Cap Group Global EqCGGEETF

13F holders, Q1 2026 (March 31)
170holders +13
26new positions
9sold out
$30.50avg. 13F price*

At the end of Q1 2026, 170 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 13 from Q4 2025. 26 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($429.9M), Capital International Investors ($244.1M) and Capital Group Private Client Services, Inc. ($211.0M).

Company
Cap Group Global Eq
Filed as
CAPITAL GROUP GLOBAL EQUITY (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions26$108.7M
Exits9$4.4M

All 13F filers, Q4 2025 → Q1 2026: 21,072,663 shares bought and 547,869 shares sold, net +20,524,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 170 holders

Envestnet Asset Management Inc. 0.12% Add +16.4% 14,096,165 $429.9M
Capital International Investors 0.06% Add +110.5% 8,002,856 $244.1M
Capital Group Private Client Services, Inc. 3.56% Add +27.8% 6,918,527 $211.0M
Wells Fargo & Company 0.03% Add +102.8% 4,734,166 $144.4M
LPL Financial LLC 0.03% Add +43.9% 3,945,807 $120.3M
Cetera Investment Advisers 0.11% Add +16.3% 3,285,183 $100.2M
Clearstead Advisors, LLC 0.77% New 2,749,114 $83.8M
Larson Financial Group LLC 1.54% Add +15.7% 1,577,926 $48.1M
MML Investors Services, LLC 0.13% Add +1.4% 1,576,137 $48.1M
Assetmark, Inc. 0.09% Add +17.9% 1,429,913 $43.6M
Benjamin Edwards Inc. 0.39% Add +109.7% 1,298,512 $39.6M
Commonwealth Equity Services, LLC 0.05% Add +87.0% 1,226,469 $37.4M
Royal Bank of Canada 0.01% Add +8.6% 1,198,245 $36.5M
Janney Montgomery Scott LLC 0.09% Add +47.4% 1,156,513 $35.3M
Cambridge Investment Research Advisors, Inc. 0.09% Add +8.6% 1,081,536 $33.0M
Osaic Holdings, Inc. 0.04% Add +58.8% 966,844 $29.5M
Vestmark Advisory Solutions, Inc. 0.30% Add +22.2% 885,670 $27.0M
NewEdge Advisors, LLC 0.09% Add +14.5% 854,249 $26.1M
&partners 0.11% Add +17.1% 754,025 $23.0M
Raymond James Financial Inc. 0.01% Add +14.8% 589,046 $18.0M
James Reed Financial Services, Inc. 15.48% Reduce -2.1% 586,128 $17.9M
Orion Porfolio Solutions, LLC 0.14% Add +23.4% 523,335 $16.0M
Jane Street Group, LLC 0.02% Add +21.5% 486,152 $14.8M
Truist Financial Corp. 0.02% Add +13.9% 403,117 $12.3M
Smartleaf Asset Management LLC 0.42% Add +9.1% 394,290 $11.6M
Compton Financial Group, LLC 2.45% Add +2245.1% 363,042 $11.1M
Gateway Wealth Partners, LLC 0.42% Add +410.0% 356,920 $10.9M
Jones Financial Companies LLLP 0.01% Add +80.9% 347,872 $10.3M
Cullen/Frost Bankers, Inc. 0.11% Add +15.2% 329,108 $10.0M
TD Waterhouse Canada Inc. 0.03% Add +17536.3% 324,860 $10.0M
Strategic Blueprint, LLC 0.57% Add +3.8% 323,839 $9.9M
Envestnet Portfolio Solutions, Inc. 0.05% Add +6.5% 311,225 $9.5M
Stephens Inc. 0.12% Add +18.6% 304,297 $9.3M
Stifel Financial Corp. 0.01% Add +158.5% 267,687 $8.2M
Principal Securities, Inc. 0.11% Add +17.5% 248,519 $7.6M
Intrua Financial, LLC 0.80% Add +9.1% 244,922 $7.5M
Concurrent Investment Advisors, LLC 0.08% Reduce -51.8% 233,304 $7.1M
Kintra Wealth, LLC 0.47% Add +68.5% 218,540 $6.7M
Harbour Investments, Inc. 0.10% Add +90.0% 208,665 $6.4M
Venture Visionary Partners LLC 0.20% Add +7.4% 196,146 $6.0M
Cary Street Partners Financial LLC 0.15% Add +112.0% 193,663 $5.9M
Stratos Wealth Partners, LTD. 0.07% Add +9.7% 187,004 $5.7M
Private Advisor Group, LLC 0.03% Add +38.1% 179,592 $5.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 173,741 $5.3M
