CUSIP 14020R107
CAPITAL GROUP GLOBAL EQUITY
158 institutions · $1.52B total · 49,883,073 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 12,115,687 | $383.2M | 24.28% | 2025-12-31 |
| 2 | Capital Group Private Client Services, Inc. | 5,413,104 | $171.2M | 10.85% | 2025-12-31 |
| 3 | Capital International Investors | 3,801,915 | $120.3M | 7.62% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 2,825,862 | $89.4M | 5.66% | 2025-12-31 |
| 5 | LPL Financial LLC | 2,741,720 | $86.7M | 5.49% | 2025-12-31 |
| 6 | WELLS FARGO & COMPANY/MN | 1,753,758 | $55.5M | 3.51% | 2025-12-31 |
| 7 | MML INVESTORS SERVICES, LLC | 1,554,291 | $49.2M | 3.11% | 2025-12-31 |
| 8 | Larson Financial Group LLC | 1,363,320 | $43.1M | 2.73% | 2025-12-31 |
| 9 | ASSETMARK, INC | 1,212,952 | $38.4M | 2.43% | 2025-12-31 |
| 10 | Clarius Group, LLC | 1,103,189 | $34.9M | 2.21% | 2025-12-31 |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 560,967 | $31.3M | 1.12% | 2025-12-31 |
| 12 | Royal Bank of Canada | 974,243 | $30.8M | 1.95% | 2025-12-31 |
| 13 | NewEdge Advisors, LLC | 745,919 | $23.6M | 1.49% | 2025-12-31 |
| 14 | Vestmark Advisory Solutions, Inc. | 724,587 | $22.9M | 1.45% | 2025-12-31 |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 655,790 | $20.7M | 1.31% | 2025-12-31 |
| 16 | &PARTNERS | 644,201 | $20.4M | 1.29% | 2025-12-31 |
| 17 | BENJAMIN EDWARDS INC | 615,043 | $19.5M | 1.23% | 2025-12-31 |
| 18 | James Reed Financial Services, Inc. | 598,625 | $18.9M | 1.20% | 2025-12-31 |
| 19 | OSAIC HOLDINGS, INC. | 597,682 | $18.9M | 1.19% | 2025-12-31 |
| 20 | Orion Porfolio Solutions, LLC | 424,260 | $13.4M | 0.85% | 2025-12-31 |
| 21 | JANE STREET GROUP, LLC | 400,000 | $12.7M | 0.80% | 2025-12-31 |
| 22 | Smartleaf Asset Management LLC | 361,584 | $11.5M | 0.72% | 2025-12-31 |
| 23 | RAYMOND JAMES FINANCIAL INC | 359,879 | $11.4M | 0.72% | 2025-12-31 |
| 24 | TRUIST FINANCIAL CORP | 353,948 | $11.2M | 0.70% | 2025-12-31 |
| 25 | Strategic Blueprint, LLC | 312,147 | $9.9M | 0.62% | 2025-12-31 |
| 26 | Envestnet Portfolio Solutions, Inc. | 292,168 | $9.2M | 0.58% | 2025-12-31 |
| 27 | Cullen/Frost Bankers, Inc. | 285,813 | $9.0M | 0.57% | 2025-12-31 |
| 28 | STEPHENS INC /AR/ | 256,679 | $8.1M | 0.51% | 2025-12-31 |
| 29 | Concurrent Investment Advisors, LLC | 241,825 | $7.6M | 0.48% | 2025-12-31 |
| 30 | Intrua Financial, LLC | 224,506 | $7.1M | 0.45% | 2025-12-31 |
| 31 | PRINCIPAL SECURITIES, INC. | 211,433 | $6.7M | 0.42% | 2025-12-31 |
| 32 | JONES FINANCIAL COMPANIES LLLP | 192,282 | $6.1M | 0.38% | 2025-12-31 |
| 33 | Venture Visionary Partners LLC | 182,679 | $5.8M | 0.36% | 2025-12-31 |
| 34 | Stratos Wealth Partners, LTD. | 170,451 | $5.4M | 0.34% | 2025-12-31 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 163,258 | $5.2M | 0.32% | 2025-12-31 |
| 36 | Merit Financial Group, LLC | 149,261 | $4.7M | 0.29% | 2025-12-31 |
| 37 | Private Advisor Group, LLC | 130,078 | $4.1M | 0.26% | 2025-12-31 |
