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
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 |
| Advus Financial Partners, LLC | 0.44% | Add +4.4% | 49,432 | $1.5M |
| Criterion Capital Advisors, LLC | 0.88% | Add +0.2% | 47,730 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +48.5% | 47,322 | $1.4M |
| Meridian Wealth Management, LLC | 0.17% | New | 47,229 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.0% | 47,195 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.0% | 47,195 | $1.4M |
| &partners | 0.06% | Add +10.0% | 46,648 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +10.3% | 46,092 | $1.4M |
| Northwest Financial Advisors | 1.37% | Reduce -1.1% | 45,652 | $1.3M |
| Bill Few Associates, Inc. | 0.52% | New | 45,581 | $1.3M |
| Armstrong, Fleming & Moore, Inc | 0.86% | Add +2.4% | 45,440 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +23.4% | 43,636 | $1.3M |
| Financial Advocates Investment Management | 0.08% | Add +6.9% | 43,148 | $1.3M |
| Sweeney & Michel, LLC | 0.54% | Add +46.0% | 42,389 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +21.9% | 42,048 | $1.2M |
| Capital International Investors | 0.00% | Add +4.5% | 42,042 | $1.2M |
| LongView Wealth Management | 0.45% | Add +12.2% | 41,371 | $1.2M |
| GTS Securities LLC | 0.02% | Add +306.1% | 40,656 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +116.8% | 39,352 | $1.2M |
| Calton & Associates, Inc. | 0.57% | Add +12.8% | 38,410 | $1.1M |
| Financial Perspectives, Inc | 0.42% | Add +11.1% | 38,354 | $1.1M |
| Cwm, LLC | 0.01% | Add +7.1% | 37,664 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 39,182 | $1.1M |
| Trueblood Wealth Management, LLC | 0.60% | Add +12.3% | 36,020 | $1.1M |
| BlackDiamond Wealth Management, LLC | 0.69% | New | 37,504 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | New | 34,886 | $1.0M |
| Professional Financial Advisors, LLC | 0.28% | Reduce -1.1% | 34,559 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +37.3% | 32,670 | $962K |
| Arkadios Wealth Advisors | 0.06% | Add +34.5% | 32,595 | $960K |
| Belpointe Asset Management LLC | 0.07% | Add +1.4% | 32,246 | $949K |
| Advance Capital Management, Inc. | 0.04% | Add +128.0% | 31,083 | $915K |
| Procyon Advisors, LLC | 0.07% | Reduce -6.5% | 29,996 | $883K |
| Ergawealth Advisors, Inc. | 0.48% | Reduce -22.1% | 29,750 | $876K |
| Creative Planning | 0.00% | Add +25.9% | 29,691 | $874K |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -2.1% | 29,883 | $871K |
| Raymond James Trust N.A. | 0.02% | Add +10.6% | 29,443 | $867K |
| Ruggaard & Associates LLC | 0.37% | Add +13.3% | 27,088 | $797K |
| Sowell Financial Services LLC | 0.04% | Add +9.2% | 26,642 | $790K |
| Concurrent Investment Advisors, LLC | 0.03% | New | 26,139 | $770K |
| Bank of New York Mellon Corp | 0.00% | New | 25,704 | $757K |
| Comerica Bank | 0.00% | Add +13.7% | 25,000 | $736K |
| Beacon Financial Advisory LLC | 0.26% | Add +38.0% | 23,735 | $699K |
| Brown Miller Wealth Management, LLC | 0.29% | No change | 23,603 | $695K |
| Kingsview Wealth Management, LLC | 0.02% | Add +100.0% | 23,589 | $694K |
| Moseley Investment Management Inc. | 0.32% | Add +4.3% | 23,298 | $686K |
| Frazier Financial Advisors, LLC | 0.54% | Add +114.3% | 22,914 | $675K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +23.6% | 22,669 | $667K |
| Olistico Wealth, LLC | 0.42% | No change | 22,550 | $664K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +31.6% | 22,280 | $656K |
| Merit Financial Group, LLC | 0.01% | Add +0.9% | 21,578 | $635K |
| Vise Technologies, Inc. | 0.11% | Add +32.3% | 20,843 | $614K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 20,574 | $606K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +17.0% | 20,592 | $606K |
| World Investment Advisors | 0.04% | Add +12.2% | 19,620 | $578K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 19,092 | $562K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $547K |
| International Assets Investment Management, LLC | 0.05% | Reduce -0.2% | 18,383 | $541K |
| 180 Wealth Advisors, LLC | 0.09% | Add +4.1% | 17,922 | $539K |
| Founders Financial Alliance, LLC | 0.16% | No change | 18,210 | $536K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 17,825 | $525K |
| Tempus Wealth Planning, LLC | 0.21% | Add +78.9% | 17,215 | $507K |
| Sittner & Nelson, LLC | 0.24% | Reduce -12.3% | 16,693 | $491K |
| Truist Financial Corp. | 0.00% | Add +27.9% | 16,235 | $478K |
| Lodestone Wealth Management LLC | 0.25% | Reduce -3.2% | 15,797 | $465K |
| Capital Planning LLC | 0.14% | No change | 15,541 | $461K |
| Catalyst Financial Partners LLC | 0.10% | Reduce -12.3% | 15,112 | $445K |
