Vault-13

CAPITAL GROUP INTL FOCUS EQT CGXU

SHS CREATION UNI · ETP · CUSIP 14019W109

380 institutional holders +32 vs Q1 2026
147,937,613147.9m shares reported held*
$5.1bnreported value*
46 new 166 added 99 reduced 11 sold out net bought ≈ $463.3m (+13.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 76Q4 22: 107Q1 23: 128Q2 23: 145Q3 23: 158Q4 23: 190Q1 24: 207Q2 24: 229Q3 24: 239Q4 24: 270Q1 25: 278Q2 25: 290Q3 25: 300Q4 25: 335Q1 26: 348Q2 26: 380380Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202276
Q4 2022107
Q1 2023128
Q2 2023145
Q3 2023158
Q4 2023190
Q1 2024207
Q2 2024229
Q3 2024239
Q4 2024270
Q1 2025278
Q2 2025290
Q3 2025300
Q4 2025335
Q1 2026348
Q2 2026380

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 166 bought or addedQ3 24: 50 cut or sold outQ4 24: 172 bought or addedQ4 24: 66 cut or sold outQ4 24Q1 25: 179 bought or addedQ1 25: 82 cut or sold outQ2 25: 169 bought or addedQ2 25: 99 cut or sold outQ2 25Q3 25: 199 bought or addedQ3 25: 83 cut or sold outQ4 25: 222 bought or addedQ4 25: 75 cut or sold outQ4 25Q1 26: 225 bought or addedQ1 26: 88 cut or sold outQ2 26: 212 bought or addedQ2 26: 110 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202416650
Q4 202417266
Q1 202517982
Q2 202516999
Q3 202519983
Q4 202522275
Q1 202622588
Q2 2026212110

Biggest buyers

LPL Financial LLC Added +2,290,827+2.3m
JPMORGAN CHASE & CO Added +2,201,803+2.2m
Cambridge Investment Research Advisors, Inc. Added +1,207,238+1.2m
MORGAN STANLEY Added +845,863+845.9k
WELLS FARGO & COMPANY/MN Added +736,238+736.2k
RAYMOND JAMES FINANCIAL INC Added +714,778+714.8k
Cooper Financial Group New +664,422+664.4k
MML INVESTORS SERVICES, LLC Added +571,302+571.3k
OSAIC HOLDINGS, INC. Added +508,261+508.3k
Confluence Wealth Services, Inc. Added +459,012+459.0k

