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Cap Group Global EQ (CGGE)

CUSIP: 14020R107 | NYSE | 229 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Larson Financial Group LLC2,148,091
1.8% of portfolio›$74.8M
Assetmark, Inc1,711,616
0.1% of portfolio›$59.6M
Commonwealth Equity Services, LLC1,483,789
0.1% of portfolio›$51.7M
Cambridge Investment Research Advisors, Inc.1,173,085
0.2% of portfolio›$40.8M
James Reed Financial Services, Inc.602,227
15.8% of portfolio›$21.0M
Truist Financial Corp531,271
0.0% of portfolio›$18.5M
TD Waterhouse Canada Inc.438,380
0.0% of portfolio›$15.2M
Cullen T Bankers, Inc.415,364
0.1% of portfolio›$14.5M
KWB Wealth394,079
1.2% of portfolio›$13.7M
Strategic Blueprint, LLC337,120
0.6% of portfolio›$11.7M
Venture Visionary Partners LLC299,344
0.3% of portfolio›$10.4M
Kestra Advisory Services, LLC256,543
0.0% of portfolio›$8.9M
Intrua Financial, LLC243,177
0.8% of portfolio›$8.5M
Concurrent Investment Advisors, LLC200,298
0.0% of portfolio›$7.0M
Park Avenue Securities LLC193,568
0.1% of portfolio›$6.7M
BNB Wealth Management, LLC166,970
3.2% of portfolio›$5.8M
AMG Asset Management Group, Inc.132,875
2.9% of portfolio›$4.6M
LongView Wealth Management132,115
1.1% of portfolio›$4.6M
Aprio Wealth Management, LLC127,795
0.2% of portfolio›$4.4M
Sovran Advisors, LLC110,289
0.3% of portfolio›$3.8M
Bank of New York Mellon Corp107,010
0.0% of portfolio›$3.7M
Blueprint Financial Advisors LLC104,546
0.4% of portfolio›$3.6M
Blueprint Investment Partners LLC104,546
0.3% of portfolio›$3.6M
ARQ Wealth Advisors, LLC102,708
0.4% of portfolio›$3.6M
Ashton Thomas Private Wealth, LLC100,160
0.1% of portfolio›$3.5M
Vise Technologies, Inc.88,662
0.0% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC87,513
0.0% of portfolio›$3.0M
Boyer Financial Services, Inc.84,707
2.4% of portfolio›$2.9M
A&I Financial Services, LLC83,625
1.2% of portfolio›$2.9M
PFG Advisors78,574
0.1% of portfolio›$2.7M
Atria Investments, Inc70,437
0.0% of portfolio›$2.5M
Apollon Wealth Management, LLC67,633
0.0% of portfolio›$2.4M
Sagespring Wealth Partners, LLC65,072
0.0% of portfolio›$2.3M
R2 Capital Strategies, LLC60,653
0.9% of portfolio›$2.1M
Koshinski Asset Management, Inc.58,367
0.1% of portfolio›$2.0M
SFG Wealth Management, Llc.56,618
0.7% of portfolio›$2.0M
RFG Advisory, LLC51,804
0.0% of portfolio›$1.8M
Security Financial Services, Inc.49,983
0.2% of portfolio›$1.7M
Ascentis Independent Advisors47,618
0.1% of portfolio›$1.7M
Davenport & Co LLC47,371
0.0% of portfolio›$1.6M
Lantern Wealth Advisors, LLC46,172
0.7% of portfolio›$1.6M
Tempus Wealth Planning, LLC45,544
0.3% of portfolio›$1.6M
Landaas & Co42,001
0.2% of portfolio›$1.5M
Kingswood Wealth Advisors, LLC37,843
0.1% of portfolio›$1.3M
Principle Wealth Partners LLC35,980
0.1% of portfolio›$1.3M
Independent Financial Group, LLC35,349
0.0% of portfolio›$1.2M
CLG LLC31,999
0.2% of portfolio›$1.1M
J. Derek Lewis & Associates Inc.31,822
0.2% of portfolio›$1.1M
Merited Wealth, LLC31,547
0.8% of portfolio›$1.1M
Capital Investment Advisory Services, LLC30,648
0.1% of portfolio›$1.1M
Simplicity Wealth,LLC30,540
0.0% of portfolio›$1.1M
Prospera Financial Services Inc28,867
0.0% of portfolio›$979.1K
Signature Equity Partners, LLC28,318
