Institutional Ownership
Capital Group New Geography
CUSIP 14021N105SHSCGNGQ1 2026
Institutional Holders
218
13F filers
Shares Held
49.67M
Aggregate institutional
Institutional Value
$1.53B
Q1 2026
Net New Holders
+31
41 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions41
Increased134
Decreased26
Sold out10
Institutional Holders
218 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 7.03M | $222.05M | +2.50M | Added |
| 2 | Envestnet Asset Management Inc | 3.39M | $107.14M | +836.6K | Added |
| 3 | Capital Group Private Client Services, Inc. | 3.19M | $100.86M | +543.5K | Added |
| 4 | Northwestern Mutual Wealth Management Co | 3.15M | $99.57M | +1.42M | Added |
| 5 | Raymond James Financial Inc | 2.81M | $88.81M | +693.5K | Added |
| 6 | Cetera Investment Advisers | 2.40M | $75.77M | +282.1K | Added |
| 7 | Wells Fargo & Company/Mn | 1.55M | $48.99M | +859.8K | Added |
| 8 | Benjamin Edwards Inc | 1.34M | $42.35M | +1.05M | Added |
| 9 | Bank Of America Corp /De/ | 1.30M | $41.13M | +739.8K | Added |
| 10 | Bank Of New York Mellon Corp | 1.05M | $33.09M | −7.9K | Reduced |
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