DaveManuel.com · Institutional Ownership · Who Owns It
CAPITAL GROUP INTERNATIONAL (CGIC)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
222
Reporting holders
$1.8B
Reported value
0.0%
Calls
0.0%
Puts
+34
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $208.2M | 5,720,162 | 0.05% | 6q | +14.6%+$26.5M |
| ENVESTNET ASSET MANAGEMENT INC | $136.3M | 3,745,663 | 0.03% | 6q | +214.1%+$92.9M |
| RAYMOND JAMES FINANCIAL INC | $130.9M | 3,597,116 | 0.04% | 6q | +10.0%+$11.9M |
| OSAIC HOLDINGS, INC. | $118.4M | 3,254,326 | 0.14% | 8q | +22.2%+$21.5M |
| Capital Group Private Client Services, Inc. | $105.2M | 2,889,702 | 1.48% | 8q | +31.5%+$25.2M |
| WELLS FARGO & COMPANY/MN | $99.4M | 2,732,095 | 0.02% | 4q | +173.8%+$63.1M |
| Cambridge Investment Research Advisors, Inc. | $58.3M | 1,601,944 | 0.07% | 7q | +164.6%+$36.3M |
| ROYAL BANK OF CANADA | $56.3M | 1,547,728 | 0.01% | 8q | -10.7%-$6.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $54.4M | 1,494,633 | 0.07% | 7q | +14.3%+$6.8M |
| Cetera Investment Advisers | $47.1M | 1,294,350 | 0.04% | 6q | +56.4%+$17.0M |
| Merit Financial Group, LLC | $42.4M | 1,165,412 | 0.26% | 4q | +3.0%+$1.2M |
| JONES FINANCIAL COMPANIES LLLP | $40.2M | 1,113,313 | 0.02% | 4q | +52.4%+$13.8M |
| Amplius Wealth Advisors, LLC | $36.2M | 994,569 | 2.65% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $34.2M | 940,604 | 0.07% | 6q | +66.3%+$13.6M |
| SK Wealth Management, LLC | $32.6M | 886,486 | 7.33% | 4q | +70.2%+$13.4M |
| Johnson Bixby & Associates, LLC | $31.3M | 861,481 | 3.50% | 2q | +4.3%+$1.3M |
| D.A. DAVIDSON & CO. | $24.1M | 663,109 | 0.13% | 6q | +19.4%+$3.9M |
| Gerber Kawasaki Wealth & Investment Management | $23.1M | 635,086 | 0.62% | 5q | +34.8%+$6.0M |
| NewEdge Advisors, LLC | $21.0M | 576,001 | 0.06% | 5q | +9.2%+$1.8M |
| STIFEL FINANCIAL CORP | $20.0M | 548,717 | 0.02% | 6q | +10.5%+$1.9M |
| Sound View Wealth Advisors Group, LLC | $15.5M | 426,147 | 0.96% | 4q | +28.9%+$3.5M |
| Souders Financial Advisors | $14.0M | 383,755 | 1.40% | 7q | +6.4%+$837.3K |
| Private Advisor Group, LLC | $12.6M | 344,916 | 0.06% | 5q | -29.7%-$5.3M |
| First Heartland Consultants, Inc. | $12.1M | 333,462 | 0.79% | 7q | -16.8%-$2.5M |
| &PARTNERS | $11.3M | 308,806 | 0.05% | 5q | +88.8%+$5.3M |
| Hamilton Wealth, LLC | $11.1M | 304,485 | 2.03% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.2M | 279,816 | 0.01% | 4q | -30.6%-$4.5M |
| Equitable Holdings, Inc. | $9.5M | 261,798 | 0.06% | 5q | +33.6%+$2.4M |
| BENJAMIN EDWARDS INC | $9.1M | 249,748 | 0.08% | 4q | +317.5%+$6.9M |
| Steward Partners Investment Advisory, LLC | $9.0M | 248,543 | 0.05% | 6q | +1.0%+$93.3K |
| Farther Finance Advisors, LLC | $8.9M | 245,150 | 0.07% | 6q | +4.5%+$383.2K |
| Prairie Wealth Advisors, Inc. | $8.6M | none filed | 2.06% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.0M | 220,470 | 0.15% | 5q | +5.4%+$413.1K |
