Cap Group Global EqCGGEETF

13F holders, Q4 2025 (December 31)
157holders +40
31new positions
3sold out
1famous investor
$31.64avg. 13F price*

At the end of Q4 2025, 157 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 40 from Q3 2025. 31 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($383.2M), Capital Group Private Client Services, Inc. ($171.2M) and Capital International Investors ($120.3M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions31$51.9M
Exits3$426K

All 13F filers, Q3 2025 → Q4 2025: 16,210,627 shares bought and 243,578 shares sold, net +15,967,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 157 holders

Envestnet Asset Management Inc. 0.11% Add +15.7% 12,115,687 $383.2M
Capital Group Private Client Services, Inc. 2.73% Add +20.8% 5,413,104 $171.2M
Capital International Investors 0.02% Add +15343.0% 3,801,915 $120.3M
Cetera Investment Advisers 0.10% Add +16.6% 2,825,862 $89.4M
LPL Financial LLC 0.02% Add +43.1% 2,741,720 $86.7M
Wells Fargo & Company 0.01% Add +356.3% 2,334,375 $73.8M
MML Investors Services, LLC 0.12% Add +14.2% 1,554,291 $49.2M
Larson Financial Group LLC 1.44% Add +13.8% 1,363,320 $43.1M
Assetmark, Inc. 0.08% Add +24.9% 1,212,952 $38.4M
Royal Bank of Canada 0.01% Add +10.7% 1,103,456 $34.9M
Clarius Group, LLC 1.99% New 1,103,189 $34.9M
Cambridge Investment Research Advisors, Inc. 0.08% Add +400.0% 996,254 $31.5M
Janney Montgomery Scott LLC 0.06% Add +34.7% 784,574 $24.8M
NewEdge Advisors, LLC 0.09% Add +49.8% 745,919 $23.6M
Vestmark Advisory Solutions, Inc. 0.31% Add +9.4% 724,587 $22.9M
Commonwealth Equity Services, LLC 0.03% Add +40.3% 655,790 $20.7M
&partners 0.11% Add +102.3% 644,201 $20.4M
Benjamin Edwards Inc. 0.22% Add +63.4% 619,247 $19.6M
Osaic Holdings, Inc. 0.03% Add +0.6% 608,892 $19.3M
James Reed Financial Services, Inc. 15.17% Add +60.8% 598,625 $18.9M
Raymond James Financial Inc. 0.01% Add +175.7% 512,911 $16.2M
Concurrent Investment Advisors, LLC 0.18% Add +103.6% 483,650 $15.3M
Orion Porfolio Solutions, LLC 0.10% Add +5.5% 424,260 $13.4M
Jane Street Group, LLC 0.02% Add +60.9% 400,000 $12.7M
Smartleaf Asset Management LLC 0.44% Add +19.0% 361,584 $11.5M
Truist Financial Corp. 0.01% Add +11.9% 353,948 $11.2M
Strategic Blueprint, LLC 0.58% Add +6.7% 312,147 $9.9M
Envestnet Portfolio Solutions, Inc. 0.03% Add +14.9% 292,168 $9.2M
Cullen/Frost Bankers, Inc. 0.10% Add +24.7% 285,813 $9.0M
Stephens Inc. 0.10% Add +9.8% 256,679 $8.1M
Intrua Financial, LLC 0.78% Add +24.8% 224,506 $7.1M
Principal Securities, Inc. 0.10% Add +30.8% 211,433 $6.7M
Jones Financial Companies LLLP 0.00% Add +47.3% 192,282 $6.1M
Venture Visionary Partners LLC 0.19% Add +212.1% 182,679 $5.8M
Stratos Wealth Partners, LTD. 0.06% Add +45.3% 170,451 $5.4M
Susquehanna International Group, LLP 0.01% Add +1239.7% 163,258 $5.2M
Merit Financial Group, LLC 0.04% Add +0.2% 149,261 $4.7M
Merited Wealth, LLC 3.82% — 130,225 $4.1M
Private Advisor Group, LLC 0.02% Add +22.4% 130,078 $4.1M
Kintra Wealth, LLC 0.57% Add +81.7% 129,670 $4.1M
Aprio Wealth Management, LLC 0.23% New 129,370 $4.1M
LongView Wealth Management 0.96% Add +20.6% 121,730 $4.0M
Hopwood Nicholas Hunter 1.29% — 125,339 $4.0M
