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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $108.7M |
| Exits | 9 | $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 |
| VestGen Advisors, LLC | 0.02% | New | 17,817 | $599K |
| Balboa Wealth Partners | 0.10% | Add +5.1% | 19,586 | $597K |
| Northern Trust Corp. | 0.00% | Add +6.9% | 19,316 | $589K |
| Equitable Holdings, Inc. | 0.00% | Add +83.3% | 18,498 | $585K |
| Mutual Advisors, LLC | 0.01% | Add +18.4% | 18,255 | $557K |
| Ascent Group, LLC | 0.02% | Reduce -1.4% | 17,187 | $524K |
| Farther Finance Advisors, LLC | 0.00% | Add +121.1% | 16,519 | $511K |
| MSH Capital Advisors LLC | 0.11% | Reduce -5.9% | 16,509 | $504K |
| Prospera Financial Services Inc | 0.01% | Add +33.6% | 16,436 | $501K |
| VestGen Investment Management | 0.25% | Reduce -6.9% | 15,135 | $462K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.8% | 14,137 | $431K |
| Mgo One Seven LLC | 0.01% | Reduce -0.4% | 14,102 | $430K |
| Visionary Wealth Advisors | 0.02% | Add +44.3% | 13,320 | $406K |
| GTS Securities LLC | 0.01% | Reduce -88.9% | 12,612 | $385K |
| Diversify Wealth Management, LLC | 0.01% | New | 11,608 | $377K |
| Bleakley Financial Group, LLC | 0.01% | Add +6.2% | 12,079 | $368K |
| World Equity Group, Inc. | 0.09% | New | 11,898 | $363K |
| Goldman Sachs Group Inc. | 0.00% | No change | 11,063 | $337K |
| Silver Oak Securities, Incorporated | 0.02% | New | 11,041 | $337K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,993 | $335K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.5% | 10,555 | $322K |
| Oppenheimer & Co. Inc. | 0.00% | Add +35.5% | 10,179 | $310K |
| GeoWealth Management, LLC | 0.01% | Reduce -3.1% | 9,959 | $304K |
| Sigma Planning Corp | 0.01% | New | 9,409 | $287K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | New | 9,341 | $285K |
| Latitude Advisors, LLC | 0.12% | New | 8,597 | $262K |
| Continental Investors Services, Inc. | 0.25% | Reduce -36.8% | 7,691 | $260K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,382 | $258K |
| Financial Council, LLC | 0.10% | Add +15.1% | 8,372 | $255K |
| McKinney Capital Management, LLC | 0.22% | — | 8,214 | $251K |
| TCFG Wealth Management, LLC | 0.09% | New | 7,999 | $244K |
| TCFG Investment Advisors, LLC | 0.09% | — | 7,999 | $244K |
| HRT Financial LP | 0.00% | Reduce -73.4% | 7,837 | $239K |
| Stonebridge Financial Group, LLC / MO | 0.20% | No change | 7,657 | $234K |
| Titleist Asset Management, LLC | 0.02% | Add +5.3% | 7,600 | $232K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 7,567 | $231K |
| Advisor Resource Council | 0.09% | Reduce -50.6% | 7,527 | $230K |
| Sittner & Nelson, LLC | 0.08% | No change | 7,399 | $226K |
| Armstrong, Fleming & Moore, Inc | 0.09% | No change | 7,090 | $216K |
| Private Trust Co. NA | 0.02% | New | 6,996 | $213K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -35.9% | 6,667 | $203K |
| Motco | 0.01% | New | 4,801 | $146K |
| Lanark Financial, Inc. | 0.01% | No change | 3,779 | $115K |
| JPMorgan Chase & Co. | 0.00% | Add +38.4% | 3,414 | $101K |
| Birchwood Financial Partners, Inc. | 0.08% | No change | 2,750 | $84K |
| Advisory Services Network, LLC | 0.00% | New | 1,961 | $60K |
| UBS Group AG | 0.00% | Add +43.2% | 1,683 | $51K |
| Whipplewood Advisors, LLC | 0.02% | No change | 1,450 | $44K |
| IFP Advisors, Inc | 0.00% | Add +9.5% | 1,356 | $41K |
| Rothschild Investment LLC | 0.00% | Add +275.4% | 1,220 | $37K |
| Wellington Grp LLC | 0.01% | No change | 1,175 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 1,145 | $35K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 1,038 | $32K |
| Morgan Stanley | 0.00% | Add +240.0% | 1,020 | $31K |
| FMR LLC | 0.00% | Add +28933.3% | 871 | $27K |
| Synergy Investment Management, LLC | 0.01% | New | 700 | $21K |
| GoalVest Advisory LLC | 0.00% | New | 569 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +52.8% | 547 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 522 | $16K |
| Rossby Financial, LCC | 0.00% | Add +263.2% | 247 | $8K |
| Signature Equity Partners, LLC | 0.00% | No change | 212 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 207 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 109 | $3K |
| Arax Advisory Partners | 0.00% | No change | 108 | $3K |
| CX Institutional | 0.00% | No change | 107 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 95 | $3K |
| MAI Capital Management | 0.00% | No change | 60 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 49 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 17 | $521 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 7 | $215 |
"% of holder's portfolio" is CGGE's weight in each manager's 13F, not the share of Cap Group Global Eq the manager owns.