Home › CGIC

Who holds CGIC

CAPITAL GROUP INTERNATIONAL · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC5.7M$208.2M0.0%
ENVESTNET ASSET MANAGEMENT INC3.7M$136.3M0.0%
RAYMOND JAMES FINANCIAL INC3.6M$130.9M0.0%
OSAIC HOLDINGS, INC.3.3M$118.4M0.1%
Capital Group Private Client Services, Inc.2.9M$105.2M1.5%
WELLS FARGO & COMPANY/MN2.7M$99.4M0.0%
ROYAL BANK OF CANADA1.5M$56.3M0.0%
COMMONWEALTH EQUITY SERVICES, LLC1.5M$54.4M0.1%
Cetera Investment Advisers1.3M$47.1M0.0%
Merit Financial Group, LLC1.2M$42.4M0.3%
JONES FINANCIAL COMPANIES LLLP1.1M$40.2M0.0%
Amplius Wealth Advisors, LLC994.6K$36.2M2.7%
MML INVESTORS SERVICES, LLC940.6K$34.2M0.1%
SK Wealth Management, LLC886.5K$32.6M7.3%
Johnson Bixby & Associates, LLC861.5K$31.3M3.5%
Cambridge Investment Research Advisors, Inc.801.0K$29.1M0.1%
D.A. DAVIDSON & CO.663.1K$24.1M0.1%
Gerber Kawasaki Wealth & Investment Management635.1K$23.1M0.6%
NewEdge Advisors, LLC576.0K$21.0M0.1%
STIFEL FINANCIAL CORP548.7K$20.0M0.0%
Sound View Wealth Advisors Group, LLC426.1K$15.5M1.0%
Souders Financial Advisors383.8K$14.0M1.4%
Private Advisor Group, LLC344.9K$12.6M0.1%
First Heartland Consultants, Inc.333.5K$12.1M0.8%
&PARTNERS308.8K$11.3M0.0%
Hamilton Wealth, LLC304.5K$11.1M2.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO279.8K$10.2M0.0%
Equitable Holdings, Inc.261.8K$9.5M0.1%
BENJAMIN EDWARDS INC249.7K$9.1M0.1%
Steward Partners Investment Advisory, LLC248.5K$9.0M0.0%
Farther Finance Advisors, LLC245.2K$8.9M0.1%
Prairie Wealth Advisors, Inc.0$8.6M2.1%
INDEPENDENT FINANCIAL GROUP, LLC220.5K$8.0M0.2%
ASSETMARK, INC218.4K$7.9M0.0%
Mutual Advisors, LLC217.3K$7.9M0.1%
Janney Montgomery Scott LLC216.7K$7.9M0.0%
Confluence Wealth Services, Inc.211.3K$7.7M0.2%
Compton Financial Group, LLC201.0K$7.3M1.4%
UBS Group AG200.4K$7.3M0.0%
J. Derek Lewis & Associates Inc.191.1K$7.0M1.3%
DAVENPORT & Co LLC178.3K$6.5M0.0%
Acorn Wealth Advisors, LLC174.3K$6.3M1.5%
Equity Wealth Partners, LLC172.4K$6.3M2.3%
Sigma Planning Corp171.4K$6.2M0.2%
SARD WEALTH MANAGEMENT GROUP, LLC167.1K$6.1M2.9%
Royal Harbor Partners, LLC161.6K$5.9M1.8%
Baird Financial Group, Inc.150.4K$5.5M0.0%
Envestnet Portfolio Solutions, Inc.149.5K$5.4M0.0%
KPP Advisory Services LLC149.4K$5.4M0.7%
VICUS CAPITAL149.4K$5.4M0.4%
Summit Financial, LLC146.1K$5.4M0.1%
BNB Wealth Management, LLC143.9K$5.2M2.9%
NATIXIS ADVISORS, LLC139.5K$5.1M0.0%
GREAT VALLEY ADVISOR GROUP, INC.138.7K$5.0M0.1%
Kestra Advisory Services, LLC138.3K$5.0M0.0%
Swisher Financial Concepts, Inc.136.4K$5.0M3.1%
Lineweaver Wealth Advisors, LLC129.9K$4.7M0.6%
Concurrent Investment Advisors, LLC129.0K$4.7M0.0%
Orion Porfolio Solutions, LLC125.4K$4.6M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP99.6K$3.6M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}