CAP GROUP INTL FOCUS CGXU
$34.11
+0.2% 52w: $27.51 – $36.10
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data27.5131.8136.10
Oct 17, 2025 Jul 2, 2026
Institutional holders
352
+14 QoQ
13F value
$4.00B
+12.5% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGXU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 16.6M | $490.2M | 0.1% | +20.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.7M | $228.2M | 0.1% | +2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.1M | $209.3M | 0.0% | +22.0% |
| MORGAN STANLEY | Bank broker | 6.3M | $186.0M | 0.0% | +34.1% |
| UBS Group AG | Bank broker | 5.3M | $157.1M | 0.0% | +5.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.2M | $153.9M | 0.0% | +0.5% |
| Cerity Partners LLC | Diversified mechanical | 5.0M | $148.5M | 0.2% | +21.8% |
| ROYAL BANK OF CANADA | Bank broker | 4.3M | $126.3M | 0.0% | +3.7% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 4.1M | $120.2M | 1.2% | +5041.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 3.8M | $113.0M | 0.2% | -1.3% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 3.6M | $105.3M | 1.8% | +10.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.0M | $89.1M | 0.1% | +5.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.9M | $84.2M | 0.0% | +35.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.5M | $73.3M | 0.1% | +20.0% |
| INSPIRION WEALTH ADVISORS, LLC | Wealth advisor | 2.0M | $59.6M | 7.4% | +6.9% |
| Confluence Wealth Services, Inc. | Wealth advisor | 2.0M | $58.1M | 2.3% | +7.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.0M | $57.3M | 0.0% | +23.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $54.0M | 0.0% | +10.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.8M | $53.2M | 0.0% | -9.3% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 1.7M | $49.8M | 6.6% | +6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.6M | $46.1M | 0.1% | -21.3% |
| Private Advisor Group, LLC | Wealth advisor | 1.5M | $44.2M | 0.2% | +2.9% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $43.1M | 0.0% | +5.7% |
| &PARTNERS | Diversified mechanical | 1.4M | $42.6M | 0.2% | +4.1% |
| CPC Advisors, LLC | Wealth advisor | 1.3M | $38.4M | 6.2% | +2.2% |
| Aprio Wealth Management, LLC | Wealth advisor | 1.3M | $37.5M | 2.0% | +1.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.2M | $35.1M | — | +0.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.1M | $33.7M | 0.1% | +5.7% |
| AdvisorNet Financial, Inc | Wealth advisor | 1.1M | $32.8M | 1.7% | +4.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $32.7M | 0.1% | +6.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 983.5K | $29.0M | 0.0% | +1.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 951.8K | $28.1M | 0.1% | -14.3% |
| Armstrong, Fleming & Moore, Inc | Other | 867.4K | $25.6M | — | +11.3% |
| Sterling Investment Counsel, LLC | Wealth advisor | 854.4K | $25.2M | 7.1% | +19.1% |
| Summit Investment Advisory Services, LLC | Wealth advisor | 850.8K | $25.1M | 9.3% | +2182.9% |
| Mason Investment Advisory Services, Inc. | Wealth advisor | 811.7K | $23.9M | 1.1% | +14.7% |
| D.A. DAVIDSON & CO. | Wealth advisor | 742.9K | $21.9M | 0.1% | +7.9% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 706.9K | $20.8M | 2.8% | -3.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 675.5K | $19.9M | 0.1% | +12.1% |
| Main Line Retirement Advisors, LLC | Wealth advisor | 672.9K | $19.8M | — | +0.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 652.9K | $19.3M | 0.4% | +5.7% |
| Lantz Financial LLC | Wealth advisor | 640.3K | $18.9M | 3.9% | +8.2% |
| Strata Wealth Advisors, LLC | Wealth advisor | 627.7K | $18.5M | 5.1% | +17.9% |
| Souders Financial Advisors | Wealth advisor | 622.6K | $18.4M | 2.1% | +1.8% |
| James T. Borello RIA | — | 608.5K | $17.9M | 4.5% | +8.7% |
| DeDora Capital, Inc. | Wealth advisor | 604.0K | $17.8M | 4.4% | +0.5% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 596.0K | $17.6M | 1.9% | +3.2% |
| Hopwood Financial Services, Inc. | Wealth advisor | 579.9K | $17.1M | 11.5% | +2.1% |
| BetterWealth, LLC | Wealth advisor | 579.6K | $17.1M | 3.4% | +4.3% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 552.5K | $16.3M | 0.5% | +2.0% |
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.