01% Add +73.2% 14,898 $463K
Arq Wealth Advisors, LLC 0.14% New 14,818 $456K
CLG LLC 0.12% Add +68.3% 14,325 $441K
Ausdal Financial Partners, Inc. 0.02% New 13,390 $412K
MSH Capital Advisors LLC 0.11% Add +47.8% 13,234 $407K
GWN Securities Inc. 0.09% New 13,163 $405K
Continental Investors Services, Inc. 0.59% New 12,790 $396K
Transamerica Financial Advisors, LLC 0.03% New 12,604 $388K
Susquehanna International Group, LLP 0.00% Reduce -85.1% 12,186 $375K
Flow Traders U.S. LLC 0.01% New 11,765 $362K
Capital Analysts, LLC 0.01% Add +5558.7% 11,657 $359K
Atria Investments, Inc 0.00% New 9,445 $291K
IFG Advisory, LLC 0.01% New 8,912 $274K
DAVENPORT & Co LLC 0.00% Add +4.2% 8,750 $269K
Prospera Financial Services Inc 0.00% New 8,592 $265K
GeoWealth Management, LLC 0.01% New 7,990 $246K
Mayflower Financial Advisors, LLC 0.03% No change 7,567 $233K
Sittner & Nelson, LLC 0.08% Add +7.3% 7,388 $227K
Armstrong, Fleming & Moore, Inc 0.10% No change 7,089 $218K
Bank of America Corp. 0.00% Add +681900.0% 6,820 $210K
World Equity Group, Inc. 0.05% New 6,775 $209K
Concorde Asset Management, LLC 0.09% — 6,704 $208K
Farther Finance Advisors, LLC 0.00% Add +837.8% 5,824 $179K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -51.7% 4,348 $134K
Lanark Financial, Inc. 0.01% New 3,763 $116K
Comerica Bank 0.00% New 2,677 $82K

"% 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 117 holders