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 |
| AlphaCore Capital LLC | 0.29% | New | 121,112 | $3.4M |
| Cwm, LLC | 0.01% | Add +17.1% | 120,106 | $3.4M |
| Silvia McColl Wealth Management, LLC | 2.53% | Add +1.0% | 117,801 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +14.8% | 115,511 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +14.8% | 115,511 | $3.3M |
| San Luis Wealth Advisors LLC | 0.74% | Reduce -23.9% | 114,879 | $3.3M |
| Smallwood Wealth Investment Management, LLC | 2.00% | Add +4.1% | 111,941 | $3.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.68% | Add +1.7% | 114,964 | $3.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -38.2% | 110,650 | $3.1M |
| HBW Advisory Services LLC | 0.43% | Add +5.4% | 106,525 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +3.5% | 106,500 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.06% | Add +84.4% | 157,040 | $2.5M |
| PFG Advisors | 0.14% | Add +23.8% | 86,560 | $2.5M |
| Greykasell Wealth Strategies, Inc. | 1.29% | Add +10.3% | 85,554 | $2.4M |
| Frazier Financial Advisors, LLC | 1.87% | Add +45.0% | 85,464 | $2.4M |
| CVFG LLC | 2.18% | Add +9.7% | 84,528 | $2.4M |
| Founders Financial Securities LLC | 0.19% | Add +46.9% | 80,625 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.9% | 79,640 | $2.3M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 79,321 | $2.2M |
| Tradition Wealth Management, LLC | 0.19% | Add +2.2% | 77,881 | $2.2M |
| CLG LLC | 0.75% | Add +1.8% | 75,987 | $2.2M |
| Apollon Wealth Management, LLC | 0.05% | Add +4.9% | 74,839 | $2.1M |
| Eq Wealth Advisors, LLC | 1.68% | Add +26.1% | 74,642 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +310.8% | 74,450 | $2.1M |
| Rothschild Investment LLC | 0.14% | Add +1151.6% | 72,718 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +33.5% | 72,100 | $2.0M |
| Bill Few Associates, Inc. | 0.72% | Add +6.4% | 70,948 | $2.0M |
| A&I Financial Services, LLC | 1.33% | Add +48.1% | 69,522 | $2.0M |
| Perennial Investment Advisors, LLC | 0.22% | Add +152.3% | 68,947 | $2.0M |
| Silverlake Wealth Management LLC | 0.75% | Reduce -1.5% | 68,583 | $1.9M |
| Trueblood Wealth Management, LLC | 0.89% | Add +37.5% | 67,733 | $1.9M |
| Moseley Investment Management Inc. | 0.75% | Add +78.6% | 67,363 | $1.9M |
| LongView Wealth Management | 0.57% | Add +3.1% | 66,946 | $1.9M |
| Stonebridge Financial Group, LLC | 0.20% | Add +187.4% | 66,616 | $1.9M |
| Lanark Financial, Inc. | 0.15% | — | 62,392 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +30.7% | 60,474 | $1.7M |
| Endeavor Private Wealth, Inc. | 0.91% | Add +18.7% | 59,160 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +26.9% | 51,936 | $1.5M |
| Financial Perspectives, Inc | 0.50% | Add +19.0% | 51,364 | $1.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 51,353 | $1.5M |
| Northwest Financial Advisors | 1.19% | Add +8.2% | 50,645 | $1.4M |
| Modern Wealth Management, LLC | 0.05% | Reduce -1.4% | 49,810 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +0.5% | 48,319 | $1.4M |
| Advus Financial Partners, LLC | 0.38% | Add +0.6% | 48,224 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +25.0% | 47,955 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | New | 47,370 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.43% | Reduce -0.2% | 44,914 | $1.3M |
| Beacon Financial Advisory LLC | 0.39% | Add +47.6% | 44,891 | $1.3M |
