Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
12,365,779
-
Share change
-
+838,642
-
Total reported value
-
$366,196,735
-
Price per share
-
$29.55
-
Number of holders
-
78
-
Value change
-
+$24,647,556
-
Number of buys
-
53
-
Number of sells
-
19
Institutional Holders of CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI (CGXU) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI (CGXU) was held by
78 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,365,779 shares.
The largest 10 holders included
INSPIRION WEALTH ADVISORS, LLC, AdvisorNet Financial, Inc, Armstrong, Fleming & Moore, Inc, McGlone Suttner Wealth Management, Inc., Main Line Retirement Advisors, LLC, Wealthcare Advisory Partners LLC, DeDora Capital, Inc., Lantz Financial LLC, Hopwood Financial Services, Inc., and BetterWealth, LLC.
This page lists
78
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.