CGGE · Capital Group Global Equity ETF

$35.90 -0.09 (-0.25%) At close · Aug 14

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.

Quarter:

Holders: 63

Total Value: $1,403,495,728

Total Shares: 39,826,781

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 63 13F filers · Δ vs Mar 31, 2026

Top Holder

21.0%

+0.6 pts

Top 5

69.6%

+15.1 pts

Top 10

82.3%

+12.5 pts

HHI

1,226

Broadly held+418

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

122

Unchanged

Holder count: -108

Institutional value: -33.5%

Shares held: -42.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Capital Group Private Client Services, Inc.	+1,450,835	8,369,362
Mega WELLS FARGO & COMPANY/MN	+941,788	5,675,954
Mid Larson Financial Group LLC	+405,191	1,983,117
Mega Capital International Investors	+300,313	8,303,169
Small Compton Financial Group, LLC	+273,399	636,441

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JANE STREET GROUP, LLC	−136,300	349,852
Large Mariner, LLC	−103,807	6,961
Micro Merited Wealth, LLC	−87,491	46,219
Mid Orion Porfolio Solutions, LLC	−87,169	436,166

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	957,504	$33,742,440
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
Small FLOW TRADERS U.S. LLC	122,663	$4,322,644

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega ENVESTNET ASSET MANAGEMENT INC	14,096,165	$429,933,032
Mega LPL Financial LLC	3,945,807	$120,347,113
Mid Clearstead Advisors, LLC	2,749,114	$83,847,977
Large MML INVESTORS SERVICES, LLC	1,576,137	$48,072,178
Large ASSETMARK, INC	1,429,913	$43,612,346

Filter: New 14 Increased 41 Reduced 4 Sold out 122 Unchanged 4

Showing 63 of 63

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Capital Group Private Client Services, Inc.

$294,936,316

21.01%

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

20.85%

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

14.25%

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

Cetera Investment Advisers

$119,205,396

8.49%

3,382,673

Larson Financial Group LLC

$69,885,043

4.98%

1,983,117

ROYAL BANK OF CANADA

$45,711,670

3.26%

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

OSAIC HOLDINGS, INC.

$39,021,745

2.78%

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

2.40%

957,504

Vestmark Advisory Solutions, Inc.

$32,312,577

2.30%

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

1.99%

792,699

RAYMOND JAMES FINANCIAL INC

$27,599,650

1.97%

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

1.60%

636,441

STIFEL FINANCIAL CORP

$16,172,517

1.15%

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

1.10%

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

1.10%

436,166

Smartleaf Asset Management LLC

$13,894,779

0.99%

394,290

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$13,013,991

0.93%

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

0.88%

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

KINTRA WEALTH, LLC

$10,065,847

0.72%

285,637

Integrated Wealth Concepts LLC

$9,568,858

0.68%

271,534

HARBOUR INVESTMENTS, INC.

$8,200,418

0.58%

232,702

Stratos Wealth Partners, LTD.

$6,987,105

0.50%

198,272

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

$6,122,632

0.44%

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

0.43%

169,793

BNB Wealth Management, LLC

$5,826,652

0.42%

165,342

CITADEL ADVISORS LLC

$5,771,431

0.41%

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

0.39%

155,662

OLD MISSION CAPITAL LLC

$5,342,419

0.38%

151,601

Hopwood Nicholas Hunter

$4,683,078

0.33%

132,891

FLOW TRADERS U.S. LLC

$4,322,644

0.31%

122,663

BANK OF AMERICA CORP /DE/

$4,075,717

0.29%

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

0.25%

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

THOROUGHBRED FINANCIAL SERVICES, LLC

$3,490,028

0.25%

99,036

Mutual Advisors, LLC

$2,540,275

0.18%

72,085

Vise Technologies, Inc.

$2,409,746

0.17%

68,381

BANK OF MONTREAL /CAN/

$2,308,819

0.16%

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

World Investment Advisors

$1,861,376

0.13%

52,820

CAPTRUST FINANCIAL ADVISORS

$1,757,771

0.13%

49,880

Merited Wealth, LLC

$1,628,757

0.12%

46,219

Advyzon Investment Management, LLC

$1,451,288

0.10%

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

NATIXIS ADVISORS, LLC

$1,077,498

0.08%

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

IFG Advisory, LLC

$946,299

0.07%

26,853

Ameritas Advisory Services, LLC

$763,474

0.05%

21,665

MSH Capital Advisors LLC

$650,354

0.05%

18,455

VestGen Advisors, LLC

$640,768

0.05%

18,183

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$587,239

0.04%

16,664

Ausdal Financial Partners, Inc.

$543,893

0.04%

15,434

Visionary Wealth Advisors

$508,442

0.04%

14,428

GOLDMAN SACHS GROUP INC

$389,860

0.03%

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

JPMORGAN CHASE & CO

$350,602

0.02%

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

0.02%

9,350

MERCER GLOBAL ADVISORS INC /ADV

$307,433

0.02%

8,724

Mariner, LLC

$245,305

0.02%

6,961

SCOTIA CAPITAL INC.

$213,589

0.02%

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

0.01%

3,120

Synergy Investment Management, LLC

$88,100

0.01%

2,500

Wellington Grp LLC

$41,407

0.00%

1,175

AMERIFLEX GROUP, INC.

$29,566

0.00%

839

ACTION POINT FINANCIAL PLANNING, LLC

$13,849

0.00%

393

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

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	1,291,697	$39,396,758	99.5%	Defined
Benjamin F. Edwards Wealth Management, LLC	6,815	$207,857	0.5%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	403,117	$12,295,068	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Frost Investment Services, LLC	329,108	$10,037,794	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	324,860	$9,908,230	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	233,304	$7,115,772	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	193,663	$5,906,721	100.0%	Defined

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	39,412	$1,202,066	81.7%	Defined
Held directly	8,815	$268,857	18.3%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc.	26,764	$816,302	100.0%	Defined
Held directly	1	$30	0.0%	Defined

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	20,420	$622,810	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO	19,316	$589,137	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	18,498	$564,189	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Assetmark	17,187	$524,203	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Blackridge Asset Management, LLC joint	9,959	$303,749	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	1,683	$51,331	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	871	$26,565	100.0%	Defined

Key facts CIK 2008374 CUSIP 14020R107 13F (30d) 65 filings 63 filers