CGGE Institutional Ownership
Capital Group Global Equity ETF
1W: -0.3%
1M: +0.4%
3M: -0.7%
YTD: +9.8%
1Y: +13.2%
$35.10
+0.36 (+1.04%)
Weekly Expected Move ±1.7%
$34
$35
$35
$36
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CGGE
199
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
29
New Positions
106
Increased
44
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (206 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 14,953,044 | $525M | +856,879 | +6.1% | 6Q | SEC ↗ |
| 2 | Capital Group Private Client Services, | 8,369,362 | $294M | +1,450,835 | +21.0% | 9Q | SEC ↗ |
| 3 | Capital International Investors | 8,303,169 | $291M | +300,313 | +3.8% | 9Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 5,675,954 | $199M | +941,788 | +19.9% | 4Q | SEC ↗ |
| 5 | LPL Financial LLC | 5,216,503 | $183M | +1,270,696 | +32.2% | 7Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 3,382,673 | $119M | +97,490 | +3.0% | 6Q | SEC ↗ |
| 7 | Larson Financial Group LLC | 1,983,117 | $70M | +405,191 | +25.7% | 7Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 1,866,016 | $65M | +289,879 | +18.4% | 6Q | SEC ↗ |
| 9 | ASSETMARK, INC | 1,536,270 | $54M | +106,357 | +7.4% | 5Q | SEC ↗ |
| 10 | BENJAMIN EDWARDS INC | 1,490,362 | $52M | +191,850 | +14.8% | 6Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 1,412,821 | $50M | +186,352 | +15.2% | 7Q | SEC ↗ |
| 12 | Clearstead Advisors, LLC | 1,349,068 | $47M | -1,400,046 | -50.9% | 2Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,297,153 | $46M | +98,908 | +8.3% | 8Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 1,240,110 | $44M | +83,597 | +7.2% | 5Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 1,182,185 | $41M | +100,649 | +9.3% | 7Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 1,107,314 | $39M | +140,470 | +14.5% | 8Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 957,504 | $34M | +103,255 | +12.1% | 5Q | SEC ↗ |
| 18 | Vestmark Advisory Solutions, Inc. | 916,929 | $32M | +31,259 | +3.5% | 4Q | SEC ↗ |
| 19 | &PARTNERS | 792,699 | $28M | +38,674 | +5.1% | 6Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 783,191 | $27M | +194,145 | +33.0% | 6Q | SEC ↗ |
| 21 | Compton Financial Group, LLC | 636,441 | $22M | +273,399 | +75.3% | 3Q | SEC ↗ |
| 22 | James Reed Financial Services, Inc. | 591,511 | $21M | +5,383 | +0.9% | 5Q | SEC ↗ |
| 23 | Panoramic Capital Partners, LLC NEW | 502,212 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 474,899 | $17M | +71,782 | +17.8% | 6Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 458,925 | $16M | +191,238 | +71.4% | 6Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 438,265 | $15M | +90,393 | +26.0% | 6Q | SEC ↗ |
| 27 | Orion Porfolio Solutions, LLC | 436,166 | $15M | -87,169 | -16.7% | 4Q | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 417,606 | $15M | +92,746 | +28.5% | 3Q | SEC ↗ |
| 29 | Smartleaf Asset Management LLC | 394,290 | $14M | — | +0.0% | 4Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 369,296 | $13M | +203,019 | +122.1% | 5Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 349,852 | $12M | -136,300 | -28.0% | 8Q | SEC ↗ |
| 32 | Envestnet Portfolio Solutions, Inc. | 341,123 | $12M | +29,898 | +9.6% | 6Q | SEC ↗ |
| 33 | Strategic Blueprint, LLC | 330,571 | $12M | +6,732 | +2.1% | 7Q | SEC ↗ |
| 34 | Valmark Advisers, Inc. | 323,952 | $11M | +168,713 | +108.7% | 6Q | SEC ↗ |
| 35 | Cullen/Frost Bankers, Inc. | 323,679 | $11M | -5,429 | -1.6% | 6Q | SEC ↗ |
| 36 | STEPHENS INC /AR | 312,106 | $11M | +7,809 | +2.6% | 5Q | SEC ↗ |
| 37 | PRINCIPAL SECURITIES, INC. | 287,045 | $10M | +38,526 | +15.5% | 4Q | SEC ↗ |
| 38 | KINTRA WEALTH, LLC | 285,637 | $10M | +67,097 | +30.7% | 5Q | SEC ↗ |
| 39 | Venture Visionary Partners LLC | 269,605 | $9M | +73,459 | +37.5% | 5Q | SEC ↗ |
| 40 | Intrua Financial, LLC | 264,007 | $9M | +19,085 | +7.8% | 6Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 238,292 | $8M | +58,700 | +32.7% | 6Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 232,702 | $8M | +24,037 | +11.5% | 8Q | SEC ↗ |
