Cap Group Global GrowthCGGOETF
13F holders, Q4 2024 (December 31)297holders +48
32new positions
9sold out
1famous investor
$29.23avg. 13F price*
At the end of Q4 2024, 297 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 48 from Q3 2024. 32 opened new positions and 9 sold out. The largest holders were Capital Group Private Client Services, Inc. ($467.8M), Raymond James Financial Inc. ($358.1M) and Northwestern Mutual Wealth Management Co. ($296.4M). 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 (Q4 2024)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $70.5M |
| Exits | 9 | $13.0M |
All 13F filers, Q3 2024 → Q4 2024: 14,122,509 shares bought and 1,395,316 shares sold, net +12,727,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Capital Group Private Client Services, Inc. | 4.30% | Add +6.3% | 16,007,890 | $467.8M |
| Raymond James Financial Inc. | 0.13% | — | 12,256,650 | $358.1M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +10.3% | 10,144,791 | $296.4M |
| LPL Financial LLC | 0.08% | Add +21.8% | 6,745,848 | $197.1M |
| Morgan Stanley | 0.01% | Add +25.3% | 6,214,413 | $181.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.9% | 4,823,853 | $141.0M |
| UBS Group AG | 0.03% | Reduce -3.3% | 4,236,508 | $123.8M |
| Commonwealth Equity Services, LLC | 0.17% | Add +15.4% | 3,904,641 | $114.1M |
| Osaic Holdings, Inc. | 0.23% | Add +35.9% | 3,563,858 | $104.2M |
| Wells Fargo & Company | 0.02% | Add +6.5% | 3,190,669 | $93.2M |
| Cetera Investment Advisers | 0.17% | Add +22.6% | 2,782,125 | $81.3M |
| Royal Bank of Canada | 0.02% | Add +28.6% | 2,613,111 | $76.4M |
| MML Investors Services, LLC | 0.22% | Add +14.7% | 2,161,173 | $63.1M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +6.2% | 2,143,750 | $62.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +9.5% | 1,869,268 | $54.6M |
| Bank of America Corp. | 0.00% | Add +7.7% | 1,583,011 | $46.3M |
| Jones Financial Companies LLLP | 0.04% | Add +56.1% | 1,335,007 | $39.0M |
| Baird Financial Group, Inc. | 0.07% | Add +3.7% | 1,308,109 | $38.2M |
| Financial Council, LLC | 19.35% | Add +4.4% | 1,285,198 | $37.6M |
| Johnson Bixby & Associates, LLC | 5.44% | Reduce -7.9% | 1,219,828 | $35.6M |
| Arlington Financial Advisors, LLC | 6.68% | Add +4.6% | 1,150,330 | $33.6M |
| Focus Partners Wealth | 0.07% | Reduce -1.0% | 971,014 | $28.4M |
| Janney Montgomery Scott LLC | 0.07% | New | 888,873 | $26.0M |
| St Germain D J Co. Inc. | 1.18% | Add +2.8% | 888,218 | $26.0M |
| NewEdge Advisors, LLC | 0.15% | Add +9.5% | 833,331 | $24.3M |
| Forge Financial Services LLC | 18.55% | — | 721,769 | $22.1M |
| Sei Investments Co. | 0.03% | Add +7.5% | 734,080 | $21.4M |
| Corient Private Wealth LP | 0.04% | Reduce -0.6% | 729,147 | $21.3M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -27.0% | 727,176 | $21.2M |
| WNY Asset Management, LLC | 2.38% | Add +4.3% | 656,384 | $19.2M |
| D.A. Davidson & Co. | 0.15% | Add +0.8% | 648,617 | $19.0M |
| LVW Advisors, LLC | 2.29% | Add +18.3% | 640,170 | $18.7M |
| Private Advisor Group, LLC | 0.10% | Add +22.9% | 634,922 | $18.6M |
| Reliant Wealth Planning | 8.68% | Add +3.4% | 633,654 | $18.5M |
| Stephens Inc. | 0.24% | Add +7.2% | 589,851 | $17.2M |
| Captrust Financial Advisors | 0.05% | Add +27.6% | 582,493 | $17.0M |
| Stifel Financial Corp. | 0.02% | Add +7.7% | 563,562 | $16.5M |
| Prospera Financial Services Inc | 0.38% | Reduce -20.3% | 557,479 | $16.3M |
| Independent Advisor Alliance | 0.18% | New | 461,159 | $13.5M |
