CAPITAL GROUP GLOBAL EQUITY
CUSIP 14020R107
Capital Group Global Equity has 169 institutional holders in Filings Flow’s 13F database, together reporting 68.99M shares worth $2.0B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Capital International Investors, and Capital Group Private Client Services, Inc..
Institutional Holders
169
Q1 2026
Reported Value
$2.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| James Reed Financial Services, Inc.$116M AUM | 15.48% | $18M | 586.1K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 3.56% | $211M | 6.92M | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 3.38% | $4M | 133.7K | Q1 2026OLDER |
| AMG Asset Management Group, Inc.$129M AUM | 2.99% | $4M | 126.3K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 2.45% | $11M | 363.0K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 1.99% | $35M | 1.10M | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 1.54% | $48M | 1.58M | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 1.18% | $3M | 76.8K | Q2 2026 |
| LongView Wealth Management$390M AUM | 1.12% | $4M | 123.8K | Q2 2026 |
| BNB Wealth Management, LLC$156M AUM | 1.10% | $2M | 56.4K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.87% | $1M | 37.1K | Q4 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.77% | $7M | 244.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.77% | $84M | 2.75M | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.73% | $1M | 46.8K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.72% | $2M | 57.2K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.68% | $2M | 65.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.57% | $10M | 323.8K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.50% | $792,648 | 25.1K | Q4 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.47% | $7M | 218.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.42% | $11M | 356.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.42% | $12M | 394.3K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.41% | $3M | 90.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.39% | $40M | 1.30M | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.33% | $1M | 47.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.32% | $2M | 57.3K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.30% | $27M | 885.7K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.28% | $3M | 90.8K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.27% | $2M | 55.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.27% | $3M | 102.4K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.25% | $461,618 | 15.1K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.25% | $259,879 | 7.7K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.22% | $1M | 40.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.22% | $4M | 129.4K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.22% | $250,527 | 8.2K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.21% | $845,636 | 27.7K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.21% | $925,363 | 30.3K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.20% | $928,176 | 30.4K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.20% | $6M | 196.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.20% | $233,527 | 7.7K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.19% | $685,525 | 22.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.18% | $948,415 | 31.1K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.16% | $284,901 | 9.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.15% | $6M | 193.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.14% | $16M | 523.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.13% | $48M | 1.58M | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.12% | $262,202 | 8.6K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.12% | $1M | 34.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.12% | $9M | 304.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.12% | $1M | 44.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.12% | $430M | 14.10M | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.11% | $10M | 329.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.11% | $23M | 754.0K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.11% | $330,657 | 9.4K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.11% | $8M | 248.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.11% | $1M | 40.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $100M | 3.29M | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.11% | $503,525 | 16.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.10% | $2M | 54.3K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.10% | $597,375 | 19.6K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 0.10% | $255,346 | 8.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.10% | $6M | 208.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.09% | $26M | 854.2K | Q2 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.09% | $216,242 | 7.1K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.09% | $243,970 | 8.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.09% | $44M | 1.43M | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.09% | $213,102 | 6.0K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.09% | $2M | 58.9K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.08% | $210,751 | 6.7K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $5M | 151.4K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.08% | $225,681 | 7.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.08% | $83,868 | 2.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.08% | $7M | 233.3K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.07% | $229,577 | 7.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.07% | $2M | 57.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $6M | 187.0K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.06% | $244M | 8.00M | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.06% | $1M | 33.0K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.06% | $5M | 155.2K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.05% | $925,980 | 30.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.05% | $9M | 311.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $37M | 1.23M | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 34.1K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $209,643 | 5.9K | Q2 2026 |
| Lincoln Capital LLC$562M AUM | 0.04% | $244,981 | 7.0K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $29M | 966.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.04% | $2M | 52.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $5M | 148.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $120M | 3.95M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.03% | $10M | 324.9K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $2M | 52.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $144M | 4.73M | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 111.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 47.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $5M | 179.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 52.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 36.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $336,751 | 11.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $266,659 | 7.6K | Q2 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $44,225 | 1.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $1M | 33.2K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $431,202 | 14.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $213,378 | 7.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $524,204 | 17.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 36.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $406,260 | 13.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $231,800 | 7.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $288,054 | 9.1K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 403.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $598,651 | 17.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 46.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $384,666 | 12.6K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $146,431 | 4.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 114.3K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $37,165 | 1.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $556,774 | 18.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $303,767 | 10.0K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $34,910 | 1.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 52.0K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $115,259 | 3.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $430,137 | 14.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $501,294 | 16.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $286,976 | 9.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $203,337 | 6.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 267.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $21,350 | 700 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $377,274 | 11.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 1.20M | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $368,406 | 12.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 589.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 347.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $510,611 | 16.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $335,275 | 11.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 110.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $310,460 | 10.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $585,092 | 18.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $198,700 | 6.3K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,466 | 212 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $17,355 | 569 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $72,682 | 2.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 43.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $37,210 | 1.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 486.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $7,635 | 247 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,909 | 95 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $622,810 | 20.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 173.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $224,826 | 7.1K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $41,358 | 1.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $59,818 | 2.0K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,495 | 49 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 57.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $21,214 | 602 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 166.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $257,585 | 8.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $15,921 | 522 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $321,928 | 10.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 35.4K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $816,344 | 26.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,763 | 87 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $6,314 | 207 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,294 | 108 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $54,625 | 1.7K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $16,684 | 547 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $31,659 | 1.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $589,139 | 19.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $337,422 | 11.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $521 | 17 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,606 | 151 | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.00% | $64 | 2 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $209,988 | 6.8K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,830 | 60 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $51,332 | 1.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $215 | 7 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $100,714 | 3.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $26,566 | 871 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9,489 | 300 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.