CAP GROUP GLOBAL EQ (CGGE) Institutional Ownership Changes & 13F Activity

CAP GROUP GLOBAL EQ (CGGE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Larson Financial Group Llc, Susquehanna International Group, Llp, Raymond James Financial Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+25,429+22.7%137,264$4.84MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+163,775163,775$5.77MQ2 2026Sep 02, 2026
Vermillion & White Wealth Management Group, LlcBuy+10,01310,013$352.86KQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+8,7248,724$307.43KQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcBuy+19,253+43.3%63,759$2.25MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,490+18.9%21,988$774.85KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+941,788+19.9%5,675,954$200.02MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+405,191+25.7%1,983,117$69.89MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+203,019+122.1%369,296$13.01MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+194,145+33.0%783,191$27.60MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+157,181+1246.3%169,793$5.98MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+151,601151,601$5.34MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+140,470+14.5%1,107,314$39.02MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-136,300-28.0%349,852$12.33MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+122,663122,663$4.32MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+115,656115,656$4.08MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+98,908+8.3%1,297,153$45.71MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+90,393+26.0%438,265$15.05MQ2 2026Aug 14, 2026
Merited Wealth, LlcSell-87,491-65.4%46,219$1.63MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-87,169-16.7%436,166$15.37MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+67,097+30.7%285,637$10.28MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+53,830+294.9%72,085$2.54MQ2 2026Aug 14, 2026
&PartnersBuy+38,674+5.1%792,699$27.97MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+31,259+3.5%916,929$32.31MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+26,85326,853$946.28KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+14,998+225.0%21,665$763.47KQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+9,032+9.9%99,858$3.52MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+5,780+23.3%30,576$1.08MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+1,800+257.1%2,500$88.10KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+1,297+9.2%15,434$543.89KQ2 2026Aug 14, 2026
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Frequently asked questions about CGGE activity

  • Which institutional owners are buying CGGE?

    Institutional owners buying CGGE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGGE activity?

    "Buy" means an investor increased their reported position in CGGE compared to the prior reporting period. This reflects growing exposure to CAP GROUP GLOBAL EQ (CGGE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGGE increasing?

    Institutional interest in CGGE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.