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CGXU Institutional Ownership

Capital Group International Focus Equity ETF
1W: -0.8% 1M: +0.5% 3M: +0.1% YTD: +14.8% 1Y: +16.4% 3Y: +65.0%
$34.71
+0.50 (+1.46%)
 
Weekly Expected Move ±3.3%
$32 $34 $35 $36 $37
ETF AMEX · AUM $6.4B

Institutional Ownership — CGXU

396
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
54
New Positions
168
Increased
112
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (416 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 18,914,366 $657M +2,290,827 +13.8% 17Q SEC ↗
2 WELLS FARGO & COMPANY/MN 7,833,419 $272M +736,238 +10.4% 15Q SEC ↗
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 7,711,530 $268M -27,592 -0.4% 17Q SEC ↗
4 MORGAN STANLEY 7,153,170 $248M +845,863 +13.4% 15Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 5,931,864 $206M +714,778 +13.7% 7Q SEC ↗
6 UBS Group AG 5,549,938 $193M +221,264 +4.2% 17Q SEC ↗
7 Cerity Partners LLC 5,087,343 $177M +52,778 +1.0% 11Q SEC ↗
8 ROYAL BANK OF CANADA 4,189,189 $145M -92,933 -2.2% 18Q SEC ↗
9 BENJAMIN EDWARDS INC 4,137,049 $144M +62,558 +1.5% 8Q SEC ↗
10 Capital Group Private Client Services, 3,728,784 $129M +157,204 +4.4% 18Q SEC ↗
11 CAPTRUST FINANCIAL ADVISORS 3,701,592 $128M -130,953 -3.4% 18Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 3,203,093 $111M +180,783 +6.0% 18Q SEC ↗
13 BANK OF AMERICA CORP /DE 2,994,968 $104M +139,978 +4.9% 12Q SEC ↗
14 SEI INVESTMENTS CO 2,773,945 $96M +289,121 +11.6% 9Q SEC ↗
15 JPMORGAN CHASE & CO 2,759,076 $96M +2,201,803 +395.1% 11Q SEC ↗
16 Confluence Wealth Services, Inc. 2,430,784 $84M +459,012 +23.3% 17Q SEC ↗
17 JONES FINANCIAL COMPANIES LLLP 2,402,850 $83M +389,574 +19.4% 11Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 2,080,621 $72M +250,610 +13.7% 18Q SEC ↗
19 OSAIC HOLDINGS, INC. 2,072,263 $72M +508,261 +32.5% 18Q SEC ↗
20 INSPIRION WEALTH ADVISORS, LLC 2,063,378 $72M +42,029 +2.1% 17Q SEC ↗
21 STIFEL FINANCIAL CORP 1,970,907 $68M +168,253 +9.3% 16Q SEC ↗
22 ECLECTIC ASSOCIATES INC /ADV 1,709,781 $59M +20,107 +1.2% 15Q SEC ↗
23 Cetera Investment Advisers 1,548,121 $54M +87,651 +6.0% 11Q SEC ↗
24 MML INVESTORS SERVICES, LLC 1,523,084 $53M +571,302 +60.0% 17Q SEC ↗
25 &PARTNERS 1,491,516 $52M +46,519 +3.2% 15Q SEC ↗
26 Janney Montgomery Scott LLC 1,201,994 $42M +10,376 +0.9% 17Q SEC ↗
27 Kestra Advisory Services, LLC 1,197,661 $42M +55,989 +4.9% 18Q SEC ↗
28 Private Advisor Group, LLC 1,195,801 $42M -301,996 -20.2% 17Q SEC ↗
29 Cambridge Investment Research Advisors 1,157,204 $40M +49,465 +4.5% 18Q SEC ↗
30 AdvisorNet Financial, Inc 1,141,207 $40M +29,578 +2.7% 16Q SEC ↗
31 Aprio Wealth Management, LLC 1,048,859 $36M -223,006 -17.5% 8Q SEC ↗
32 CPC Advisors, LLC 1,046,835 $36M -255,582 -19.6% 16Q SEC ↗
33 Baird Financial Group, Inc. 923,626 $32M -59,880 -6.1% 16Q SEC ↗
34 Mason Investment Advisory Services, In 892,693 $31M +80,999 +10.0% 9Q SEC ↗
35 Sterling Investment Counsel, LLC 876,583 $30M +22,159 +2.6% 17Q SEC ↗
36 Corient Private Wealth LP 866,140 $30M +423,136 +95.5% 5Q SEC ↗
37 Armstrong, Fleming & Moore, Inc 865,186 $30M -2,233 -0.3% 5Q SEC ↗
