CGGE Institutional Ownership & Shareholders
CAP GROUP GLOBAL EQ (CGGE) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of CGGE tracked by InsiderSet, reporting ownership valued at approximately $526.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $507.21M, representing an estimated loss of -3.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed CGGE value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Capital Group Private Client Services, Inc., Capital International Investors, and several other long-term asset managers with concentrated positions in CAP GROUP GLOBAL EQ (CGGE).
This page ranks the largest institutional CGGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
186
Total Reported Value
$2.75B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$526.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.12% | 14,953,044 | $526,945,260 | $507,207,252 | -$19,738,008 | -3.75% | |
| Capital Group Private Client Services, Inc. | 4.16% | 8,369,362 | $294,936,347 | $283,888,759 | -$11,047,588 | -3.75% | |
| Capital International Investors | 0.06% | 8,303,169 | $292,603,676 | $281,643,492 | -$10,960,184 | -3.75% | |
| Wells Fargo & Company/Mn | 0.03% | 5,675,954 | $200,020,619 | $192,528,360 | -$7,492,259 | -3.75% | |
| Lpl Financial Llc | 0.04% | 5,216,503 | $183,829,561 | $176,943,782 | -$6,885,779 | -3.75% | |
| Cetera Investment Advisers | 0.11% | 3,382,673 | $119,205,409 | $114,740,268 | -$4,465,141 | -3.75% | |
| Larson Financial Group Llc | 1.84% | 1,983,117 | $69,885,044 | $67,267,329 | -$2,617,715 | -3.75% | |
| Mml Investors Services, Llc | 0.13% | 1,866,016 | $65,758,393 | $63,295,263 | -$2,463,130 | -3.75% | |
| Assetmark, Inc | 0.10% | 1,711,616 | $59,581,353 | $58,058,015 | -$1,523,338 | -2.56% | |
| Benjamin Edwards Inc | 0.48% | 1,490,362 | $52,519,032 | $50,553,079 | -$1,965,953 | -3.74% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,483,789 | $51,650,690 | $50,330,123 | -$1,320,567 | -2.56% | |
| Clearstead Advisors, Llc | 0.45% | 1,349,068 | $47,541,151 | $45,760,387 | -$1,780,764 | -3.75% | |
| Royal Bank Of Canada | 0.01% | 1,297,153 | $45,712,000 | $43,999,430 | -$1,712,570 | -3.75% | |
| Janney Montgomery Scott Llc | 0.08% | 1,240,110 | $43,701,000 | $42,064,531 | -$1,636,469 | -3.74% | |
| Osaic Holdings, Inc. | 0.05% | 1,107,314 | $39,025,000 | $37,560,091 | -$1,464,909 | -3.75% | |
| Newedge Advisors, Llc | 0.10% | 957,504 | $33,742,454 | $32,478,536 | -$1,263,918 | -3.75% | |
| Vestmark Advisory Solutions, Inc. | 0.30% | 916,929 | $32,312,578 | $31,102,232 | -$1,210,346 | -3.75% | |
| &Partners | 0.11% | 792,699 | $27,967,681 | $26,888,350 | -$1,079,331 | -3.86% | |
| Raymond James Financial Inc | 0.01% | 783,191 | $27,599,654 | $26,565,839 | -$1,033,815 | -3.75% | |
| Compton Financial Group, Llc | 4.32% | 636,441 | $22,428,173 | $21,588,079 | -$840,094 | -3.75% | |
| James Reed Financial Services, Inc. | 15.84% | 602,227 | $20,963,522 | $20,427,540 | -$535,982 | -2.56% | |
| Truist Financial Corp | 0.02% | 531,271 | $18,493,557 | $18,020,712 | -$472,845 | -2.56% | |
| Panoramic Capital Partners, Llc | 8.37% | 502,212 | $17,697,951 | $17,035,031 | -$662,920 | -3.75% | |
| Stifel Financial Corp | 0.01% | 458,925 | $16,172,529 | $15,566,736 | -$605,793 | -3.75% | |
| Orion Porfolio Solutions, Llc | 0.12% | 436,166 | $15,370,471 | $14,794,751 | -$575,720 | -3.75% | |
| Td Waterhouse Canada Inc. | 0.04% | 438,380 | $15,244,850 | $14,869,850 | -$375,000 | -2.46% | |
| Jones Financial Companies Lllp | 0.01% | 438,265 | $15,045,645 | $14,865,949 | -$179,696 | -1.19% | |
