Cap Group Global GrowthCGGOETF
13F holders, Q1 2024 (March 31)215holders
2famous investors
$28.79avg. 13F price*
At the end of Q1 2024, 215 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings. The largest holders were Capital Group Private Client Services, Inc. ($370.9M), Northwestern Mutual Wealth Management Co. ($211.0M) and Raymond James & Associates ($144.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Global Growth
- Filed as
- CAPITAL GROUP GBL GROWTH EQT (Q1 2024)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $60.9M |
| Exits | 8 | $1.5M |
Ownership 215 holders
| Capital Group Private Client Services, Inc. | 3.78% | Add +18.7% | 12,879,354 | $370.9M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +4.4% | 7,327,374 | $211.0M |
| Raymond James & Associates | 0.10% | Add +10.5% | 4,998,845 | $144.0M |
| LPL Financial LLC | 0.07% | Add +12.4% | 4,326,246 | $124.6M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Add +8.8% | 4,161,492 | $119.9M |
| UBS Group AG | 0.03% | Add +8.9% | 3,512,411 | $101.2M |
| Commonwealth Equity Services, LLC | 0.13% | Add +12.8% | 2,732,767 | $78.7M |
| Wells Fargo & Company | 0.02% | Add +67.0% | 2,292,951 | $66.0M |
| Osaic Holdings, Inc. | 0.13% | Reduce -0.9% | 1,984,814 | $57.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +20.4% | 1,776,657 | $51.2M |
| Royal Bank of Canada | 0.01% | Add +38.3% | 1,598,217 | $46.0M |
| MML Investors Services, LLC | 0.18% | Reduce -7.4% | 1,542,448 | $44.4M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +5.9% | 1,516,545 | $43.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.4% | 1,254,544 | $36.1M |
| Johnson Bixby & Associates, LLC | 6.21% | Reduce -16.7% | 1,241,314 | $35.7M |
| WNY Asset Management, LLC | 5.41% | Reduce -1.1% | 1,231,510 | $35.5M |
| Baird Financial Group, Inc. | 0.07% | Add +3.6% | 1,201,682 | $34.6M |
| Cetera Investment Advisers | 0.08% | Add +331.3% | 1,200,076 | $34.6M |
| Financial Council, LLC | 19.07% | Add +4.2% | 1,119,458 | $32.2M |
| Arlington Financial Advisors, LLC | 6.71% | Add +1065.0% | 1,061,191 | $30.6M |
| Bank of America Corp. | 0.00% | Add +108.0% | 913,225 | $26.3M |
| Hoylecohen, LLC | 2.00% | Add +3.2% | 909,243 | $26.2M |
| St Germain D J Co. Inc. | 1.19% | Add +0.5% | 842,417 | $24.3M |
| Corient Private Wealth LP | 0.04% | Reduce -9.4% | 745,056 | $21.5M |
| D.A. Davidson & Co. | 0.18% | Reduce -10.9% | 676,671 | $19.5M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -21.8% | 656,577 | $18.9M |
| NewEdge Advisors, LLC | 0.16% | Add +17.9% | 617,806 | $17.8M |
| Kestra Advisory Services, LLC | 0.12% | Add +10.1% | 598,993 | $17.3M |
| Reliant Wealth Planning | 8.21% | Reduce -9.4% | 596,288 | $17.2M |
| Stephens Inc. | 0.23% | New | 504,370 | $14.5M |
| Stifel Financial Corp. | 0.02% | Add +7.4% | 461,473 | $13.3M |
| Old Mission Capital LLC | 0.30% | Reduce -3.7% | 426,730 | $12.3M |
| Bleakley Financial Group, LLC | 0.35% | Reduce -2.1% | 421,477 | $12.1M |
| Simplicity Wealth,LLC | 0.29% | New | 421,477 | $12.1M |
| Lincoln National Corp. | 0.19% | Add +27.8% | 417,849 | $12.0M |
| LVW Advisors, LLC | 1.89% | Add +121.3% | 387,421 | $11.2M |
| Main Street Financial Solutions, LLC | 1.11% | Add +2.3% | 361,134 | $10.4M |
| Benjamin F. Edwards & Company, Inc. | 0.19% | Add +1.4% | 357,175 | $10.3M |
| Cary Street Partners Investment Advisory LLC | 0.38% | Add +3.0% | 312,528 | $9.0M |
| West Michigan Advisors, LLC | 2.73% | Reduce -0.9% | 291,474 | $8.4M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +0.9% | 266,220 | $7.7M |
| FinDec Wealth Services, Inc. | 4.79% | Reduce -0.3% | 264,845 | $7.6M |
| Axxcess Wealth Management, LLC | 0.20% | Reduce -12.8% | 248,289 | $7.2M |
| Souders Financial Advisors | 1.10% | Add +3.9% | 240,984 | $6.9M |