Park Avenue Securities LLC 0.03% Add +14.2% 121,745 $3.9M
GTS Securities LLC 0.12% New 113,738 $3.6M
Valmark Advisers, Inc. 0.04% Add +48.6% 112,660 $3.6M
Harbour Investments, Inc. 0.07% Add +47.0% 109,800 $3.5M
Stifel Financial Corp. 0.00% Add +68.3% 103,538 $3.3M
Sovran Advisors, LLC 0.28% Add +3.1% 99,717 $3.3M
Cary Street Partners Financial LLC 0.07% Reduce -1.2% 91,342 $2.9M
Integrated Wealth Concepts LLC 0.03% Add +93.0% 83,653 $2.6M
Blueprint Financial Advisors LLC 0.37% Add +49.7% 77,045 $2.4M
Blueprint Investment Partners LLC 0.26% Add +49.7% 77,045 $2.4M
Gateway Wealth Partners, LLC 0.25% Add +45.5% 69,985 $2.2M
Thoroughbred Financial Services, LLC 0.13% Add +76.6% 69,745 $2.2M
Mariner, LLC 0.00% Add +40.4% 65,544 $2.1M
Boyer Financial Services, Inc. 2.17% — 63,997 $2.0M
Kestra Advisory Services, LLC 0.01% Add +24.9% 64,240 $2.0M
SFG Wealth Management, LLC. 0.71% Reduce -0.5% 57,293 $1.8M
ORG Partners LLC 0.32% Add +98.4% 57,283 $1.8M
Capital Investment Management, Inc. 0.63% — 56,548 $1.8M
BNB Wealth Management, LLC 1.15% — 56,462 $1.8M
Flow Traders U.S. LLC 0.06% Add +377.3% 56,158 $1.8M
A&I Financial Services, LLC 0.82% Add +7.6% 54,295 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +20.3% 48,979 $1.5M
PFG Advisors 0.07% Add +88.4% 47,787 $1.5M
Security Financial Services, INC. 0.23% Add +25.0% 46,786 $1.5M
Tempus Wealth Planning, LLC 0.34% Add +10.1% 46,615 $1.5M
Koshinski Asset Management, Inc. 0.09% Add +75.0% 45,001 $1.4M
RFG Advisory, LLC 0.03% Reduce -1.2% 44,359 $1.4M
Independent Financial Group, LLC 0.03% Add +6.4% 44,316 $1.4M
Advyzon Investment Management, LLC 0.14% New 37,454 $1.2M
Vantus Wealth LLC 0.87% — 37,139 $1.2M
Captrust Financial Advisors 0.00% Add +16.4% 37,003 $1.2M
Citadel Advisors 0.00% Reduce -86.2% 35,427 $1.1M
Kingswood Wealth Advisors, LLC 0.05% New 33,738 $1.1M
DAVENPORT & Co LLC 0.01% Add +271.7% 32,527 $1.0M
Principle Wealth Partners LLC 0.06% Add +4.1% 32,090 $1.0M
Simplicity Wealth,LLC 0.06% Add +0.3% 31,507 $997K
HRT Financial LP 0.00% New 29,416 $930K
IAG Wealth Partners, LLC 0.10% Reduce -3.3% 28,501 $901K
Lantern Wealth Advisors, LLC 0.47% Add +15.2% 28,212 $892K
HighPoint Advisor Group LLC 0.02% New 27,905 $883K
Arq Wealth Advisors, LLC 0.23% Add +85.0% 27,419 $867K
CLG LLC 0.20% Add +78.5% 25,571 $809K
Canandaigua National Trust Co of Florida 0.50% New 25,060 $793K
Atria Investments, Inc 0.01% Add +163.2% 24,856 $786K
Wedbush Securities Inc. 0.02% Reduce -0.7% 24,643 $779K
J. Derek Lewis & Associates Inc. 0.18% — 24,504 $775K
GWN Securities Inc. 0.15% Add +80.1% 23,712 $750K
Transamerica Financial Advisors, LLC 0.05% Add +61.5% 20,355 $644K
Investment Planning Advisors, Inc. 0.18% Reduce -11.6% 19,863 $628K
Natixis Advisors, LLC 0.00% Add +6.8% 19,541 $618K
Balboa Wealth Partners 0.10% Add +3.4% 18,631 $589K
Northern Trust Corp. 0.00% New 18,063 $571K
MSH Capital Advisors LLC 0.12% Add +32.5% 17,537 $555K
Ascent Group, LLC 0.02% Add +1.4% 17,428 $551K
VestGen Investment Management 0.29% Reduce -3.0% 16,261 $514K
Geneos Wealth Management Inc. 0.01% Add +1776.5% 15,763 $499K
Compton Financial Group, LLC 0.11% New 15,481 $490K

"% 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 157 holders