CGGE · Capital Group Global Equity ETF ETF

$35.28 +0.07 (+0.20%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 105

Total Value: $2,355,640,017

Total Shares: 66,845,632

Showing 1–100 of 105 holdings by value · page 1 of 2

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 105 13F filers · Δ vs Mar 31, 2026

Top Holder

22.4%

+2.0 pts

Top 5

63.6%

+9.1 pts

Top 10

78.4%

+8.6 pts

HHI

1,013

Broadly held+205

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -66

Institutional value: +11.6%

Shares held: -3.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Capital Group Private Client Services, Inc.	+1,450,835	8,369,362
Mega LPL Financial LLC	+1,270,696	5,216,503
Mega WELLS FARGO & COMPANY/MN	+941,788	5,675,954
Mega ENVESTNET ASSET MANAGEMENT INC	+856,879	14,953,044
Mid Larson Financial Group LLC	+405,191	1,983,117

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Clearstead Advisors, LLC	−1,400,046	1,349,068
Mega JANE STREET GROUP, LLC	−136,300	349,852
Small Gateway Wealth Partners, LLC	−124,455	232,465
Large Mariner, LLC	−103,807	6,961
Micro Merited Wealth, LLC	−87,491	46,219

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	957,504	$33,742,440
Micro Panoramic Capital Partners, LLC	502,212	$17,697,950
Mega CITADEL ADVISORS LLC	163,775	$5,771,431
Small Elequin Capital, LP	155,662	$5,485,528
Mid OLD MISSION CAPITAL LLC	151,601	$5,342,419

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large ASSETMARK, INC	1,429,913	$43,612,346
Mid BENJAMIN EDWARDS INC	1,298,512	$39,604,615
Large COMMONWEALTH EQUITY SERVICES, LLC	1,226,469	$37,407,304
Large Cambridge Investment Research Advisors, Inc.	1,081,536	$32,986,848
Micro James Reed Financial Services, Inc.	586,128	$17,876,904

Filter: New 21 Increased 64 Reduced 12 Sold out 87 Unchanged 8

Showing 100 of 105

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ENVESTNET ASSET MANAGEMENT INC

$526,945,270

22.37%

14,953,044

Capital Group Private Client Services, Inc.

$294,936,316

12.52%

8,369,362

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	8,369,362	$294,936,316	100.0%	Defined

Capital International Investors

$292,603,675

12.42%

8,303,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	8,303,169	$292,603,675	100.0%	Defined

WELLS FARGO & COMPANY/MN

$200,020,618

8.49%

5,675,954

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,650,620	$58,167,848	29.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	4,025,334	$141,852,770	70.9%	Defined

LPL Financial LLC

$183,829,565

7.80%

5,216,503

Cetera Investment Advisers

$119,205,396

5.06%

3,382,673

Larson Financial Group LLC

$69,885,043

2.97%

1,983,117

MML INVESTORS SERVICES, LLC

$65,758,403

2.79%

1,866,016

Clearstead Advisors, LLC

$47,541,156

2.02%

1,349,068

ROYAL BANK OF CANADA

$45,711,670

1.94%

1,297,153

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,150,754	$40,552,570	88.7%	Defined
RBC Dominion Securities Inc.	142,288	$5,014,229	11.0%	Defined
RBC Trust Co (Delaware) Ltd	3,180	$112,063	0.2%	Defined
RBC Rochdale, LLC	931	$32,808	0.1%	Defined

Janney Montgomery Scott LLC

$43,701,476

1.86%

1,240,110

OSAIC HOLDINGS, INC.

$39,021,745

1.66%

1,107,314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,031,751	$36,358,905	93.2%	Defined
Osaic Advisory Services, LLC	75,563	$2,662,840	6.8%	Defined

NewEdge Advisors, LLC

$33,742,440

1.43%

957,504

Vestmark Advisory Solutions, Inc.