| Financial Advocates Investment Management | 0.09% | Add +5.1% | 44,301 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.40% | Add +23.5% | 43,390 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +35.3% | 43,174 | $1.2M |
| Calton & Associates, Inc. | 0.27% | Add +9.3% | 41,945 | $1.2M |
| 44 Wealth Management LLC | 0.41% | Add +0.4% | 38,732 | $1.1M |
| Creative Planning | 0.00% | Add +6.4% | 37,964 | $1.1M |
| Sweeney & Michel, LLC | 0.47% | — | 42,452 | $1.1M |
| Tempus Wealth Planning, LLC | 0.32% | Add +24.7% | 37,294 | $1.1M |
| Professional Financial Advisors, LLC | 0.26% | Reduce -0.4% | 35,624 | $1.0M |
| Woodmont Investment Counsel LLC | 0.07% | Add +20.8% | 34,413 | $975K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +11.2% | 33,659 | $954K |
| Weatherly Asset Management L. P. | 0.08% | No change | 33,333 | $944K |
| Arkadios Wealth Advisors | 0.04% | No change | 33,061 | $937K |
| Belpointe Asset Management LLC | 0.05% | Add +1.1% | 32,612 | $924K |
| Ruggaard & Associates LLC | 0.40% | Add +15.2% | 32,530 | $922K |
| Procyon Advisors, LLC | 0.05% | Add +2.1% | 31,341 | $888K |
| Equitable Holdings, Inc. | 0.01% | Add +56.2% | 31,157 | $883K |
| Advance Capital Management, Inc. | 0.04% | Reduce -2.5% | 30,350 | $860K |
| Convergence Financial, LLC | 0.17% | Reduce -3.7% | 30,249 | $857K |
| Cerity Partners LLC | 0.00% | No change | 30,009 | $850K |
| Mascagni Wealth Management, Inc. | 0.84% | No change | 29,826 | $845K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +27.1% | 29,491 | $835K |
| First Heartland Consultants, Inc. | 0.08% | Add +55.1% | 28,180 | $798K |
| Sittner & Nelson, LLC | 0.34% | Add +41.5% | 28,015 | $794K |
| FinDec Wealth Services, Inc. | 0.78% | Reduce -89.0% | 27,976 | $793K |
| Saxony Capital Management, LLC | 0.67% | No change | 27,137 | $769K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 27,070 | $767K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -8.8% | 26,980 | $764K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -6.7% | 25,616 | $726K |
| Comerica Bank | 0.00% | Reduce -5.9% | 25,464 | $721K |
| Park Avenue Securities LLC | 0.01% | Add +14.5% | 25,362 | $719K |
| Quadrature Capital Ltd | 0.02% | New | 24,701 | $699K |
| M.E. Allison & Co., Inc. | 0.68% | No change | 24,318 | $689K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +13.4% | 24,151 | $684K |
| Catalyst Financial Partners LLC | 0.13% | Add +11.7% | 24,040 | $681K |
| 180 Wealth Advisors, LLC | 0.11% | Add +0.1% | 23,864 | $676K |
| Independent Financial Group, LLC | 0.02% | Add +37.8% | 23,735 | $672K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 23,603 | $669K |
| BridgePort Financial Solutions, LLC | 0.30% | Add +8.6% | 23,523 | $666K |
| Olistico Wealth, LLC | 0.40% | Reduce 0.0% | 22,596 | $640K |
| Sovran Advisors, LLC | 0.08% | New | 23,427 | $636K |
| Capital International Investors | 0.00% | Reduce -47.6% | 22,346 | $633K |
| Moors & Cabot, Inc. | 0.03% | Add +14.7% | 21,869 | $620K |
| Seamount Financial Group Inc. | 0.42% | Add +3.3% | 21,814 | $618K |
| McNamara Financial Services, Inc. | 0.13% | New | 21,253 | $602K |
| World Investment Advisors | 0.02% | Add +2.6% | 21,048 | $596K |
| Fearless Solutions, LLC dba Best Invest | 0.46% | Reduce -1.2% | 20,995 | $595K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +7.0% | 20,699 | $586K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 20,693 | $586K |
| Lodestone Wealth Management LLC | 0.31% | Add +1.1% | 20,382 | $577K |
| Ergawealth Advisors, Inc. | 0.28% | Reduce -26.3% | 20,229 | $573K |