| Principle Wealth Partners LLC | 0.91% | Reduce -5.7% | 444,245 | $13.0M |
| Benjamin Edwards Inc. | 0.19% | Add +5.7% | 443,561 | $13.0M |
| Ridgeline Wealth Planning, LLC | 11.62% | — | 415,422 | $12.1M |
| Bleakley Financial Group, LLC | 0.33% | Reduce -1.6% | 377,447 | $11.0M |
| Jane Street Group, LLC | 0.02% | Add +79.3% | 360,000 | $10.5M |
| Cary Street Partners Financial LLC | 0.33% | — | 348,876 | $10.2M |
| LifeGoal Investments, LLC | 10.62% | — | 334,906 | $9.8M |
| Old Mission Capital LLC | 0.23% | Add +136.2% | 331,424 | $9.7M |
| Valmark Advisers, Inc. | 0.14% | Add +16.0% | 310,194 | $9.1M |
| Investment Planning Advisors, Inc. | 3.76% | Add +17.2% | 294,419 | $8.6M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +1.1% | 291,580 | $8.5M |
| Souders Financial Advisors | 1.19% | Add +9.6% | 291,042 | $8.5M |
| Royal Harbor Partners, LLC | 3.06% | New | 277,217 | $8.1M |
| AA Financial Advisors, LLC | 2.10% | Add +17.6% | 270,175 | $7.9M |
| Clarity Wealth Advisors, LLC | 2.11% | Add +13.9% | 264,290 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +5.4% | 260,408 | $7.6M |
| FinDec Wealth Services, Inc. | 5.17% | Reduce -10.4% | 255,040 | $7.5M |
| NavPoint Financial, Inc. | 5.77% | Reduce -2.0% | 249,766 | $7.3M |
| Axxcess Wealth Management, LLC | 0.18% | Reduce -8.6% | 247,323 | $7.2M |
| Main Street Financial Solutions, LLC | 0.71% | Add +1.7% | 245,962 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.7% | 235,403 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.29% | Add +5.8% | 230,012 | $6.7M |
| Novem Group | 0.97% | — | 224,217 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +11.6% | 223,648 | $6.5M |
| Strategic Blueprint, LLC | 0.39% | Add +84.3% | 222,307 | $6.5M |
| Assetmark, Inc. | 0.02% | Add +3.9% | 217,873 | $6.4M |
| Carson Advisory Inc. | 4.40% | Add +0.4% | 216,419 | $6.3M |
| MAI Capital Management | 0.05% | Reduce -4.6% | 212,226 | $6.2M |
| West Michigan Advisors, LLC | 1.87% | Reduce -5.5% | 211,638 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +1.7% | 204,046 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.15% | Add +27.9% | 202,262 | $5.9M |
| Harbour Investments, Inc. | 0.17% | Add +34.1% | 199,456 | $5.8M |
| Gutierrez Wealth Advisory, LLC | 4.76% | — | 197,556 | $5.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +37.2% | 192,256 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +176.9% | 192,103 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +5.4% | 191,122 | $5.6M |
| Entruity Wealth, LLC | 5.22% | — | 180,067 | $5.3M |
| Kestra Investment Management, LLC | 0.21% | Add +19.6% | 178,958 | $5.2M |
| Merit Financial Group, LLC | 0.09% | Add +0.4% | 178,947 | $5.2M |
| Ameritas Advisory Services, LLC | 0.18% | Add +38.4% | 176,766 | $5.2M |
| ORBA Wealth Advisors, L.L.C. | 2.64% | Reduce -4.0% | 172,897 | $5.1M |
| Confluence Wealth Services, Inc. | 0.32% | Add +13.8% | 162,328 | $5.0M |
| Financial Management Network Inc. | 1.03% | Add +1.1% | 168,392 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +32.9% | 169,855 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Reduce -13.9% | 164,761 | $4.9M |
| Smith, Moore & Co. | 0.42% | New | 157,108 | $4.6M |
| Principal Securities, Inc. | 0.10% | Add +25.4% | 152,250 | $4.4M |
| San Luis Wealth Advisors LLC | 0.83% | Reduce -3.0% | 150,872 | $4.4M |
| FSM Wealth Advisors, LLC | 1.06% | Add +2.7% | 146,006 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +32.0% | 145,689 | $4.3M |
