Cap Group Global EqCGGEETF

13F holders, Q2 2026 (June 30)
183holders +13
26new positions
14sold out
1famous investor
$35.23avg. 13F price*

At the end of Q2 2026, 183 institutions reported holding Cap Group Global Eq (CGGE) in their 13F filings, up 13 from Q1 2026. 26 opened new positions and 14 sold out. The largest holders were Envestnet Asset Management Inc. ($526.9M), Capital Group Private Client Services, Inc. ($294.9M) and Capital International Investors ($292.6M). 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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions26$50.1M
Exits14$1.7M

All 13F filers, Q1 2026 → Q2 2026: 10,639,294 shares bought and 2,118,175 shares sold, net +8,521,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

Envestnet Asset Management Inc. 0.12% Add +6.1% 14,953,044 $526.9M
Capital Group Private Client Services, Inc. 4.16% Add +21.0% 8,369,362 $294.9M
Capital International Investors 0.06% Add +3.8% 8,303,169 $292.6M
Wells Fargo & Company 0.03% Add +19.9% 5,675,954 $200.0M
LPL Financial LLC 0.04% Add +32.2% 5,216,503 $183.8M
Cetera Investment Advisers 0.11% Add +3.0% 3,382,673 $119.2M
Larson Financial Group LLC 1.84% Add +25.7% 1,983,117 $69.9M
MML Investors Services, LLC 0.13% Add +18.4% 1,866,016 $65.8M
Assetmark, Inc. 0.09% Add +7.4% 1,536,270 $54.1M
Benjamin Edwards Inc. 0.48% Add +14.8% 1,490,362 $52.5M
Commonwealth Equity Services, LLC 0.06% Add +15.2% 1,412,821 $49.8M
Clearstead Advisors, LLC 0.45% Reduce -50.9% 1,349,068 $47.5M
Royal Bank of Canada 0.01% Add +8.3% 1,297,153 $45.7M
Janney Montgomery Scott LLC 0.08% Add +7.2% 1,240,110 $43.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +9.3% 1,182,185 $41.7M
Osaic Holdings, Inc. 0.05% Add +14.5% 1,107,314 $39.0M
NewEdge Advisors, LLC 0.10% Add +12.1% 957,504 $33.7M
Vestmark Advisory Solutions, Inc. 0.30% Add +3.5% 916,929 $32.3M
&partners 0.11% Add +5.1% 792,699 $28.0M
Raymond James Financial Inc. 0.01% Add +33.0% 783,191 $27.6M
Compton Financial Group, LLC 4.32% Add +75.3% 636,441 $22.4M
James Reed Financial Services, Inc. 15.91% Add +0.9% 591,511 $20.8M
Panoramic Capital Partners, LLC 8.37% New 502,212 $17.7M
Truist Financial Corp. 0.02% Add +17.8% 474,899 $16.7M
Stifel Financial Corp. 0.01% Add +71.4% 458,925 $16.2M
Orion Porfolio Solutions, LLC 0.12% Reduce -16.7% 436,166 $15.4M
Jones Financial Companies LLLP 0.01% Add +26.0% 438,265 $15.0M
TD Waterhouse Canada Inc. 0.04% Add +28.6% 417,606 $14.6M
Smartleaf Asset Management LLC 0.45% No change 394,290 $13.7M
Susquehanna International Group, LLP 0.01% Add +122.1% 369,296 $13.0M
Jane Street Group, LLC 0.01% Reduce -28.0% 349,852 $12.3M
Envestnet Portfolio Solutions, Inc. 0.06% Add +9.6% 341,123 $12.0M
Strategic Blueprint, LLC 0.58% Add +2.1% 330,571 $11.6M
Valmark Advisers, Inc. 0.12% Add +108.7% 323,952 $11.4M
