DaveManuel.com · Institutional Ownership · Who Owns It
CAPITAL GROUP GLOBAL EQUITY (CGGE)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
184
Reporting holders
$2.8B
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $526.9M | 14,953,044 | 0.12% | 6q | +6.1%+$30.2M |
| Capital Group Private Client Services, Inc. | $294.9M | 8,369,362 | 4.16% | 9q | +21.0%+$51.1M |
| Capital International Investors | $292.6M | 8,303,169 | 0.06% | 9q | +3.8%+$10.6M |
| WELLS FARGO & COMPANY/MN | $200.0M | 5,675,954 | 0.03% | 4q | +19.9%+$33.2M |
| LPL Financial LLC | $183.8M | 5,216,503 | 0.04% | 7q | +32.2%+$44.8M |
| Cetera Investment Advisers | $119.2M | 3,382,673 | 0.11% | 6q | +3.0%+$3.4M |
| Cambridge Investment Research Advisors, Inc. | $83.3M | 2,364,048 | 0.09% | 7q | +118.6%+$45.2M |
| Larson Financial Group LLC | $69.9M | 1,983,117 | 1.83% | 7q | +25.7%+$14.3M |
| MML INVESTORS SERVICES, LLC | $65.8M | 1,866,016 | 0.13% | 6q | +18.4%+$10.2M |
| ASSETMARK, INC | $54.1M | 1,536,270 | 0.09% | 5q | +7.4%+$3.7M |
| BENJAMIN EDWARDS INC | $52.5M | 1,490,362 | 0.48% | 6q | +14.8%+$6.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $49.8M | 1,412,821 | 0.06% | 7q | +15.2%+$6.6M |
| Clearstead Advisors, LLC | $47.5M | 1,349,068 | 0.45% | 2q | -50.9%-$49.3M |
| ROYAL BANK OF CANADA | $45.7M | 1,297,153 | 0.01% | 8q | +8.3%+$3.5M |
| Janney Montgomery Scott LLC | $43.7M | 1,240,110 | 0.08% | 5q | +7.2%+$2.9M |
| OSAIC HOLDINGS, INC. | $39.0M | 1,107,314 | 0.05% | 8q | +14.5%+$5.0M |
| NewEdge Advisors, LLC | $33.7M | 957,504 | 0.10% | 5q | +12.1%+$3.6M |
| Vestmark Advisory Solutions, Inc. | $32.3M | 916,929 | 0.30% | 4q | +3.5%+$1.1M |
| &PARTNERS | $28.0M | 792,699 | 0.11% | 6q | +5.1%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $27.6M | 783,191 | 0.01% | 6q | +33.0%+$6.8M |
| Compton Financial Group, LLC | $22.4M | 636,441 | 4.32% | 3q | +75.3%+$9.6M |
| James Reed Financial Services, Inc. | $20.8M | 591,511 | 15.91% | 5q | +0.9%+$189.7K |
| Panoramic Capital Partners, LLC | $17.7M | 502,212 | 8.37% | new | NEW |
| TRUIST FINANCIAL CORP | $16.7M | 474,899 | 0.02% | 6q | +17.8%+$2.5M |
| STIFEL FINANCIAL CORP | $16.2M | 458,925 | 0.01% | 6q | +71.4%+$6.7M |
| Orion Porfolio Solutions, LLC | $15.4M | 436,166 | 0.12% | 4q | -16.7%-$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $15.0M | 438,265 | 0.01% | 6q | +26.0%+$3.1M |
| TD Waterhouse Canada Inc. | $14.6M | 417,606 | 0.04% | 3q | +28.5%+$3.2M |
| Smartleaf Asset Management LLC | $13.7M | 394,290 | 0.45% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.0M | 369,296 | 0.00% | 5q | +122.1%+$7.2M |
| JANE STREET GROUP, LLC | $12.3M | 349,852 | 0.00% | 8q | -28.0%-$4.8M |
| Envestnet Portfolio Solutions, Inc. | $12.0M | 341,123 | 0.06% | 6q | +9.6%+$1.1M |
| Strategic Blueprint, LLC | $11.6M | 330,571 | 0.58% | 7q | +2.1%+$237.2K |
| Valmark Advisers, Inc. | $11.4M | 323,952 | 0.12% | 6q | +108.7%+$5.9M |