| OneAscent Financial Services LLC | 0.36% | New | 144,302 | $4.2M |
| Legacy Capital Wealth Management, LLC | 4.15% | — | 142,965 | $4.2M |
| Burford Brothers, Inc. | 2.04% | Add +8.6% | 142,121 | $4.2M |
| Kera Capital Partners, Inc. | 1.17% | — | 139,199 | $4.1M |
| &partners | 0.05% | Add +51.0% | 136,935 | $4.0M |
| Paragon Advisors, LLC | 1.28% | Add +14.2% | 127,656 | $3.7M |
| Koshinski Asset Management, Inc. | 0.31% | Add +25.0% | 125,521 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +8.4% | 119,526 | $3.5M |
| Smartleaf Asset Management LLC | 0.35% | Add +15.9% | 117,847 | $3.5M |
| Silvia McColl Wealth Management, LLC | 2.56% | Reduce -0.5% | 116,686 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.76% | Add +56.3% | 113,063 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +138.8% | 108,161 | $3.2M |
| Smallwood Wealth Investment Management, LLC | 2.17% | Add +1.1% | 107,521 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +1.2% | 102,861 | $3.0M |
| Cwm, LLC | 0.01% | Add +142.6% | 102,591 | $3.0M |
| HBW Advisory Services LLC | 0.30% | Add +11.1% | 101,100 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.9% | 100,623 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +5.9% | 100,623 | $2.9M |
| Colonial River Investments, LLC | 1.38% | Add +3.7% | 97,728 | $2.9M |
| Marshall Wace, LLP | 0.00% | New | 96,213 | $2.8M |
| Mariner, LLC | 0.00% | Add +4.1% | 88,671 | $2.6M |
| Sagespring Wealth Partners, LLC | 0.07% | — | 85,182 | $2.5M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 79,321 | $2.3M |
| Greykasell Wealth Strategies, Inc. | 1.26% | — | 77,583 | $2.3M |
| CVFG LLC | 2.05% | — | 77,049 | $2.3M |
| Tradition Wealth Management, LLC | 0.20% | Reduce -2.5% | 76,181 | $2.2M |
| CLG LLC | 0.78% | — | 74,647 | $2.2M |
| Apollon Wealth Management, LLC | 0.05% | Add +9.8% | 71,339 | $2.1M |
| PFG Advisors | 0.13% | Add +10.1% | 69,927 | $2.0M |
| Silverlake Wealth Management LLC | 0.79% | Reduce -2.4% | 69,607 | $2.0M |
| Vise Technologies, Inc. | 0.16% | Add +275.7% | 66,761 | $2.0M |
| Bill Few Associates, Inc. | 0.68% | Add +17.1% | 66,678 | $1.9M |
| Balentine LLC | 0.08% | No change | 65,246 | $1.9M |
| LongView Wealth Management | 0.58% | Add +11.9% | 64,906 | $1.9M |
| Eq Wealth Advisors, LLC | 1.66% | — | 59,216 | $1.7M |
| Frazier Financial Advisors, LLC | 1.37% | Add +41.1% | 58,927 | $1.7M |
| BlackDiamond Wealth Management, LLC | 0.99% | Add +7.1% | 58,629 | $1.7M |
| Founders Financial Securities LLC | 0.14% | Add +0.1% | 54,897 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +61.4% | 54,028 | $1.6M |
| BlackRock, Inc. | 0.00% | New | 52,574 | $1.5M |
| Modern Wealth Management, LLC | 0.06% | New | 50,503 | $1.5M |
| Endeavor Private Wealth, Inc. | 1.38% | — | 49,836 | $1.5M |
| GTS Securities LLC | 0.07% | Add +416.7% | 49,347 | $1.4M |
| Trueblood Wealth Management, LLC | 0.71% | Add +25.9% | 49,243 | $1.4M |
| Criterion Capital Advisors, LLC | 0.88% | No change | 47,730 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +0.9% | 48,080 | $1.4M |
| Advus Financial Partners, LLC | 0.39% | Reduce -4.5% | 47,917 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.84% | Add +1.4% | 47,292 | $1.4M |
| A&I Financial Services, LLC | 1.34% | — | 46,934 | $1.4M |
| Northwest Financial Advisors | 1.13% | Add +0.0% | 46,795 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +41.8% | 46,258 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.43% | Reduce -34.8% | 44,996 | $1.3M |
