CAPITAL GROUP INTL FOCUS EQT (CGXU)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
372
Reporting holders
$5.0B
Reported value
0.0%
Held as options
+33
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $654.8M | 18,914,366 | 0.15% | 17q | +13.8%+$79.3M |
| WELLS FARGO & COMPANY/MN | $271.2M | 7,833,419 | 0.04% | 15q | -44.8%-$220.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $267.0M | 7,711,530 | 0.14% | 17q | HELD |
| MORGAN STANLEY | $247.6M | 7,153,170 | 0.01% | 15q | +13.4%+$29.3M |
| RAYMOND JAMES FINANCIAL INC | $205.4M | 5,931,864 | 0.06% | 7q | +13.7%+$24.7M |
| UBS Group AG | $192.1M | 5,549,938 | 0.02% | 17q | +4.2%+$7.7M |
| Cerity Partners LLC | $176.1M | 5,087,343 | 0.21% | 11q | +1.0%+$1.8M |
| ROYAL BANK OF CANADA | $145.0M | 4,189,189 | 0.02% | 18q | -2.2%-$3.2M |
| BENJAMIN EDWARDS INC | $143.2M | 4,137,049 | 1.31% | 8q | +1.5%+$2.2M |
| Capital Group Private Client Services, Inc. | $129.1M | 3,728,784 | 1.82% | 18q | +4.4%+$5.4M |
| CAPTRUST FINANCIAL ADVISORS | $128.1M | 3,701,592 | 0.20% | 18q | -3.4%-$4.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $110.9M | 3,203,093 | 0.14% | 18q | +6.0%+$6.3M |
| BANK OF AMERICA CORP /DE/ | $103.7M | 2,994,968 | 0.01% | 12q | +4.9%+$4.8M |
| SEI INVESTMENTS CO | $96.0M | 2,773,945 | 0.08% | 9q | +11.6%+$10.0M |
| JPMORGAN CHASE & CO | $95.6M | 2,759,076 | 0.01% | 11q | +395.1%+$76.3M |
| Confluence Wealth Services, Inc. | $84.2M | 2,430,784 | 2.41% | 17q | +23.3%+$15.9M |
| JONES FINANCIAL COMPANIES LLLP | $82.7M | 2,402,850 | 0.03% | 11q | +19.4%+$13.4M |
| ENVESTNET ASSET MANAGEMENT INC | $72.0M | 2,080,621 | 0.02% | 18q | +13.7%+$8.7M |
| OSAIC HOLDINGS, INC. | $71.8M | 2,072,263 | 0.08% | 18q | +32.5%+$17.6M |
| INSPIRION WEALTH ADVISORS, LLC | $70.2M | 2,063,378 | 8.04% | 17q | +2.1%+$1.4M |
| STIFEL FINANCIAL CORP | $68.2M | 1,970,907 | 0.06% | 16q | +9.3%+$5.8M |
| Corient Private Wealth LP | $60.3M | 1,741,303 | 0.04% | 5q | +293.1%+$45.0M |
| ECLECTIC ASSOCIATES INC /ADV | $59.2M | 1,709,781 | 6.74% | 18q | +1.2%+$696.1K |
| Cetera Investment Advisers | $53.6M | 1,548,121 | 0.05% | 11q | +6.0%+$3.0M |
| MML INVESTORS SERVICES, LLC | $52.7M | 1,523,084 | 0.11% | 17q | +60.0%+$19.8M |
| &PARTNERS | $51.7M | 1,491,516 | 0.21% | 17q | +3.2%+$1.6M |
| Kestra Advisory Services, LLC | $41.5M | 1,197,661 | 0.13% | 18q | +4.9%+$1.9M |
| Private Advisor Group, LLC | $41.4M | 1,195,801 | 0.19% | 17q | -20.2%-$10.5M |
| AdvisorNet Financial, Inc | $39.5M | 1,141,207 | 1.80% | 16q | +2.7%+$1.0M |
| Aprio Wealth Management, LLC | $36.3M | 1,048,859 | 1.79% | 8q | -17.5%-$7.7M |
| CPC Advisors, LLC | $36.2M | 1,046,835 | 4.89% | 16q | -19.6%-$8.8M |
| Baird Financial Group, Inc. | $32.0M | 923,626 | 0.04% | 16q | -6.1%-$2.1M |
| Mason Investment Advisory Services, Inc. | $30.9M | 892,693 | 1.18% | 9q | +10.0%+$2.8M |
| Sterling Investment Counsel, LLC | $30.3M | 876,583 | 7.14% | 17q | +2.6%+$767.1K |
| Armstrong, Fleming & Moore, Inc | $30.0M | 865,186 | 9.92% | 5q | HELD |
| Summit Investment Advisory Services, LLC | $29.3M | 847,237 | 7.36% | 8q | HELD |
