CAP GROUP GLOBAL EQ (CGGE) Institutional Shareholders
CAP GROUP GLOBAL EQ (CGGE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.72B in CGGE holdings during the latest filing period.
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 $519.32M, representing an estimated loss of -1.45% 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
180
Total Reported Value
$2.72B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$526.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
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 | $519,319,218 | -$7,626,042 | -1.45% | |
| Capital Group Private Client Services, Inc. | 4.16% | 8,369,362 | $294,936,347 | $290,667,942 | -$4,268,405 | -1.45% | |
| Capital International Investors | 0.06% | 8,303,169 | $292,603,676 | $288,369,059 | -$4,234,617 | -1.45% | |
| Wells Fargo & Company/Mn | 0.03% | 5,675,954 | $200,020,619 | $197,125,882 | -$2,894,737 | -1.45% | |
| Lpl Financial Llc | 0.04% | 5,216,503 | $183,829,561 | $181,169,149 | -$2,660,412 | -1.45% | |
| Cetera Investment Advisers | 0.11% | 3,382,673 | $119,205,409 | $117,480,233 | -$1,725,176 | -1.45% | |
| Larson Financial Group Llc | 1.84% | 1,983,117 | $69,885,044 | $68,873,653 | -$1,011,391 | -1.45% | |
| Mml Investors Services, Llc | 0.13% | 1,866,016 | $65,758,393 | $64,806,736 | -$951,657 | -1.45% | |
| Assetmark, Inc | 0.09% | 1,536,270 | $54,138,155 | $53,354,657 | -$783,498 | -1.45% | |
| Benjamin Edwards Inc | 0.48% | 1,490,362 | $52,519,032 | $51,760,272 | -$758,760 | -1.44% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,412,821 | $49,787,820 | $49,067,273 | -$720,547 | -1.45% | |
| Clearstead Advisors, Llc | 0.45% | 1,349,068 | $47,541,151 | $46,853,132 | -$688,019 | -1.45% | |
| Royal Bank Of Canada | 0.01% | 1,297,153 | $45,712,000 | $45,050,124 | -$661,876 | -1.45% | |
| Janney Montgomery Scott Llc | 0.08% | 1,240,110 | $43,701,000 | $43,069,020 | -$631,980 | -1.45% | |
| Osaic Holdings, Inc. | 0.05% | 1,107,314 | $39,025,000 | $38,457,015 | -$567,985 | -1.46% | |
| Newedge Advisors, Llc | 0.10% | 957,504 | $33,742,454 | $33,254,114 | -$488,340 | -1.45% | |
| Vestmark Advisory Solutions, Inc. | 0.30% | 916,929 | $32,312,578 | $31,844,944 | -$467,634 | -1.45% | |
| &Partners | 0.11% | 792,699 | $27,967,681 | $27,530,436 | -$437,245 | -1.56% | |
| Raymond James Financial Inc | 0.01% | 783,191 | $27,599,654 | $27,200,223 | -$399,431 | -1.45% | |
| Compton Financial Group, Llc | 4.32% | 636,441 | $22,428,173 | $22,103,596 | -$324,577 | -1.45% | |
| James Reed Financial Services, Inc. | 15.91% | 591,511 | $20,844,848 | $20,543,177 | -$301,671 | -1.45% | |
| Panoramic Capital Partners, Llc | 8.37% | 502,212 | $17,697,951 | $17,441,823 | -$256,128 | -1.45% | |
| Truist Financial Corp | 0.02% | 474,899 | $16,735,454 | $16,493,242 | -$242,212 | -1.45% | |
| Stifel Financial Corp | 0.01% | 458,925 | $16,172,529 | $15,938,465 | -$234,064 | -1.45% | |
| Orion Porfolio Solutions, Llc | 0.12% | 436,166 | $15,370,471 | $15,148,045 | -$222,426 | -1.45% | |
| Jones Financial Companies Lllp | 0.01% | 438,265 | $15,045,645 | $15,220,943 | +$175,298 | +1.17% | |
| Td Waterhouse Canada Inc. | 0.04% | 417,606 | $14,571,953 | $14,503,456 | -$68,497 | -0.47% | |
| Smartleaf Asset Management Llc | 0.45% | 394,290 | $13,748,892 | $13,693,692 | -$55,200 | -0.40% | |
| Susquehanna International Group, Llp | 0.01% | 369,296 | $13,013,991 | $12,825,650 | -$188,341 | -1.45% | |
| Jane Street Group, Llc | 0.01% | 349,852 | $12,328,784 | $12,150,360 | -$178,424 | -1.45% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 341,123 | $12,021,188 | $11,847,202 | -$173,986 | -1.45% | |
| Strategic Blueprint, Llc | 0.58% | 330,571 | $11,649,322 | $11,480,731 | -$168,591 | -1.45% | |
| Valmark Advisers, Inc. | 0.12% | 323,952 | $11,416,074 | $11,250,853 | -$165,221 | -1.45% | |
| Cullen/Frost Bankers, Inc. | 0.11% | 323,679 | $11,406,455 | $11,241,372 | -$165,083 | -1.45% | |
| Stephens Inc | 0.12% | 312,106 | $10,998,615 | $10,839,441 | -$159,174 | -1.45% | |
| Kintra Wealth, Llc | 0.54% | 285,637 | $10,280,069 | $9,920,173 | -$359,896 | -3.50% | |
| Principal Securities, Inc. | 0.12% | 287,045 | $10,115,482 | $9,969,073 | -$146,409 | -1.45% | |
| Venture Visionary Partners Llc | 0.26% | 269,605 | $9,500,888 | $9,363,382 | -$137,506 | -1.45% | |
| Intrua Financial, Llc | 0.88% | 264,007 | $9,303,602 | $9,168,963 | -$134,639 | -1.45% | |
| Private Advisor Group, Llc | 0.04% | 238,292 | $8,397,396 | $8,275,881 | -$121,515 | -1.45% | |
| Harbour Investments, Inc. | 0.11% | 232,702 | $8,200,421 | $8,081,740 | -$118,681 | -1.45% | |
| Gateway Wealth Partners, Llc | 0.49% | 232,465 | $8,192,043 | $8,073,509 | -$118,534 | -1.45% | |
| Stratos Wealth Partners, Ltd. | 0.07% | 198,272 | $6,987,138 | $6,885,987 | -$101,151 | -1.45% | |
| Concurrent Investment Advisors, Llc | 0.06% | 189,081 | $6,663,228 | $6,566,783 | -$96,445 | -1.45% | |
| Park Avenue Securities Llc | 0.04% | 184,496 | $6,502,000 | $6,407,546 | -$94,454 | -1.45% | |
| Cary Street Partners Financial Llc | 0.14% | 176,904 | $6,234,097 | $6,143,876 | -$90,221 | -1.45% | |
| Gts Securities Llc | 0.13% | 169,793 | $5,983,505 | $5,896,911 | -$86,594 | -1.45% | |
| Bnb Wealth Management, Llc | 3.19% | 165,342 | $5,826,651 | $5,742,328 | -$84,323 | -1.45% | |
| Citadel Advisors Llc | 0.00% | 163,775 | $5,771,431 | $5,687,906 | -$83,525 | -1.45% | |
| Elequin Capital, Lp | 0.18% | 155,662 | $5,485,529 | $5,406,141 | -$79,388 | -1.45% |
Frequently asked questions about CGGE
Who owns the most CGGE stock?
The largest holders of CGGE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP GLOBAL EQ (CGGE).
Is CGGE widely held by superinvestors?
Many widely followed stocks like CGGE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGGE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.