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Capital Group Global Equity ETF (CGGE) Institutional Ownership

$34.28 0.00 (0.00%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Global Equity ETF (NYSEARCA:CGGE)

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$31.41M
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CGGE Institutional Buying and Selling by Quarter

Capital Group Global Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 A&I Financial Services LLC76,848$2.71M1.2%+16.9%0.092%
7/9/2026 Wealthcare Capital Partners LLC6,047$213K0.1%N/A0.007%
7/9/2026 World Equity Group Inc.5,949$210K0.0%-50.0%0.007%
7/8/2026 Lincoln Capital LLC6,952$245K0.0%N/A0.008%
6/3/2026NewEdge Advisors LLC854,249$26.06M0.1%+14.5%1.127%
5/27/2026 Security Financial Services INC.55,949$1.71M0.3%+19.6%0.074%
5/21/2026J. Derek Lewis & Associates Inc.30,340$925K0.2%+23.8%0.040%
5/19/2026Western Wealth Management LLC2,383$73K0.0%N/A0.003%
5/18/2026Royal Bank of Canada1,198,245$36.55M0.0%+8.6%1.581%
5/15/2026Gateway Wealth Partners LLC356,920$10.89M0.4%+410.0%0.471%
5/14/2026 CLG LLC27,726$846K0.2%+8.4%0.037%
5/13/2026Cetera Investment Advisers3,285,183$100.20M0.1%+16.3%4.334%
5/7/2026 World Equity Group Inc.11,898$363K0.1%N/A0.016%
5/6/2026Assetmark Inc.1,429,913$43.61M0.1%+17.9%1.886%
5/6/2026 Independent Financial Group LLC37,140$1.13M0.0%N/A0.049%
5/5/2026Bank of New York Mellon Corp26,765$816K0.0%N/A0.035%
5/5/2026Geneos Wealth Management Inc.35,964$1.10M0.0%+128.2%0.047%
5/5/2026Sigma Planning Corp9,409$287K0.0%N/A0.012%
5/4/2026Bleakley Financial Group LLC12,079$368K0.0%+6.2%0.016%
5/2/2026ARQ Wealth Advisors LLC40,484$1.24M0.2%+47.6%0.053%
5/2/2026Diversify Wealth Management LLC11,608$377K0.0%N/A0.015%
5/2/2026Valmark Advisers Inc.155,239$4.74M0.1%+37.8%0.205%
5/1/2026Fifth Third Bancorp20,420$623K0.0%N/A0.027%
5/1/2026Sovran Advisors LLC102,388$3.39M0.3%+2.7%0.136%
5/1/2026Simplicity Wealth LLC33,036$1.01M0.1%+4.9%0.044%
4/30/2026Kestra Advisory Services LLC114,332$3.49M0.0%+78.0%0.152%
4/30/2026IAG Wealth Partners LLC34,208$1.04M0.1%+20.0%0.045%
4/28/2026Compton Financial Group LLC363,042$11.07M2.4%+2,245.1%0.488%
4/28/2026Stephens Inc. AR304,297$9.28M0.1%+18.6%0.409%
4/28/2026Koshinski Asset Management Inc.54,282$1.66M0.1%+20.6%0.073%
4/28/2026Latitude Advisors LLC8,597$262K0.1%N/A0.012%
4/27/2026World Investment Advisors52,066$1.59M0.0%N/A0.070%
4/27/2026Private Advisor Group LLC179,592$5.48M0.0%+38.1%0.241%
4/24/2026Merited Wealth LLC133,710$4.08M3.4%+2.7%0.180%
4/24/2026Tcfg Wealth Management LLC7,999$244K0.1%N/A0.011%
4/23/2026Intrua Financial LLC244,922$7.47M0.8%+9.1%0.329%
4/23/2026 Investment Planning Advisors Inc.22,476$686K0.2%+13.2%0.030%
4/23/2026 Apollon Wealth Management LLC36,305$1.11M0.0%+219.4%0.049%
4/22/2026Janney Montgomery Scott LLC1,156,513$35.27M0.1%+47.4%1.573%
4/21/2026Financial Council LLC8,372$255K0.1%+15.1%0.011%
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4/21/2026 James Reed Financial Services Inc.586,128$17.88M15.5%-2.1%0.797%
4/21/2026Silver Oak Securities Incorporated11,041$337K0.0%N/A0.015%
4/20/2026Kestra Private Wealth Services LLC10,993$335K0.0%N/A0.015%
4/20/2026 RFG Advisory LLC47,553$1.45M0.0%+7.2%0.065%
4/16/2026Balboa Wealth Partners19,586$597K0.1%+5.1%0.027%
3/23/2026J. Derek Lewis & Associates Inc.24,504$775K0.2%N/A0.040%
2/23/2026Continental Investors Services Inc.12,160$392K0.5%-4.9%0.020%
2/19/2026Birchwood Financial Partners Inc.2,750$87K0.1%N/A0.005%
2/18/2026NewEdge Advisors LLC745,919$23.59M0.1%+49.7%1.229%
2/18/2026VestGen Investment Management16,261$514K0.3%-3.0%0.027%
2/18/2026BNB Wealth Management LLC56,462$1.79M1.2%N/A0.093%
2/17/2026Cetera Investment Advisers2,825,862$89.38M0.1%+16.6%4.655%
2/17/2026Hilltop Holdings Inc.9,107$288K0.0%N/A0.015%
2/17/2026Equitable Holdings Inc.10,089$319K0.0%N/A0.017%
2/17/2026GeoWealth Management LLC10,283$325K0.0%+28.7%0.017%
2/17/2026Osaic Holdings Inc.608,892$19.26M0.0%+0.6%1.003%
2/17/2026Private Advisor Group LLC130,078$4.11M0.0%+22.5%0.214%
2/17/2026Captrust Financial Advisors37,003$1.17M0.0%+16.4%0.061%
2/17/2026&PARTNERS644,201$20.37M0.1%+102.3%1.061%
2/17/2026Royal Bank of Canada1,103,456$34.90M0.0%+10.6%1.818%
2/16/2026Venture Visionary Partners LLC182,679$5.78M0.2%+212.1%0.301%
2/16/2026MML Investors Services LLC1,554,291$49.16M0.1%+14.2%2.561%
2/16/2026Mariner LLC65,544$2.07M0.0%+40.4%0.108%
2/13/2026Kestra Advisory Services LLC64,240$2.03M0.0%+24.9%0.106%
2/13/2026Transamerica Financial Advisors LLC20,355$644K0.1%+61.5%0.034%
2/13/2026Visionary Wealth Advisors9,232$292K0.0%N/A0.015%
2/13/2026Stifel Financial Corp103,538$3.28M0.0%+68.3%0.171%
2/13/2026Smartleaf Asset Management LLC361,584$11.51M0.4%+19.0%0.596%
2/13/2026Advyzon Investment Management LLC37,454$1.19M0.1%N/A0.062%
2/13/2026Integrated Wealth Concepts LLC83,653$2.65M0.0%+93.0%0.138%
2/13/2026Ausdal Financial Partners Inc.13,891$439K0.0%+3.7%0.023%
2/13/2026Wells Fargo & Company MN2,334,375$73.84M0.0%+356.3%3.846%
2/12/2026Jane Street Group LLC400,000$12.65M0.0%+60.9%0.659%
2/12/2026HRT Financial LP29,416$930K0.0%N/A0.048%
2/12/2026Orion Porfolio Solutions LLC424,260$13.42M0.1%+5.5%0.699%
2/12/2026Commonwealth Equity Services LLC655,790$20.74M0.0%+40.3%1.080%
2/12/2026 Titleist Asset Management LLC7,220$228K0.0%N/A0.012%
2/12/2026CIBC Private Wealth Group LLC1,727$55K0.0%-27.3%0.003%
2/12/2026Principal Securities Inc.211,433$6.69M0.1%+30.8%0.348%
2/11/2026Gateway Wealth Partners LLC69,985$2.21M0.2%+45.5%0.115%
2/11/2026GWN Securities Inc.23,712$750K0.2%+80.1%0.039%
2/11/2026Janney Montgomery Scott LLC784,574$24.82M0.1%+34.7%1.293%
2/11/2026Capital Analysts LLC14,249$450K0.0%+22.2%0.023%
2/11/2026LPL Financial LLC2,741,720$86.72M0.0%+43.1%4.517%
2/11/2026Capital International Investors3,801,915$120.26M0.0%+15,343.0%6.263%
2/11/2026Capital Group Private Client Services Inc.5,413,104$171.22M2.7%+20.8%8.918%
2/10/2026Goldman Sachs Group Inc.11,063$350K0.0%N/A0.018%
2/10/2026Natixis Advisors LLC19,541$618K0.0%+6.8%0.032%
2/10/2026IAG Wealth Partners LLC28,501$901K0.1%-3.3%0.047%
2/10/2026Vantus Wealth LLC37,139$1.18M0.9%N/A0.061%
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2/10/2026Northwestern Mutual Wealth Management Co.9,470$300K0.0%+117.8%0.016%
2/10/2026IFG Advisory LLC7,521$238K0.0%-15.6%0.012%
2/10/2026Thoroughbred Financial Services LLC69,745$2.21M0.1%+76.6%0.115%
2/9/2026Bleakley Financial Group LLC11,372$360K0.0%N/A0.019%
2/9/2026 Cary Street Partners Financial LLC91,342$2.89M0.1%-1.2%0.150%
2/9/2026Harbour Investments Inc.109,800$3.47M0.1%+47.0%0.181%
2/9/2026MSH Capital Advisors LLC17,537$555K0.1%+32.5%0.029%
2/9/2026 Prospera Financial Services Inc12,300$389K0.0%+43.2%0.020%
2/9/2026ARQ Wealth Advisors LLC27,419$867K0.2%+85.0%0.045%
2/6/2026Principle Wealth Partners LLC32,090$1.02M0.1%+4.1%0.053%


CGGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 144 institutional investors and hedge funds held shares of Capital Group Global Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($322.34M), Capital Group Private Client Services Inc. ($171.22M), Capital International Investors ($120.26M), Cetera Investment Advisers ($100.20M), LPL Financial LLC ($86.72M), Wells Fargo & Company MN ($73.84M), and MML Investors Services LLC ($49.16M).Learn more on Capital Group Global Equity ETF's institutional investors.

Of the 142 institutional investors that purchased Capital Group Global Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($10.47M), Capital International Investors ($3.78M), Capital Group Private Client Services Inc. ($2.97M), Cetera Investment Advisers ($2.00M), Wells Fargo & Company MN ($1.82M), Assetmark Inc. ($1.43M), and Clarius Group LLC ($1.10M).

Institutional investors have bought a total of 33,487,296 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Of the 16 institutional investors that sold Capital Group Global Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Investment Planning Advisors Inc. ($557.37K), Raymond James Financial Inc. ($212.18K), Jane Street Group LLC ($79.88K), Susquehanna International Group LLP ($69.81K), Capital International Investors ($56.85K), James Reed Financial Services Inc. ($35.63K), and Geneos Wealth Management Inc. ($6.29K).

Institutional investors have sold a total of 1,034,412 shares in the last 24 months. This volume of shares sold represents approximately $31.41M in transactions.


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This page (NYSEARCA:CGGE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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