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 301 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
525,246
shares
|
$15.8 Million
4.01% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
518,011
shares
|
$15.6 Million
3.87% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
483,025
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
478,812
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 84.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
476,785
shares
|
$14.3 Million
0.66% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
437,089
shares
|
$13.2 Million
2.52% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
424,101
shares
|
$12.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
387,422
shares
|
$11.7 Million
0.25% of portfolio
|
Q2 2025
Added 58.65%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
372,109
shares
|
$11.2 Million
5.94% of portfolio
|
Q2 2025
Reduced 42.51%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
350,108
shares
|
$10.5 Million
0.38% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
320,257
shares
|
$9.64 Million
5.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
307,193
shares
|
$9.24 Million
2.11% of portfolio
|
Q2 2025
Added 496.99%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
303,769
shares
|
$9.14 Million
0.45% of portfolio
|
Q2 2025
Added 43.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
295,843
shares
|
$8.9 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
|
$8.83 Million
1.73% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
290,268
shares
|
$8.73 Million
0.19% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
285,232
shares
|
$8.58 Million
5.19% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
274,125
shares
|
$8.25 Million
0.25% of portfolio
|
Q2 2025
Added 32.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
229,675
shares
|
$6.91 Million
0.22% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
209,576
shares
|
$6.31 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
197,847
shares
|
$5.95 Million
0.05% of portfolio
|
Q2 2025
Added 96.87%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
197,786
shares
|
$5.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
192,896
shares
|
$5.8 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
186,511
shares
|
$5.61 Million
0.32% of portfolio
|
Q2 2025
Added 295.74%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
186,234
shares
|
$5.6 Million
2.35% of portfolio
|
Q2 2025
Reduced 30.2%
|