CAP GROUP GLOBAL EQ CGGE
$34.94
+0.2% 52w: $27.90 – $35.24
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data27.9031.5735.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
169
+13 QoQ
13F value
$2.13B
+33.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGGE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 14.1M | $429.9M | 0.1% | +16.3% |
| Capital International Investors | Long only active | 8.0M | $244.1M | 0.1% | +110.5% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 6.9M | $211.0M | 3.6% | +27.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.7M | $144.4M | 0.0% | +102.8% |
| LPL Financial LLC | Bank broker | 3.9M | $120.3M | 0.0% | +43.9% |
| Cetera Investment Advisers | Wealth advisor | 3.3M | $100.2M | 0.1% | +16.3% |
| Clearstead Advisors, LLC | Wealth advisor | 2.7M | $83.8M | 0.8% | New |
| Larson Financial Group LLC | Wealth advisor | 1.6M | $48.1M | 1.5% | +15.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.6M | $48.1M | 0.1% | +1.4% |
| ASSETMARK, INC | Wealth advisor | 1.4M | $43.6M | 0.1% | +17.9% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 1.3M | $39.6M | 0.4% | +109.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $37.4M | 0.1% | +87.0% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $36.5M | 0.0% | +8.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.2M | $35.3M | 0.1% | +47.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $33.0M | 0.1% | +8.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 966.8K | $29.5M | 0.0% | +58.8% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 885.7K | $27.0M | 0.3% | +22.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 854.2K | $26.1M | 0.1% | +14.5% |
| &PARTNERS | Diversified mechanical | 754.0K | $23.0M | 0.1% | +17.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 589.0K | $18.0M | 0.0% | +14.8% |
| James Reed Financial Services, Inc. | Wealth advisor | 586.1K | $17.9M | 15.5% | -2.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 523.3K | $16.0M | 0.1% | +23.4% |
| JANE STREET GROUP, LLC | Market maker | 486.2K | $14.8M | 0.0% | +21.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 403.1K | $12.3M | 0.0% | +13.9% |
| Smartleaf Asset Management LLC | Wealth advisor | 394.3K | $11.6M | 0.4% | +9.0% |
| Compton Financial Group, LLC | Wealth advisor | 363.0K | $11.1M | 2.4% | +2245.1% |
| Gateway Wealth Partners, LLC | Wealth advisor | 356.9K | $10.9M | 0.4% | +410.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 347.9K | $10.3M | 0.0% | +80.9% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 329.1K | $10.0M | 0.1% | +15.1% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 324.9K | $10.0M | 0.0% | +17536.3% |
| Strategic Blueprint, LLC | Wealth advisor | 323.8K | $9.9M | 0.6% | +3.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 311.2K | $9.5M | 0.1% | +6.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 304.3K | $9.3M | 0.1% | +18.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 267.7K | $8.2M | 0.0% | +158.5% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 248.5K | $7.6M | 0.1% | +17.5% |
| Intrua Financial, LLC | Wealth advisor | 244.9K | $7.5M | 0.8% | +9.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 233.3K | $7.1M | 0.1% | -51.8% |
| KINTRA WEALTH, LLC | Wealth advisor | 218.5K | $6.7M | 0.5% | +68.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 208.7K | $6.4M | 0.1% | +90.0% |
| Venture Visionary Partners LLC | Other | 196.1K | $6.0M | 0.2% | +7.4% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 193.7K | $5.9M | 0.1% | +112.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 187.0K | $5.7M | 0.1% | +9.7% |
| Private Advisor Group, LLC | Wealth advisor | 179.6K | $5.5M | 0.0% | +38.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 173.7K | $5.3M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 166.3K | $5.1M | 0.0% | +1.8% |
| Valmark Advisers, Inc. | Wealth advisor | 155.2K | $4.7M | 0.1% | +37.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 151.4K | $4.6M | 0.1% | New |
| Merit Financial Group, LLC | Wealth advisor | 148.9K | $4.5M | 0.0% | -0.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 139.0K | $4.2M | 0.0% | +14.1% |
| LongView Wealth Management | Wealth advisor | 125.5K | $4.1M | 1.0% | +3.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.