| ASSETMARK, INC | $7.9M | 218,396 | 0.01% | 5q | +137.0%+$4.6M |
| Mutual Advisors, LLC | $7.9M | 217,272 | 0.15% | 6q | +28.1%+$1.7M |
| Janney Montgomery Scott LLC | $7.9M | 216,717 | 0.02% | new | NEW |
| Confluence Wealth Services, Inc. | $7.7M | 211,251 | 0.22% | 4q | +5.8%+$419.2K |
| Compton Financial Group, LLC | $7.3M | 201,015 | 1.41% | 2q | +1293.6%+$6.8M |
| UBS Group AG | $7.3M | 200,396 | 0.00% | 2q | +170.3%+$4.6M |
| J. Derek Lewis & Associates Inc. | $7.0M | 191,062 | 1.31% | 3q | +34.5%+$1.8M |
| DAVENPORT & Co LLC | $6.5M | 178,294 | 0.03% | 3q | +10.8%+$631.4K |
| Acorn Wealth Advisors, LLC | $6.3M | 174,302 | 1.55% | 7q | +11.6%+$658.5K |
| Equity Wealth Partners, LLC | $6.3M | 172,361 | 2.25% | new | NEW |
| Sigma Planning Corp | $6.2M | 171,369 | 0.16% | 5q | +336.2%+$4.8M |
| SARD WEALTH MANAGEMENT GROUP, LLC | $6.1M | 167,122 | 2.91% | 5q | +5.0%+$290.5K |
| Royal Harbor Partners, LLC | $5.9M | 161,639 | 1.82% | 2q | HELD |
| Baird Financial Group, Inc. | $5.5M | 150,369 | 0.01% | 6q | +15.1%+$717.3K |
| Envestnet Portfolio Solutions, Inc. | $5.4M | 149,532 | 0.03% | 3q | +239.7%+$3.8M |
| KPP Advisory Services LLC | $5.4M | 149,384 | 0.69% | 2q | +27.9%+$1.2M |
| VICUS CAPITAL | $5.4M | 149,373 | 0.35% | 4q | -10.1%-$613.6K |
| Summit Financial, LLC | $5.4M | 146,055 | 0.06% | 4q | +9.0%+$442.9K |
| BNB Wealth Management, LLC | $5.2M | 143,932 | 2.86% | 3q | +1.5%+$78.7K |
| NATIXIS ADVISORS, LLC | $5.1M | 139,523 | 0.01% | 3q | +83.6%+$2.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.0M | 138,730 | 0.08% | 5q | +12.2%+$549.5K |
| Kestra Advisory Services, LLC | $5.0M | 138,344 | 0.02% | 8q | +66.7%+$2.0M |
| Swisher Financial Concepts, Inc. | $5.0M | 136,445 | 3.13% | 8q | +0.6%+$30.8K |
| Lineweaver Wealth Advisors, LLC | $4.7M | 129,851 | 0.56% | 2q | +22.6%+$872.6K |
| Concurrent Investment Advisors, LLC | $4.7M | 128,974 | 0.04% | 2q | +156.6%+$2.9M |
| Orion Porfolio Solutions, LLC | $4.6M | 125,356 | 0.03% | 5q | +7.7%+$324.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 99,564 | 0.00% | 5q | -27.7%-$1.4M |
| Capital Investment Advisors, LLC | $3.5M | 97,220 | 0.05% | 6q | +21.0%+$613.4K |
| Sanctuary Advisors, LLC | $3.5M | 95,119 | 0.02% | 2q | +729.6%+$3.0M |
| GTS SECURITIES LLC | $3.4M | 94,744 | 0.07% | 4q | +176.3%+$2.2M |
| Atria Investments, Inc | $3.4M | 93,420 | 0.03% | 2q | +1040.5%+$3.1M |
| Prosperity Financial Group, Inc. | $3.4M | 92,561 | 1.04% | 3q | +4.2%+$136.9K |
| HARBOUR INVESTMENTS, INC. | $3.2M | 87,912 | 0.04% | 8q | +23.4%+$606.5K |
| Betterment LLC | $3.2M | 87,857 | 0.01% | 2q | +76.6%+$1.4M |
| Turning Point Benefit Group, Inc. | $2.8M | 77,275 | 1.19% | new | NEW |
| NWF Advisory Services Inc. | $2.7M | 74,066 | 0.25% | 4q | +55.2%+$958.8K |
| Strategic Blueprint, LLC | $2.5M | 67,837 | 0.12% | 6q | -1.7%-$42.6K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 67,507 | 0.00% | 7q | +15.8%+$335.7K |
