Cap Group Global GrowthCGGOETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 238 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 23 from Q1 2024. 34 opened new positions and 13 sold out. The largest holders were Capital Group Private Client Services, Inc. ($404.6M), Northwestern Mutual Wealth Management Co. ($225.3M) and Raymond James & Associates ($170.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Global Growth
- Filed as
- CAPITAL GROUP GBL GROWTH EQT (Q2 2024)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $32.8M |
| Exits | 13 | $30.3M |
All 13F filers, Q1 2024 → Q2 2024: 16,375,590 shares bought and 1,639,962 shares sold, net +14,735,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| Capital Group Private Client Services, Inc. | 4.05% | Add +6.7% | 13,742,970 | $404.6M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +4.5% | 7,653,479 | $225.3M |
| Raymond James & Associates | 0.11% | Add +15.9% | 5,794,398 | $170.6M |
| LPL Financial LLC | 0.07% | Add +11.1% | 4,804,805 | $141.5M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +6.3% | 4,425,548 | $130.3M |
| UBS Group AG | 0.03% | Add +3.5% | 3,636,362 | $107.1M |
| Morgan Stanley | 0.01% | Add +1645.9% | 3,530,297 | $103.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +70.9% | 3,036,209 | $89.4M |
| Wells Fargo & Company | 0.02% | Add +31.2% | 3,008,082 | $88.6M |
| Commonwealth Equity Services, LLC | 0.14% | Add +7.9% | 2,949,884 | $86.8M |
| Osaic Holdings, Inc. | 0.17% | Add +26.5% | 2,511,350 | $73.9M |
| MML Investors Services, LLC | 0.23% | Add +24.3% | 1,916,952 | $56.4M |
| Royal Bank of Canada | 0.01% | Add +17.4% | 1,877,139 | $55.3M |
| Cetera Investment Advisers | 0.12% | Add +47.6% | 1,771,095 | $52.1M |
| Jane Street Group, LLC | 0.05% | Add +3794.6% | 1,691,651 | $49.8M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +6.8% | 1,620,058 | $47.7M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +14.6% | 1,437,144 | $42.3M |
| Johnson Bixby & Associates, LLC | 6.36% | Add +3.9% | 1,289,655 | $38.0M |
| Baird Financial Group, Inc. | 0.07% | Add +0.5% | 1,207,376 | $35.5M |
| Financial Council, LLC | 19.62% | Add +6.5% | 1,191,643 | $35.1M |
| Arlington Financial Advisors, LLC | 6.89% | Add +0.6% | 1,067,387 | $31.4M |
| WNY Asset Management, LLC | 4.03% | Reduce -16.1% | 1,032,832 | $30.4M |
| Bank of America Corp. | 0.00% | Add +11.2% | 1,015,703 | $29.9M |
| Kestra Advisory Services, LLC | 0.16% | Add +67.0% | 1,000,167 | $29.4M |
| Hoylecohen, LLC | 2.02% | Reduce -0.1% | 908,360 | $26.7M |
| St Germain D J Co. Inc. | 1.22% | Add +1.6% | 855,772 | $25.2M |
| Corient Private Wealth LP | 0.04% | Reduce -1.3% | 735,226 | $21.6M |
| NewEdge Advisors, LLC | 0.15% | Add +13.6% | 701,782 | $20.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.7% | 681,095 | $20.1M |
| D.A. Davidson & Co. | 0.17% | Reduce -1.1% | 668,934 | $19.7M |
| Reliant Wealth Planning | 8.61% | Add +6.3% | 633,627 | $18.7M |
| Sei Investments Co. | 0.03% | New | 630,383 | $18.6M |
| Stephens Inc. | 0.24% | Add +7.2% | 540,440 | $15.9M |
| Stifel Financial Corp. | 0.02% | Add +8.8% | 502,262 | $14.8M |
| LVW Advisors, LLC | 1.96% | Add +16.9% | 452,977 | $13.3M |
| Jones Financial Companies LLLP | 0.01% | Add +264.0% | 419,529 | $12.4M |
| Principle Wealth Partners LLC | 0.87% | Add +1643.9% | 386,013 | $11.4M |
| Main Street Financial Solutions, LLC | 1.06% | Add +5.6% | 381,512 | $11.2M |
| Bleakley Financial Group, LLC | 0.32% | Reduce -9.6% | 381,135 | $11.2M |
| Simplicity Wealth,LLC | 0.25% | Reduce -9.6% | 381,135 | $11.2M |
| Private Advisor Group, LLC | 0.07% | Add +206.5% | 378,029 | $11.1M |
| Benjamin F. Edwards & Company, Inc. | 0.19% | Add +3.3% | 368,946 | $10.9M |
| Axxcess Wealth Management, LLC | 0.25% | Add +26.2% | 313,382 | $9.2M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +6.7% | 283,995 | $8.4M |
| West Michigan Advisors, LLC | 2.64% | Reduce -3.9% | 280,200 | $8.3M |