Biggest sellers

Private Advisor Group, LLC Reduced -301,996-302.0k
CPC Advisors, LLC Reduced -255,582-255.6k
Aprio Wealth Management, LLC Reduced -223,006-223.0k
CAPTRUST FINANCIAL ADVISORS Reduced -130,953-131.0k
Equitable Holdings, Inc. Reduced -121,618-121.6k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -117,340-117.3k
Thrivent Financial for Lutherans Sold out -113,492-113.5k
ROYAL BANK OF CANADA Reduced -92,933-92.9k
Wealthcare Advisory Partners LLC Reduced -87,721-87.7k
Glaxis Capital Management, LLC Reduced -85,200-85.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 18,914,36618.9m $654.8m $654.8m 0.15% Added +2.3m +2,290,827
2 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 7,833,4197.8m $271.2m $271.2m 0.05% Added +736.2k +736,238
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.14% of their portfolio MILWAUKEE, WI 7,711,5307.7m $267.0m $267.0m 0.14% Reduced -27.6k -27,592
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 7,153,1707.2m $247.6m $247.6m 0.01% Added +845.9k +845,863
5 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 5,931,8645.9m $205.4m $205.4m 0.06% Added +714.8k +714,778
6 UBS Group AG 0.03% of their portfolio ZURICH, V8 5,549,9385.5m $192.1m $192.1m 0.03% Added +221.3k +221,264
7 Cerity Partners LLC 0.21% of their portfolio NEW YORK, NY 5,087,3435.1m $176.1m $176.1m 0.21% Added +52.8k +52,778
8 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 4,189,1894.2m $145.0m $145.0m 0.02% Reduced -92.9k -92,933
9 BENJAMIN EDWARDS INC 1.31% of their portfolio Clayton, MO 4,137,0494.1m $143.2m $143.2m 1.31% Added +62.6k +62,558
10 Capital Group Private Client Services, Inc. 1.82% of their portfolio Los Angeles, CA 3,728,7843.7m $129.1m $129.1m 1.82% Added +157.2k +157,204
11 CAPTRUST FINANCIAL ADVISORS 0.20% of their portfolio RALEIGH, NC 3,701,5923.7m $128.1m $128.1m 0.20% Reduced -131.0k -130,953
12 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 3,203,0933.2m $110.9m $110.9m 0.14% Added +180.8k +180,783
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,994,9683.0m $103.7m $103.7m 0.01% Added +140.0k +139,978
14 SEI INVESTMENTS CO 0.08% of their portfolio OAKS, PA 2,773,9452.8m $96.0m $96.0m 0.08% Added +289.1k +289,121
15 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,759,0762.8m $95.6m $95.6m 0.01% Added +2.2m +2,201,803
16 Confluence Wealth Services, Inc. 2.41% of their portfolio MCMURRAY, PA 2,430,7842.4m $84.2m $84.2m 2.41% Added +459.0k +459,012
17 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 2,402,8502.4m $82.7m $82.7m 0.03% Added +389.6k +389,574
18 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 2,314,9772.3m $80.1m $80.1m 0.09% Added +1.2m +1,207,238
19 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,080,6212.1m $72.0m $72.0m 0.02% Added +250.6k +250,610
20 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 2,072,2632.1m $71.8m $71.8m 0.08% Added +508.3k +508,261
21 INSPIRION WEALTH ADVISORS, LLC 8.05% of their portfolio LIBERTYVILLE, IL 2,063,3782.1m $70.2m $70.2m 8.05% Added +42.0k +42,029
22 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 1,970,9072.0m $68.2m $68.2m 0.06% Added +168.3k +168,253
23 ECLECTIC ASSOCIATES INC /ADV 6.74% of their portfolio FULLERTON, CA 1,709,7811.7m $59.2m $59.2m 6.74% Added +20.1k +20,107
24 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 1,548,1211.5m $53.6m $53.6m 0.05% Added +87.7k +87,651
25 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 1,523,0841.5m $52.7m $52.7m 0.11% Added +571.3k +571,302
26 &PARTNERS 0.21% of their portfolio NASHVILLE, TN 1,491,5161.5m $51.7m $51.7m 0.21% Added +46.5k +46,519
27 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 1,201,9941.2m $41.6m $41.6m 0.08% Added +10.4k +10,376
28 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 1,197,6611.2m $41.5m $41.5m 0.13% Added +56.0k +55,989
29 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 1,195,8011.2m $41.4m $41.4m 0.19% Reduced -302.0k -301,996
30 AdvisorNet Financial, Inc 1.80% of their portfolio MINNETONKA, MN 1,141,2071.1m $39.5m $39.5m 1.80% Added +29.6k +29,578
31 Aprio Wealth Management, LLC 1.79% of their portfolio ATLANTA, GA 1,048,8591.0m $36.3m $36.3m 1.79% Reduced -223.0k -223,006