| Financial Perspectives, Inc | 0.42% | Add +9.4% | 43,158 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +206.0% | 43,062 | $1.3M |
| Capital International Investors | 0.00% | Add +7.8% | 42,616 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -3.3% | 42,165 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +40.3% | 40,911 | $1.2M |
| 44 Wealth Management LLC | 0.43% | No change | 38,568 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.2% | 38,491 | $1.1M |
| Calton & Associates, Inc. | 0.50% | Add +1.6% | 38,385 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +0.8% | 38,363 | $1.1M |
| Moseley Investment Management Inc. | 0.43% | Add +7.7% | 37,711 | $1.1M |
| Professional Financial Advisors, LLC | 0.27% | Add +2.8% | 35,773 | $1.0M |
| Creative Planning | 0.00% | Reduce -2.3% | 35,682 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.33% | Add +49.0% | 35,122 | $1.0M |
| KWB Wealth | 0.12% | New | 32,482 | $979K |
| Weatherly Asset Management L. P. | 0.09% | New | 33,333 | $974K |
| Arkadios Wealth Advisors | 0.05% | Add +0.9% | 33,061 | $966K |
| Belpointe Asset Management LLC | 0.06% | Reduce -1.1% | 32,246 | $963K |
| D. E. Shaw & Co. | 0.00% | Add +191.2% | 32,413 | $947K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +21.8% | 31,909 | $932K |
| Convergence Financial, LLC | 0.18% | Add +7.3% | 31,399 | $917K |
| Advance Capital Management, Inc. | 0.04% | Add +1.6% | 31,129 | $910K |
| Procyon Advisors, LLC | 0.06% | Add +2.4% | 30,700 | $897K |
| Beacon Financial Advisory LLC | 0.29% | Add +14.5% | 30,417 | $889K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.8% | 30,270 | $884K |
| WR Wealth Planners, LLC | 0.28% | Reduce -60.9% | 30,094 | $879K |
| Cerity Partners LLC | 0.00% | Add +8.1% | 30,009 | $877K |
| Tempus Wealth Planning, LLC | 0.27% | Add +26.3% | 29,910 | $874K |
| Walkner Condon Financial Advisors LLC | 0.18% | Add +2.4% | 29,580 | $864K |
| Mascagni Wealth Management, Inc. | 0.84% | — | 29,826 | $845K |
| Woodmont Investment Counsel LLC | 0.06% | Add +14.7% | 28,478 | $832K |
| Ruggaard & Associates LLC | 0.36% | Reduce -0.1% | 28,243 | $825K |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -7.8% | 27,454 | $802K |
| Ergawealth Advisors, Inc. | 0.40% | Reduce -7.8% | 27,442 | $802K |
| Perennial Investment Advisors, LLC | 0.09% | New | 27,325 | $798K |
| Saxony Capital Management, LLC | 0.70% | Add +0.1% | 27,137 | $793K |
| Comerica Bank | 0.00% | Reduce -0.6% | 27,073 | $791K |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 26,441 | $773K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +4.6% | 24,648 | $752K |
| M.E. Allison & Co., Inc. | 0.78% | — | 24,318 | $711K |
| 180 Wealth Advisors, LLC | 0.11% | Add +31.8% | 23,849 | $697K |
| Brown Miller Wealth Management, LLC | 0.26% | No change | 23,603 | $690K |
| Moloney Securities Asset Management, LLC | 0.09% | Reduce -2.4% | 23,202 | $678K |
| Stonebridge Financial Group, LLC | 0.07% | — | 23,178 | $677K |
| Olistico Wealth, LLC | 0.38% | Add +0.1% | 22,597 | $660K |
| Park Avenue Securities LLC | 0.01% | Add +18.7% | 22,150 | $647K |
| BridgePort Financial Solutions, LLC | 0.29% | — | 21,656 | $637K |
| Catalyst Financial Partners LLC | 0.12% | Add +13.3% | 21,532 | $629K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +7.5% | 21,287 | $622K |
| Fearless Solutions, LLC dba Best Invest | 0.47% | — | 21,255 | $621K |