| Choreo, LLC | 0.01% | Reduce -2.0% | 20,221 | $573K |
| GWN Securities Inc. | 0.03% | New | 19,852 | $562K |
| Latitude Advisors, LLC | 0.32% | Add +64.6% | 19,694 | $558K |
| Kingsview Wealth Management, LLC | 0.01% | Add +22.0% | 19,455 | $551K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.7% | 19,261 | $546K |
| Lincoln Capital LLC | 0.11% | Add +116.6% | 19,965 | $545K |
| Uhlmann Price Securities, LLC | 0.40% | No change | 19,073 | $540K |
| IFG Advisory, LLC | 0.03% | Add +40.2% | 18,798 | $533K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $526K |
| Signature Wealth Management Group | 0.20% | Add +4.2% | 18,435 | $522K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 18,284 | $518K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -6.5% | 17,956 | $509K |
| Certior Financial Group, LLC | 0.42% | Reduce -2.0% | 17,892 | $507K |
| Capital Analysts, LLC | 0.02% | New | 17,518 | $496K |
| MSH Capital Advisors LLC | 0.15% | Add +10.9% | 17,147 | $486K |
| Signature Resources Capital Management, LLC | 0.42% | Add +20.4% | 17,103 | $485K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 16,903 | $479K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -56.3% | 16,829 | $477K |
| Gateway Wealth Partners, LLC | 0.11% | Add +43.7% | 16,799 | $476K |
| International Assets Investment Management, LLC | 0.04% | Reduce -4.3% | 16,038 | $454K |
| Geneos Wealth Management Inc. | 0.01% | Add +588.5% | 15,855 | $449K |
| Capital Planning LLC | 0.12% | No change | 15,652 | $443K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -16.3% | 15,460 | $438K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -41.6% | 15,435 | $437K |
| Financial Security Advisor, Inc. | 0.11% | Add +86.1% | 15,263 | $432K |
| Sanctuary Advisors, LLC | 0.00% | Add +42.7% | 14,389 | $408K |
| Private Trust Co. NA | 0.04% | Add +93.9% | 13,650 | $387K |
| Waterloo Capital, L.P. | 0.04% | Reduce -2.9% | 13,507 | $383K |
| Embree Financial Group | 0.06% | Add +6.7% | 12,927 | $366K |
| HUB Investment Partners, LLC | 0.01% | Add +1.6% | 12,204 | $346K |
| Sigma Planning Corp | 0.01% | Add +51.3% | 12,133 | $344K |
| Rather & Kittrell, Inc. | 0.07% | No change | 12,013 | $340K |
| Landaas & Co. /Wi | 0.09% | New | 11,906 | $337K |
| Western Wealth Management, LLC | 0.02% | Add +2.6% | 11,663 | $330K |
| Nvest Financial, LLC | 0.17% | No change | 11,261 | $319K |
| Gimbal Financial | 0.29% | No change | 11,220 | $318K |
| Synergy Investment Management, LLC | 0.13% | Add +6.8% | 10,960 | $310K |
| Lantz Financial LLC | 0.08% | No change | 10,652 | $302K |
| Tudor Financial Inc. | 0.18% | Add +12.7% | 10,514 | $298K |
| KMT Wealth Management, LLC | 0.20% | New | 10,286 | $291K |
| HB Wealth Management, LLC | 0.00% | Add +42.5% | 10,050 | $285K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -5.2% | 9,984 | $283K |
| Aspen Capital Management, LLC | 0.09% | — | 9,974 | $283K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 9,842 | $279K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $276K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +11.5% | 9,715 | $275K |
| Old Mission Capital LLC | 0.01% | Reduce -97.1% | 9,583 | $271K |
| Visionary Wealth Advisors | 0.02% | New | 9,566 | $271K |
| Colonial River Investments, LLC | 0.15% | Reduce -90.3% | 9,510 | $269K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 8,877 | $251K |
| RFG Advisory, LLC | 0.01% | Add +6.8% | 8,856 | $251K |
| Kovack Advisors, Inc. | 0.03% | No change | 8,459 | $240K |