0.3% of portfolio›$985.7K
Wedbush Securities Inc27,827
0.1% of portfolio›$969.0K
MSH Capital Advisors LLC27,390
0.1% of portfolio›$953.4K
Latitude Advisors, LLC25,516
0.3% of portfolio›$888.2K
Canandaigua National Trust Co of Florida23,022
0.4% of portfolio›$801.4K
Farther Finance Advisors, LLC22,827
0.0% of portfolio›$794.6K
Investment Planning Advisors, Inc.22,204
0.2% of portfolio›$772.9K
Integrity Alliance, Llc.22,033
0.0% of portfolio›$767.0K
Center For Asset Management LLC20,312
0.3% of portfolio›$707.1K
Victory Financial Group, LLC19,006
0.1% of portfolio›$661.6K
Visionary Wealth Advisors17,946
0.0% of portfolio›$624.7K
Fifth Third Bancorp17,880
0.0% of portfolio›$622.4K
Ascent Group, LLC16,186
0.0% of portfolio›$563.4K
Balboa Wealth Partners16,117
0.1% of portfolio›$561.0K
MGO One Seven LLC13,912
0.0% of portfolio›$484.3K
Diversify Advisory Services, LLC13,712
0.0% of portfolio›$475.0K
Diversify Wealth Management, LLC13,712
0.0% of portfolio›$475.0K
Kestra Private Wealth Services, LLC13,443
0.0% of portfolio›$467.9K
Tcfg Investment Advisors, LLC11,403
0.1% of portfolio›$396.9K
Oppenheimer & Co Inc11,398
0.0% of portfolio›$396.8K
Nations Financial Group Inc,9,400
0.0% of portfolio›$327.2K
Financial Council, LLC8,372
0.1% of portfolio›$291.4K
Lincoln Capital LLC7,881
0.0% of portfolio›$274.4K
Silver Grove Financial Group, Inc.7,720
0.1% of portfolio›$268.7K
Titleist Asset Management, LLC7,606
0.0% of portfolio›$264.8K
Sigma Planning Corp7,247
0.0% of portfolio›$252.3K
Cape Investment Advisory, Inc.6,587
0.1% of portfolio›$229.3K
Equity Wealth Partners, LLC6,521
0.1% of portfolio›$227.0K
D.A. Davidson & Co.6,240
0.0% of portfolio›$217.2K
Colonial River Investments, LLC6,193
0.1% of portfolio›$215.6K
World Equity Group, Inc.5,949
0.1% of portfolio›$207.1K
Key FInancial Inc5,215
0.0% of portfolio›$181.5K
Private Trust Co NA5,191
0.0% of portfolio›$180.7K
Lanark Financial, Inc.3,882
0.0% of portfolio›$135.1K
Birchwood Financial Partners, Inc.2,750
0.1% of portfolio›$95.7K
UMB Private Wealth Management, LLC2,697
0.1% of portfolio›$93.9K
Jacobi Capital Management LLC1,933
0.0% of portfolio›$67.3K
Provenance Wealth Advisors, LLC1,659
0.0% of portfolio›$57.8K
IFP Advisors, Inc1,429
0.0% of portfolio›$49.7K
Nfsg Corp1,160
0.0% of portfolio›$40.4K
Financial Perspectives, Inc1,000
0.0% of portfolio›$34.8K
CoreCap Advisors, LLC793
0.0% of portfolio›$27.6K
Caldwell Trust Co459
0.0% of portfolio›$16.0K
Rossby Financial, LCC412
0.0% of portfolio›$14.3K
Creative Financial Designs Inc260
0.0% of portfolio›$9.1K
Central Trust Co207
0.0% of portfolio›$7.2K
EverSource Wealth Advisors, LLC146
0.0% of portfolio›$5.1K
StyleTurnoverLocationFiled
Larson Financial Group LLC
2,148,091$74.8M1.8%GrowthLowSt Louis, MO2026-11-05
Assetmark, Inc
1,711,616$59.6M0.1%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
1,483,789$51.7M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
1,173,085$40.8M0.2%ETFLowFairfield, IA2026-11-02
James Reed Financial Services, Inc.
602,227$21.0M15.8%ETFVery LowCleveland, OH2026-10-26
Truist Financial Corp
531,271$18.5M0.0%CoreLowCharlotte, NC2026-10-30
TD Waterhouse Canada Inc.
438,380$15.2M0.0%CoreLowToronto, Australia2026-10-16
Cullen T Bankers, Inc.