| HUB Investment Partners, LLC | $28.9M | 833,653 | 0.52% | 6q | +72.3%+$12.1M |
| D.A. DAVIDSON & CO. | $27.8M | 801,589 | 0.15% | 17q | +7.9%+$2.0M |
| NewEdge Advisors, LLC | $24.6M | 710,858 | 0.07% | new | NEW |
| McGlone Suttner Wealth Management, Inc. | $24.3M | 700,615 | 2.85% | 15q | -0.9%-$216.6K |
| Lantz Financial LLC | $23.6M | 680,706 | 4.31% | 16q | +6.3%+$1.4M |
| Cooper Financial Group | $23.0M | 664,422 | 1.91% | new | NEW |
| Strata Wealth Advisors, LLC | $22.8M | 659,184 | 5.57% | 7q | +5.0%+$1.1M |
| DeDora Capital, Inc. | $22.7M | 654,320 | 4.92% | 15q | +8.3%+$1.7M |
| Main Line Retirement Advisors, LLC | $22.4M | 647,006 | 10.27% | 12q | -3.8%-$895.2K |
| Hopwood Financial Services, Inc. | $21.6M | 622,577 | 12.48% | 7q | +7.4%+$1.5M |
| Souders Financial Advisors | $21.4M | 617,195 | 2.15% | 16q | -0.9%-$188.1K |
| EverSource Wealth Advisors, LLC | $21.2M | 611,144 | 0.71% | 18q | +10.6%+$2.0M |
| CAHILL FINANCIAL ADVISORS INC | $20.3M | 587,439 | 1.95% | 17q | -1.4%-$295.2K |
| BetterWealth, LLC | $20.2M | 584,586 | 3.58% | 7q | +0.9%+$173.6K |
| Wealthcare Advisory Partners LLC | $19.6M | 565,209 | 0.37% | 12q | -13.4%-$3.0M |
| DAYMARK WEALTH PARTNERS, LLC | $16.6M | 478,281 | 0.40% | 11q | +6.6%+$1.0M |
| FINANCIAL MANAGEMENT NETWORK INC | $16.0M | 482,181 | 2.29% | 16q | +7.7%+$1.1M |
| Burton Enright Welch | $15.4M | 445,713 | 1.81% | 11q | +27.9%+$3.4M |
| Bleakley Financial Group, LLC | $15.2M | 438,575 | 0.19% | 15q | -3.3%-$515.7K |
| Tribridge Partners Financial LLC | $14.3M | 429,116 | 5.59% | 5q | -3.0%-$446.3K |
| Equitable Holdings, Inc. | $13.1M | 379,747 | 0.08% | 15q | -24.3%-$4.2M |
| Vawter Financial, Ltd. | $11.0M | 318,572 | 4.15% | 15q | -51.4%-$11.7M |
| Troutman Wealth Management, LLC | $10.6M | 306,598 | 8.17% | 3q | HELD |
| CENTRAL TRUST Co | $10.5M | 304,550 | 0.19% | 14q | +8.6%+$831.3K |
| Gutierrez Wealth Advisory, LLC | $9.8M | 283,123 | 5.66% | 7q | -4.2%-$426.4K |
| Michael Brady & Co., LLC | $8.9M | 257,424 | 7.86% | 3q | -5.1%-$482.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.8M | 255,447 | 0.01% | 12q | +35.7%+$2.3M |
| Cornerstone Wealth Management, LLC | $8.3M | 240,118 | 0.36% | 13q | +2.9%+$233.6K |
| Koshinski Asset Management, Inc. | $8.1M | 232,936 | 0.43% | 18q | -8.3%-$733.7K |
| Riverview Capital Advisers, LLC | $8.0M | 230,943 | 2.29% | 18q | +2.4%+$184.3K |
| Brown Miller Wealth Management, LLC | $7.9M | 227,088 | 1.98% | 16q | +4.9%+$367.9K |
| BETO FINANCIAL GROUP, LLC | $7.9M | 236,984 | 4.13% | 3q | -9.9%-$867.7K |
| Worth Financial Advisory Group, LLC | $7.8M | 225,107 | 3.25% | 14q | +418.1%+$6.3M |
| Mariner, LLC | $7.5M | 215,707 | 0.01% | 18q | -11.7%-$988.3K |
| Triangle Securities Wealth Management | $7.0M | 203,073 | 1.40% | 11q | +4.0%+$268.3K |
| HighTower Advisors, LLC | $6.8M | 196,947 | 0.01% | 12q | -6.4%-$464.6K |
| TKG Advisors, LLC | $6.6M | 191,000 | 2.30% | 14q | +2.1%+$135.6K |
| QUANTUM FINANCIAL PARTNERS LLC | $6.5M | 188,655 | 3.34% | new | FIRST |
| AlphaCore Capital LLC | $6.5M | 184,477 | 0.12% | 3q | -5.1%-$350.2K |