32 CPC Advisors, LLC 4.89% of their portfolio Atlanta, GA 1,046,8351.0m $36.2m $36.2m 4.89% Reduced -255.6k -255,582
33 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 923,626923.6k $32.0m $32.0m 0.04% Reduced -59.9k -59,880
34 Mason Investment Advisory Services, Inc. 1.18% of their portfolio RESTON, VA 892,693892.7k $30.9m $30.9m 1.18% Added +81.0k +80,999
35 Sterling Investment Counsel, LLC 7.14% of their portfolio Buffalo, NY 876,583876.6k $30.3m $30.3m 7.14% Added +22.2k +22,159
36 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 866,140866.1k $30.0m $30.0m 0.04% Added +423.1k +423,136
37 Armstrong, Fleming & Moore, Inc 9.92% of their portfolio WASHINGTON, DC 865,186865.2k $30.0m $30.0m 9.92% Reduced -2.2k -2,233
38 Summit Investment Advisory Services, LLC 7.36% of their portfolio ROSEVILLE, MN 847,237847.2k $29.3m $29.3m 7.36% Reduced -3.5k -3,545
39 HUB Investment Partners, LLC 0.53% of their portfolio AUSTIN, TX 833,653833.7k $28.9m $28.9m 0.53% Added +349.9k +349,881
40 D.A. DAVIDSON & CO. 0.15% of their portfolio GREAT FALLS, MT 801,589801.6k $27.8m $27.8m 0.15% Added +58.7k +58,658
41 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 710,858710.9k $24.6m $24.6m 0.07% Added +35.4k +35,381
42 McGlone Suttner Wealth Management, Inc. 2.85% of their portfolio APPLETON, WI 700,615700.6k $24.3m $24.3m 2.85% Reduced -6.3k -6,256
43 Lantz Financial LLC 4.31% of their portfolio NAPERVILLE, IL 680,706680.7k $23.6m $23.6m 4.31% Added +40.4k +40,427
44 Cooper Financial Group 1.91% of their portfolio IRVINE, CA 664,422664.4k $23.0m $23.0m 1.91% New
45 Strata Wealth Advisors, LLC 5.57% of their portfolio DALLAS, TX 659,184659.2k $22.8m $22.8m 5.57% Added +31.5k +31,533
46 DeDora Capital, Inc. 4.92% of their portfolio Napa, CA 654,320654.3k $22.7m $22.7m 4.92% Added +50.4k +50,354
47 Main Line Retirement Advisors, LLC 10.27% of their portfolio WHITEFISH, MT 647,006647.0k $22.4m $22.4m 10.27% Reduced -25.9k -25,857
48 Hopwood Financial Services, Inc. 12.48% of their portfolio RESTON, VA 622,577622.6k $21.6m $21.6m 12.48% Added +42.7k +42,724
49 Souders Financial Advisors 2.15% of their portfolio CINCINNATI, OH 617,195617.2k $21.4m $21.4m 2.15% Reduced -5.4k -5,434
50 EverSource Wealth Advisors, LLC 0.71% of their portfolio BIRMINGHAM, AL 611,144611.1k $21.2m $21.2m 0.71% Added +58.6k +58,645
51 CAHILL FINANCIAL ADVISORS INC 1.95% of their portfolio EDINA, MN 587,439587.4k $20.3m $20.3m 1.95% Reduced -8.5k -8,526
52 BetterWealth, LLC 3.58% of their portfolio SAN JOSE, CA 584,586584.6k $20.2m $20.2m 3.58% Added +5.0k +5,014
53 Wealthcare Advisory Partners LLC 0.37% of their portfolio WEST CHESTER, PA 565,209565.2k $19.6m $19.6m 0.37% Reduced -87.7k -87,721
54 FINANCIAL MANAGEMENT NETWORK INC 2.29% of their portfolio MISSION VIEJO, CA 482,181482.2k $16.0m $16.0m 2.29% Added +34.5k +34,525
55 DAYMARK WEALTH PARTNERS, LLC 0.40% of their portfolio CINCINNATI, OH 478,281478.3k $16.6m $16.6m 0.40% Added +29.5k +29,465
56 Burton Enright Welch 1.81% of their portfolio WALNUT CREEK, CA 445,713445.7k $15.4m $15.4m 1.81% Added +97.3k +97,268
57 Bleakley Financial Group, LLC 0.19% of their portfolio PARSIPPANY, NJ 438,575438.6k $15.2m $15.2m 0.19% Reduced -14.9k -14,895
58 Tribridge Partners Financial LLC 5.59% of their portfolio COLUMBIA, MD 429,116429.1k $14.3m $14.3m 5.59% Reduced -13.4k -13,427
59 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 379,747379.7k $13.1m $13.1m 0.08% Reduced -121.6k -121,618
60 Vawter Financial, Ltd. 4.15% of their portfolio COLUMBUS, OH 318,572318.6k $11.0m $11.0m 4.15% Reduced -9.5k -9,487
61 Capital Analysts, LLC 0.24% of their portfolio FORT WASHINGTON, PA 306,711306.7k $10.6m $10.6m 0.24% Added +27.5k +27,502
62 Troutman Wealth Management, LLC 8.17% of their portfolio MALVERN, PA 306,598306.6k $10.6m $10.6m 8.17% Reduced -1.4k -1,358
63 CENTRAL TRUST Co 0.19% of their portfolio JEFFERSON CITY, MO 304,550304.6k $10.5m $10.5m 0.19% Added +24.0k +24,013
64 Gutierrez Wealth Advisory, LLC 5.66% of their portfolio LITTLE ROCK, AR 283,123283.1k $9.8m $9.8m 5.66% Reduced -12.3k -12,317
