Cap Group Global GrowthCGGOETF

13F holders, Q2 2024 (June 30)
238holders +23
34new positions
13sold out
1famous investor
$29.44avg. 13F price*

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

0100200300400500 Q1 2024: 215Q1 2024Q2 2024: 238Q2 2024Q3 2024: 249Q3 2024Q4 2024: 297Q4 2024Q1 2025: 308Q1 2025Q2 2025: 326Q2 2025Q3 2025: 351Q3 2025Q4 2025: 398Q4 2025Q1 2026: 418Q1 2026Q2 2026: 454Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions34$32.8M
Exits13$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.

Show all 238 holders