Cap Group Global GrowthCGGOETF
13F holders, Q3 2024 (September 30)249holders +11
27new positions
15sold out
1famous investor
$30.15avg. 13F price*
At the end of Q3 2024, 249 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 11 from Q2 2024. 27 opened new positions and 15 sold out. The largest holders were Capital Group Private Client Services, Inc. ($454.0M), Northwestern Mutual Wealth Management Co. ($277.4M) and Raymond James & Associates ($196.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Global Growth
- Filed as
- CAPITAL GROUP GBL GROWTH EQT (Q3 2024)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $60.9M |
| Exits | 15 | $38.1M |
All 13F filers, Q2 2024 → Q3 2024: 15,922,898 shares bought and 3,843,910 shares sold, net +12,078,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| Capital Group Private Client Services, Inc. | 4.33% | Add +9.6% | 15,058,418 | $454.0M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +20.2% | 9,199,575 | $277.4M |
| Raymond James & Associates | 0.12% | Add +12.3% | 6,504,689 | $196.1M |
| LPL Financial LLC | 0.07% | Add +15.2% | 5,536,840 | $166.9M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +13.8% | 5,038,350 | $151.9M |
| Morgan Stanley | 0.01% | Add +40.5% | 4,959,941 | $149.5M |
| UBS Group AG | 0.04% | Add +20.5% | 4,381,752 | $132.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +34.8% | 4,092,429 | $123.4M |
| Commonwealth Equity Services, LLC | 0.15% | Add +14.7% | 3,384,268 | $102.0M |
| Wells Fargo & Company | 0.02% | Reduce -0.5% | 2,994,650 | $90.3M |
| Osaic Holdings, Inc. | 0.18% | Add +4.4% | 2,621,598 | $79.0M |
| Cetera Investment Advisers | 0.15% | Add +28.2% | 2,269,963 | $68.4M |
| Royal Bank of Canada | 0.01% | Add +8.3% | 2,032,820 | $61.3M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +24.6% | 2,019,329 | $60.9M |
| MML Investors Services, LLC | 0.21% | Reduce -1.7% | 1,885,052 | $56.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +18.7% | 1,706,398 | $51.4M |
| Bank of America Corp. | 0.00% | Add +44.8% | 1,470,536 | $44.3M |
| Johnson Bixby & Associates, LLC | 6.09% | Add +2.7% | 1,324,825 | $39.9M |
| Baird Financial Group, Inc. | 0.07% | Add +4.5% | 1,261,521 | $38.0M |
| Financial Council, LLC | 19.33% | Add +3.3% | 1,230,710 | $37.1M |
| Arlington Financial Advisors, LLC | 6.81% | Add +3.0% | 1,099,636 | $33.2M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -0.4% | 995,960 | $30.0M |
| Focus Partners Wealth | 0.09% | New | 980,982 | $29.6M |
| St Germain D J Co. Inc. | 1.20% | Add +1.0% | 864,396 | $26.1M |
| Jones Financial Companies LLLP | 0.03% | Add +103.8% | 854,995 | $25.9M |
| NewEdge Advisors, LLC | 0.15% | Add +8.5% | 761,235 | $23.0M |
| Corient Private Wealth LP | 0.03% | Reduce -0.3% | 733,300 | $22.1M |
| Prospera Financial Services Inc | 0.54% | Add +373.8% | 699,376 | $21.1M |
| Sei Investments Co. | 0.03% | Add +8.4% | 683,103 | $20.6M |
| D.A. Davidson & Co. | 0.16% | Reduce -3.8% | 643,217 | $19.4M |
| WNY Asset Management, LLC | 2.21% | Reduce -39.1% | 629,180 | $19.0M |
| Reliant Wealth Planning | 8.00% | Reduce -3.3% | 612,747 | $18.5M |
| Stephens Inc. | 0.24% | Add +1.8% | 550,012 | $16.6M |
| LVW Advisors, LLC | 2.09% | Add +19.5% | 541,323 | $16.3M |
| Stifel Financial Corp. | 0.02% | Add +4.2% | 523,458 | $15.8M |
| Private Advisor Group, LLC | 0.10% | Add +36.7% | 516,717 | $15.6M |
| Principle Wealth Partners LLC | 1.01% | Add +22.1% | 471,172 | $14.2M |
| Captrust Financial Advisors | 0.04% | Add +236.7% | 456,566 | $13.8M |
| Benjamin Edwards Inc. | 0.18% | New | 419,499 | $12.6M |
| Bleakley Financial Group, LLC | 0.35% | Add +0.6% | 383,534 | $11.6M |
| Cary Street Partners Investment Advisory LLC | 0.36% | Add +17.4% | 327,726 | $9.9M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +1.5% | 288,295 | $8.7M |
| FinDec Wealth Services, Inc. | 4.98% | Add +7.3% | 284,547 | $8.6M |
| Axxcess Wealth Management, LLC | 0.21% | Reduce -13.7% | 270,554 | $8.2M |
