CGXU institutional holders

CAPITAL GROUP INTL FOCUS EQT · 13F, 2026Q2

Managers holding380
Shares held148,037,423
Reported value$5.1bn
Quarter flows52 new, 166 added, 99 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC18,914,366$654.8m0.1%
WELLS FARGO & COMPANY/MN7,833,419$271.2m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,711,530$267.0m0.1%
MORGAN STANLEY7,153,170$247.6m0.0%
RAYMOND JAMES FINANCIAL INC5,931,864$205.4m0.1%
UBS Group AG5,549,938$192.1m0.0%
Cerity Partners LLC5,087,343$176.1m0.2%
ROYAL BANK OF CANADA4,189,189$145.0m0.0%
BENJAMIN EDWARDS INC4,137,049$143.2m1.3%
Capital Group Private Client Services, Inc.3,728,784$129.1m1.8%
CAPTRUST FINANCIAL ADVISORS3,701,592$128.1m0.2%
COMMONWEALTH EQUITY SERVICES, LLC3,203,093$110.9m0.1%
BANK OF AMERICA CORP /DE/2,994,968$103.7m0.0%
SEI INVESTMENTS CO2,773,945$96.0m0.1%
JPMORGAN CHASE & CO2,759,076$95.6m0.0%
Confluence Wealth Services, Inc.2,430,784$84.2m2.4%
JONES FINANCIAL COMPANIES LLLP2,402,850$82.7m0.0%
Cambridge Investment Research Advisors, Inc.2,314,977$80.1m0.1%
ENVESTNET ASSET MANAGEMENT INC2,080,621$72.0m0.0%
OSAIC HOLDINGS, INC.2,072,263$71.8m0.1%
INSPIRION WEALTH ADVISORS, LLC2,063,378$70.2m8.0%
STIFEL FINANCIAL CORP1,970,907$68.2m0.1%
ECLECTIC ASSOCIATES INC /ADV1,709,781$59.2m6.7%
Cetera Investment Advisers1,548,121$53.6m0.0%
MML INVESTORS SERVICES, LLC1,523,084$52.7m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGXU"). CGXU price history · All 13F data

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