Vault-13

CAPITAL GROUP GLOBAL EQUITY CGGE

SHS · ETP · CUSIP 14020R107

184 institutional holders +13 vs Q1 2026
79,775,56679.8m shares reported held*
$2.8bnreported value*
26 new 106 added 30 reduced 14 sold out net bought ≈ $346.8m (+9.8m 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 ($7.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q2 24: 4Q3 24: 10Q4 24: 16Q1 25: 45Q2 25: 82Q3 25: 118Q4 25: 158Q1 26: 171Q2 26: 184184Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20244
Q3 202410
Q4 202416
Q1 202545
Q2 202582
Q3 2025118
Q4 2025158
Q1 2026171
Q2 2026184

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 8 bought or addedQ3 24: 1 cut or sold outQ4 24: 12 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 2 cut or sold outQ2 25: 73 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 102 bought or addedQ3 25: 12 cut or sold outQ4 25: 123 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 129 bought or addedQ1 26: 28 cut or sold outQ2 26: 132 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202481
Q4 2024126
Q1 2025432
Q2 2025737
Q3 202510212
Q4 202512316
Q1 202612928
Q2 202613244

Biggest buyers

Capital Group Private Client Services, Inc. Added +1,450,835+1.5m
Cambridge Investment Research Advisors, Inc. Added +1,282,512+1.3m
LPL Financial LLC Added +1,270,696+1.3m
WELLS FARGO & COMPANY/MN Added +941,788+941.8k
ENVESTNET ASSET MANAGEMENT INC Added +856,879+856.9k
Panoramic Capital Partners, LLC New +502,212+502.2k
Larson Financial Group LLC Added +405,191+405.2k
Capital International Investors Added +300,313+300.3k
MML INVESTORS SERVICES, LLC Added +289,879+289.9k
Compton Financial Group, LLC Added +273,399+273.4k