| Woodmont Investment Counsel LLC | 0.04% | Add +41.7% | 14,912 | $439K |
| Signature Wealth Management Group | 0.18% | Reduce -1.9% | 14,332 | $422K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -10.8% | 13,780 | $408K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +42.0% | 13,688 | $403K |
| Signature Resources Capital Management, LLC | 0.33% | Add +396.2% | 13,571 | $400K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +7.6% | 13,450 | $396K |
| Waterloo Capital, L.P. | 0.05% | Add +9.8% | 12,891 | $380K |
| Citadel Advisors | 0.00% | Reduce -72.8% | 12,521 | $369K |
| LexAurum Advisors, LLC | 0.09% | Add +28.4% | 12,023 | $354K |
| Rather & Kittrell, Inc. | 0.10% | Add +48.9% | 12,013 | $354K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 11,895 | $350K |
| Latitude Advisors, LLC | 0.21% | New | 11,634 | $342K |
| Adamsbrown Wealth Consultants LLC | 0.13% | Add +52.9% | 11,499 | $339K |
| Gimbal Financial | 0.25% | No change | 11,220 | $337K |
| First Heartland Consultants, Inc. | 0.03% | New | 7,878 | $323K |
| Francis Financial, Inc. | 0.09% | Add +18.9% | 10,505 | $309K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +7.7% | 10,341 | $306K |
| SYM FINANCIAL Corp | 0.05% | No change | 10,066 | $296K |
| Independent Financial Group, LLC | 0.01% | Add +8.8% | 9,916 | $292K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | New | 9,850 | $290K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 9,842 | $290K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $287K |
| Lantz Financial LLC | 0.08% | No change | 8,976 | $264K |
| McNamara Financial Services, Inc. | 0.06% | New | 8,873 | $261K |
| Moors & Cabot, Inc. | 0.01% | Add +25.7% | 8,812 | $259K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +170.6% | 8,701 | $256K |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 8,601 | $253K |
| Everpar Advisors LLC | 0.13% | Add +11.8% | 8,500 | $250K |
| MSH Capital Advisors LLC | 0.08% | New | 8,144 | $240K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +2.8% | 7,847 | $231K |
| Balboa Wealth Partners | 0.06% | New | 7,743 | $228K |
| High Falls Advisors, Inc | 0.05% | New | 7,625 | $224K |
| Financial Security Advisor, Inc. | 0.07% | Add +4.0% | 7,258 | $215K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.1% | 7,306 | $215K |
| RFG Advisory, LLC | 0.01% | New | 7,055 | $208K |
| Cravens & Co Advisors, LLC | 0.15% | Reduce -2.8% | 6,947 | $205K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 6,919 | $204K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,892 | $203K |
| ICA Group Wealth Management, LLC | 0.10% | Add +44.2% | 5,846 | $172K |
| Rothschild Investment LLC | 0.01% | No change | 4,960 | $146K |
| Global Retirement Partners, LLC | 0.00% | Add +84.5% | 3,497 | $103K |
| Larson Financial Group LLC | 0.01% | No change | 2,910 | $86K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +37.5% | 2,750 | $81K |
| Mather Group, Llc. | 0.00% | No change | 2,794 | $80K |
| CoreCap Advisors, LLC | 0.01% | Add +17.9% | 2,608 | $77K |
| Private Trust Co. NA | 0.01% | Add +30.1% | 2,272 | $67K |
| Continuum Advisory, LLC | 0.01% | Add +0.4% | 2,135 | $63K |
| Creative Financial Designs Inc. | 0.01% | Add +718.7% | 2,055 | $60K |
| Spire Wealth Management | 0.00% | No change | 1,952 | $57K |
| S.A. Mason LLC | 0.03% | New | 1,900 | $56K |
| Hershey Financial Advisers, LLC | 0.05% | — | 1,885 | $55K |
| Transcendent Capital Group LLC | 0.03% | Add +12.1% | 1,616 | $48K |
| IFP Advisors, Inc | 0.00% | Reduce -71.9% | 1,125 | $33K |
| Allworth Financial LP | 0.00% | Add +323.8% | 1,123 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,051 | $31K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,022 | $30K |
| McIlrath & Eck, LLC | 0.00% | New | 970 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | New | 894 | $26K |
| Raleigh Capital Management Inc. | 0.01% | New | 884 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | New | 806 | $24K |
| Headlands Technologies LLC | 0.00% | New | 809 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 732 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.4% | 622 | $18K |
| Arvest Investments, Inc. | 0.00% | New | 442 | $13K |
| US Bancorp \de | 0.00% | New | 442 | $13K |
| Barrett & Company, Inc. | 0.00% | No change | 330 | $10K |
| CNB Bank | 0.00% | No change | 231 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 177 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 163 | $5K |
| Opal Wealth Advisors, LLC | 0.00% | New | 124 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 25 | $737 |
| First Pacific Financial | 0.00% | No change | 20 | $589 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.