| Seamount Financial Group Inc. | 0.43% | Add +152.6% | 21,113 | $617K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 20,693 | $605K |
| Choreo, LLC | 0.01% | Add +0.3% | 20,630 | $603K |
| World Investment Advisors | 0.02% | Reduce -6.1% | 20,506 | $599K |
| Lodestone Wealth Management LLC | 0.30% | Add +6.8% | 20,157 | $589K |
| Equitable Holdings, Inc. | 0.01% | New | 19,946 | $583K |
| Sittner & Nelson, LLC | 0.25% | Add +0.5% | 19,793 | $578K |
| JPMorgan Chase & Co. | 0.00% | Add +616.6% | 19,735 | $577K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +9.0% | 19,346 | $565K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -12.9% | 19,196 | $561K |
| Uhlmann Price Securities, LLC | 0.42% | Add +11.4% | 19,073 | $557K |
| Moors & Cabot, Inc. | 0.03% | Add +30.5% | 19,071 | $557K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $542K |
| Founders Financial Alliance, LLC | 0.15% | No change | 18,460 | $539K |
| Certior Financial Group, LLC | 0.47% | — | 18,257 | $533K |
| First Heartland Consultants, Inc. | 0.05% | Add +51.0% | 18,165 | $531K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +29.3% | 18,123 | $530K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.5% | 17,883 | $523K |
| Signature Wealth Management Group | 0.21% | Add +2.4% | 17,688 | $517K |
| Independent Financial Group, LLC | 0.02% | Add +18.9% | 17,227 | $503K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -10.1% | 16,889 | $493K |
| International Assets Investment Management, LLC | 0.04% | Reduce -2.9% | 16,754 | $490K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.3% | 15,951 | $466K |
| Capital Planning LLC | 0.12% | Add +0.3% | 15,652 | $457K |
| MSH Capital Advisors LLC | 0.14% | Add +20.2% | 15,457 | $452K |
| Signature Resources Capital Management, LLC | 0.37% | Reduce -7.5% | 14,207 | $415K |
| Waterloo Capital, L.P. | 0.04% | Add +9.8% | 13,915 | $407K |
| IFG Advisory, LLC | 0.02% | Add +6.8% | 13,411 | $392K |
| SYM FINANCIAL Corp | 0.05% | Reduce -0.3% | 12,505 | $365K |
| Embree Financial Group | 0.06% | New | 12,118 | $354K |
| HUB Investment Partners, LLC | 0.01% | Add +0.0% | 12,015 | $351K |
| Rather & Kittrell, Inc. | 0.08% | No change | 12,013 | $351K |
| Latitude Advisors, LLC | 0.20% | Add +1.2% | 11,966 | $350K |
| Gateway Wealth Partners, LLC | 0.09% | New | 11,693 | $342K |
| Western Wealth Management, LLC | 0.02% | New | 11,362 | $332K |
| Nvest Financial, LLC | 0.17% | New | 11,261 | $329K |
| Gimbal Financial | 0.27% | No change | 11,220 | $328K |
| United Advisor Group, LLC | 0.06% | New | 11,178 | $327K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +1.9% | 11,078 | $324K |
| Lantz Financial LLC | 0.08% | Add +13.6% | 10,652 | $311K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +0.5% | 10,536 | $308K |
| Francis Financial, Inc. | 0.08% | No change | 10,505 | $307K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -54.3% | 10,082 | $307K |
| Synergy Investment Management, LLC | 0.13% | — | 10,260 | $300K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,123 | $296K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 9,842 | $288K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $285K |
| Tudor Financial Inc. | 0.16% | Add +10.4% | 9,333 | $273K |
| Lincoln Capital LLC | 0.06% | New | 9,219 | $269K |
| Advisor Resource Council | 0.19% | New | 9,040 | $264K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 8,711 | $255K |
| Kovack Advisors, Inc. | 0.02% | New | 8,459 | $247K |
