Cap Group Global GrowthCGGOETF
13F holders, Q1 2025 (March 31)308holders +11
33new positions
18sold out
$28.31avg. 13F price*
At the end of Q1 2025, 308 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 11 from Q4 2024. 33 opened new positions and 18 sold out. The largest holders were Capital Group Private Client Services, Inc. ($501.2M), Raymond James Financial Inc. ($339.6M) and Northwestern Mutual Wealth Management Co. ($304.5M).
- Company
- Cap Group Global Growth
- Filed as
- CAPITAL GROUP GBL GROWTH EQT (Q1 2025)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $24.1M |
| Exits | 18 | $30.3M |
All 13F filers, Q4 2024 → Q1 2025: 15,461,623 shares bought and 3,774,606 shares sold, net +11,687,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Capital Group Private Client Services, Inc. | 4.89% | Add +10.5% | 17,691,068 | $501.2M |
| Raymond James Financial Inc. | 0.13% | Reduce -2.2% | 11,987,930 | $339.6M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +5.9% | 10,746,718 | $304.5M |
| LPL Financial LLC | 0.10% | Add +33.9% | 9,035,420 | $256.0M |
| Morgan Stanley | 0.01% | Add +17.8% | 7,320,107 | $207.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +18.4% | 5,709,329 | $161.7M |
| Commonwealth Equity Services, LLC | 0.19% | Add +24.3% | 4,852,845 | $137.5M |
| UBS Group AG | 0.03% | Add +1.4% | 4,294,961 | $121.7M |
| Osaic Holdings, Inc. | 0.25% | Add +10.3% | 3,930,675 | $111.4M |
| Wells Fargo & Company | 0.03% | Add +18.3% | 3,775,533 | $107.0M |
| Cetera Investment Advisers | 0.18% | Add +15.7% | 3,218,957 | $91.2M |
| Royal Bank of Canada | 0.02% | Add +0.7% | 2,630,552 | $74.5M |
| MML Investors Services, LLC | 0.24% | Add +18.3% | 2,557,602 | $72.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +5.8% | 2,267,907 | $64.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +9.4% | 2,045,305 | $57.9M |
| Jones Financial Companies LLLP | 0.05% | Add +47.1% | 1,963,522 | $55.8M |
| Bank of America Corp. | 0.00% | Add +20.6% | 1,909,720 | $54.1M |
| Baird Financial Group, Inc. | 0.07% | Add +3.8% | 1,357,539 | $38.5M |
| Financial Council, LLC | 20.31% | Add +3.5% | 1,329,957 | $37.7M |
| Arlington Financial Advisors, LLC | 5.94% | Add +3.8% | 1,193,825 | $33.8M |
| Private Advisor Group, LLC | 0.20% | Add +87.8% | 1,192,553 | $33.8M |
| Focus Partners Wealth | 0.07% | Reduce -0.6% | 964,892 | $27.3M |
| Janney Montgomery Scott LLC | 0.07% | Add +4.2% | 926,541 | $26.2M |
| NewEdge Advisors, LLC | 0.15% | Add +9.5% | 912,454 | $25.8M |
| St Germain D J Co. Inc. | 1.20% | Add +1.4% | 900,868 | $25.5M |
| Kestra Advisory Services, LLC | 0.11% | Add +10.2% | 801,485 | $22.7M |
| Captrust Financial Advisors | 0.06% | Add +36.5% | 795,254 | $22.5M |
| Sei Investments Co. | 0.03% | Add +7.8% | 791,511 | $22.4M |
| LVW Advisors, LLC | 2.62% | Add +20.1% | 768,724 | $21.8M |
| Forge Financial Services LLC | 18.47% | Add +2.3% | 738,416 | $20.9M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 724,308 | $20.5M |
| D.A. Davidson & Co. | 0.15% | Add +3.0% | 668,193 | $18.9M |
| WNY Asset Management, LLC | 2.24% | Add +1.1% | 663,646 | $18.8M |
| Reliant Wealth Planning | 8.24% | Add +0.6% | 637,627 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +6.2% | 598,733 | $17.0M |
| Prospera Financial Services Inc | 0.38% | Add +4.9% | 584,926 | $16.6M |
| Stephens Inc. | 0.22% | Reduce -8.8% | 538,075 | $15.2M |
| Royal Harbor Partners, LLC | 5.68% | Add +86.6% | 517,374 | $14.7M |
| Valmark Advisers, Inc. | 0.22% | Add +63.6% | 507,548 | $14.4M |
| Benjamin Edwards Inc. | 0.19% | Add +9.2% | 484,278 | $13.7M |
| Bleakley Financial Group, LLC | 0.41% | Add +18.1% | 445,882 | $12.6M |
| Principle Wealth Partners LLC | 0.88% | Reduce -2.3% | 433,951 | $12.3M |
| Ridgeline Wealth Planning, LLC | 11.80% | Add +2.0% | 423,957 | $12.0M |
| Investment Planning Advisors, Inc. | 3.63% | Add +7.1% | 315,262 | $8.9M |
| Souders Financial Advisors | 1.23% | Add +7.3% | 312,168 | $8.8M |
| LifeGoal Investments, LLC | 9.48% | Reduce -7.5% | 309,959 | $8.8M |
| Cary Street Partners Financial LLC | 0.27% | Reduce -13.3% | 302,650 | $8.6M |
| AA Financial Advisors, LLC | 1.99% | Add +6.4% | 287,581 | $8.1M |
| Clarity Wealth Advisors, LLC | 2.18% | Add +5.2% | 277,939 | $7.9M |
| Main Street Financial Solutions, LLC | 0.66% | Add +8.6% | 267,039 | $7.6M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +2.1% | 265,920 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +18.7% | 265,415 | $7.5M |
| NavPoint Financial, Inc. | 5.19% | Add +4.2% | 260,320 | $7.4M |
| Strategic Blueprint, LLC | 0.38% | Add +12.0% | 248,981 | $7.1M |
| Assetmark, Inc. | 0.02% | Add +9.8% | 239,197 | $6.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | Add +2.0% | 234,539 | $6.6M |
| Mariner, LLC | 0.01% | Add +161.5% | 231,843 | $6.6M |
| Carson Advisory Inc. | 4.31% | Add +4.5% | 226,120 | $6.4M |
| West Michigan Advisors, LLC | 2.11% | Add +6.1% | 224,633 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +16.4% | 223,777 | $6.3M |
| Harbour Investments, Inc. | 0.18% | Add +10.5% | 220,327 | $6.2M |
| Johnson Bixby & Associates, LLC | 0.93% | Reduce -82.1% | 218,467 | $6.2M |
| MAI Capital Management | 0.05% | Add +2.4% | 217,306 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +6.2% | 216,749 | $6.1M |
| Signature Estate & Investment Advisors LLC | 0.16% | Add +6.3% | 215,104 | $6.1M |
| VestGen Advisors, LLC | 0.27% | — | 210,613 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.4% | 208,543 | $5.9M |
| Gutierrez Wealth Advisory, LLC | 4.79% | Add +5.4% | 208,212 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -29.8% | 204,631 | $5.8M |
| &partners | 0.06% | Add +51.3% | 207,173 | $5.8M |
| Kestra Investment Management, LLC | 0.11% | Add +10.8% | 198,213 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +3.7% | 198,216 | $5.6M |
| OneAscent Financial Services LLC | 0.36% | Add +35.4% | 195,386 | $5.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +80.6% | 195,312 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -45.8% | 195,006 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.6% | 180,992 | $5.1M |
| Flow Traders U.S. LLC | 0.22% | New | 180,393 | $5.1M |
| Mutual Advisors, LLC | 0.14% | Add +4.9% | 172,898 | $4.9M |
| ORBA Wealth Advisors, L.L.C. | 2.47% | Reduce -0.1% | 172,732 | $4.9M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -3.5% | 170,507 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +14.5% | 166,778 | $4.7M |
| Smith, Moore & Co. | 0.43% | Add +3.7% | 162,983 | $4.6M |
| Financial Management Network Inc. | 1.04% | Add +6.9% | 179,982 | $4.6M |
| Balentine LLC | 0.19% | Add +145.1% | 159,946 | $4.5M |
| Confluence Wealth Services, Inc. | 0.28% | Reduce -0.1% | 162,158 | $4.5M |
| RPg Family Wealth Advisory, LLC | 1.27% | New | 157,395 | $4.5M |
| Principal Securities, Inc. | 0.10% | Add +0.1% | 152,450 | $4.5M |
| FSM Wealth Advisors, LLC | 0.99% | Add +7.0% | 156,155 | $4.4M |
| Koshinski Asset Management, Inc. | 0.37% | Add +23.2% | 154,616 | $4.4M |
| Burford Brothers, Inc. | 2.08% | Add +6.5% | 151,304 | $4.3M |
| Kera Capital Partners, Inc. | 1.24% | Add +5.8% | 147,330 | $4.2M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -41.8% | 143,997 | $4.1M |
| Paragon Advisors, LLC | 1.52% | Add +11.0% | 141,710 | $4.0M |
| Smartleaf Asset Management LLC | 0.38% | Add +18.3% | 139,391 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -30.1% | 134,308 | $3.8M |
| Advisor Resource Council | 0.31% | Add +1378.2% | 133,631 | $3.8M |
| Entruity Wealth, LLC | 3.51% | Reduce -26.9% | 131,596 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +6.5% | 127,292 | $3.6M |
| Smith Thornton Advisors LLC | 2.22% | New | 125,737 | $3.6M |
| KWB Wealth | 0.43% | Add +274.2% | 121,540 | $3.6M |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.