Susquehanna International Group, LLP 0.01% Add +1.9% 166,277 $5.1M
Valmark Advisers, Inc. 0.06% Add +37.8% 155,239 $4.7M
Great Valley Advisor Group, Inc. 0.08% New 151,449 $4.6M
Merit Financial Group, LLC 0.03% Reduce -0.3% 148,863 $4.5M
Park Avenue Securities LLC 0.03% Add +14.2% 138,967 $4.2M
LongView Wealth Management 1.04% Add +3.1% 125,471 $4.1M
Merited Wealth, LLC 3.38% Add +2.7% 133,710 $4.1M
Aprio Wealth Management, LLC 0.22% Add +0.1% 129,450 $3.9M
Hopwood Nicholas Hunter 1.24% Add +2.0% 127,818 $3.9M
AMG Asset Management Group, Inc. 2.99% New 126,260 $3.9M
Kestra Advisory Services, LLC 0.01% Add +78.0% 114,332 $3.5M
Integrated Wealth Concepts LLC 0.03% Add +33.7% 111,835 $3.4M
Sovran Advisors, LLC 0.27% Add +2.7% 102,388 $3.4M
Mariner, LLC 0.00% Add +69.0% 110,768 $3.4M
Thoroughbred Financial Services, LLC 0.17% Add +37.0% 95,546 $2.9M
Blueprint Financial Advisors LLC 0.41% Add +17.9% 90,826 $2.8M
Blueprint Investment Partners LLC 0.28% Add +17.9% 90,826 $2.8M
Boyer Financial Services, Inc. 2.35% Add +13.6% 72,680 $2.2M
A&I Financial Services, LLC 0.95% Add +21.0% 65,713 $2.0M
Capital Investment Management, Inc. 0.68% Add +15.0% 65,024 $2.0M
PFG Advisors 0.09% Add +23.2% 58,881 $1.8M
HighPoint Advisor Group LLC 0.07% Add +106.8% 57,694 $1.8M
Bank of Montreal 0.00% New 57,457 $1.8M
SFG Wealth Management, LLC. 0.72% Reduce -0.1% 57,240 $1.7M
BNB Wealth Management, LLC 1.10% Reduce -0.1% 56,390 $1.7M
Security Financial Services, INC. 0.27% Add +19.6% 55,949 $1.7M
Koshinski Asset Management, Inc. 0.10% Add +20.6% 54,282 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +6.6% 52,215 $1.6M
Ashton Thomas Private Wealth, LLC 0.04% New 52,081 $1.6M
World Investment Advisors 0.03% New 52,066 $1.6M
Capital Analysts, LLC 0.04% Add +238.5% 48,227 $1.5M
RFG Advisory, LLC 0.03% Add +7.2% 47,553 $1.5M
Tempus Wealth Planning, LLC 0.33% Add +1.4% 47,268 $1.4M
Lantern Wealth Advisors, LLC 0.73% Add +66.0% 46,819 $1.4M
DAVENPORT & Co LLC 0.01% Add +42.1% 46,228 $1.4M
Atria Investments, Inc 0.02% Add +85.8% 46,176 $1.4M
Transamerica Financial Advisors, LLC 0.12% Add +118.7% 44,506 $1.4M
Independent Financial Group, LLC 0.03% Reduce -2.2% 43,347 $1.3M
Captrust Financial Advisors 0.00% Add +16.2% 43,009 $1.3M
Advyzon Investment Management, LLC 0.11% Add +8.4% 40,605 $1.2M
Arq Wealth Advisors, LLC 0.22% Add +47.6% 40,484 $1.2M
Apollon Wealth Management, LLC 0.02% Add +219.4% 36,305 $1.1M
Geneos Wealth Management Inc. 0.03% Add +128.2% 35,964 $1.1M
IAG Wealth Partners, LLC 0.12% Add +20.0% 34,208 $1.0M
Kingswood Wealth Advisors, LLC 0.05% Add +1.0% 34,086 $1.0M
Simplicity Wealth,LLC 0.06% Add +4.8% 33,036 $1.0M
GWN Securities Inc. 0.18% Add +31.1% 31,095 $948K
Landaas & Co. /Wi 0.20% New 30,432 $928K
Principle Wealth Partners LLC 0.05% Reduce -5.4% 30,360 $926K
J. Derek Lewis & Associates Inc. 0.21% Add +23.8% 30,340 $925K
CLG LLC 0.21% Add +8.4% 27,726 $846K
Bank of New York Mellon Corp 0.00% New 26,765 $816K
Natixis Advisors, LLC 0.00% Add +26.9% 24,796 $756K
Wedbush Securities Inc. 0.02% Reduce -1.0% 24,389 $744K
Investment Planning Advisors, Inc. 0.19% Add +13.2% 22,476 $686K
Fifth Third Bancorp 0.00% New 20,420 $623K

"% 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 170 holders