38 Summit Investment Advisory Services, L 847,237 $29M -3,545 -0.4% 8Q SEC ↗
39 HUB Investment Partners, LLC 833,653 $29M +349,881 +72.3% 6Q SEC ↗
40 D.A. DAVIDSON & CO. 801,589 $28M +58,658 +7.9% 17Q SEC ↗
41 NewEdge Advisors, LLC 710,858 $25M +35,381 +5.2% 16Q SEC ↗
42 McGlone Suttner Wealth Management, Inc 700,615 $24M -6,256 -0.9% 15Q SEC ↗
43 Lantz Financial LLC 680,706 $24M +40,427 +6.3% 16Q SEC ↗
44 Cooper Financial Group NEW 664,422 $23M — +0.0% 1Q SEC ↗
45 Strata Wealth Advisors, LLC 659,184 $23M +31,533 +5.0% 7Q SEC ↗
46 DeDora Capital, Inc. 654,320 $23M +50,354 +8.3% 15Q SEC ↗
47 Main Line Retirement Advisors, LLC 647,006 $22M -25,857 -3.8% 11Q SEC ↗
48 Hopwood Financial Services, Inc. 622,577 $22M +42,724 +7.4% 7Q SEC ↗
49 Souders Financial Advisors 617,195 $21M -5,434 -0.9% 16Q SEC ↗
50 EverSource Wealth Advisors, LLC 611,144 $21M +58,645 +10.6% 18Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +2,290,827 +13.8% 18,914,366
JPMORGAN CHASE & CO +2,201,803 +395.1% 2,759,076
MORGAN STANLEY +845,863 +13.4% 7,153,170
WELLS FARGO & COMPANY/MN +736,238 +10.4% 7,833,419
RAYMOND JAMES FINANCIAL INC +714,778 +13.7% 5,931,864
MML INVESTORS SERVICES, LLC +571,302 +60.0% 1,523,084
OSAIC HOLDINGS, INC. +508,261 +32.5% 2,072,263
Confluence Wealth Services, Inc. +459,012 +23.3% 2,430,784
Corient Private Wealth LP +423,136 +95.5% 866,140
JONES FINANCIAL COMPANIES LLLP +389,574 +19.4% 2,402,850
HUB Investment Partners, LLC +349,881 +72.3% 833,653
SEI INVESTMENTS CO +289,121 +11.6% 2,773,945
ENVESTNET ASSET MANAGEMENT INC +250,610 +13.7% 2,080,621
UBS Group AG +221,264 +4.2% 5,549,938
Worth Financial Advisory Group, LLC +181,660 +418.1% 225,107
COMMONWEALTH EQUITY SERVICES, LLC +180,783 +6.0% 3,203,093
STIFEL FINANCIAL CORP +168,253 +9.3% 1,970,907
PNC Financial Services Group, Inc. +165,894 +91150.5% 166,076
Capital Group Private Client Servic +157,204 +4.4% 3,728,784
BANK OF AMERICA CORP /DE +139,978 +4.9% 2,994,968
Biggest Decreases (20)
HolderReducedChange %Total Shares
Private Advisor Group, LLC -301,996 -20.2% 1,195,801
CPC Advisors, LLC -255,582 -19.6% 1,046,835
Aprio Wealth Management, LLC -223,006 -17.5% 1,048,859
CAPTRUST FINANCIAL ADVISORS -130,953 -3.4% 3,701,592
Equitable Holdings, Inc. -121,618 -24.3% 379,747
SIGNATURE ESTATE & INVESTMENT ADVIS -117,340 -82.8% 24,359
ROYAL BANK OF CANADA -92,933 -2.2% 4,189,189
Wealthcare Advisory Partners LLC -87,721 -13.4% 565,209
Glaxis Capital Management, LLC -85,200 -50.1% 85,000
Baird Financial Group, Inc. -59,880 -6.1% 923,626
Entruity Wealth, LLC -52,955 -39.7% 80,357
Cornell Pochily Investment Advisors -50,661 -48.9% 52,900
Swisher Financial Concepts, Inc. -36,116 -43.7% 46,460
GTS SECURITIES LLC -35,780 -20.8% 135,878
Steward Partners Investment Advisor -31,971 -15.2% 178,823
Mariner, LLC -28,546 -11.7% 215,707
NORTHWESTERN MUTUAL WEALTH MANAGEME -27,592 -0.4% 7,711,530
OneDigital Investment Advisors LLC -26,972 -48.7% 28,445
BETO FINANCIAL GROUP, LLC -26,168 -9.9% 236,984
Vise Technologies, Inc. -25,925 -45.8% 30,644

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms