Stock ownership · SEC 13F · Q4 2025

CAPITAL GROUP GBL GROWTH EQT

A breakdown of CAPITAL GROUP GBL GROWTH EQT's institutional base (CUSIP 14020X104): the holders, the concentration among them, and what changed last quarter.

$294K
Reported value
2
Institutions
100%
Top-5 share

The verdict

$294K of CAPITAL GROUP GBL GROWTH EQT is reported by 2 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$294K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 14020X104 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - CAPITAL GROUP GBL GROWTH EQT's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a CAPITAL GROUP GBL GROWTH EQT position has risen from 1 to 2 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding CAPITAL GROUP GBL GROWTH EQT, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Oak Grove Capital LLC 7,107 $246K 83.7%
2 TD Capital Management LLC 1,387 $48K 16.3%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CAPITAL GROUP GBL GROWTH EQT's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Oak Grove Capital LLC $246K
TD Capital Management LLC $48K

Complete exits (6)

LifeGoal Investments, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Lantern Wealth Advisors, LLC exited
CIBC Private Wealth Group LLC exited
Vermillion & White Wealth Management Group, LLC exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold CAPITAL GROUP GBL GROWTH EQT?▼
CAPITAL GROUP GBL GROWTH EQT is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CAPITAL GROUP GBL GROWTH EQT?▼
Institutions report $294K of CAPITAL GROUP GBL GROWTH EQT as of Q4 2025.
How concentrated is ownership of CAPITAL GROUP GBL GROWTH EQT?▼
The top five institutional holders account for 100% of the reported institutional value in CAPITAL GROUP GBL GROWTH EQT, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of CAPITAL GROUP GBL GROWTH EQT?▼
Oak Grove Capital LLC is the largest reported holder of CAPITAL GROUP GBL GROWTH EQT with $246K across 7,107 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.