Institutional Ownership Capital Group Intl Focus Equit (CGXU)
This table provides information about the institutional ownership of Capital Group Intl Focus Equit (CGXU). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
479,388
shares
|
$12.6 Million
3.62% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
459,693
shares
|
$12.1 Million
3.5% of portfolio
|
Q1 2025
Added 415.39%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
454,673
shares
|
$12 Million
2.62% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
430,646
shares
|
$11.4 Million
1.44% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
402,935
shares
|
$10.6 Million
0.6% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
348,143
shares
|
$9.18 Million
0.38% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
339,686
shares
|
$8.96 Million
4.66% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
323,117
shares
|
$8.52 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
319,375
shares
|
$8.42 Million
6.35% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
295,843
shares
|
$7.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
293,543
shares
|
$7.74 Million
1.73% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
266,819
shares
|
$7.04 Million
3.32% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
259,150
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
244,193
shares
|
$6.44 Million
0.17% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
231,197
shares
|
$6.1 Million
0.7% of portfolio
|
Q1 2025
Added 26.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
220,979
shares
|
$5.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
212,424
shares
|
$5.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
210,398
shares
|
$5.55 Million
1.65% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
207,870
shares
|
$5.48 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
207,041
shares
|
$5.46 Million
0.19% of portfolio
|
Q1 2025
Added 74.98%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
205,691
shares
|
$5.42 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
203,022
shares
|
$5.35 Million
1.35% of portfolio
|
Q1 2025
Added 525.8%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
202,365
shares
|
$5.34 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
183,883
shares
|
$4.85 Million
2.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
176,932
shares
|
$4.67 Million
0.03% of portfolio
|
Q4 2024
Added 3.58%
|