$32,312,577

1.37%

916,929

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
World Investment Advisors	78,066	$2,751,045	8.5%	Other
Held directly	838,863	$29,561,532	91.5%	Sole

&PARTNERS

$27,934,712

1.19%

792,699

RAYMOND JAMES FINANCIAL INC

$27,599,650

1.17%

783,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	267,963	$9,443,016	34.2%	Defined
Raymond James Financial Services Advisors, Inc.	515,228	$18,156,634	65.8%	Defined

Compton Financial Group, LLC

$22,428,180

0.95%

636,441

Panoramic Capital Partners, LLC

$17,697,950

0.75%

502,212

STIFEL FINANCIAL CORP

$16,172,516

0.69%

458,925

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	457,785	$16,132,343	99.8%	Defined
Stifel Independent Advisors, LLC	1,140	$40,173	0.2%	Defined

JONES FINANCIAL COMPANIES LLLP

$15,444,458

0.66%

438,265

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	438,265	$15,444,458	100.0%	Sole

Orion Porfolio Solutions, LLC

$15,370,489

0.65%

436,166

Smartleaf Asset Management LLC

$13,894,779

0.59%

394,290

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$13,013,991

0.55%

369,296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	369,296	$13,013,991	100.0%	Other

JANE STREET GROUP, LLC

$12,328,784

0.52%

349,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	349,852	$12,328,784	100.0%	Defined

Valmark Advisers, Inc.

$11,416,068

0.48%

323,952

PRINCIPAL SECURITIES, INC.

$10,115,465

0.43%

287,045

KINTRA WEALTH, LLC

$10,065,847

0.43%

285,637

Integrated Wealth Concepts LLC

$9,568,858

0.41%

271,534

HARBOUR INVESTMENTS, INC.

$8,200,418

0.35%

232,702

Gateway Wealth Partners, LLC

$8,192,066

0.35%

232,465

Stratos Wealth Partners, LTD.

$6,987,105

0.30%

198,272

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$6,122,632

0.26%

173,741

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	173,741	$6,122,632	100.0%	Defined

GTS SECURITIES LLC

$5,983,505

0.25%

169,793

BNB Wealth Management, LLC

$5,826,652

0.25%

165,342

CITADEL ADVISORS LLC

$5,771,431

0.25%

163,775

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	163,775	$5,771,431	100.0%	Defined

Elequin Capital, LP

$5,485,528

0.23%

155,662

OLD MISSION CAPITAL LLC

$5,342,419

0.23%

151,601

GREAT VALLEY ADVISOR GROUP, INC.

$5,123,614

0.22%

145,392

Hopwood Nicholas Hunter

$4,683,078

0.20%

132,891

FLOW TRADERS U.S. LLC

$4,322,644

0.18%

122,663

BANK OF AMERICA CORP /DE/

$4,075,717

0.17%

115,656

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	115,656	$4,075,717	100.0%	Defined

Blueprint Financial Advisors LLC

$3,518,995

0.15%

99,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blueprint Investment Partners LLC	99,858	$3,518,995	100.0%	Defined

Blueprint Investment Partners LLC

$3,518,995

0.15%

99,858

THOROUGHBRED FINANCIAL SERVICES, LLC

$3,490,028

0.15%

99,036

Capital Analysts, LLC

$3,171,070

0.13%

89,985

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	79,469	$2,800,487	88.3%	Defined
Held directly	10,516	$370,583	11.7%	Defined

Bank of New York Mellon Corp

$2,781,527

0.12%

78,931

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	5,378	$189,520	6.8%	Defined
BNY Mellon Advisors, Inc.	73,551	$2,591,937	93.2%	Defined
Held directly	2	$70	0.0%	Defined

Mutual Advisors, LLC

$2,540,275

0.11%

72,085

Vise Technologies, Inc.

$2,409,746

0.10%

68,381

BANK OF MONTREAL /CAN/

$2,308,819

0.10%

65,517

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	3,896	$137,295	5.9%	Defined
BMO NESBITT BURNS SECURITIES LTD.	61,621	$2,171,524	94.1%	Defined

HighPoint Advisor Group LLC

$2,283,939

0.10%

64,811

Transamerica Financial Advisors, LLC

$2,246,867

0.10%

63,759

Geneos Wealth Management Inc.