65 Michael Brady & Co., LLC 7.86% of their portfolio WESTLAKE, OH 257,424257.4k $8.9m $8.9m 7.86% Reduced -13.9k -13,947
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 255,447255.4k $8.8m $8.8m 0.01% Added +67.3k +67,258
67 Cornerstone Wealth Management, LLC 0.36% of their portfolio ST. PETERS, MO 240,118240.1k $8.3m $8.3m 0.36% Added +6.7k +6,748
68 BETO FINANCIAL GROUP, LLC 4.13% of their portfolio BOISE, ID 236,984237.0k $7.9m $7.9m 4.13% Reduced -26.2k -26,168
69 Koshinski Asset Management, Inc. 0.43% of their portfolio DECATUR, IL 232,936232.9k $8.1m $8.1m 0.43% Reduced -21.2k -21,192
70 Riverview Capital Advisers, LLC 2.29% of their portfolio BOSTON, MA 230,943230.9k $8.0m $8.0m 2.29% Added +5.3k +5,324
71 Brown Miller Wealth Management, LLC 1.98% of their portfolio MCLEAN, VA 227,088227.1k $7.9m $7.9m 1.98% Added +10.6k +10,626
72 Worth Financial Advisory Group, LLC 3.25% of their portfolio CHARLOTTE, NC 225,107225.1k $7.8m $7.8m 3.25% Added +181.7k +181,660
73 Mariner, LLC 0.01% of their portfolio Overland Park, KS 215,707215.7k $7.5m $7.5m 0.01% Reduced -28.5k -28,546
74 Triangle Securities Wealth Management 1.40% of their portfolio RALEIGH, NC 203,073203.1k $7.0m $7.0m 1.40% Added +7.7k +7,749
75 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 196,947196.9k $6.8m $6.8m 0.01% Reduced -13.4k -13,420
76 TKG Advisors, LLC 2.30% of their portfolio VALPARAISO, IN 191,000191.0k $6.6m $6.6m 2.30% Added +3.9k +3,916
77 QUANTUM FINANCIAL PARTNERS LLC 3.34% of their portfolio OVERLAND PARK, KS 188,655188.7k $6.5m $6.5m 3.34% First filing
78 AlphaCore Capital LLC 0.12% of their portfolio LA JOLLA, CA 184,477184.5k $6.5m $6.5m 0.12% Reduced -10.0k -9,996
79 J. Derek Lewis & Associates Inc. 1.20% of their portfolio NEWPORT BEACH, CA 182,935182.9k $6.3m $6.3m 1.20% Added +43.7k +43,706
80 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 178,823178.8k $6.2m $6.2m 0.03% Reduced -32.0k -31,971
81 Continuum Advisory, LLC 0.49% of their portfolio EAGLE, ID 173,380173.4k $6.0m $6.0m 0.49% Added +18.2k +18,241
82 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 171,692171.7k $5.9m $5.9m 0.08% Added +26.2k +26,231
83 United Advisor Group, LLC 0.61% of their portfolio CINCINNATI, OH 166,454166.5k $5.8m $5.8m 0.61% Added +2.2k +2,203
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 166,076166.1k $5.7m $5.7m 0.00% Added +165.9k +165,894
85 Ameritas Advisory Services, LLC 0.12% of their portfolio Lincoln, NE 165,255165.3k $5.7m $5.7m 0.12% Added +66.0k +66,030
86 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.55% of their portfolio GARDEN CITY, NY 165,140165.1k $5.7m $5.7m 1.55% Added +15.6k +15,601
87 Freedom Financial Partners LLC 1.82% of their portfolio OAKDALE, MN 161,151161.2k $5.6m $5.6m 1.82% Reduced -23.3k -23,330
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 158,979159.0k $5.5m $5.5m 0.00% New
89 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 158,399158.4k $5.5m $5.5m 0.00% New
90 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 157,630157.6k $5.5m $5.5m 0.06% Added +4.0k +3,984
91 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 156,703156.7k $5.4m $5.4m 0.02% Reduced -1.5k -1,520
92 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 150,158150.2k $5.2m $5.2m 0.01% Added +77.8k +77,823
93 CLG LLC 1.10% of their portfolio Long Beach, CA 144,156144.2k $5.0m $5.0m 1.10% Added +11.2k +11,213
94 MERIDIAN INVESTMENT COUNSEL INC. 1.06% of their portfolio LAFAYETTE, CA 143,090143.1k $5.0m $5.0m 1.06% Reduced -1.3k -1,300
95 Main Street Financial Solutions, LLC 0.31% of their portfolio NEWTOWN, PA 138,026138.0k $4.8m $4.8m 0.31% Added +35.9k +35,930
96 Lodestone Wealth Management LLC 1.68% of their portfolio SPOKANE, WA 137,305137.3k $4.8m $4.8m 1.68% Reduced -4.5k -4,491
97 GTS SECURITIES LLC 0.10% of their portfolio NEW YORK, NY 135,878135.9k $4.7m $4.7m 0.10% Reduced -35.8k -35,780
98 EVOLVE PRIVATE WEALTH, LLC 0.29% of their portfolio LOS ANGELES, CA 133,178133.2k $4.7m $4.7m 0.29% Added +2.5k +2,529
99 G&S Capital LLC 1.33% of their portfolio DENVER, CO 132,834132.8k $4.6m $4.6m 1.33% Added +1.3k +1,335
100 Bare Financial Services, Inc 1.05% of their portfolio GAP, PA 132,486132.5k $4.6m $4.6m 1.05% Unchanged