| J. Derek Lewis & Associates Inc. | $6.3M | 182,935 | 1.20% | 3q | +31.4%+$1.5M |
| Steward Partners Investment Advisory, LLC | $6.2M | 178,823 | 0.03% | 15q | -15.2%-$1.1M |
| Continuum Advisory, LLC | $6.0M | 173,380 | 0.49% | 13q | +11.8%+$631.5K |
| HARBOUR INVESTMENTS, INC. | $5.9M | 171,692 | 0.08% | 17q | +18.0%+$908.1K |
| United Advisor Group, LLC | $5.8M | 166,454 | 0.61% | 7q | +1.3%+$76.3K |
| PNC Financial Services Group, Inc. | $5.7M | 166,076 | 0.00% | 2q | +91150.5%+$5.7M |
| Ameritas Advisory Services, LLC | $5.7M | 165,255 | 0.12% | 12q | +66.5%+$2.3M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $5.7M | 165,140 | 1.55% | 6q | +10.4%+$540.1K |
| Freedom Financial Partners LLC | $5.6M | 161,151 | 1.82% | 7q | -12.6%-$807.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 158,979 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $5.5M | 158,399 | 0.00% | new | NEW |
| Valmark Advisers, Inc. | $5.5M | 157,630 | 0.06% | 15q | +2.6%+$137.9K |
| EP Wealth Advisors, LLC | $5.4M | 156,703 | 0.02% | 3q | -1.0%-$52.6K |
| CLG LLC | $5.0M | 144,156 | 1.10% | 7q | +8.4%+$388.2K |
| MERIDIAN INVESTMENT COUNSEL INC. | $5.0M | 143,090 | 1.06% | 6q | -0.9%-$45.0K |
| Main Street Financial Solutions, LLC | $4.8M | 138,026 | 0.31% | 6q | +35.2%+$1.2M |
| Lodestone Wealth Management LLC | $4.8M | 137,305 | 1.68% | 14q | -3.2%-$155.5K |
| GTS SECURITIES LLC | $4.7M | 135,878 | 0.10% | 2q | -20.8%-$1.2M |
| EVOLVE PRIVATE WEALTH, LLC | $4.7M | 133,178 | 0.29% | 3q | +1.9%+$88.6K |
| G&S Capital LLC | $4.6M | 132,834 | 1.33% | 14q | +1.0%+$46.2K |
| Bare Financial Services, Inc | $4.6M | 132,486 | 1.05% | 11q | HELD |
| OPPENHEIMER & CO INC | $4.6M | 132,167 | 0.05% | 15q | -5.0%-$240.0K |
| Olistico Wealth, LLC | $4.5M | 128,717 | 1.91% | 13q | +8.1%+$335.7K |
| Summit Financial, LLC | $4.4M | 126,244 | 0.05% | 2q | -2.4%-$108.5K |
| Ameritas Investment Partners, Inc. | $4.4M | 126,668 | 0.12% | 10q | -2.0%-$88.1K |
Showing the largest 100 of 381 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 | 372 | $5.0B | 144,951,969 | 45 | 161 | 87 | 0.0% |
| Q1 2026 | 339 | $4.1B | 138,576,683 | 36 | 173 | 63 | 0.0% |
| Q4 2025 | 327 | $3.4B | 116,494,076 | 37 | 171 | 51 | 0.0% |
| Q3 2025 | 289 | $3.1B | 103,763,473 | 23 | 161 | 63 | 0.0% |
| Q2 2025 | 277 | $2.9B | 107,067,498 | 26 | 129 | 75 | 0.0% |
| Q1 2025 | 265 | $2.5B | 100,225,187 | 24 | 140 | 61 | 0.0% |
| Q4 2024 | 258 | $2.2B | 90,998,254 | 27 | 125 | 40 | 0.0% |
| Q3 2024 | 224 | $2.2B | 81,432,074 | 18 | 129 | 34 | 0.0% |
| Q2 2024 | 214 | $1.9B | 74,646,989 | 28 | 115 | 28 | 0.0% |
| Q1 2024 | 192 | $1.6B | 62,783,428 | 26 | 103 | 24 | 0.0% |
| Q4 2023 | 176 | $1.3B | 55,381,940 | 30 | 86 | 26 | 0.0% |
| Q3 2023 | 143 | $1.0B | 47,719,901 | 22 | 87 | 15 | 0.0% |
| Q2 2023 | 130 | $1.0B | 43,460,291 | 15 | 79 | 15 | 0.0% |
| Q1 2023 | 115 | $878.6M | 37,885,408 | 27 | 59 | 14 | 0.0% |
| Q4 2022 | 89 | $655.6M | 31,700,347 | 26 | 49 | 4 | 0.0% |
| Q3 2022 | 76 | $384.7M | 20,552,370 | 20 | 42 | 8 | 0.0% |
| Q2 2022 | 59 | $200.8M | 9,710,877 | 35 | 18 | 2 | 0.0% |
| Q1 2022 | 27 | $59.0M | 2,430,609 | 27 | 0 | 0 | 0.0% |