Institutional Ownership
Capital Group Gbl Growth Eqt
CUSIP 14020X104SHS CREATION UNICGGOQ1 2026
Institutional Holders
411
13F filers
Shares Held
201.26M
Aggregate institutional
Institutional Value
$6.53B
Q1 2026
Net New Holders
+21
39 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions39
Increased220
Decreased92
Sold out18
Institutional Holders
411 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital Group Private Client Services, Inc. | 23.64M | $788.97M | +2.52M | Added |
| 2 | Lpl Financial LLC | 17.00M | $567.20M | +1.93M | Added |
| 3 | Raymond James Financial Inc | 13.65M | $455.49M | +519.3K | Added |
| 4 | Envestnet Asset Management Inc | 12.07M | $402.66M | +1.82M | Added |
| 5 | Morgan Stanley | 11.96M | $399.21M | +2.00M | Added |
| 6 | Northwestern Mutual Wealth Management Co | 10.86M | $362.38M | −194.0K | Reduced |
| 7 | Cetera Investment Advisers | 8.30M | $276.85M | +562.0K | Added |
| 8 | Wells Fargo & Company/Mn | 7.24M | $241.45M | +1.39M | Added |
| 9 | Forge Financial Services LLC | 5.83M | $194.46M | +4.98M | Added |
| 10 | Commonwealth Equity Services, LLC | 5.56M | $185.54M | +160.6K | Added |
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