CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI is a security (CUSIP 14020X104) tracked across SEC portfolio filings. 450 institutional managers reported $7.2B on Form 13F as of 2026-06-30.
Showing 15 of 450 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $789.0M | 23,643,002 |
| LPL Financial LLC | FORT MILL, SC | $567.2M | 16,997,437 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $547.7M | 12,938,991 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $455.5M | 13,649,623 |
| MORGAN STANLEY | NEW YORK, NY | $399.2M | 11,963,261 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $362.4M | 10,859,399 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $276.9M | 8,296,479 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $241.4M | 7,235,449 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $233.3M | 5,512,320 |
| Forge Financial Services LLC | EDMOND, OK | $194.5M | 5,827,389 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $176.4M | 5,417,584 |
| UBS Group AG | Zurich, V8 | $145.3M | 4,353,614 |
| Royal Bank of Canada | TORONTO, A6 | $135.7M | 4,065,492 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $133.8M | 4,009,228 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $126.8M | 3,800,231 |