| High Falls Advisors, Inc | 0.06% | Add +11.1% | 8,429 | $239K |
| Brighton Jones LLC | 0.01% | No change | 8,333 | $236K |
| Martin Worley Group | 0.13% | No change | 8,300 | $235K |
| Mission Financial Group, LLC | 0.22% | — | 7,039 | $235K |
| Aspire Growth Partners LLC | 0.21% | New | 8,012 | $233K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Reduce -25.7% | 8,228 | $233K |
| Barrett & Company, Inc. | 0.10% | No change | 8,209 | $233K |
| SYM FINANCIAL Corp | 0.03% | Reduce -35.2% | 8,101 | $230K |
| Centaurus Financial, Inc. | 0.01% | Add +4.3% | 7,958 | $225K |
| Venture Visionary Partners LLC | 0.01% | New | 7,775 | $220K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 7,593 | $216K |
| American Financial Advisors, LLC | 0.03% | New | 7,486 | $212K |
| Berger Financial Group, Inc | 0.01% | New | 7,302 | $207K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.6% | 7,239 | $205K |
| Cravens & Co Advisors, LLC | 0.16% | Reduce -2.0% | 7,077 | $200K |
| Ameriflex Group, Inc. | 0.07% | Add +14.4% | 6,301 | $179K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -1.9% | 5,617 | $160K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +12.5% | 4,500 | $127K |
| CoreCap Advisors, LLC | 0.00% | Add +50.4% | 3,792 | $107K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,696 | $105K |
| Larson Financial Group LLC | 0.00% | No change | 3,250 | $92K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | New | 3,185 | $90K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +51.0% | 2,901 | $82K |
| Mather Group, Llc. | 0.00% | No change | 2,794 | $79K |
| IFP Advisors, Inc | 0.00% | Add +31.2% | 2,367 | $67K |
| Continuum Advisory, LLC | 0.01% | Add +1.9% | 2,202 | $62K |
| Allworth Financial LP | 0.00% | Add +58.2% | 2,172 | $61K |
| Spire Wealth Management | 0.00% | No change | 1,952 | $55K |
| S.A. Mason LLC | 0.03% | No change | 1,900 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.1% | 1,666 | $47K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,621 | $46K |
| US Bancorp \de | 0.00% | Add +115.7% | 1,512 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,421 | $40K |
| AdvisorNet Financial, Inc | 0.00% | Add +45.4% | 1,028 | $29K |
| TD Waterhouse Canada Inc. | 0.00% | Add +21.7% | 981 | $28K |
| Clearstead Advisors, LLC | 0.00% | No change | 926 | $26K |
| CX Institutional | 0.00% | New | 910 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $25K |
| GAMMA Investing LLC | 0.00% | New | 827 | $23K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -93.4% | 55 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 740 | $21K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Reduce -13.0% | 700 | $20K |
| Salomon & Ludwin, LLC | 0.00% | New | 680 | $19K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -9.2% | 609 | $17K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 580 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 523 | $15K |
| ORG Partners LLC | 0.00% | Reduce -10.9% | 496 | $14K |
| Arax Advisory Partners | 0.00% | New | 496 | $14K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $13K |
| Richardson Capital Management LLC | 0.00% | New | 150 | $4K |
| Signaturefd, LLC | 0.00% | New | 84 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 62 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 32 | $907 |
| Rossby Financial, LCC | 0.00% | New | 23 | $653 |
| Archer Investment Corp | 0.00% | New | 6 | $170 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2 | $57 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.