CAPITAL GROUP GLOBAL EQUITY (CGGE)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
176
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | -40.1%-$133.6M |
| 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 |
| 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 |
| OSAIC HOLDINGS, INC. | $39.0M | 1,107,314 | 0.05% | 8q | +14.5%+$5.0M |
| NewEdge Advisors, LLC | $33.7M | 957,504 | 0.10% | new | NEW |
| 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 |
| Merit Financial Group, LLC | $10.1M | 285,300 | 0.03% | 6q | +91.7%+$4.8M |
| Integrated Wealth Concepts LLC | $9.6M | 271,534 | 0.05% | 5q | +142.8%+$5.6M |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| GWN SECURITIES INC. | $1.2M | 35,396 | 0.21% | 4q | +13.8%+$151.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 33,996 | 0.05% | 3q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 33,188 | 0.02% | 5q | -23.4%-$358.0K |
| Principle Wealth Partners LLC | $1.1M | 30,360 | 0.05% | 4q | HELD |
| J. Derek Lewis & Associates Inc. | $1.1M | 30,133 | 0.20% | 3q | -0.7%-$7.3K |
| CLG LLC | $1.0M | 29,679 | 0.23% | 5q | +7.0%+$68.8K |
Showing the largest 100 of 185 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 176 | $2.7B | 75,995,943 | 26 | 100 | 27 | 0.0% |
| Q1 2026 | 162 | $2.2B | 71,354,088 | 27 | 95 | 13 | 0.0% |
| Q4 2025 | 147 | $1.5B | 48,603,893 | 29 | 77 | 11 | 0.0% |
| Q3 2025 | 108 | $1.0B | 32,785,992 | 37 | 57 | 8 | 0.0% |
| Q2 2025 | 73 | $437.9M | 15,001,957 | 35 | 31 | 5 | 0.0% |
| Q1 2025 | 40 | $207.2M | 8,010,508 | 28 | 11 | 1 | 0.0% |
| Q4 2024 | 13 | $69.5M | 2,724,808 | 7 | 2 | 3 | 0.0% |
| Q3 2024 | 7 | $56.6M | 2,132,542 | 4 | 2 | 1 | 0.0% |
| Q2 2024 | 3 | $10.5M | 421,002 | 3 | 0 | 0 | 0.0% |