CGICCAPITAL GROUP INTERNATIONAL
CUSIP 14021T102 · Yahoo Finance ↗ · Google Finance ↗
Capital Group International (CGIC) has 184 institutional holders in Filings Flow’s 13F database, together reporting 34.98M shares worth $1.2B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Raymond James Financial Inc, and Osaic Holdings, Inc..
Institutional Holders
184
Q1 2026
Reported Value
$1.2B
Ticker
CGIC
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SK Wealth Management, LLC$360M AUM | 4.84% | $17M | 520.7K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 3.39% | $27M | 825.8K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 3.01% | $5M | 141.8K | Q1 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 2.86% | $5M | 159.1K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 2.74% | $33M | 992.4K | Q1 2026 |
| Swisher Financial Concepts, Inc.$179M AUM | 2.51% | $4M | 135.6K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 1.81% | $5M | 161.2K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 1.51% | $5M | 156.2K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 1.36% | $12M | 360.7K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 1.23% | $73M | 2.20M | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 1.09% | $3M | 88.8K | Q1 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 1.06% | $5M | 142.1K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 1.02% | $13M | 400.9K | Q1 2026 |
| Main Line Retirement Advisors, LLC$200M AUM | 0.75% | $2M | 45.6K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.74% | $11M | 330.6K | Q1 2026 |
| FUTURE YOU WEALTH LLC$184M AUM | 0.67% | $1M | 42.6K | Q2 2025OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.66% | $2M | 53.9K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.62% | $968,427 | 29.2K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.56% | $4M | 116.8K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.51% | $1M | 41.9K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.50% | $16M | 471.1K | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.50% | $1M | 34.4K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.47% | $4M | 105.9K | Q1 2026 |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.46% | $1M | 31.8K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.45% | $2M | 53.5K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.43% | $980,520 | 29.6K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.40% | $6M | 166.2K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.40% | $10M | 297.6K | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.39% | $747,028 | 22.6K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.33% | $2M | 57.6K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.32% | $3M | 96.8K | Q2 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.32% | $1M | 45.2K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.31% | $825,797 | 24.9K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.31% | $825,797 | 24.9K | Q1 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.29% | $688,787 | 20.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.28% | $37M | 1.13M | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.26% | $423,796 | 12.8K | Q1 2026 |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.26% | $551,249 | 16.6K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.26% | $7M | 199.7K | Q1 2026 |
| Cassilly Financial Group LLC$115M AUM | 0.24% | $281,658 | 8.5K | Q1 2026 |
| Financial Council, LLC$259M AUM | 0.23% | $605,383 | 18.3K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.22% | $2M | 73.4K | Q1 2026 |
| Tudor Financial Inc.$196M AUM | 0.21% | $416,444 | 12.6K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.19% | $483,788 | 16.6K | Q2 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.18% | $2M | 47.7K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.17% | $785,899 | 23.7K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.17% | $1M | 30.7K | Q1 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.15% | $509,000 | 15.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.14% | $6M | 189.8K | Q4 2025OLDER |
| Plan A Wealth LLC$209M AUM | 0.14% | $292,428 | 8.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.13% | $2M | 69.0K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.13% | $611,973 | 17.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $88M | 2.66M | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.13% | $2M | 70.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.12% | $6M | 169.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.11% | $18M | 555.2K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.11% | $2M | 47.2K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.11% | $444,404 | 13.4K | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.11% | $255,498 | 7.7K | Q1 2026 |
| Compton Financial Group, LLC$453M AUM | 0.11% | $477,580 | 14.4K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.10% | $2M | 50.6K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.09% | $364,766 | 10.3K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.08% | $316,646 | 9.6K | Q1 2026 |
| Pines Wealth Management, LLC$309M AUM | 0.08% | $222,569 | 7.6K | Q2 2025OLDER |
| Burton Enright Welch$736M AUM | 0.08% | $577,141 | 17.4K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.08% | $338,319 | 10.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $16M | 490.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.07% | $4M | 123.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $8M | 234.6K | Q1 2026 |
| RHL GROUP, LLC$117M AUM | 0.07% | $83,768 | 2.5K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.07% | $709,085 | 21.8K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.07% | $271,007 | 8.2K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.06% | $159,025 | 4.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $43M | 1.31M | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.06% | $365,038 | 11.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $16M | 483.8K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $4M | 134.0K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.06% | $398,310 | 12.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $19M | 565.6K | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.05% | $97,675 | 3.0K | Q1 2026 |
| Cercano Management LLC$2.3B AUM | 0.05% | $1M | 32.7K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $513,723 | 15.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $165M | 4.99M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 246.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 196.0K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.04% | $404,538 | 12.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 34.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 47.2K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.04% | $3M | 80.4K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.04% | $253,625 | 7.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 48.4K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $862,350 | 26.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 71.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 39.3K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.04% | $117,025 | 3.6K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $275,972 | 8.3K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $317,363 | 9.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $108M | 3.27M | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $435,628 | 13.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 116.4K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.03% | $99,330 | 3.0K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.03% | $232,598 | 7.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 31.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $557,275 | 16.8K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $833,975 | 25.2K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.03% | $473,175 | 14.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $27M | 827.5K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.03% | $5M | 160.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $683,134 | 20.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $789,839 | 23.9K | Q1 2026 |
| Leo H. Evart, Inc.$117M AUM | 0.03% | $31,401 | 948 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 163.6K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $355,360 | 10.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 41.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 59.8K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.02% | $377,189 | 11.4K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 50.3K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 39.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $16M | 496.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 31.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $262,513 | 7.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $765,520 | 23.1K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $161,577 | 4.9K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $29,335 | 886 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $24M | 730.7K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $344,045 | 10.6K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $213,560 | 6.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $39M | 1.19M | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $105,952 | 3.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 83.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $57M | 1.73M | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $263,556 | 8.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 403.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $668,292 | 20.2K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 44.0K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $15,926 | 481 | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $640,791 | 19.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $201,795 | 6.1K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $98,502 | 3.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 130.7K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $542,772 | 16.4K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $532,144 | 16.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $585,621 | 17.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $33M | 997.7K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 92.2K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $11,193 | 338 | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $354,185 | 10.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $560,192 | 19.2K | Q2 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $16,555 | 500 | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $206,176 | 6.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $473,175 | 14.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 58.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $36,222 | 1.1K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,482 | 462 | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $271,204 | 8.2K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $69,531 | 2.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $538,203 | 16.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $379,651 | 11.5K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $11,166 | 337 | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $215,642 | 6.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $102,474 | 3.3K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $293,355 | 8.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $760,633 | 22.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $35,195 | 1.1K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $45,225 | 1.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 32.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $710,839 | 21.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $361,131 | 10.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $19,807 | 617 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $61,621 | 1.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $553,487 | 16.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 137.7K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $299,877 | 9.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 75.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $279,283 | 8.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 90.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 74.1K | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.00% | $1M | 40.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,391 | 253 | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,159 | 35 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,788 | 205 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $73,869 | 2.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $11,788 | 356 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $15,308 | 471 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $204 | 6 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $24,236 | 755 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $33 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.