| 38 | Evergreen Wealth Solutions, LLC | 129,670 | $4.1M | 0.25% | 2025-12-31 |
| 39 | Aprio Wealth Management, LLC | 129,370 | $4.1M | 0.25% | 2025-12-31 |
| 40 | LongView Wealth Management | 121,730 | $4.0M | 0.24% | 2025-12-31 |
| 41 | OLD MISSION CAPITAL LLC | 127,797 | $3.7M | 0.25% | 2025-06-30 |
| 42 | GTS SECURITIES LLC | 113,738 | $3.6M | 0.22% | 2025-12-31 |
| 43 | Valmark Advisers, Inc. | 112,660 | $3.6M | 0.22% | 2025-12-31 |
| 44 | HARBOUR INVESTMENTS, INC. | 109,800 | $3.5M | 0.22% | 2025-12-31 |
| 45 | STIFEL FINANCIAL CORP | 102,945 | $3.3M | 0.20% | 2025-12-31 |
| 46 | Sovran Advisors, LLC | 99,717 | $3.3M | 0.19% | 2025-12-31 |
| 47 | CARY STREET PARTNERS FINANCIAL LLC | 91,342 | $2.9M | 0.18% | 2025-12-31 |
| 48 | Integrated Wealth Concepts LLC | 83,653 | $2.6M | 0.16% | 2025-12-31 |
| 49 | Blueprint Financial Advisors LLC | 77,045 | $2.4M | 0.15% | 2025-12-31 |
| 50 | Blueprint Investment Partners LLC | 77,045 | $2.4M | 0.15% | 2025-12-31 |
| 51 | Gateway Wealth Partners, LLC | 69,985 | $2.2M | 0.14% | 2025-12-31 |
| 52 | Mariner, LLC | 65,544 | $2.1M | 0.13% | 2025-12-31 |
| 53 | Boyer Financial Services, Inc. | 63,997 | $2.0M | 0.12% | 2025-12-31 |
| 54 | Kestra Advisory Services, LLC | 64,240 | $2.0M | 0.12% | 2025-12-31 |
| 55 | SFG Wealth Management, LLC. | 57,293 | $1.8M | 0.11% | 2025-12-31 |
| 56 | BNB Wealth Management, LLC | 56,462 | $1.8M | 0.11% | 2025-12-31 |
| 57 | A&I FINANCIAL SERVICES, LLC | 54,295 | $1.7M | 0.10% | 2025-12-31 |
| 58 | SAGESPRING WEALTH PARTNERS, LLC | 48,979 | $1.5M | 0.09% | 2025-12-31 |
| 59 | PFG Advisors | 47,787 | $1.5M | 0.09% | 2025-12-31 |
| 60 | Security Financial Services, INC. | 46,786 | $1.5M | 0.09% | 2025-12-31 |
| 61 | Tempus Wealth Planning, LLC | 46,615 | $1.5M | 0.09% | 2025-12-31 |
| 62 | Koshinski Asset Management, Inc. | 45,001 | $1.4M | 0.09% | 2025-12-31 |
| 63 | RFG Advisory, LLC | 44,359 | $1.4M | 0.08% | 2025-12-31 |
| 64 | Advyzon Investment Management, LLC | 37,454 | $1.2M | 0.07% | 2025-12-31 |
| 65 | Vantus Wealth LLC | 37,139 | $1.2M | 0.07% | 2025-12-31 |
| 66 | CAPTRUST FINANCIAL ADVISORS | 37,003 | $1.2M | 0.07% | 2025-12-31 |
| 67 | CITADEL ADVISORS LLC | 35,427 | $1.1M | 0.07% | 2025-12-31 |
| 68 | KINGSWOOD WEALTH ADVISORS, LLC | 33,738 | $1.1M | 0.06% | 2025-12-31 |
| 69 | DAVENPORT & Co LLC | 32,527 | $1.0M | 0.06% | 2025-12-31 |
| 70 | Principle Wealth Partners LLC | 32,090 | $1.0M | 0.06% | 2025-12-31 |
| 71 | Simplicity Wealth,LLC | 31,507 | $996.6K | 0.06% | 2025-12-31 |
| 72 | IAG Wealth Partners, LLC | 28,501 | $901.5K | 0.05% | 2025-12-31 |
| 73 | Lantern Wealth Advisors, LLC | 28,212 | $892.4K | 0.05% | 2025-12-31 |
| 74 | ARQ WEALTH ADVISORS, LLC | 27,419 | $867.3K | 0.05% | 2025-12-31 |
| 75 | CLG LLC | 25,571 | $808.8K | 0.05% | 2025-12-31 |
| 76 | Canandaigua National Trust Co of Florida | 25,060 | $792.6K | 0.05% | 2025-12-31 |
| 77 | Atria Investments, Inc | 24,856 | $786.2K | 0.04% | 2025-12-31 |