| 43 | Gateway Wealth Partners, LLC | 232,465 | $8M | -124,455 | -34.9% | 6Q | SEC ↗ |
| 44 | Stratos Wealth Partners, LTD. | 198,272 | $7M | +11,268 | +6.0% | 6Q | SEC ↗ |
| 45 | Concurrent Investment Advisors, LLC | 189,081 | $7M | -44,223 | -19.0% | 6Q | SEC ↗ |
| 46 | PARK AVENUE SECURITIES LLC | 184,496 | $6M | +45,529 | +32.8% | 4Q | SEC ↗ |
| 47 | CARY STREET PARTNERS FINANCIAL LLC | 176,904 | $6M | -16,759 | -8.7% | 5Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 173,741 | $6M | — | +0.0% | 2Q | SEC ↗ |
| 49 | GTS SECURITIES LLC | 169,793 | $6M | +157,181 | +1246.3% | 3Q | SEC ↗ |
| 50 | BNB Wealth Management, LLC | 165,342 | $6M | +108,952 | +193.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Panoramic Capital Partners, LLC | 502,212 | $18M |
| CITADEL ADVISORS LLC | 163,775 | $6M |
| Elequin Capital, LP | 155,662 | $5M |
| OLD MISSION CAPITAL LLC | 151,601 | $5M |
| FLOW TRADERS U.S. LLC | 122,663 | $4M |
| BANK OF AMERICA CORP /DE | 115,656 | $4M |
| Vise Technologies, Inc. | 68,381 | $2M |
| R2 Capital Strategies, LLC | 59,632 | $2M |
| Vantus Wealth LLC | 39,160 | $1M |
| IFG Advisory, LLC | 26,853 | $943K |
| VICTORY FINANCIAL GROUP, LLC | 18,913 | $664K |
| Global Retirement Partners, LLC | 17,326 | $608K |
| Capital Investment Advisory Service | 16,428 | $577K |
| Diversify Advisory Services, LLC | 12,321 | $432K |
| OneDigital Investment Advisors LLC | 12,015 | $422K |
| LaSalle St. Investment Advisors, LL | 9,350 | $328K |
| MERCER GLOBAL ADVISORS INC /ADV | 8,724 | $306K |
| TCFG WEALTH MANAGEMENT, LLC | 7,999 | $281K |
| Lincoln Capital LLC | 6,952 | $244K |
| SCOTIA CAPITAL INC. | 6,061 | $213K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Canandaigua National Trust Co of Fl | 25,060 | $880K |
| NORTHERN TRUST CORP | 19,316 | $678K |
| Hilltop Holdings Inc. | 9,107 | $320K |
| HRT FINANCIAL LP | 7,837 | $275K |
| CONTINENTAL INVESTORS SERVICES, INC | 7,691 | $270K |
| Armstrong, Fleming & Moore, Inc | 7,090 | $249K |
| Concorde Asset Management, LLC | 6,663 | $234K |
| MOTCO | 4,801 | $169K |
| Western Wealth Management, LLC | 2,383 | $84K |
| Advisory Services Network, LLC | 1,961 | $69K |
| UBS Group AG | 1,683 | $59K |
| Whipplewood Advisors, LLC | 1,450 | $51K |
| FMR LLC | 871 | $31K |
| GoalVest Advisory LLC | 569 | $20K |
| MassMutual Private Wealth & Trust, | 522 | $18K |
| FLAGSHIP HARBOR ADVISORS, LLC | 87 | $3K |
| Greenline Wealth Management LLC | 79 | $3K |
| MAI Capital Management | 60 | $2K |
| Legacy Wealth Managment, LLC/ID | 49 | $2K |
| Navalign, LLC | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Group Private Client Servic | +1,450,835 | +21.0% | 8,369,362 |
| LPL Financial LLC | +1,270,696 | +32.2% | 5,216,503 |
| WELLS FARGO & COMPANY/MN | +941,788 | +19.9% | 5,675,954 |
| ENVESTNET ASSET MANAGEMENT INC | +856,879 | +6.1% | 14,953,044 |
| Larson Financial Group LLC | +405,191 | +25.7% | 1,983,117 |
| Capital International Investors | +300,313 | +3.8% | 8,303,169 |
| MML INVESTORS SERVICES, LLC | +289,879 | +18.4% | 1,866,016 |
| Compton Financial Group, LLC | +273,399 | +75.3% | 636,441 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +203,019 | +122.1% | 369,296 |
| RAYMOND JAMES FINANCIAL INC | +194,145 | +33.0% | 783,191 |
| BENJAMIN EDWARDS INC | +191,850 | +14.8% | 1,490,362 |
| STIFEL FINANCIAL CORP | +191,238 | +71.4% | 458,925 |
| COMMONWEALTH EQUITY SERVICES, LLC | +186,352 | +15.2% | 1,412,821 |
| Valmark Advisers, Inc. | +168,713 | +108.7% | 323,952 |
| GTS SECURITIES LLC | +157,181 | +1246.3% | 169,793 |
| OSAIC HOLDINGS, INC. | +140,470 | +14.5% | 1,107,314 |
| BNB Wealth Management, LLC | +108,952 | +193.2% | 165,342 |
| ASSETMARK, INC | +106,357 | +7.4% | 1,536,270 |
| NewEdge Advisors, LLC | +103,255 | +12.1% | 957,504 |
| Cambridge Investment Research Advis | +100,649 | +9.3% | 1,182,185 |