CGXU — Capital Group Intl Focus Eqt Institutional Holders · Q3 2026
Who owns Capital Group Intl Focus Eqt (CGXU)? 19 institutions reported holding $197.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Inspirion Wealth Advisors, LLC ($72.0M), Eclectic Associates Inc ($59.7M), Cooper Financial Group ($25.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INSPIRION WEALTH ADVISORS, LLC | $72.0M | 2.1M | Added |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $59.7M | 1.7M | Added |
| 3 | Cooper Financial Group | $25.7M | 748,860 | Added |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $16.7M | 481,889 | Trimmed |
| 5 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.6M | 133,485 | Added |
| 6 | Olistico Wealth, LLC | $4.5M | 129,911 | Added |
| 7 | Farther Finance Advisors, LLC | $3.0M | 87,994 | Added |
| 8 | Bill Few Associates, Inc. | $3.0M | 87,787 | Added |
| 9 | Valeo Financial Advisors, LLC | $1.9M | 55,716 | Added |
| 10 | Wealth Science Advisors LLC | $1.8M | 52,968 | Trimmed |
| 11 | Venture Visionary Partners LLC | $1.2M | 33,674 | Trimmed |
| 12 | Lincoln Capital LLC | $1.0M | 30,141 | Added |
| 13 | AVAII WEALTH MANAGEMENT, LLC | $887,057 | 25,556 | Trimmed |
| 14 | Nautilus Advisors LLC | $620,821 | 18,105 | Trimmed |
| 15 | CapWealth Advisors, LLC | $436,742 | 12,737 | Added |
| 16 | First Heartland Consultants, Inc. | $217,658 | 6,348 | Trimmed |
| 17 | CoreCap Advisors, LLC | $43,322 | 1,263 | Added |
| 18 | Roxbury Financial LLC | $39,331 | 1,147 | Hold |
| 19 | CX Institutional | $26,000 | 760 | Added |
Source: SEC Form 13F filings · as of 2026-09-30