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 |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.5% | 45,371 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.5% | 45,371 | $1.3M |
| Armstrong, Fleming & Moore, Inc | 0.88% | Add +0.3% | 44,366 | $1.3M |
| WCG Wealth Advisors LLC | 0.11% | Add +55.8% | 44,335 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -83.3% | 43,436 | $1.3M |
| Founders Financial Securities LLC | 0.13% | Add +26.5% | 42,631 | $1.2M |
| &partners | 0.17% | Add +0.6% | 42,422 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.20% | New | 41,792 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -12.2% | 40,367 | $1.2M |
| Capital International Investors | 0.00% | Reduce -0.0% | 40,217 | $1.2M |
| Burford Brothers, Inc. | 0.74% | Add +3.7% | 39,407 | $1.1M |
| Ergawealth Advisors, Inc. | 0.60% | Reduce -18.1% | 38,191 | $1.1M |
| LongView Wealth Management | 0.42% | Add +53.7% | 36,859 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +6.0% | 35,361 | $1.0M |
| Cwm, LLC | 0.00% | Add +6.7% | 35,177 | $1.0M |
| Professional Financial Advisors, LLC | 0.29% | Add +9.0% | 34,941 | $1.0M |
| Financial Perspectives, Inc | 0.38% | Add +6.0% | 34,539 | $995K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.2% | 34,479 | $993K |
| Calton & Associates, Inc. | 0.48% | Reduce -2.3% | 34,062 | $981K |
| Trueblood Wealth Management, LLC | 0.53% | Add +14.5% | 32,085 | $924K |
| Procyon Advisors, LLC | 0.07% | Reduce -0.1% | 32,072 | $924K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.0% | 31,877 | $918K |
| Belpointe Asset Management LLC | 0.07% | Reduce -0.8% | 31,784 | $915K |
| EverSource Wealth Advisors, LLC | 0.07% | Add +6.4% | 30,515 | $849K |
| Sweeney & Michel, LLC | 0.37% | — | 29,036 | $847K |
| Raymond James Trust N.A. | 0.02% | Add +48.8% | 26,615 | $767K |
| Sowell Financial Services LLC | 0.03% | Add +10.6% | 24,407 | $703K |
| Arkadios Wealth Advisors | 0.05% | No change | 24,228 | $698K |
| Ruggaard & Associates LLC | 0.33% | Add +100.9% | 23,904 | $688K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 23,790 | $685K |
| Brown Miller Wealth Management, LLC | 0.30% | No change | 23,603 | $680K |
| Creative Planning | 0.00% | Reduce -4.5% | 23,587 | $679K |
| Olistico Wealth, LLC | 0.47% | No change | 22,550 | $649K |
| Moseley Investment Management Inc. | 0.32% | Add +5.5% | 22,328 | $643K |
| Principle Wealth Partners LLC | 0.05% | New | 22,135 | $637K |
| Comerica Bank | 0.00% | Add +0.0% | 21,985 | $633K |
| Merit Financial Group, LLC | 0.01% | No change | 21,383 | $606K |
| Choreo, LLC | 0.02% | Add +0.2% | 20,706 | $596K |
| Sittner & Nelson, LLC | 0.28% | Add +63.5% | 19,043 | $548K |
| Howard Capital Management Group, LLC | 0.04% | New | 18,566 | $535K |
| International Assets Investment Management, LLC | 0.06% | Add +6.0% | 18,423 | $532K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +3.6% | 18,339 | $528K |
| Founders Financial Alliance, LLC | 0.16% | New | 18,210 | $524K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.4% | 18,150 | $523K |
| World Investment Advisors | 0.07% | Add +35.7% | 17,485 | $516K |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,825 | $513K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -14.6% | 17,600 | $507K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +90.4% | 17,597 | $506K |
| 180 Wealth Advisors, LLC | 0.09% | Add +10.5% | 17,216 | $496K |
| Beacon Financial Advisory LLC | 0.24% | Reduce -1.1% | 17,205 | $496K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 16,936 | $488K |
| Catalyst Financial Partners LLC | 0.12% | Add +25.9% | 17,237 | $477K |
| Lodestone Wealth Management LLC | 0.25% | Add +21.3% | 16,317 | $470K |
| Vise Technologies, Inc. | 0.09% | New | 15,754 | $454K |