| Cullen/Frost Bankers, Inc. | $11.4M | 323,679 | 0.11% | 6q | -1.6%-$191.3K |
| STEPHENS INC /AR/ | $11.0M | 312,106 | 0.12% | 5q | +2.6%+$275.2K |
| KINTRA WEALTH, LLC | $10.3M | 285,637 | 0.54% | 5q | +30.7%+$2.4M |
| PRINCIPAL SECURITIES, INC. | $10.1M | 287,045 | 0.12% | 4q | +15.5%+$1.4M |
| Venture Visionary Partners LLC | $9.5M | 269,605 | 0.26% | 5q | +37.5%+$2.6M |
| Intrua Financial, LLC | $9.3M | 264,007 | 0.85% | 6q | +7.8%+$672.6K |
| Private Advisor Group, LLC | $8.4M | 238,292 | 0.04% | 6q | +32.7%+$2.1M |
| HARBOUR INVESTMENTS, INC. | $8.2M | 232,702 | 0.11% | 8q | +11.5%+$847.1K |
| Gateway Wealth Partners, LLC | $8.2M | 232,465 | 0.49% | 6q | -34.9%-$4.4M |
| Stratos Wealth Partners, LTD. | $7.0M | 198,272 | 0.07% | 6q | +6.0%+$397.1K |
| Concurrent Investment Advisors, LLC | $6.7M | 189,081 | 0.06% | 6q | -19.0%-$1.6M |
| PARK AVENUE SECURITIES LLC | $6.5M | 184,496 | 0.04% | 4q | +32.8%+$1.6M |
| CARY STREET PARTNERS FINANCIAL LLC | $6.2M | 176,904 | 0.14% | 5q | -8.7%-$590.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.1M | 173,741 | 0.00% | 2q | HELD |
| GTS SECURITIES LLC | $6.0M | 169,793 | 0.13% | 3q | +1246.3%+$5.5M |
| BNB Wealth Management, LLC | $5.8M | 165,342 | 3.19% | 3q | +193.2%+$3.8M |
| CITADEL ADVISORS LLC | $5.8M | 163,775 | 0.00% | new | NEW |
| Elequin Capital, LP | $5.5M | 155,662 | 0.16% | new | NEW |
| OLD MISSION CAPITAL LLC | $5.3M | 151,601 | 0.08% | new | NEW |
| Kestra Advisory Services, LLC | $5.2M | 146,842 | 0.02% | 5q | +28.4%+$1.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.1M | 145,392 | 0.08% | 2q | -4.0%-$213.4K |
| Merit Financial Group, LLC | $5.0M | 142,650 | 0.03% | 6q | -4.2%-$218.9K |
| Integrated Wealth Concepts LLC | $4.8M | 137,264 | 0.03% | 5q | +22.7%+$896.1K |
| Hopwood Nicholas Hunter | $4.7M | 132,891 | 1.28% | 3q | +4.0%+$178.8K |
| Aprio Wealth Management, LLC | $4.5M | 128,645 | 0.22% | 3q | -0.6%-$28.4K |
| AMG Asset Management Group, Inc. | $4.5M | 128,128 | 2.83% | 2q | +1.5%+$65.8K |
| LongView Wealth Management | $4.4M | 123,843 | 1.12% | 6q | -1.3%-$57.4K |
| FLOW TRADERS U.S. LLC | $4.3M | 122,663 | 0.18% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $4.1M | 115,656 | 0.00% | new | NEW |
| Sovran Advisors, LLC | $3.7M | 108,655 | 0.28% | 5q | +6.1%+$214.6K |
| Blueprint Investment Partners LLC | $3.5M | 99,858 | 0.29% | 4q | +9.9%+$318.3K |
| Blueprint Financial Advisors LLC | $3.5M | 99,858 | 0.39% | 4q | +9.9%+$318.3K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $3.5M | 99,036 | 0.17% | 5q | +3.7%+$123.0K |
| Capital Analysts, LLC | $3.2M | 89,985 | 0.07% | 6q | +86.6%+$1.5M |
| Boyer Financial Services, Inc. | $2.9M | 81,652 | 2.41% | 3q | +12.3%+$313.5K |
| ARQ WEALTH ADVISORS, LLC | $2.8M | 80,929 | 0.35% | 4q | +99.9%+$1.4M |
| Bank of New York Mellon Corp | $2.8M | 78,931 | 0.00% | 2q | +194.9%+$1.8M |