Biggest sellers

Clearstead Advisors, LLC Reduced -1,400,046-1.4m
JANE STREET GROUP, LLC Reduced -136,300-136.3k
Gateway Wealth Partners, LLC Reduced -124,455-124.5k
Mariner, LLC Reduced -103,807-103.8k
Merited Wealth, LLC Reduced -87,491-87.5k
Orion Porfolio Solutions, LLC Reduced -87,169-87.2k
Concurrent Investment Advisors, LLC Reduced -44,223-44.2k
NORTHERN TRUST CORP Sold out -19,316-19.3k
CARY STREET PARTNERS FINANCIAL LLC Reduced -16,759-16.8k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -10,159-10.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 14,953,04415.0m $526.9m $526.9m 0.12% Added +856.9k +856,879
2 Capital Group Private Client Services, Inc. 4.16% of their portfolio Los Angeles, CA 8,369,3628.4m $294.9m $294.9m 4.16% Added +1.5m +1,450,835
3 Capital International Investors 0.06% of their portfolio Los Angeles, CA 8,303,1698.3m $292.6m $292.6m 0.06% Added +300.3k +300,313
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 5,675,9545.7m $200.0m $200.0m 0.03% Added +941.8k +941,788
5 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 5,216,5035.2m $183.8m $183.8m 0.04% Added +1.3m +1,270,696
6 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 3,382,6733.4m $119.2m $119.2m 0.11% Added +97.5k +97,490
7 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 2,364,0482.4m $83.3m $83.3m 0.09% Added +1.3m +1,282,512
8 Larson Financial Group LLC 1.84% of their portfolio ST LOUIS, MO 1,983,1172.0m $69.9m $69.9m 1.84% Added +405.2k +405,191
9 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 1,866,0161.9m $65.8m $65.8m 0.13% Added +289.9k +289,879
10 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 1,536,2701.5m $54.1m $54.1m 0.09% Added +106.4k +106,357
11 BENJAMIN EDWARDS INC 0.48% of their portfolio Clayton, MO 1,490,3621.5m $52.5m $52.5m 0.48% Added +191.8k +191,850
12 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,412,8211.4m $49.8m $49.8m 0.06% Added +186.4k +186,352
13 Clearstead Advisors, LLC 0.45% of their portfolio CLEVELAND, OH 1,349,0681.3m $47.5m $47.5m 0.45% Reduced -1.4m -1,400,046
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,297,1531.3m $45.7m $45.7m 0.01% Added +98.9k +98,908
15 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 1,240,1101.2m $43.7m $43.7m 0.08% Added +83.6k +83,597
16 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 1,107,3141.1m $39.0m $39.0m 0.05% Added +140.5k +140,470
17 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 957,504957.5k $33.7m $33.7m 0.10% Added +103.3k +103,255
18 Vestmark Advisory Solutions, Inc. 0.30% of their portfolio Wakefield, MA 916,929916.9k $32.3m $32.3m 0.30% Added +31.3k +31,259
19 &PARTNERS 0.11% of their portfolio NASHVILLE, TN 792,699792.7k $28.0m $28.0m 0.11% Added +38.7k +38,674
20 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 783,191783.2k $27.6m $27.6m 0.01% Added +194.1k +194,145
21 Compton Financial Group, LLC 4.32% of their portfolio TOWSON, MD 636,441636.4k $22.4m $22.4m 4.32% Added +273.4k +273,399
22 James Reed Financial Services, Inc. 15.91% of their portfolio CLEVELAND, OH 591,511591.5k $20.8m $20.8m 15.91% Added +5.4k +5,383
23 Panoramic Capital Partners, LLC 8.37% of their portfolio LAKE OSWEGO, OR 502,212502.2k $17.7m $17.7m 8.37% New
24 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 474,899474.9k $16.7m $16.7m 0.02% Added +71.8k +71,782
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 458,925458.9k $16.2m $16.2m 0.01% Added +191.2k +191,238
26 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 438,265438.3k $15.0m $15.0m 0.01% Added +90.4k +90,393
27 Orion Porfolio Solutions, LLC 0.12% of their portfolio OMAHA, NE 436,166436.2k $15.4m $15.4m 0.12% Reduced -87.2k -87,169
28 TD Waterhouse Canada Inc. 0.04% of their portfolio TORONTO, A6 417,606417.6k $14.6m $14.6m 0.04% Added +92.7k +92,746
29 Smartleaf Asset Management LLC 0.45% of their portfolio BOSTON, MA 394,290394.3k $13.7m $13.7m 0.45% Unchanged
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 369,296369.3k $13.0m $13.0m 0.01% Added +203.0k +203,019