Cullen/Frost Bankers, Inc. 0.11% Reduce -1.6% 323,679 $11.4M
Stephens Inc. 0.12% Add +2.6% 312,106 $11.0M
Kintra Wealth, LLC 0.54% Add +30.7% 285,637 $10.3M
Principal Securities, Inc. 0.12% Add +15.5% 287,045 $10.1M
Venture Visionary Partners LLC 0.26% Add +37.5% 269,605 $9.5M
Intrua Financial, LLC 0.88% Add +7.8% 264,007 $9.3M
Private Advisor Group, LLC 0.04% Add +32.7% 238,292 $8.4M
Harbour Investments, Inc. 0.11% Add +11.5% 232,702 $8.2M
Gateway Wealth Partners, LLC 0.49% Reduce -34.9% 232,465 $8.2M
Stratos Wealth Partners, LTD. 0.07% Add +6.0% 198,272 $7.0M
Concurrent Investment Advisors, LLC 0.06% Reduce -19.0% 189,081 $6.7M
Park Avenue Securities LLC 0.04% Add +32.8% 184,496 $6.5M
Cary Street Partners Financial LLC 0.14% Reduce -8.7% 176,904 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 173,741 $6.1M
GTS Securities LLC 0.13% Add +1246.3% 169,793 $6.0M
BNB Wealth Management, LLC 3.19% Add +193.2% 165,342 $5.8M
Citadel Advisors 0.00% New 163,775 $5.8M
Elequin Capital, LP 0.95% New 155,662 $5.5M
Old Mission Capital LLC 0.14% New 151,601 $5.3M
Kestra Advisory Services, LLC 0.02% Add +28.4% 146,842 $5.2M
Great Valley Advisor Group, Inc. 0.08% Reduce -4.0% 145,392 $5.1M
Merit Financial Group, LLC 0.03% Reduce -4.2% 142,650 $5.0M
Integrated Wealth Concepts LLC 0.03% Add +22.7% 137,264 $4.8M
Hopwood Nicholas Hunter 1.28% Add +4.0% 132,891 $4.7M
Aprio Wealth Management, LLC 0.22% Reduce -0.6% 128,645 $4.5M
AMG Asset Management Group, Inc. 2.83% Add +1.5% 128,128 $4.5M
LongView Wealth Management 1.12% Reduce -1.3% 123,843 $4.4M
Flow Traders U.S. LLC 0.18% New 122,663 $4.3M
Bank of America Corp. 0.00% New 115,656 $4.1M
Sovran Advisors, LLC 0.28% Add +6.1% 108,655 $3.7M
Blueprint Financial Advisors LLC 0.39% Add +9.9% 99,858 $3.5M
Blueprint Investment Partners LLC 0.29% Add +9.9% 99,858 $3.5M
Thoroughbred Financial Services, LLC 0.17% Add +3.6% 99,036 $3.5M
Capital Analysts, LLC 0.07% Add +86.6% 89,985 $3.2M
Boyer Financial Services, Inc. 2.41% Add +12.3% 81,652 $2.9M
Arq Wealth Advisors, LLC 0.35% Add +99.9% 80,929 $2.8M
Bank of New York Mellon Corp 0.00% Add +194.9% 78,931 $2.8M
A&I Financial Services, LLC 1.18% Add +16.9% 76,848 $2.7M
PFG Advisors 0.13% Add +24.8% 73,464 $2.6M
Capital Investment Management, Inc. 0.79% Add +11.8% 72,711 $2.6M
Mutual Advisors, LLC 0.05% Add +294.9% 72,085 $2.5M
Vise Technologies, Inc. 0.03% New 68,381 $2.4M
Bank of Montreal 0.00% Add +14.0% 65,517 $2.3M
HighPoint Advisor Group LLC 0.08% Add +12.3% 64,811 $2.3M
Transamerica Financial Advisors, LLC 0.19% Add +43.3% 63,759 $2.2M
Geneos Wealth Management Inc. 0.05% Add +76.0% 63,280 $2.2M
R2 Capital Strategies, LLC 0.95% — 59,632 $2.1M
SFG Wealth Management, LLC. 0.72% Reduce -0.8% 56,795 $2.0M
Ashton Thomas Private Wealth, LLC 0.04% Add +8.8% 56,645 $2.0M