| 78 | GWN SECURITIES INC. | 23,712 | $750.0K | 0.04% | 2025-12-31 |
| 79 | Herold Advisors, Inc. | 24,323 | $710.0K | 0.04% | 2025-06-30 |
| 80 | Transamerica Financial Advisors, LLC | 20,355 | $643.8K | 0.04% | 2025-12-31 |
| 81 | Investment Planning Advisors, Inc. | 19,863 | $628.3K | 0.03% | 2025-12-31 |
| 82 | Balboa Wealth Partners | 18,631 | $589.3K | 0.03% | 2025-12-31 |
| 83 | NORTHERN TRUST CORP | 18,063 | $571.3K | 0.03% | 2025-12-31 |
| 84 | MSH Capital Advisors LLC | 17,537 | $554.7K | 0.03% | 2025-12-31 |
| 85 | Ascent Group, LLC | 17,428 | $551.2K | 0.03% | 2025-12-31 |
| 86 | VestGen Investment Management | 16,261 | $514.3K | 0.03% | 2025-12-31 |
| 87 | Geneos Wealth Management Inc. | 15,763 | $498.6K | 0.03% | 2025-12-31 |
| 88 | Compton Financial Group, LLC | 15,481 | $489.7K | 0.03% | 2025-12-31 |
| 89 | Mutual Advisors, LLC | 15,421 | $487.8K | 0.03% | 2025-12-31 |
| 90 | Advisor Resource Council | 15,228 | $481.7K | 0.03% | 2025-12-31 |
| 91 | MGO ONE SEVEN LLC | 14,154 | $447.7K | 0.02% | 2025-12-31 |
| 92 | CONTINENTAL INVESTORS SERVICES, INC. | 12,160 | $392.4K | 0.02% | 2025-12-31 |
| 93 | Prospera Financial Services Inc | 12,300 | $389.0K | 0.02% | 2025-12-31 |
| 94 | Ausdal Financial Partners, Inc. | 12,050 | $381.2K | 0.02% | 2025-12-31 |
| 95 | Bleakley Financial Group, LLC | 11,372 | $359.7K | 0.02% | 2025-12-31 |
| 96 | Apollon Wealth Management, LLC | 11,367 | $359.5K | 0.02% | 2025-12-31 |
| 97 | GOLDMAN SACHS GROUP INC | 11,063 | $349.9K | 0.02% | 2025-12-31 |
| 98 | Ameritas Advisory Services, LLC | 10,403 | $329.0K | 0.02% | 2025-12-31 |
| 99 | GeoWealth Management, LLC | 10,283 | $325.3K | 0.02% | 2025-12-31 |
| 100 | Equitable Holdings, Inc. | 10,089 | $319.1K | 0.02% | 2025-12-31 |
| 101 | Visionary Wealth Advisors | 9,232 | $292.0K | 0.01% | 2025-12-31 |
| 102 | Hilltop Holdings Inc. | 9,107 | $288.1K | 0.01% | 2025-12-31 |
| 103 | Stonebridge Financial Group, LLC / MO | 7,657 | $242.2K | 0.01% | 2025-12-31 |
| 104 | SITTNER & NELSON, LLC | 7,399 | $241.1K | 0.01% | 2025-12-31 |
| 105 | Mayflower Financial Advisors, LLC | 7,567 | $239.3K | 0.01% | 2025-12-31 |
| 106 | IFG Advisory, LLC | 7,521 | $237.9K | 0.01% | 2025-12-31 |
| 107 | OPPENHEIMER & CO INC | 7,510 | $237.5K | 0.01% | 2025-12-31 |
| 108 | Farther Finance Advisors, LLC | 7,470 | $236.3K | 0.01% | 2025-12-31 |
| 109 | Financial Council, LLC | 7,272 | $230.0K | 0.01% | 2025-12-31 |
| 110 | TITLEIST ASSET MANAGEMENT, LLC | 7,220 | $228.4K | 0.01% | 2025-12-31 |
| 111 | COMERICA BANK | 7,108 | $224.8K | 0.01% | 2025-12-31 |
| 112 | Armstrong, Fleming & Moore, Inc | 7,090 | $224.3K | 0.01% | 2025-12-31 |
| 113 | Concorde Asset Management, LLC | 6,663 | $210.8K | 0.01% | 2025-12-31 |
| 114 | BANK OF AMERICA CORP /DE/ | 6,820 | $210.0K | 0.01% | 2025-12-31 |
| 115 | WORLD EQUITY GROUP, INC. | 6,775 | $208.6K | 0.01% | 2025-09-30 |
| 116 | Global Retirement Partners, LLC | 6,282 | $198.7K | 0.01% | 2025-12-31 |