| Capital Planning LLC | 0.15% | Add +0.0% | 15,541 | $448K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -2.3% | 15,455 | $445K |
| Signature Wealth Management Group | 0.18% | Add +0.9% | 14,608 | $398K |
| Advance Capital Management, Inc. | 0.03% | Add +3.5% | 13,636 | $393K |
| Truist Financial Corp. | 0.00% | Reduce -13.3% | 12,693 | $366K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +4.1% | 12,500 | $360K |
| Renaissance Technologies | 0.00% | Reduce -87.1% | 11,800 | $340K |
| Kingsview Wealth Management, LLC | 0.01% | New | 11,793 | $340K |
| Waterloo Capital, L.P. | 0.04% | Add +0.3% | 11,735 | $338K |
| Gimbal Financial | 0.26% | No change | 11,220 | $323K |
| Frazier Financial Advisors, LLC | 0.25% | Add +245.8% | 10,690 | $308K |
| Woodmont Investment Counsel LLC | 0.03% | New | 10,525 | $303K |
| Insigneo Advisory Services, LLC | 0.04% | New | 10,389 | $299K |
| SYM FINANCIAL Corp | 0.05% | New | 10,066 | $290K |
| GTS Securities LLC | 0.01% | New | 10,012 | $288K |
| Willow Creek Wealth Management Inc. | 0.03% | New | 9,842 | $283K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $281K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 9,638 | $278K |
| Tempus Wealth Planning, LLC | 0.12% | New | 9,625 | $277K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 9,600 | $276K |
| LexAurum Advisors, LLC | 0.07% | Add +8.9% | 9,362 | $270K |
| Independent Financial Group, LLC | 0.01% | New | 9,113 | $262K |
| Lantz Financial LLC | 0.08% | No change | 8,976 | $259K |
| Francis Financial, Inc. | 0.08% | New | 8,839 | $255K |
| JPMorgan Chase & Co. | 0.00% | Add +467.8% | 8,500 | $245K |
| Rather & Kittrell, Inc. | 0.07% | No change | 8,070 | $232K |
| Wedbush Securities Inc. | 0.01% | New | 7,784 | $224K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 7,632 | $220K |
| Everpar Advisors LLC | 0.13% | New | 7,600 | $219K |
| Adamsbrown Wealth Consultants LLC | 0.09% | New | 7,519 | $217K |
| Cravens & Co Advisors, LLC | 0.17% | New | 7,148 | $206K |
| Moors & Cabot, Inc. | 0.01% | New | 7,010 | $202K |
| Financial Security Advisor, Inc. | 0.07% | New | 6,976 | $201K |
| Rothschild Investment LLC | 0.01% | Add +67.6% | 4,960 | $143K |
| ICA Group Wealth Management, LLC | 0.02% | Add +112.4% | 4,053 | $117K |
| IFP Advisors, Inc | 0.01% | Reduce -64.4% | 4,000 | $115K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | New | 3,215 | $93K |
| Larson Financial Group LLC | 0.01% | No change | 2,910 | $84K |
| Retirement Group, LLC | 0.03% | Reduce -2.6% | 2,529 | $73K |
| Mather Group, Llc. | 0.00% | New | 2,794 | $72K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 2,735 | $70K |
| CoreCap Advisors, LLC | 0.00% | New | 2,212 | $64K |
| Continuum Advisory, LLC | 0.01% | New | 2,127 | $61K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +33.3% | 2,000 | $58K |
| Spire Wealth Management | 0.00% | No change | 1,952 | $56K |
| Global Retirement Partners, LLC | 0.00% | Add +16.6% | 1,895 | $55K |
| Private Trust Co. NA | 0.01% | Add +58.7% | 1,747 | $50K |
| Transcendent Capital Group LLC | 0.02% | Add +4.3% | 1,441 | $42K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.1% | 1,059 | $30K |
| Sunbelt Securities, Inc. | 0.00% | New | 732 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.1% | 579 | $17K |
| SouthState Bank Corp | 0.00% | New | 355 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 330 | $10K |
| Allworth Financial LP | 0.00% | New | 265 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 251 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 267 | $7K |
| CNB Bank | 0.00% | New | 231 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 163 | $5K |
| Creekmur Asset Management LLC | 0.00% | New | 79 | $2K |
| First Pacific Financial | 0.00% | No change | 20 | $576 |
| Gradient Investments LLC | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.