Security record · archived quarter
CGGE
Capital Group Global Equity ETF · Financial Services · Asset Management - Global
33Tracked holders
+4Δ holders
43.54MShares held
$1.33BReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +13.8% ·
share flow +30.0% ·
net new positions +12.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.24M | $77.88M | n/a | n/a |
| Q2 2026 | 32 | 0 | 48.78M | $1.72B | +4 | −4 |
| Q1 2026 | 33 | +4 | 43.54M | $1.33B | +5 | −1 |
| Q4 2025 | 29 | +2 | 30.89M | $977.17M | +2 | n/a |
| Q3 2025 | 3 | 0 | 257.26K | $7.92M | n/a | n/a |
| Q2 2025 | 1 | 0 | 26.37K | $769,624 | n/a | n/a |
| Q1 2025 | 1 | +1 | 16.72K | $432,405 | +1 | n/a |
| Q3 2024 | 1 | 0 | 19.47K | $517,097 | n/a | n/a |
| Q2 2024 | 1 | n/a | 40.00K | $999,556 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 14.10M | +16.4% | $429.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Capital International Investors | 8.00M | +110.5% | $244.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 4.73M | +102.8% | $144.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 3.95M | +43.9% | $120.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 3.29M | +16.2% | $100.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 1.58M | +1.4% | $48.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 1.43M | +17.9% | $43.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 1.23M | +87.0% | $37.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.20M | +8.6% | $36.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Osaic Holdings, Inc. | 966.84K | +58.8% | $29.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 589.05K | +14.8% | $17.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 486.15K | +21.5% | $14.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 403.12K | +13.9% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 347.87K | +80.9% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 324.86K | +17536.3% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 267.69K | +158.5% | $8.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | UBS AM, a distinct business unit of… | 173.74K | New | $5.30M | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 166.28K | +1.9% | $5.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 110.77K | +69.0% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 57.46K | New | $1.75M | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Captrust Financial Advisors | 43.01K | +16.2% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 26.77K | New | $816,344 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 20.42K | New | $622,810 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northern Trust Corp | 19.32K | +6.9% | $589,139 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Goldman Sachs Group ✦ | 11.06K | 0.0% | $337,422 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 10.55K | +11.5% | $321,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 8.38K | New | $257,585 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 7.84K | -73.4% | $239,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.41K | +38.4% | $100,714 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | UBS Group AG | 1.68K | +43.2% | $51,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 1.04K | -5.8% | $31,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.02K | +240.0% | $31,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 871 | +28933.3% | $26,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $5.30M | 0.0% |
| Bank Of Montreal /Can/ | $1.75M | 0.0% |
| Bank of New York Mellon Corp | $816,344 | 0.0% |
| Fifth Third Bancorp | $622,810 | 0.0% |
| Wealth Enhancement Advisory… | $257,585 | 0.0% |
Exited
| Citadel Advisors | $1.12M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 167 holders, 69.05M shares, $2.03B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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