| NavPoint Financial, Inc. | 5.94% | Add +2.1% | 237,391 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +14.9% | 233,676 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | New | 229,644 | $6.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.34% | Reduce -0.6% | 215,636 | $6.2M |
| Valmark Advisers, Inc. | 0.11% | Add +35.7% | 209,723 | $6.0M |
| Morgan Stanley | 0.00% | Add +3800.5% | 202,201 | $5.8M |
| MAI Capital Management | 0.06% | New | 201,372 | $5.8M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -1.2% | 194,382 | $5.6M |
| Carson Advisory Inc. | 3.92% | Reduce -0.1% | 193,444 | $5.6M |
| Mutual Advisors, LLC | 0.17% | Add +8.6% | 179,663 | $5.2M |
| ORBA Wealth Advisors, L.L.C. | 2.82% | Add +0.6% | 177,015 | $5.1M |
| Clarity Wealth Advisors, LLC | 1.56% | Add +32.1% | 159,737 | $4.6M |
| Financial Management Network Inc. | 1.15% | Reduce -3.7% | 161,081 | $4.6M |
| Natixis Advisors, LLC | 0.01% | New | 153,494 | $4.4M |
| FSM Wealth Advisors, LLC | 1.42% | Reduce -13.9% | 138,715 | $4.0M |
| Confluence Wealth Services, Inc. | 0.34% | Add +19.9% | 133,551 | $3.8M |
| Cedar Brook Financial Partners, LLC | 0.75% | Add +23.5% | 131,970 | $3.8M |
| San Luis Wealth Advisors LLC | 1.98% | Add +2.5% | 130,963 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +46.9% | 124,619 | $3.6M |
| Private Advisor Group, LLC | 0.03% | Add +30.1% | 123,338 | $3.6M |
| AA Financial Advisors, LLC | 1.36% | Reduce -12.9% | 117,101 | $3.4M |
| Ameritas Advisory Services, LLC | 0.14% | Add +218.8% | 117,924 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +1233.6% | 115,249 | $3.3M |
| Strategic Blueprint, LLC | 0.22% | Add +8.7% | 108,902 | $3.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -22.9% | 108,129 | $3.1M |
| Threadgill Financial, LLC | 1.34% | New | 104,563 | $3.0M |
| OneAscent Financial Services LLC | 0.31% | Reduce -23.6% | 98,902 | $2.8M |
| Marshall Wace, LLP | 0.00% | New | 98,151 | $2.8M |
| Smallwood Wealth Investment Management, LLC | 2.18% | Add +1.4% | 97,650 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -6.8% | 94,841 | $2.7M |
| Harbour Investments, Inc. | 0.10% | Add +34.5% | 93,077 | $2.7M |
| Colonial River Investments, LLC | 1.50% | Add +281.6% | 92,036 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Add +16.7% | 90,977 | $2.6M |
| Paragon Advisors, LLC | 1.05% | Add +41.9% | 90,426 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +121.8% | 88,911 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +3.7% | 86,074 | $2.5M |
| WR Wealth Planners, LLC | 0.72% | Add +334.0% | 80,240 | $2.3M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -32.5% | 79,321 | $2.3M |
| Tradition Wealth Management, LLC | 0.23% | Reduce -1.2% | 78,953 | $2.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.55% | Reduce -15.3% | 73,932 | $2.1M |
| Mariner, LLC | 0.00% | Add +21.0% | 73,320 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +212.8% | 73,253 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +13.0% | 67,779 | $2.0M |
| HBW Advisory Services LLC | 0.35% | No change | 73,426 | $1.9M |
| Silverlake Wealth Management LLC | 0.88% | Add +77.4% | 59,782 | $1.7M |
| Lanark Financial, Inc. | 0.16% | Add +40.3% | 59,659 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Add +112.3% | 54,871 | $1.6M |
| Koshinski Asset Management, Inc. | 0.15% | Add +169.9% | 52,226 | $1.5M |
| Principal Securities, Inc. | 0.05% | Add +150.8% | 50,464 | $1.5M |
| Balentine LLC | 0.04% | New | 49,015 | $1.4M |
| Criterion Capital Advisors, LLC | 0.91% | Reduce -2.9% | 47,645 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.48% | Add +0.8% | 47,528 | $1.4M |
| Advus Financial Partners, LLC | 0.42% | Reduce -0.5% | 47,333 | $1.4M |
| Northwest Financial Advisors | 1.46% | Add +19.6% | 46,177 | $1.3M |
| Citadel Advisors | 0.00% | New | 46,119 | $1.3M |
| PFG Advisors | 0.10% | Add +9.6% | 46,020 | $1.3M |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.