| Arax Advisory Partners | $2.4M | 65,841 | 0.02% | 3q | +4720.0%+$2.3M |
| Geneos Wealth Management Inc. | $2.4M | 65,696 | 0.05% | 4q | +35.9%+$631.2K |
| Bellars Harris Wealth Management, LLC | $2.4M | 65,639 | 0.49% | new | FIRST |
| PCG Wealth Advisors, LLC | $2.3M | 61,884 | 0.50% | 4q | +15.6%+$304.5K |
| PFG Advisors | $2.2M | 61,341 | 0.11% | 2q | +438.5%+$1.8M |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.2M | 61,191 | 0.11% | 5q | +20.9%+$385.1K |
| Rothschild Wealth LLC | $2.2M | 60,122 | 0.17% | 3q | -18.1%-$483.5K |
| SteelPeak Wealth, LLC | $2.1M | 56,150 | 0.05% | new | NEW |
| KINTRA WEALTH, LLC | $2.0M | 55,232 | 0.11% | 2q | +17.0%+$297.9K |
| Aprio Wealth Management, LLC | $2.0M | 55,591 | 0.10% | 3q | -20.7%-$528.6K |
| Arkadios Wealth Advisors | $1.9M | 51,665 | 0.03% | 3q | +123.5%+$1.0M |
| Main Line Retirement Advisors, LLC | $1.9M | 51,227 | 0.85% | 7q | +12.4%+$205.2K |
| CMC Financial Group | $1.8M | 49,881 | 3.52% | 4q | -5.6%-$107.3K |
| SITTNER & NELSON, LLC | $1.8M | 49,478 | 0.57% | 5q | +18.2%+$276.9K |
| EverSource Wealth Advisors, LLC | $1.8M | 48,212 | 0.06% | 6q | +55.4%+$625.3K |
| Keystone Wealth Services, LLC | $1.7M | 45,706 | 0.31% | 2q | +1.2%+$20.1K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.6M | 44,471 | 0.51% | 3q | +29.3%+$366.3K |
| TRUIST FINANCIAL CORP | $1.6M | 44,344 | 0.00% | 4q | +106.5%+$832.4K |
| World Investment Advisors | $1.6M | 46,625 | 0.03% | 7q | +13.7%+$190.9K |
| FLOW TRADERS U.S. LLC | $1.6M | 42,976 | 0.06% | 2q | -50.9%-$1.6M |
| JANE STREET GROUP, LLC | $1.6M | 42,688 | 0.00% | 8q | -52.7%-$1.7M |
| Bleakley Financial Group, LLC | $1.5M | 41,242 | 0.02% | new | NEW |
| MGO ONE SEVEN LLC | $1.5M | 41,202 | 0.02% | new | NEW |
| Capital International Investors | $1.5M | 40,985 | 0.00% | 9q | +2.1%+$31.2K |
| Cullen/Frost Bankers, Inc. | $1.5M | 40,599 | 0.01% | 5q | +2081.6%+$1.4M |
| RFG Advisory, LLC | $1.5M | 40,266 | 0.02% | 2q | +546.6%+$1.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 40,627 | 0.00% | 5q | +78.0%+$641.5K |
| NerdWallet Wealth Partners, LLC | $1.4M | 37,130 | 0.47% | 3q | +16.7%+$193.7K |
| Valmark Advisers, Inc. | $1.3M | 36,919 | 0.01% | 2q | +125.2%+$746.9K |
Showing the largest 100 of 222 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 | 86 | $313.6M | 8,441,628 | 12 | 54 | 9 | 0.0% |
| Q2 2026 | 222 | $1.8B | 48,192,375 | 47 | 119 | 24 | 0.0% |
| Q1 2026 | 188 | $1.2B | 35,739,837 | 51 | 102 | 15 | 0.0% |
| Q4 2025 | 144 | $789.8M | 24,258,332 | 40 | 76 | 11 | 0.0% |
| Q3 2025 | 101 | $498.4M | 16,203,086 | 32 | 58 | 5 | 0.0% |
| Q2 2025 | 76 | $229.0M | 7,865,437 | 29 | 35 | 5 | 0.0% |
| Q1 2025 | 49 | $101.2M | 3,895,358 | 25 | 17 | 3 | 0.0% |
| Q4 2024 | 30 | $44.8M | 1,864,503 | 16 | 8 | 3 | 0.0% |
| Q3 2024 | 14 | $40.2M | 1,538,706 | 12 | 1 | 1 | 0.0% |
| Q2 2024 | 2 | $10.1M | 404,000 | 2 | 0 | 0 | 0.0% |