| Valmark Advisers, Inc. | 0.13% | Add +9.6% | 267,425 | $8.1M |
| Souders Financial Advisors | 1.12% | Add +6.6% | 265,452 | $8.0M |
| NavPoint Financial, Inc. | 6.19% | Add +3.2% | 254,804 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +3.1% | 246,982 | $7.4M |
| Investment Planning Advisors, Inc. | 3.77% | No change | 251,138 | $7.4M |
| Main Street Financial Solutions, LLC | 0.67% | Reduce -36.6% | 241,904 | $7.3M |
| Clarity Wealth Advisors, LLC | 2.03% | Add +19.2% | 232,100 | $7.0M |
| AA Financial Advisors, LLC | 2.01% | Add +40.1% | 229,663 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +2.4% | 224,850 | $6.8M |
| West Michigan Advisors, LLC | 2.04% | Reduce -20.1% | 223,854 | $6.7M |
| MAI Capital Management | 0.06% | Add +6.3% | 222,358 | $6.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | Reduce -1.7% | 217,305 | $6.6M |
| Carson Advisory Inc. | 4.08% | Add +9.5% | 215,484 | $6.5M |
| Assetmark, Inc. | 0.02% | Add +119.3% | 209,740 | $6.3M |
| Jane Street Group, LLC | 0.01% | Reduce -88.1% | 200,778 | $6.1M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +1.0% | 200,719 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +47.0% | 200,361 | $6.0M |
| Mutual Advisors, LLC | 0.17% | Reduce -7.4% | 191,377 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +5.7% | 181,280 | $5.5M |
| ORBA Wealth Advisors, L.L.C. | 2.75% | Add +1.2% | 180,183 | $5.4M |
| Merit Financial Group, LLC | 0.12% | Add +726.4% | 178,313 | $5.4M |
| Financial Management Network Inc. | 1.05% | Add +2.4% | 166,544 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +10.6% | 158,082 | $4.8M |
| San Luis Wealth Advisors LLC | 0.97% | Add +4.5% | 155,548 | $4.7M |
| Kestra Investment Management, LLC | 0.19% | Add +34.4% | 149,633 | $4.5M |
| Harbour Investments, Inc. | 0.13% | Add +10.7% | 148,747 | $4.5M |
| Confluence Wealth Services, Inc. | 0.31% | Reduce -0.3% | 142,580 | $4.3M |
| FSM Wealth Advisors, LLC | 1.14% | Add +1.5% | 142,190 | $4.3M |
| Old Mission Capital LLC | 0.09% | Reduce -43.5% | 140,314 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +12.8% | 140,108 | $4.2M |
| Burford Brothers, Inc. | 2.06% | Add +50.1% | 130,838 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +170.2% | 127,841 | $3.9M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -15.1% | 127,722 | $3.9M |
| Principal Securities, Inc. | 0.09% | Add +34.1% | 121,440 | $3.7M |
| Strategic Blueprint, LLC | 0.23% | Add +9.1% | 120,622 | $3.6M |
| Silvia McColl Wealth Management, LLC | 2.65% | New | 117,282 | $3.5M |
| Paragon Advisors, LLC | 1.09% | Add +6.3% | 111,760 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +117.6% | 110,388 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +38.2% | 110,294 | $3.3M |
| Smallwood Wealth Investment Management, LLC | 2.29% | Add +5.2% | 106,348 | $3.2M |
| Smartleaf Asset Management LLC | 0.37% | New | 101,697 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +5.5% | 101,679 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Add +15.2% | 100,384 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +101.3% | 95,029 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +101.3% | 95,029 | $2.9M |
| Colonial River Investments, LLC | 1.41% | Add +4.0% | 94,216 | $2.8M |
| &partners | 0.05% | Add +94.4% | 90,700 | $2.8M |
| HBW Advisory Services LLC | 0.40% | Add +2.0% | 91,021 | $2.7M |
| Mariner, LLC | 0.00% | Add +3.7% | 85,144 | $2.6M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 79,321 | $2.4M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -1.0% | 78,168 | $2.4M |
| WR Wealth Planners, LLC | 0.65% | Reduce -14.6% | 76,961 | $2.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.50% | Add +2.0% | 72,362 | $2.2M |
| Silverlake Wealth Management LLC | 0.83% | Add +2.7% | 71,344 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 69,385 | $2.1M |
| Total Clarity Wealth Management, Inc. | 0.67% | Add +9.4% | 69,050 | $2.1M |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.