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 319 institutions that hold shares in the stock, with a total of 117 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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
511,251
shares
|
$15.3 Million
0.69% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
510,673
shares
|
$15.3 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
439,332
shares
|
$13.2 Million
2.55% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
435,819
shares
|
$13.1 Million
0.3% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
420,564
shares
|
$12.6 Million
0.84% of portfolio
|
Q3 2025
Reduced 33.64%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
418,426
shares
|
$12.5 Million
0.42% of portfolio
|
Q4 2025
Added 9.06%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
387,857
shares
|
$11.6 Million
6.2% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
349,636
shares
|
$10.5 Million
4.7% of portfolio
|
Q3 2025
Added 3276.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
341,830
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
328,933
shares
|
$9.86 Million
2.26% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
299,055
shares
|
$8.97 Million
5.67% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
296,244
shares
|
$8.88 Million
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
293,543
shares
|
$8.8 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
|
$8.71 Million
0.19% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
279,659
shares
|
$8.39 Million
0.24% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
256,160
shares
|
$7.68 Million
0.27% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
240,156
shares
|
$7.2 Million
2.58% of portfolio
|
Q4 2025
Reduced 24.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
233,233
shares
|
$6.99 Million
0.05% of portfolio
|
Q3 2025
Added 17.89%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
210,772
shares
|
$6.32 Million
1.93% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
209,063
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2025
Added 27.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
203,461
shares
|
$6.1 Million
0.35% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
196,930
shares
|
$5.91 Million
0.46% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
192,918
shares
|
$5.79 Million
1.32% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
191,426
shares
|
$5.74 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
190,038
shares
|
$5.7 Million
2.48% of portfolio
|
Q3 2025
Added 2.04%
|
|