| 117 | ORG Partners LLC | 5,333 | $168.7K | 0.01% | 2025-12-31 |
| 118 | NBC SECURITIES, INC. | 3,779 | $119.5K | 0.00% | 2025-12-31 |
| 119 | Birchwood Financial Partners, Inc. | 2,750 | $87.0K | 0.00% | 2025-12-31 |
| 120 | JPMORGAN CHASE & CO | 2,467 | $78.0K | 0.00% | 2025-12-31 |
| 121 | TD Waterhouse Canada Inc. | 1,842 | $58.2K | 0.00% | 2025-12-31 |
| 122 | CIBC Private Wealth Group LLC | 1,727 | $54.6K | 0.00% | 2025-12-31 |
| 123 | Whipplewood Advisors, LLC | 1,450 | $45.9K | 0.00% | 2025-12-31 |
| 124 | IFP Advisors, Inc | 1,238 | $39.2K | 0.00% | 2025-12-31 |
| 125 | UBS Group AG | 1,175 | $37.2K | 0.00% | 2025-12-31 |
| 126 | Financial Perspectives, Inc | 1,145 | $36.2K | 0.00% | 2025-12-31 |
| 127 | Cambridge Investment Research Advisors, Inc. | 996,254 | $31.5K | 1.99% | 2025-12-31 |
| 128 | Janney Montgomery Scott LLC | 784,574 | $24.8K | 1.57% | 2025-12-31 |
| 129 | Steward Partners Investment Advisory, LLC | 358 | $11.3K | 0.00% | 2025-12-31 |
| 130 | ROTHSCHILD INVESTMENT LLC | 325 | $10.3K | 0.00% | 2025-12-31 |
| 131 | MORGAN STANLEY | 300 | $9.5K | 0.00% | 2025-12-31 |
| 132 | Advisory Services Network, LLC | 244 | $7.5K | 0.00% | 2025-09-30 |
| 133 | Signature Equity Partners, LLC | 212 | $6.7K | 0.00% | 2025-12-31 |
| 134 | CENTRAL TRUST Co | 207 | $6.5K | 0.00% | 2025-12-31 |
| 135 | HUNTINGTON NATIONAL BANK | 151 | $4.8K | 0.00% | 2025-12-31 |
| 136 | PARK AVENUE SECURITIES LLC | 121,745 | $3.9K | 0.24% | 2025-12-31 |
| 137 | CoreCap Advisors, LLC | 109 | $3.4K | 0.00% | 2025-12-31 |
| 138 | Arax Advisory Partners | 108 | $3.4K | 0.00% | 2025-12-31 |
| 139 | AMERIFLEX GROUP, INC. | 95 | $3.0K | 0.00% | 2025-12-31 |
| 140 | FLAGSHIP HARBOR ADVISORS, LLC | 87 | $2.8K | 0.00% | 2025-12-31 |
| 141 | Greenline Wealth Management LLC | 79 | $2.5K | 0.00% | 2025-12-31 |
| 142 | THOROUGHBRED FINANCIAL SERVICES, LLC | 69,745 | $2.2K | 0.13% | 2025-12-31 |
| 143 | Rossby Financial, LCC | 68 | $2.2K | 0.00% | 2025-12-31 |
| 144 | MAI Capital Management | 60 | $1.9K | 0.00% | 2025-12-31 |
| 145 | FLOW TRADERS U.S. LLC | 56,158 | $1.8K | 0.11% | 2025-12-31 |
| 146 | Legacy Wealth Managment, LLC/ID | 49 | $1.6K | 0.00% | 2025-12-31 |
| 147 | Virtu Financial LLC | 31,893 | $931 | 0.06% | 2025-06-30 |
| 148 | HRT FINANCIAL LP | 29,416 | $930 | 0.05% | 2025-12-31 |
| 149 | WEDBUSH SECURITIES INC | 24,643 | $779 | 0.04% | 2025-12-31 |
| 150 | NATIXIS ADVISORS, LLC | 19,541 | $618 | 0.03% | 2025-12-31 |
| 151 | AdvisorNet Financial, Inc | 17 | $540 | 0.00% | 2025-12-31 |
| 152 | Capital Analysts, LLC | 11,043 | $349 | 0.02% | 2025-12-31 |
| 153 | EverSource Wealth Advisors, LLC | 7 | $223 | 0.00% | 2025-12-31 |
| 154 | FMR LLC | 3 | $95 | 0.00% | 2025-12-31 |
| 155 | Navalign, LLC | 2 | $64 | 0.00% | 2025-12-31 |
| 156 | CWM, LLC | 1,102 | $35 | 0.00% | 2025-12-31 |
| 157 | CX Institutional | 107 | $3 | 0.00% | 2025-12-31 |
| 158 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |