DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

CGGE

CAPITAL GROUP GLOBAL EQUITY

176 institutions still hold CAPITAL GROUP GLOBAL EQUITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020R107·176 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.7%

vs prior quarter

13F value held

$1.8B

62.0% inst. owned

of float

Holders

176

-37 QoQ

filers reporting

Activity

+64 / −109

+798 added · −868 reduced

this quarter

Concentration

24.45%

ENVESTNET ASSET MANAGEMENT INC #1

top holder share

AI Holders Summary · Q1 2026

176 institutions reported CGGE in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 24.5% of the visible book. -37 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

ENVESTNET ASSET MANAGEMENT INC

$430M14.1M0.12%Q1 2026 02

Capital International Investors

$244M8.0M0.06%Q1 2026 03

Capital Group Private Client Services, Inc.

$211M6.9M3.56%Q1 2026 04

WELLS FARGO & COMPANY/MN

$144M4.7M0.03%Q1 2026 05

LPL Financial LLC

$120M3.9M0.03%Q1 2026 06

Cetera Investment Advisers

$100M3.3M0.11%Q1 2026 07

Clearstead Advisors, LLC

$84M2.7M0.77%Q1 2026 08

Larson Financial Group LLC

$48M1.6M1.54%Q1 2026 09

MML INVESTORS SERVICES, LLC

$48M1.6M0.13%Q1 2026 10

BENJAMIN EDWARDS INC

$40M1.3M0.39%Q1 2026 11

$38M1.2M0.08%Q4 2025 12

COMMONWEALTH EQUITY SERVICES, LLC

$37M1.2M0.05%Q1 2026 13

ROYAL BANK OF CANADA

$37M1.2M0.01%Q1 2026 14

Clarius Group, LLC

$35M1.1M1.99%Q4 2025 15

OSAIC HOLDINGS, INC.

$29M967K0.04%Q1 2026 16

Vestmark Advisory Solutions, Inc.

$27M886K0.30%Q1 2026 17

NewEdge Advisors, LLC

$26M854K0.09%Q1 2026 18

$23M754K0.11%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

$18M589K0.01%Q1 2026 20

James Reed Financial Services, Inc.

$18M586K15.48%Q1 2026

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