415,364$14.5M0.1%GrowthLowSan Antonio, TX2026-10-28
KWB Wealth
394,079$13.7M1.2%ETFMediumRedlands, CA2026-10-16
Strategic Blueprint, LLC
337,120$11.7M0.6%ETFLowAtlanta, GA2026-10-22
Venture Visionary Partners LLC
299,344$10.4M0.3%CoreLowSylvania, OH2026-10-07
Kestra Advisory Services, LLC
256,543$8.9M0.0%CoreLowAustin, TX2026-11-02
Intrua Financial, LLC
243,177$8.5M0.8%ETFMediumHouston, TX2026-10-28
Concurrent Investment Advisors, LLC
200,298$7.0M0.0%GrowthMediumTampa, FL2026-10-16
Park Avenue Securities LLC
193,568$6.7M0.1%ETFMediumNew York, NY2026-10-26
BNB Wealth Management, LLC
166,970$5.8M3.2%ETFMediumSilver Spring, MD2026-10-28
AMG Asset Management Group, Inc.
132,875$4.6M2.9%GrowthLowCartersville, GA2026-10-21
LongView Wealth Management
132,115$4.6M1.1%ETFLowAtlanta, GA2026-10-19
Aprio Wealth Management, LLC
127,795$4.4M0.2%ETFMediumAtlanta, GA2026-10-28
Sovran Advisors, LLC
110,289$3.8M0.3%ETFMediumSan Diego, CA2026-11-02
Bank of New York Mellon Corp
107,010$3.7M0.0%CoreLowNew York, NY2026-11-05
Blueprint Financial Advisors LLC
104,546$3.6M0.4%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
104,546$3.6M0.3%ETFMediumGreensboro, NC2026-10-28
ARQ Wealth Advisors, LLC
102,708$3.6M0.4%ETFLowScottsdale, AZ2026-10-29
Ashton Thomas Private Wealth, LLC
100,160$3.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Vise Technologies, Inc.
88,662$3.1M0.0%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
87,513$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Boyer Financial Services, Inc.
84,707$2.9M2.4%ETFLowNewport Beach, CA2026-10-23
A&I Financial Services, LLC
83,625$2.9M1.2%ETFHighLone Tree, CO2026-10-15
PFG Advisors
78,574$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Atria Investments, Inc
70,437$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Apollon Wealth Management, LLC
67,633$2.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Sagespring Wealth Partners, LLC
65,072$2.3M0.0%ETFLowFranklin, TN2026-10-22
R2 Capital Strategies, LLC
60,653$2.1M0.9%ETFN/ALincoln, NE2026-10-15
Koshinski Asset Management, Inc.
58,367$2.0M0.1%ETFLowDecatur, IL2026-10-29
SFG Wealth Management, Llc.
56,618$2.0M0.7%ETFMediumTowson, MD2026-10-23
RFG Advisory, LLC
51,804$1.8M0.0%ETFMediumBirmingham, AL2026-11-03
Security Financial Services, Inc.
49,983$1.7M0.2%ETFMediumFort Wayne, IN2026-10-29
Ascentis Independent Advisors
47,618$1.7M0.1%ETFLowDallas, TX2026-11-03
Davenport & Co LLC
47,371$1.6M0.0%CoreMediumRichmond, VA2026-10-14
Lantern Wealth Advisors, LLC
46,172$1.6M0.7%GrowthLowMelville, NY2026-10-22
Tempus Wealth Planning, LLC
45,544$1.6M0.3%ETFMediumIrvine, CA2026-10-14
Landaas & Co
42,001$1.5M0.2%ETFVery LowMilwaukee, WI2026-10-29
Kingswood Wealth Advisors, LLC
37,843$1.3M0.1%GrowthLowSan Diego, CA2026-10-23
Principle Wealth Partners LLC
35,980$1.3M0.1%CoreVery LowMadison, CT2026-11-02
Independent Financial Group, LLC
35,349$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
CLG LLC
31,999$1.1M0.2%ETFMediumLong Beach, CA2026-10-13
J. Derek Lewis & Associates Inc.
31,822$1.1M0.2%ETFLowNewport Beach, CA2026-11-03
Merited Wealth, LLC
31,547$1.1M0.8%ETFMediumNorth Bay Village, FL2026-10-13
Capital Investment Advisory Services, LLC
30,648$1.1M0.1%CoreMediumRaleigh, NC2026-10-30
Simplicity Wealth,LLC
30,540$1.1M0.0%ETFLowSummit, NJ2026-10-23
Prospera Financial Services Inc
28,867$979.1K0.0%CoreMediumDallas, TX2026-11-04
Signature Equity Partners, LLC
28,318$985.7K0.3%GrowthMediumColumbus, OH2026-10-29
Wedbush Securities Inc
27,827$969.0K0.1%CoreLowPasadena, CA2026-10-22
MSH Capital Advisors LLC
27,390$953.4K0.1%CoreLowScottsdale, AZ2026-11-03
Latitude Advisors, LLC
25,516$888.2K0.3%ETFLowYorkville, IL2026-10-27
Canandaigua National Trust Co of Florida
23,022$801.4K0.4%CoreLowCanandaigua, NY2026-10-07
Farther Finance Advisors, LLC
22,827$794.6K0.0%IndexLowSan Francisco, CA2026-10-08
Investment Planning Advisors, Inc.