| A&I FINANCIAL SERVICES, LLC | $2.7M | 76,848 | 1.18% | 5q | +16.9%+$392.4K |
| PFG Advisors | $2.6M | 73,464 | 0.13% | 5q | +24.8%+$513.9K |
| Capital Investment Management, Inc. | $2.6M | 72,711 | 0.78% | 3q | +11.8%+$270.9K |
| Mutual Advisors, LLC | $2.5M | 72,085 | 0.05% | 5q | +294.9%+$1.9M |
| Vise Technologies, Inc. | $2.4M | 68,381 | 0.03% | new | NEW |
| BANK OF MONTREAL /CAN/ | $2.3M | 65,517 | 0.00% | 2q | +14.0%+$284.0K |
| HighPoint Advisor Group LLC | $2.3M | 64,811 | 0.08% | 3q | +12.3%+$250.8K |
| Transamerica Financial Advisors, LLC | $2.2M | 63,759 | 0.19% | 4q | +43.3%+$678.5K |
| Geneos Wealth Management Inc. | $2.2M | 63,280 | 0.05% | 6q | +76.0%+$962.6K |
| R2 Capital Strategies, LLC | $2.1M | 59,632 | 0.95% | new | FIRST |
| SFG Wealth Management, LLC. | $2.0M | 56,795 | 0.72% | 4q | -0.8%-$15.7K |
| Ashton Thomas Private Wealth, LLC | $2.0M | 56,645 | 0.04% | 2q | +8.8%+$160.8K |
| Koshinski Asset Management, Inc. | $2.0M | 56,035 | 0.11% | 4q | +3.2%+$61.8K |
| Apollon Wealth Management, LLC | $2.0M | 55,803 | 0.02% | 3q | +53.7%+$687.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $2.0M | 55,475 | 0.03% | 6q | +6.2%+$114.9K |
| Farther Finance Advisors, LLC | $2.0M | 55,472 | 0.02% | 5q | +235.8%+$1.4M |
| DAVENPORT & Co LLC | $1.8M | 52,028 | 0.01% | 5q | +12.5%+$204.4K |
| RFG Advisory, LLC | $1.8M | 51,850 | 0.03% | 5q | +9.0%+$151.4K |
| Atria Investments, Inc | $1.8M | 50,895 | 0.02% | 4q | +10.2%+$166.3K |
| CAPTRUST FINANCIAL ADVISORS | $1.8M | 49,880 | 0.00% | 7q | +16.0%+$242.1K |
| IAG Wealth Partners, LLC | $1.7M | 48,401 | 0.17% | 7q | +41.5%+$500.2K |
| Security Financial Services, INC. | $1.7M | 47,978 | 0.23% | 5q | -14.2%-$280.9K |
| Merited Wealth, LLC | $1.6M | 46,219 | 1.15% | 3q | -65.4%-$3.1M |
| Lantern Wealth Advisors, LLC | $1.6M | 46,010 | 0.74% | 5q | -1.7%-$28.5K |
| World Investment Advisors | $1.6M | 52,820 | 0.03% | 2q | +1.4%+$23.0K |
| Tempus Wealth Planning, LLC | $1.6M | 45,268 | 0.31% | 4q | -4.2%-$70.5K |
| Advyzon Investment Management, LLC | $1.5M | 41,183 | 0.11% | 3q | +1.4%+$20.4K |
| Vantus Wealth LLC | $1.4M | 39,160 | 0.74% | 2q | +5.4%+$71.2K |
| LANDAAS & CO /WI /ADV | $1.4M | 38,664 | 0.25% | 2q | +27.1%+$290.1K |
Showing the largest 100 of 184 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 67 | $253.0M | 7,267,633 | 8 | 42 | 9 | 0.0% |
| Q2 2026 | 184 | $2.8B | 79,864,522 | 26 | 107 | 27 | 0.0% |
| Q1 2026 | 171 | $2.1B | 70,049,706 | 26 | 102 | 15 | 0.0% |
| Q4 2025 | 158 | $1.6B | 50,721,427 | 31 | 85 | 12 | 0.0% |
| Q3 2025 | 118 | $1.1B | 34,248,809 | 41 | 62 | 8 | 0.0% |
| Q2 2025 | 81 | $474.3M | 16,248,063 | 39 | 34 | 5 | 0.0% |
| Q1 2025 | 44 | $224.9M | 8,695,257 | 30 | 13 | 1 | 0.0% |
| Q4 2024 | 15 | $70.5M | 2,762,991 | 9 | 2 | 3 | 0.0% |
| Q3 2024 | 9 | $57.8M | 2,175,587 | 6 | 2 | 1 | 0.0% |
| Q2 2024 | 3 | $10.5M | 421,002 | 3 | 0 | 0 | 0.0% |