CAP GROUP INTL EQUITY CGIE
$36.84
+1.3% 52w: $31.60 – $37.13
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data31.6034.3637.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
160
+6 QoQ
13F value
$1.42B
+23.5% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGIE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | Diversified mechanical | 4.3M | $145.6M | 0.0% | +112.0% |
| MORGAN STANLEY | Bank broker | 2.8M | $95.0M | 0.0% | +28.2% |
| UBS Group AG | Bank broker | 2.5M | $85.4M | 0.0% | +32.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.6M | $85.0M | 0.0% | +52.4% |
| LPL Financial LLC | Bank broker | 2.4M | $80.6M | 0.0% | +14.4% |
| Cetera Investment Advisers | Wealth advisor | 2.4M | $79.7M | 0.1% | +23.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.0M | $68.5M | 0.0% | +43.3% |
| Venturi Wealth Management, LLC | Diversified mechanical | 1.7M | $59.1M | 2.7% | +17.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.7M | $57.8M | 0.0% | +90.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $43.4M | 0.0% | +33.3% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 1.2M | $42.2M | 0.7% | +19.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $38.7M | 0.0% | +74.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $35.9M | 0.0% | +33.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 865.7K | $29.3M | 0.0% | +23.6% |
| Merit Financial Group, LLC | Wealth advisor | 770.9K | $26.1M | 0.2% | +3.0% |
| LVW Advisors, LLC | Wealth advisor | 728.1K | $24.6M | 2.4% | -5.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 607.8K | $20.6M | 0.0% | +40.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 597.2K | $20.2M | 0.0% | +6.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 594.6K | $20.1M | 0.0% | +12.3% |
| Private Advisor Group, LLC | Wealth advisor | 522.8K | $17.7M | 0.1% | -1.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 516.5K | $17.4M | 0.1% | +36.5% |
| Freedom Financial Partners LLC | Wealth advisor | 447.8K | $15.1M | 5.4% | +20.2% |
| JANE STREET GROUP, LLC | Market maker | 433.2K | $14.7M | 0.0% | +20.3% |
| Linscomb Wealth, Inc. | Wealth advisor | 424.7K | $14.4M | 0.6% | New |
| StrongBox Wealth, LLC | Wealth advisor | 380.4K | $12.9M | 4.1% | +10.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 380.0K | $12.9M | 0.0% | +64.7% |
| Evernest Financial Advisors, LLC | Wealth advisor | 341.0K | $12.0M | 2.5% | -19.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 355.3K | $12.0M | 0.0% | +32.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 345.9K | $11.7M | 0.0% | +24.5% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 324.3K | $11.6M | 3.4% | +1.5% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 315.5K | $10.7M | 0.0% | +68.0% |
| Stonebridge Financial Group, LLC | Wealth advisor | 313.1K | $10.6M | 0.9% | +5.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 273.6K | $9.3M | 0.0% | +5.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 262.6K | $8.9M | 0.0% | +340.1% |
| KWB Wealth | Wealth advisor | 215.1K | $7.5M | 0.7% | -1.0% |
| Mendota Financial Group, LLC | Wealth advisor | 185.9K | $6.3M | 4.7% | -3.1% |
| WJ Wealth Management, LLC | Wealth advisor | 181.4K | $6.1M | 2.9% | -43.8% |
| Bleakley Financial Group, LLC | Wealth advisor | 179.6K | $6.1M | 0.1% | -9.6% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 161.8K | $5.5M | 0.7% | -82.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 154.7K | $5.2M | 0.0% | -33.7% |
| Valmark Advisers, Inc. | Wealth advisor | 152.4K | $5.2M | 0.1% | +37.1% |
| Burton Enright Welch | Wealth advisor | 148.0K | $5.0M | 0.7% | +6.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 143.5K | $4.9M | 0.2% | +60.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 138.1K | $4.7M | 0.0% | -36.1% |
| &PARTNERS | Diversified mechanical | 131.6K | $4.5M | 0.0% | +135.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 128.8K | $4.4M | 0.2% | Held |
| Greykasell Wealth Strategies, Inc. | Wealth advisor | 128.5K | $4.3M | 1.8% | +22.7% |
| Kingsview Wealth Management, LLC | Wealth advisor | 119.7K | $4.0M | 0.1% | +3.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 119.4K | $4.0M | 0.0% | +19.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 108.6K | $3.7M | 0.1% | +145.2% |
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.