| Cullen/Frost Bankers, Inc. | 0.14% | 415,364 | $14,458,831 | $14,089,147 | -$369,684 | -2.56% | |
| Smartleaf Asset Management Llc | 0.45% | 394,290 | $13,748,892 | $13,374,317 | -$374,575 | -2.72% | |
| Kwb Wealth | 1.17% | 394,079 | $13,717,890 | $13,367,160 | -$350,730 | -2.56% | |
| Susquehanna International Group, Llp | 0.01% | 369,296 | $13,013,991 | $12,526,520 | -$487,471 | -3.75% | |
| Jane Street Group, Llc | 0.01% | 349,852 | $12,328,784 | $11,866,980 | -$461,804 | -3.75% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 341,123 | $12,021,188 | $11,570,892 | -$450,296 | -3.75% | |
| Strategic Blueprint, Llc | 0.58% | 337,120 | $11,735,147 | $11,435,110 | -$300,037 | -2.56% | |
| Valmark Advisers, Inc. | 0.12% | 323,952 | $11,416,074 | $10,988,452 | -$427,622 | -3.75% | |
| Stephens Inc | 0.12% | 312,106 | $10,998,615 | $10,586,636 | -$411,979 | -3.75% | |
| Venture Visionary Partners Llc | 0.27% | 299,344 | $10,420,173 | $10,153,748 | -$266,425 | -2.56% | |
| Kintra Wealth, Llc | 0.54% | 285,637 | $10,280,069 | $9,688,807 | -$591,262 | -5.75% | |
| Principal Securities, Inc. | 0.12% | 287,045 | $10,115,482 | $9,736,566 | -$378,916 | -3.75% | |
| Kestra Advisory Services, Llc | 0.03% | 256,543 | $8,930,272 | $8,701,939 | -$228,333 | -2.56% | |
| Intrua Financial, Llc | 0.82% | 243,177 | $8,464,999 | $8,248,564 | -$216,435 | -2.56% | |
| Private Advisor Group, Llc | 0.04% | 238,292 | $8,397,396 | $8,082,865 | -$314,531 | -3.75% | |
| Harbour Investments, Inc. | 0.11% | 232,702 | $8,200,421 | $7,893,252 | -$307,169 | -3.75% | |
| Gateway Wealth Partners, Llc | 0.49% | 232,465 | $8,192,043 | $7,885,213 | -$306,830 | -3.75% | |
| Stratos Wealth Partners, Ltd. | 0.07% | 198,272 | $6,987,138 | $6,725,386 | -$261,752 | -3.75% | |
| Concurrent Investment Advisors, Llc | 0.05% | 200,298 | $6,972,380 | $6,794,108 | -$178,272 | -2.56% | |
| Cary Street Partners Financial Llc | 0.14% | 176,904 | $6,234,097 | $6,000,584 | -$233,513 | -3.75% | |
| Gts Securities Llc | 0.13% | 169,793 | $5,983,505 | $5,759,379 | -$224,126 | -3.75% | |
| Bnb Wealth Management, Llc | 3.20% | 166,970 | $5,812,226 | $5,663,622 | -$148,604 | -2.56% | |
| Citadel Advisors Llc | 0.00% | 163,775 | $5,771,431 | $5,555,248 | -$216,183 | -3.75% |
Frequently asked questions about CGGE
Who are the largest institutional holders of CGGE?
The largest institutional holders of CGGE reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Capital Group Private Client Services, Inc., Capital International Investors, Wells Fargo & Company/Mn, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported CGGE position.
What is CGGE institutional ownership?
This page tracks CGGE positions reported by institutional investment managers through SEC Form 13F. CAP GROUP GLOBAL EQ (CGGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGGE?
InsiderSet currently tracks 186 institutional managers reporting CGGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGGE shareholders.
How much CGGE stock do institutions own?
Institutional investment managers disclosed approximately $2.75B in CGGE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGGE institutional ownership last updated?
The latest CGGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGGE position after the reporting date.
Are institutions buying or selling CGGE?
Institutional buying and selling can be analyzed by comparing CGGE positions across consecutive 13F reporting periods. InsiderSet's CGGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGGE ownership changes.
How has CGGE institutional ownership changed over time?
InsiderSet tracks CGGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.