Koshinski Asset Management, Inc. 0.11% Add +3.2% 56,035 $2.0M
Apollon Wealth Management, LLC 0.02% Add +53.7% 55,803 $2.0M
Sagespring Wealth Partners, LLC 0.03% Add +6.2% 55,475 $2.0M
Farther Finance Advisors, LLC 0.02% Add +235.8% 55,472 $2.0M
DAVENPORT & Co LLC 0.01% Add +12.6% 52,028 $1.8M
RFG Advisory, LLC 0.03% Add +9.0% 51,850 $1.8M
Atria Investments, Inc 0.02% Add +10.2% 50,895 $1.8M
Captrust Financial Advisors 0.00% Add +16.0% 49,880 $1.8M
IAG Wealth Partners, LLC 0.17% Add +41.5% 48,401 $1.7M
Security Financial Services, INC. 0.23% Reduce -14.3% 47,978 $1.7M
Merited Wealth, LLC 1.15% Reduce -65.4% 46,219 $1.6M
Lantern Wealth Advisors, LLC 0.74% Reduce -1.7% 46,010 $1.6M
World Investment Advisors 0.03% Add +1.4% 52,820 $1.6M
Tempus Wealth Planning, LLC 0.31% Reduce -4.2% 45,268 $1.6M
Advyzon Investment Management, LLC 0.11% Add +1.4% 41,183 $1.5M
Vantus Wealth LLC 0.74% — 39,160 $1.4M
Landaas & Co. /Wi 0.25% Add +27.1% 38,664 $1.4M
GWN Securities Inc. 0.21% Add +13.8% 35,396 $1.2M
Kingswood Wealth Advisors, LLC 0.05% Reduce -0.3% 33,996 $1.2M
Independent Financial Group, LLC 0.02% Reduce -23.4% 33,188 $1.2M
Natixis Advisors, LLC 0.00% Add +23.3% 30,576 $1.1M
Principle Wealth Partners LLC 0.05% No change 30,360 $1.1M
J. Derek Lewis & Associates Inc. 0.20% Reduce -0.7% 30,133 $1.1M
CLG LLC 0.23% Add +7.0% 29,679 $1.0M
IFG Advisory, LLC 0.03% New 26,853 $946K
Simplicity Wealth,LLC 0.03% Reduce -21.5% 25,947 $914K
Wedbush Securities Inc. 0.02% Reduce -0.1% 24,377 $859K
Investment Planning Advisors, Inc. 0.18% Reduce -1.2% 22,204 $782K
Equitable Holdings, Inc. 0.00% Add +18.9% 21,988 $775K
Ameritas Advisory Services, LLC 0.02% Add +225.0% 21,665 $763K
Prospera Financial Services Inc 0.01% Add +20.8% 19,848 $699K
Victory Financial Group, LLC 0.07% New 18,913 $666K
MSH Capital Advisors LLC 0.11% Add +11.8% 18,455 $650K
VestGen Advisors, LLC 0.02% Add +2.0% 18,183 $641K
Silver Oak Securities, Incorporated 0.04% Add +64.3% 18,138 $639K
Global Retirement Partners, LLC 0.01% — 17,326 $611K
Fifth Third Bancorp 0.00% Reduce -15.8% 17,198 $606K
Northwestern Mutual Wealth Management Co. 0.00% Add +57.9% 16,664 $587K
Ascent Group, LLC 0.02% Reduce -3.8% 16,533 $583K
Capital Investment Advisory Services, LLC 0.04% New 16,428 $579K
Balboa Wealth Partners 0.08% Reduce -17.8% 16,095 $567K
VestGen Investment Management 0.30% Add +4.8% 15,864 $559K
Ausdal Financial Partners, Inc. 0.02% Add +9.2% 15,434 $544K
Visionary Wealth Advisors 0.02% Add +8.3% 14,428 $508K
Mgo One Seven LLC 0.01% Reduce -1.4% 13,912 $490K
Latitude Advisors, LLC 0.19% Add +58.7% 13,646 $481K
Bleakley Financial Group, LLC 0.01% Add +3.8% 12,538 $442K
OneDigital Investment Advisors LLC 0.00% New 12,015 $423K
Diversify Advisory Services, LLC 0.01% New 12,321 $423K
