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 270 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
448,021
shares
|
$11.1 Million
2.64% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
437,165
shares
|
$10.8 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
391,332
shares
|
$9.71 Million
1.53% of portfolio
|
Q4 2024
Added 31.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
353,483
shares
|
$8.77 Million
0.0% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
351,850
shares
|
$8.73 Million
5.74% of portfolio
|
Q4 2024
Reduced 41.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
349,860
shares
|
$8.68 Million
0.22% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
329,621
shares
|
$8.18 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
314,627
shares
|
$7.81 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
309,793
shares
|
$7.69 Million
4.59% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
306,232
shares
|
$7.6 Million
0.44% of portfolio
|
Q4 2024
Added 3525.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
302,759
shares
|
$7.51 Million
0.0% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
289,159
shares
|
$7.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.33%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
283,076
shares
|
$7.02 Million
2.11% of portfolio
|
Q4 2024
Added 28.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
277,499
shares
|
$6.88 Million
0.41% of portfolio
|
Q4 2024
Added 5229.35%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
269,931
shares
|
$6.7 Million
0.03% of portfolio
|
Q4 2024
Added 36.98%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
269,053
shares
|
$6.68 Million
1.55% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
260,336
shares
|
$6.46 Million
3.21% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
231,854
shares
|
$5.75 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
219,009
shares
|
$5.43 Million
0.15% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
206,673
shares
|
$5.13 Million
2.05% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
183,845
shares
|
$4.56 Million
1.96% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
182,871
shares
|
$4.54 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
176,932
shares
|
$4.39 Million
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
175,104
shares
|
$4.34 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
170,942
shares
|
$4.24 Million
1.3% of portfolio
|
Q4 2024
Reduced 3.6%
|