31 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 349,852349.9k $12.3m $12.3m 0.01% Reduced -136.3k -136,300
32 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 341,123341.1k $12.0m $12.0m 0.06% Added +29.9k +29,898
33 Strategic Blueprint, LLC 0.58% of their portfolio ATLANTA, GA 330,571330.6k $11.6m $11.6m 0.58% Added +6.7k +6,732
34 Valmark Advisers, Inc. 0.12% of their portfolio AKRON, OH 323,952324.0k $11.4m $11.4m 0.12% Added +168.7k +168,713
35 Cullen/Frost Bankers, Inc. 0.11% of their portfolio San Antonio, TX 323,679323.7k $11.4m $11.4m 0.11% Reduced -5.4k -5,429
36 STEPHENS INC /AR/ 0.12% of their portfolio LITTLE ROCK, AR 312,106312.1k $11.0m $11.0m 0.12% Added +7.8k +7,809
37 PRINCIPAL SECURITIES, INC. 0.12% of their portfolio DES MOINES, IA 287,045287.0k $10.1m $10.1m 0.12% Added +38.5k +38,526
38 KINTRA WEALTH, LLC 0.54% of their portfolio WILLIAMSPORT, PA 285,637285.6k $10.3m $10.3m 0.54% Added +67.1k +67,097
39 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 271,534271.5k $9.6m $9.6m 0.05% Added +159.7k +159,699
40 Venture Visionary Partners LLC 0.26% of their portfolio Sylvania, OH 269,605269.6k $9.5m $9.5m 0.26% Added +73.5k +73,459
41 Intrua Financial, LLC 0.88% of their portfolio Houston, TX 264,007264.0k $9.3m $9.3m 0.88% Added +19.1k +19,085
42 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 238,292238.3k $8.4m $8.4m 0.04% Added +58.7k +58,700
43 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 232,702232.7k $8.2m $8.2m 0.11% Added +24.0k +24,037
44 Gateway Wealth Partners, LLC 0.49% of their portfolio APPLETON, WI 232,465232.5k $8.2m $8.2m 0.49% Reduced -124.5k -124,455
45 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 198,272198.3k $7.0m $7.0m 0.07% Added +11.3k +11,268
46 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 189,081189.1k $6.7m $6.7m 0.06% Reduced -44.2k -44,223
47 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 184,496184.5k $6.5m $6.5m 0.04% Added +45.5k +45,529
48 CARY STREET PARTNERS FINANCIAL LLC 0.14% of their portfolio RICHMOND, VA 176,904176.9k $6.2m $6.2m 0.14% Reduced -16.8k -16,759
49 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 173,741173.7k $6.1m $6.1m 0.00% Unchanged
50 GTS SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 169,793169.8k $6.0m $6.0m 0.13% Added +157.2k +157,181
51 BNB Wealth Management, LLC 3.19% of their portfolio SILVER SPRING, MD 165,342165.3k $5.8m $5.8m 3.19% Added +109.0k +108,952
52 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 163,775163.8k $5.8m $5.8m 0.00% New
53 Elequin Capital, LP 0.18% of their portfolio NEW YORK, NY 155,662155.7k $5.5m $5.5m 0.18% New
54 OLD MISSION CAPITAL LLC 0.14% of their portfolio CHICAGO, IL 151,601151.6k $5.3m $5.3m 0.14% New
55 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 146,842146.8k $5.2m $5.2m 0.02% Added +32.5k +32,510
56 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 145,392145.4k $5.1m $5.1m 0.08% Reduced -6.1k -6,057
57 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 142,650142.7k $5.0m $5.0m 0.03% Reduced -6.2k -6,213
58 Hopwood Nicholas Hunter 1.28% of their portfolio PLYMOUTH, MI 132,891132.9k $4.7m $4.7m 1.28% Added +5.1k +5,073
59 Aprio Wealth Management, LLC 0.22% of their portfolio ATLANTA, GA 128,645128.6k $4.5m $4.5m 0.22% Reduced -805 -805
60 AMG Asset Management Group, Inc. 2.83% of their portfolio CARTERSVILLE, GA 128,128128.1k $4.5m $4.5m 2.83% Added +1.9k +1,868
61 LongView Wealth Management 1.12% of their portfolio ATLANTA, GA 123,843123.8k $4.4m $4.4m 1.12% Reduced -1.6k -1,628
62 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 122,663122.7k $4.3m $4.3m 0.18% New
63 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 115,656115.7k $4.1m $4.1m 0.00% New
64 Sovran Advisors, LLC 0.28% of their portfolio SAN DIEGO, CA 108,655108.7k $3.7m $3.7m 0.28% Added +6.3k +6,267
65 Blueprint Investment Partners LLC 0.29% of their portfolio GREENSBORO, NC 99,85899.9k $3.5m $3.5m 0.29% Added +9.0k +9,032