$2,229,987

0.09%

63,280

SAGESPRING WEALTH PARTNERS, LLC

$1,954,939

0.08%

55,475

World Investment Advisors

$1,861,376

0.08%

52,820

CAPTRUST FINANCIAL ADVISORS

$1,757,771

0.07%

49,880

IAG Wealth Partners, LLC

$1,705,651

0.07%

48,401

Merited Wealth, LLC

$1,628,757

0.07%

46,219

Advyzon Investment Management, LLC

$1,451,288

0.06%

41,183

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LiftPoint Family Wealth Advisors LLC joint	39,300	$1,384,932	95.4%	Other
Held directly	1,883	$66,356	4.6%	Sole

Vantus Wealth LLC

$1,379,998

0.06%

39,160

GWN SECURITIES INC.

$1,247,355

0.05%

35,396

NATIXIS ADVISORS, LLC

$1,077,498

0.05%

30,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	30,576	$1,077,498	100.0%	Defined

Principle Wealth Partners LLC

$1,069,886

0.05%

30,360

IFG Advisory, LLC

$946,299

0.04%

26,853

Simplicity Wealth,LLC

$914,372

0.04%

25,947

Equitable Holdings, Inc.

$774,857

0.03%

21,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	21,988	$774,857	100.0%	Defined

Ameritas Advisory Services, LLC

$763,474

0.03%

21,665

MSH Capital Advisors LLC

$650,354

0.03%

18,455

VestGen Advisors, LLC

$640,768

0.03%

18,183

SILVER OAK SECURITIES, INCORPORATED

$639,183

0.03%

18,138

Global Retirement Partners, LLC

$610,568

0.03%

17,326

FIFTH THIRD BANCORP

$606,057

0.03%

17,198

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	17,198	$606,057	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$587,239

0.02%

16,664

Ascent Group, LLC

$582,622

0.02%

16,533

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Assetmark	16,533	$582,622	100.0%	Other

Balboa Wealth Partners

$567,187

0.02%

16,095

Ausdal Financial Partners, Inc.

$543,893

0.02%

15,434

Visionary Wealth Advisors

$508,442

0.02%

14,428

Bleakley Financial Group, LLC

$441,839

0.02%

12,538

Diversify Advisory Services, LLC

$434,192

0.02%

12,321

OneDigital Investment Advisors LLC

$423,408

0.02%

12,015

OPPENHEIMER & CO INC

$405,753

0.02%

11,514

GOLDMAN SACHS GROUP INC

$389,860

0.02%

11,063

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	11,063	$389,860	100.0%	Defined

SITTNER & NELSON, LLC

$368,927

0.02%

10,469

Vermillion & White Wealth Management Group, LLC

$352,858

0.01%

10,013

JPMORGAN CHASE & CO

$350,602

0.01%

9,949

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	9,949	$350,602	100.0%	Other

LaSalle St. Investment Advisors, LLC

$329,494

0.01%

9,350

Sigma Planning Corp

$326,287

0.01%

9,259

MERCER GLOBAL ADVISORS INC /ADV

$307,433

0.01%

8,724

McKinney Capital Management, LLC

$295,875

0.01%

8,396

Financial Council, LLC

$295,029

0.01%

8,372

Mariner, LLC

$245,305

0.01%

6,961

SCOTIA CAPITAL INC.

$213,589

0.01%

6,061

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF NOVA SCOTIA	6,061	$213,589	100.0%	Defined

Silver Grove Financial Group, Inc.

$184,692

0.01%

5,241

HUNTINGTON NATIONAL BANK

$172,816

0.01%

4,904

Colonial Trust Co / SC

$145,259

0.01%

4,122

MORGAN STANLEY

$125,912

0.01%

3,573

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	3,573	$125,912	100.0%	Defined

Steward Partners Investment Advisory, LLC

$109,948

0.00%

3,120

Birchwood Financial Partners, Inc.

$96,910

0.00%

2,750

Synergy Investment Management, LLC

$88,100

0.00%

2,500

PNC FINANCIAL SERVICES GROUP, INC.

$73,193

0.00%

2,077

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,077	$73,193	100.0%	Defined

ROTHSCHILD INVESTMENT LLC

$42,992

0.00%

1,220