Diversify Wealth Management, LLC 0.01% Add +6.1% 12,321 $423K
Oppenheimer & Co. Inc. 0.00% Add +13.1% 11,514 $406K
Goldman Sachs Group Inc. 0.00% No change 11,063 $390K
Kestra Private Wealth Services, LLC 0.00% No change 10,993 $387K
Wealth Enhancement Advisory Services, LLC 0.00% Add +29.6% 10,866 $379K
Sittner & Nelson, LLC 0.12% Add +41.5% 10,469 $369K
Vermillion & White Wealth Management Group, LLC 0.18% Add +7.2% 10,013 $353K
GeoWealth Management, LLC 0.01% Reduce -0.1% 9,951 $351K
JPMorgan Chase & Co. 0.00% Add +191.4% 9,949 $347K
TCFG Investment Advisors, LLC 0.11% Add +17.3% 9,383 $331K
LaSalle St. Investment Advisors, LLC 0.04% New 9,350 $329K
Sigma Planning Corp 0.01% Reduce -1.6% 9,259 $326K
Mercer Global Advisors Inc. 0.00% New 8,724 $307K
McKinney Capital Management, LLC 0.12% Add +2.2% 8,396 $296K
Financial Council, LLC 0.10% No change 8,372 $295K
Private Trust Co. NA 0.02% Add +15.2% 8,057 $284K
Titleist Asset Management, LLC 0.02% Add +3.9% 7,895 $278K
Stonebridge Financial Group, LLC / MO 0.18% No change 7,657 $270K
Mayflower Financial Advisors, LLC 0.02% No change 7,567 $267K
Advisor Resource Council 0.09% No change 7,527 $265K
Mariner, LLC 0.00% Reduce -93.7% 6,961 $245K
Lincoln Capital LLC 0.04% New 6,952 $245K
Scotia Capital Inc. 0.00% New 6,061 $214K
Wealthcare Capital Partners, LLC 0.09% New 6,047 $213K
World Equity Group, Inc. 0.05% Reduce -50.0% 5,949 $210K
Key Financial Inc 0.03% New 5,311 $187K
Silver Grove Financial Group, Inc. 0.10% New 5,241 $185K
Colonial Trust Co / SC 0.02% New 4,122 $144K
Lanark Financial, Inc. 0.01% No change 3,779 $133K
Morgan Stanley 0.00% Add +250.3% 3,573 $126K
Steward Partners Investment Advisory, LLC 0.00% Add +470.4% 3,120 $110K
Birchwood Financial Partners, Inc. 0.08% No change 2,750 $97K
Synergy Investment Management, LLC 0.02% Add +257.1% 2,500 $88K
PNC Financial Services Group, Inc. 0.00% New 2,077 $73K
IFP Advisors, Inc 0.00% Add +0.1% 1,357 $48K
Rothschild Investment LLC 0.00% No change 1,220 $43K
Cape Investment Advisory, Inc. 0.01% New 1,200 $42K
Financial Perspectives, Inc 0.01% No change 1,145 $40K
Ameriflex Group, Inc. 0.01% Add +783.2% 839 $30K
Vision Retirement, LLC 0.01% New 752 $27K
CoreCap Advisors, LLC 0.00% Add +452.3% 602 $21K
Fiduciary Financial Advisors 0.00% New 393 $14K
Rossby Financial, LCC 0.00% Add +43.7% 355 $13K
St Germain D J Co. Inc. 0.00% New 288 $10K
Signature Equity Partners, LLC 0.00% No change 212 $7K
CENTRAL TRUST Co 0.00% No change 207 $7K
Continuum Advisory, LLC 0.00% New 171 $6K
CX Institutional 0.00% No change 107 $4K
Arax Advisory Partners 0.00% No change 108 $4K
AdvisorNet Financial, Inc 0.00% No change 17 $601
EverSource Wealth Advisors, LLC 0.00% No change 7 $264

"% of holder's portfolio" is CGGE's weight in each manager's 13F, not the share of Cap Group Global Eq the manager owns.