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 249 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
137,876
shares
|
$3.54 Million
0.12% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
136,727
shares
|
$3.51 Million
0.24% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
126,345
shares
|
$3.25 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
121,932
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
120,656
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
117,256
shares
|
$3.01 Million
0.05% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
108,264
shares
|
$2.78 Million
1.46% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
107,502
shares
|
$2.76 Million
0.1% of portfolio
|
Q4 2024
Added 92.71%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
104,624
shares
|
$2.69 Million
1.4% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
102,043
shares
|
$2.62 Million
0.06% of portfolio
|
Q4 2024
Added 78.01%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
101,217
shares
|
$2.6 Million
0.06% of portfolio
|
Q2 2024
Added 15.47%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
94,860
shares
|
$2.44 Million
0.83% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
88,656
shares
|
$2.28 Million
0.14% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
83,719
shares
|
$2.15 Million
0.09% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
82,938
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
77,473
shares
|
$1.99 Million
1.11% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
75,450
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
73,528
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
71,508
shares
|
$1.84 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
70,913
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
67,580
shares
|
$1.74 Million
1.28% of portfolio
|
Q4 2024
Added 61.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
67,362
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2024
Added 60.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
66,320
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
62,761
shares
|
$1.61 Million
0.47% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
62,144
shares
|
$1.6 Million
0.22% of portfolio
|
Q3 2024
Added 10.98%
|