# CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI

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.

## Summary

- Issuer: CAPITAL GROUP GBL GROWTH EQT
- Class: SHS CREATION UNI
- CUSIP: 14020X104
- 13F holders: 450
- 13F value: $7.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 450 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Capital Group Private Client Services, Inc.](https://search.stillhousedata.com/firm/312837) | Los Angeles, CA | $789.0M | 23,643,002 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $276.9M | 8,296,479 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $241.4M | 7,235,449 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $233.3M | 5,512,320 |
| [Forge Financial Services LLC](https://search.stillhousedata.com/firm/306480) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14020X104.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.