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 269 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
157,361
shares
|
$4.13 Million
1.53% of portfolio
|
Q4 2022
Reduced 66.18%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
156,932
shares
|
$4.12 Million
2.97% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
143,401
shares
|
$3.77 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
143,255
shares
|
$3.76 Million
2.17% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
139,773
shares
|
$3.67 Million
0.02% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
137,876
shares
|
$3.62 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
|
$3.59 Million
0.24% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
126,345
shares
|
$3.32 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
124,179
shares
|
$3.26 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
123,691
shares
|
$3.25 Million
0.03% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
122,496
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
119,162
shares
|
$3.13 Million
0.05% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
118,324
shares
|
$3.11 Million
0.12% of portfolio
|
Q4 2024
Added 75.65%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
107,940
shares
|
$2.83 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
107,502
shares
|
$2.82 Million
0.1% of portfolio
|
Q4 2024
Added 92.71%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
105,630
shares
|
$2.77 Million
1.3% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
104,914
shares
|
$2.76 Million
0.05% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
102,043
shares
|
$2.68 Million
0.06% of portfolio
|
Q4 2024
Added 78.01%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
94,860
shares
|
$2.49 Million
0.83% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
94,557
shares
|
$2.48 Million
0.06% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
93,961
shares
|
$2.47 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
89,194
shares
|
$2.34 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
88,656
shares
|
$2.33 Million
0.14% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
87,920
shares
|
$2.31 Million
0.03% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
83,719
shares
|
$2.2 Million
0.09% of portfolio
|
Q4 2024
Added 2.2%
|