| Brighton Jones LLC | 0.01% | New | 8,333 | $243K |
| Martin Worley Group | 0.15% | — | 8,300 | $243K |
| RFG Advisory, LLC | 0.01% | Add +10.5% | 8,294 | $242K |
| Barrett & Company, Inc. | 0.10% | Add +234.4% | 8,209 | $240K |
| Financial Security Advisor, Inc. | 0.06% | Add +0.5% | 8,202 | $240K |
| Sigma Planning Corp | 0.01% | Reduce -62.8% | 8,020 | $234K |
| LexAurum Advisors, LLC | 0.05% | Reduce -63.2% | 7,855 | $230K |
| Centaurus Financial, Inc. | 0.01% | New | 7,631 | $223K |
| High Falls Advisors, Inc | 0.05% | Reduce -0.6% | 7,589 | $222K |
| Ameriprise Financial Inc. | 0.00% | New | 7,302 | $213K |
| Advisory Services Network, LLC | 0.00% | New | 7,260 | $212K |
| Cravens & Co Advisors, LLC | 0.16% | Add +3.1% | 7,221 | $211K |
| HB Wealth Management, LLC | 0.00% | New | 7,050 | $206K |
| Private Trust Co. NA | 0.02% | Add +112.8% | 7,039 | $206K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.7% | 6,989 | $204K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | New | 6,900 | $202K |
| Rothschild Investment LLC | 0.01% | Add +17.1% | 5,810 | $170K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 5,725 | $167K |
| Ameriflex Group, Inc. | 0.08% | — | 5,509 | $167K |
| Global Retirement Partners, LLC | 0.00% | Add +38.0% | 5,343 | $156K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +45.5% | 4,000 | $117K |
| Oarsman Capital, Inc. | 0.02% | Reduce -14.3% | 3,828 | $112K |
| Oakworth Capital, Inc. | 0.01% | New | 3,696 | $108K |
| Larson Financial Group LLC | 0.00% | Add +11.7% | 3,250 | $95K |
| Mather Group, Llc. | 0.00% | No change | 2,794 | $82K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.1% | 2,522 | $74K |
| Geneos Wealth Management Inc. | 0.00% | Add +73.0% | 2,303 | $67K |
| Continuum Advisory, LLC | 0.01% | Add +0.4% | 2,160 | $63K |
| Spire Wealth Management | 0.00% | No change | 1,952 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +40.8% | 1,921 | $56K |
| S.A. Mason LLC | 0.03% | No change | 1,900 | $56K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.8% | 1,833 | $54K |
| IFP Advisors, Inc | 0.00% | Add +40.5% | 1,804 | $53K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,621 | $47K |
| Wintrust Investments LLC | 0.04% | Add +98.2% | 1,578 | $46K |
| Allworth Financial LP | 0.00% | Add +22.3% | 1,373 | $42K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.7% | 1,421 | $42K |
| Transcendent Capital Group LLC | 0.02% | Add +44.1% | 1,072 | $31K |
| Clearstead Advisors, LLC | 0.00% | New | 926 | $27K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $26K |
| Whipplewood Advisors, LLC | 0.01% | — | 835 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 806 | $24K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 805 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 740 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +6.2% | 707 | $21K |
| US Bancorp \de | 0.00% | No change | 701 | $20K |
| Capital A Wealth Management, LLC | 0.03% | — | 671 | $20K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $18K |
| ORG Partners LLC | 0.00% | New | 557 | $16K |
| McIlrath & Eck, LLC | 0.00% | Reduce -46.1% | 523 | $15K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $13K |
| CNB Bank | 0.00% | No change | 231 | $7K |
| Lanark Financial, Inc. | 0.15% | — | 57 | $2K |
| FMR LLC | 0.00% | Add +220.0% | 16 | $468 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 117 | $34 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.