22,204$772.9K0.2%ETFMediumCumming, GA2026-10-14
Integrity Alliance, Llc.
22,033$767.0K0.0%ETFMediumUrbandale, IA2026-10-29
Center For Asset Management LLC
20,312$707.1K0.3%ETFMediumPalm Beach Gardens, FL2026-10-16
Victory Financial Group, LLC
19,006$661.6K0.1%ETFLowAustin, TX2026-10-27
Visionary Wealth Advisors
17,946$624.7K0.0%ETFLowO'Fallon, IL2026-11-04
Fifth Third Bancorp
17,880$622.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Ascent Group, LLC
16,186$563.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Balboa Wealth Partners
16,117$561.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
MGO One Seven LLC
13,912$484.3K0.0%GrowthLowBeachwood, OH2026-10-28
Diversify Advisory Services, LLC
13,712$475.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
13,712$475.0K0.0%GrowthMediumSandy, UT2026-10-20
Kestra Private Wealth Services, LLC
13,443$467.9K0.0%GrowthLowAustin, TX2026-10-30
Tcfg Investment Advisors, LLC
11,403$396.9K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Oppenheimer & Co Inc
11,398$396.8K0.0%CoreLowNew York, NY2026-10-26
Nations Financial Group Inc,
9,400$327.2K0.0%CoreLowCedar Rapids, IA2026-11-05
Financial Council, LLC
8,372$291.4K0.1%ETFVery LowTowson, MD2026-11-02
Lincoln Capital LLC
7,881$274.4K0.0%CoreVery LowLincoln, NE2026-10-09
Silver Grove Financial Group, Inc.
7,720$268.7K0.1%CoreMediumOrchard Park, NY2026-11-05
Titleist Asset Management, LLC
7,606$264.8K0.0%ETFLowSan Antonio, TX2026-10-08
Sigma Planning Corp
7,247$252.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cape Investment Advisory, Inc.
6,587$229.3K0.1%ETFLowMcdonough, GA2026-10-13
Equity Wealth Partners, LLC
6,521$227.0K0.1%ETFVery LowIndependence, MO2026-10-26
D.A. Davidson & Co.
6,240$217.2K0.0%CoreLowGreat Falls, MT2026-10-28
Colonial River Investments, LLC
6,193$215.6K0.1%GrowthMediumMidlothian, VA2026-10-19
World Equity Group, Inc.
5,949$207.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
Key FInancial Inc
5,215$181.5K0.0%ETFLowWest Chester, PA2026-11-02
Private Trust Co NA
5,191$180.7K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
3,882$135.1K0.0%CoreMediumBirmingham, AL2026-10-26
Birchwood Financial Partners, Inc.
2,750$95.7K0.1%ETFVery LowBloomington, MN2026-11-02
UMB Private Wealth Management, LLC
2,697$93.9K0.1%GrowthN/AKansas City, MO2026-10-19
Jacobi Capital Management LLC
1,933$67.3K0.0%CoreLowPittston, PA2026-11-05
Provenance Wealth Advisors, LLC
1,659$57.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
IFP Advisors, Inc
1,429$49.7K0.0%GrowthLowTampa, FL2026-10-16
Nfsg Corp
1,160$40.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Financial Perspectives, Inc
1,000$34.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
CoreCap Advisors, LLC
793$27.6K0.0%ETFMediumSouthfield, MI2026-10-08
Caldwell Trust Co
459$16.0K0.0%GrowthLowVenice, FL2026-10-30
Rossby Financial, LCC
412$14.3K0.0%ETFMediumMelbourne, FL2026-11-05
Creative Financial Designs Inc
260$9.1K0.0%ETFMediumKokomo, IN2026-11-04
Central Trust Co
207$7.2K0.0%CoreLowJefferson City, MO2026-11-05
EverSource Wealth Advisors, LLC
146$5.1K0.0%CoreMediumBirmingham, AL2026-11-04