66 Blueprint Financial Advisors LLC 0.39% of their portfolio GREENSBOTO, NC 99,85899.9k $3.5m $3.5m 0.39% Added +9.0k +9,032
67 THOROUGHBRED FINANCIAL SERVICES, LLC 0.17% of their portfolio BRENTWOOD, TN 99,03699.0k $3.5m $3.5m 0.17% Added +3.5k +3,490
68 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 89,98590.0k $3.2m $3.2m 0.07% Added +41.8k +41,758
69 Boyer Financial Services, Inc. 2.41% of their portfolio NEWPORT BEACH, CA 81,65281.7k $2.9m $2.9m 2.41% Added +9.0k +8,972
70 ARQ WEALTH ADVISORS, LLC 0.35% of their portfolio SCOTTSDALE, AZ 80,92980.9k $2.8m $2.8m 0.35% Added +40.4k +40,445
71 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 78,93178.9k $2.8m $2.8m 0.00% Added +52.2k +52,166
72 A&I FINANCIAL SERVICES, LLC 1.18% of their portfolio LONE TREE, CO 76,84876.8k $2.7m $2.7m 1.18% Added +11.1k +11,135
73 PFG Advisors 0.13% of their portfolio Phoenix, AZ 73,46473.5k $2.6m $2.6m 0.13% Added +14.6k +14,583
74 Capital Investment Management, Inc. 0.78% of their portfolio LEES SUMMIT, MO 72,71172.7k $2.6m $2.6m 0.78% Added +7.7k +7,687
75 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 72,08572.1k $2.5m $2.5m 0.05% Added +53.8k +53,830
76 Vise Technologies, Inc. 0.03% of their portfolio NEW YORK, NY 68,38168.4k $2.4m $2.4m 0.03% New
77 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 65,51765.5k $2.3m $2.3m 0.00% Added +8.1k +8,060
78 HighPoint Advisor Group LLC 0.08% of their portfolio DOWNERS GROVE, IL 64,81164.8k $2.3m $2.3m 0.08% Added +7.1k +7,117
79 Transamerica Financial Advisors, LLC 0.19% of their portfolio CEDAR RAPIDS, IA 63,75963.8k $2.2m $2.2m 0.19% Added +19.3k +19,253
80 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 63,28063.3k $2.2m $2.2m 0.05% Added +27.3k +27,316
81 R2 Capital Strategies, LLC 0.95% of their portfolio LINCOLN, NE 59,63259.6k $2.1m $2.1m 0.95% First filing
82 SFG Wealth Management, LLC. 0.72% of their portfolio TOWSON, MD 56,79556.8k $2.0m $2.0m 0.72% Reduced -445 -445
83 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 56,64556.6k $2.0m $2.0m 0.04% Added +4.6k +4,564
84 Koshinski Asset Management, Inc. 0.11% of their portfolio DECATUR, IL 56,03556.0k $2.0m $2.0m 0.11% Added +1.8k +1,753
85 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 55,80355.8k $2.0m $2.0m 0.02% Added +19.5k +19,498
86 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 55,47555.5k $2.0m $2.0m 0.03% Added +3.3k +3,260
87 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 55,47255.5k $2.0m $2.0m 0.02% Added +39.0k +38,953
88 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 52,82052.8k $1.6m $1.6m 0.03% Added +754 +754
89 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 52,02852.0k $1.8m $1.8m 0.01% Added +5.8k +5,800
90 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 51,85051.9k $1.8m $1.8m 0.03% Added +4.3k +4,297
91 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 50,89550.9k $1.8m $1.8m 0.02% Added +4.7k +4,719
92 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 49,88049.9k $1.8m $1.8m 0.00% Added +6.9k +6,871
93 IAG Wealth Partners, LLC 0.17% of their portfolio WAUKESHA, WI 48,40148.4k $1.7m $1.7m 0.17% Added +14.2k +14,193
94 Security Financial Services, INC. 0.23% of their portfolio Fort Wayne, IN 47,97848.0k $1.7m $1.7m 0.23% Reduced -8.0k -7,971
95 Merited Wealth, LLC 1.15% of their portfolio NORTH BAY VILLAGE, FL 46,21946.2k $1.6m $1.6m 1.15% Reduced -87.5k -87,491
96 Lantern Wealth Advisors, LLC 0.74% of their portfolio MELVILLE, NY 46,01046.0k $1.6m $1.6m 0.74% Reduced -809 -809
97 Tempus Wealth Planning, LLC 0.31% of their portfolio IRVINE, CA 45,26845.3k $1.6m $1.6m 0.31% Reduced -2.0k -2,000
98 Advyzon Investment Management, LLC 0.11% of their portfolio LISLE, IL 41,18341.2k $1.5m $1.5m 0.11% Added +578 +578
99 Vantus Wealth LLC 0.74% of their portfolio LANCASTER, PA 39,16039.2k $1.4m $1.4m 0.74% First filing
100 LANDAAS & CO /WI /ADV 0.25% of their portfolio MILWAUKEE, WI 38,66438.7k $1.4m $1.4m 0.25% Added +8.2k +8,232