| Cary Street Partners Investment Advisory LLC | 0.33% | Reduce -10.7% | 279,196 | $8.2M |
| FinDec Wealth Services, Inc. | 4.93% | Add +0.1% | 265,174 | $7.8M |
| Investment Planning Advisors, Inc. | 3.77% | — | 251,138 | $7.4M |
| Souders Financial Advisors | 1.11% | Add +3.3% | 248,961 | $7.3M |
| Old Mission Capital LLC | 0.19% | Reduce -41.8% | 248,444 | $7.3M |
| NavPoint Financial, Inc. | 6.31% | Add +4.0% | 246,836 | $7.3M |
| Valmark Advisers, Inc. | 0.12% | Add +16.4% | 244,112 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +2.5% | 239,630 | $7.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.33% | Add +2.5% | 220,976 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +103.1% | 219,568 | $6.5M |
| MAI Capital Management | 0.06% | Add +3.9% | 209,176 | $6.2M |
| Mutual Advisors, LLC | 0.18% | Add +15.1% | 206,717 | $5.9M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Add +2.2% | 198,677 | $5.8M |
| Carson Advisory Inc. | 4.06% | Add +1.7% | 196,782 | $5.8M |
| Clarity Wealth Advisors, LLC | 1.85% | Add +21.9% | 194,689 | $5.7M |
| ORBA Wealth Advisors, L.L.C. | 2.71% | Add +0.6% | 178,065 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +11.8% | 171,572 | $5.1M |
| Financial Management Network Inc. | 1.17% | Add +0.9% | 162,617 | $4.9M |
| AA Financial Advisors, LLC | 1.70% | Add +39.9% | 163,875 | $4.8M |
| Ameritas Advisory Services, LLC | 0.17% | Add +27.6% | 150,463 | $4.4M |
| San Luis Wealth Advisors LLC | 1.05% | Add +13.7% | 148,864 | $4.4M |
| Prospera Financial Services Inc | 0.12% | Add +169.0% | 147,627 | $4.3M |
| Confluence Wealth Services, Inc. | 0.34% | Add +7.0% | 142,935 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.11% | New | 142,889 | $4.2M |
| FSM Wealth Advisors, LLC | 1.38% | Add +1.0% | 140,135 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +9.3% | 136,272 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +57.5% | 135,589 | $4.0M |
| Harbour Investments, Inc. | 0.13% | Add +44.4% | 134,357 | $4.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +39.8% | 124,269 | $3.7M |
| OneAscent Financial Services LLC | 0.51% | Add +24.4% | 123,077 | $3.6M |
| Kestra Investment Management, LLC | 0.22% | — | 111,372 | $3.3M |
| Strategic Blueprint, LLC | 0.22% | Add +1.5% | 110,563 | $3.3M |
| Paragon Advisors, LLC | 1.13% | Add +16.2% | 105,083 | $3.1M |
| Smallwood Wealth Investment Management, LLC | 2.30% | Add +3.5% | 101,060 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +6.0% | 96,397 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +0.8% | 95,634 | $2.8M |
| Colonial River Investments, LLC | 1.44% | Reduce -1.5% | 90,619 | $2.7M |
| Principal Securities, Inc. | 0.07% | Add +79.5% | 90,581 | $2.7M |
| WR Wealth Planners, LLC | 0.81% | Add +12.3% | 90,130 | $2.7M |
| HBW Advisory Services LLC | 0.44% | Add +21.6% | 89,261 | $2.6M |
| Koshinski Asset Management, Inc. | 0.24% | Add +66.9% | 87,175 | $2.6M |
| Burford Brothers, Inc. | 1.49% | Add +121.3% | 87,187 | $2.6M |
| Mariner, LLC | 0.00% | Add +12.0% | 82,093 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +17.8% | 79,808 | $2.3M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 79,321 | $2.3M |
| Tradition Wealth Management, LLC | 0.22% | No change | 78,953 | $2.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.50% | Reduce -4.1% | 70,927 | $2.1M |
| Silverlake Wealth Management LLC | 0.84% | Add +16.2% | 69,481 | $2.0M |
| Lanark Financial, Inc. | 0.18% | Add +13.4% | 67,653 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -11.0% | 65,205 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.64% | Add +32.8% | 63,096 | $1.9M |
| PFG Advisors | 0.12% | Add +27.0% | 58,430 | $1.7M |
| Balentine LLC | 0.07% | Add +10.6% | 54,220 | $1.6M |
| Founders Financial Securities LLC | 0.15% | Add +25.8% | 53,623 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +188.2% | 50,726 | $1.5M |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.