Stock ownership · SEC 13F · Q3 2025

CAPITAL GROUP GLOBAL EQUITY

A breakdown of CAPITAL GROUP GLOBAL EQUITY's institutional base (CUSIP 14020R107): the holders, the concentration among them, and what changed last quarter.

$1.3M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$1.3M of CAPITAL GROUP GLOBAL EQUITY is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$1.3M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 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 14020R107 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $1.3M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-SHORT 2Q history

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

Largest institutional holders of CAPITAL GROUP GLOBAL EQUITY
  1. 1
    Lantern Wealth Advisors, LLC $754K
  2. 2
    ARQ WEALTH ADVISORS, LLC $456K
  3. 3
    CIBC Private Wealth Group LLC $73K
  4. 4
    JPMORGAN CHASE & CO $16K

Top 4 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 Lantern Wealth Advisors, LLC 24,484 $754K 58.0%
2 ARQ WEALTH ADVISORS, LLC 14,818 $456K 35.1%
3 CIBC Private Wealth Group LLC 2,374 $73K 5.6%
4 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 518 $16K 1.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CAPITAL GROUP GLOBAL EQUITY's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
98.8%
Shared-defined discretion (DFND)
1.2%

Latest Quarter Activity · Q3 2025

New positions (4)

Lantern Wealth Advisors, LLC $754K
ARQ WEALTH ADVISORS, LLC $456K
CIBC Private Wealth Group LLC $73K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $16K

Frequently Asked Questions

How many institutions hold CAPITAL GROUP GLOBAL EQUITY?▼
CAPITAL GROUP GLOBAL EQUITY is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of CAPITAL GROUP GLOBAL EQUITY?▼
Institutions report $1.3M of CAPITAL GROUP GLOBAL EQUITY as of Q3 2025.
How concentrated is ownership of CAPITAL GROUP GLOBAL EQUITY?▼
The top five institutional holders account for 100% of the reported institutional value in CAPITAL GROUP GLOBAL EQUITY, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of CAPITAL GROUP GLOBAL EQUITY?▼
Lantern Wealth Advisors, LLC is the largest reported holder of CAPITAL GROUP GLOBAL EQUITY with $754K across 24,484 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 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.