Cap Group Global GrowthCGGOETF

13F holders, Q2 2025 (June 30)
326holders +18
31new positions
16sold out
3famous investors
$31.96avg. 13F price*

At the end of Q2 2025, 326 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 18 from Q1 2025. 31 opened new positions and 16 sold out. The largest holders were Capital Group Private Client Services, Inc. ($582.5M), Raymond James Financial Inc. ($385.6M) and LPL Financial LLC ($356.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Cap Group Global Growth
Filed as
CAPITAL GROUP GBL GROWTH EQT (Q2 2025)
CUSIP
14020X104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 215Q1 2024Q2 2024: 238Q2 2024Q3 2024: 249Q3 2024Q4 2024: 297Q4 2024Q1 2025: 308Q1 2025Q2 2025: 326Q2 2025Q3 2025: 351Q3 2025Q4 2025: 398Q4 2025Q1 2026: 418Q1 2026Q2 2026: 454Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions31$34.3M
Exits16$25.4M

All 13F filers, Q1 2025 → Q2 2025: 16,538,603 shares bought and 3,582,012 shares sold, net +12,956,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 326 holders

Capital Group Private Client Services, Inc. 5.05% Add +3.0% 18,220,559 $582.5M
Raymond James Financial Inc. 0.13% Add +0.6% 12,059,891 $385.6M
LPL Financial LLC 0.12% Add +23.4% 11,152,596 $356.5M
Northwestern Mutual Wealth Management Co. 0.25% Add +0.1% 10,760,763 $344.0M
Morgan Stanley 0.02% Add +2.4% 7,498,646 $239.7M
Envestnet Asset Management Inc. 0.07% Add +25.1% 7,140,661 $228.3M
Cetera Investment Advisers 0.32% Add +81.9% 5,855,934 $187.2M
Commonwealth Equity Services, LLC 0.21% Add +3.3% 5,013,064 $160.3M
Osaic Holdings, Inc. 0.25% Add +11.1% 4,365,979 $139.5M
UBS Group AG 0.03% Reduce -13.0% 3,735,352 $119.4M
Wells Fargo & Company 0.03% Reduce -1.7% 3,710,825 $118.6M
Jones Financial Companies LLLP 0.07% Add +50.0% 2,946,022 $94.8M
MML Investors Services, LLC 0.25% Add +7.7% 2,753,304 $88.0M
Royal Bank of Canada 0.02% Add +4.2% 2,741,590 $87.6M
Cambridge Investment Research Advisors, Inc. 0.25% Add +13.0% 2,562,374 $81.9M
Bank of America Corp. 0.01% Add +19.7% 2,285,289 $73.1M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -8.4% 1,872,601 $60.1M
Baird Financial Group, Inc. 0.08% Add +2.8% 1,395,393 $44.6M
Financial Council, LLC 21.38% Add +4.3% 1,386,850 $44.3M
NewEdge Advisors, LLC 0.23% Add +49.8% 1,366,646 $43.7M
&partners 0.32% Add +520.3% 1,285,162 $41.1M
Arlington Financial Advisors, LLC 6.66% Add +6.5% 1,271,734 $40.7M
Janney Montgomery Scott LLC 0.10% Add +26.4% 1,171,450 $37.5M
Private Advisor Group, LLC 0.18% Reduce -11.3% 1,057,514 $33.8M
Sei Investments Co. 0.04% Add +29.3% 1,023,234 $32.7M
LVW Advisors, LLC 3.39% Add +23.1% 946,565 $30.3M
Captrust Financial Advisors 0.07% Add +15.2% 915,875 $29.3M
St Germain D J Co. Inc. 1.25% Add +0.3% 903,279 $28.9M
Focus Partners Wealth 0.06% Reduce -8.3% 884,445 $28.3M
Kestra Advisory Services, LLC 0.14% Add +8.3% 868,346 $27.8M
D.A. Davidson & Co. 0.18% Add +18.9% 794,813 $25.4M
Forge Financial Services LLC 18.60% Add +4.8% 774,169 $24.8M
Stifel Financial Corp. 0.02% Add +19.9% 717,645 $22.9M
Corient Private Wealth LP 0.03% Reduce -2.4% 707,316 $22.6M
Reliant Wealth Planning 8.39% Add +5.5% 672,450 $21.5M
WNY Asset Management, LLC 2.24% Reduce -4.1% 636,693 $20.4M
Prospera Financial Services Inc 0.37% Add +5.2% 615,571 $19.7M
Valmark Advisers, Inc. 0.25% Add +8.9% 552,929 $17.7M
Benjamin Edwards Inc. 0.22% Add +12.0% 542,214 $17.3M
Strategic Blueprint, LLC 0.79% Add +100.9% 500,131 $16.0M
Bleakley Financial Group, LLC 0.37% Add +2.5% 457,085 $14.6M
Ridgeline Wealth Planning, LLC 11.89% Add +6.5% 451,727 $14.4M
Avantax Advisory Services, Inc. 0.07% Add +70.9% 382,478 $12.2M
Souders Financial Advisors 1.35% Add +6.0% 330,947 $10.6M
Steward Partners Investment Advisory, LLC 0.07% Add +12.0% 297,309 $9.5M
LifeGoal Investments, LLC 8.97% Reduce -4.8% 295,093 $9.4M
AA Financial Advisors, LLC 2.03% Add +2.5% 294,686 $9.4M
Stratos Wealth Partners, LTD. 0.13% Add +9.2% 290,351 $9.3M
Clarity Wealth Advisors, LLC 2.25% Add +2.7% 285,432 $9.1M
Royal Harbor Partners, LLC 3.30% Reduce -45.4% 282,410 $9.0M
Main Street Financial Solutions, LLC 0.65% Add +4.9% 280,030 $9.0M
Assetmark, Inc. 0.02% Add +13.8% 272,105 $8.7M
Ruggaard & Associates LLC 3.40% Add +712.6% 264,331 $8.5M
Vestmark Advisory Solutions, Inc. 0.12% Add +107.5% 264,126 $8.4M
Integrated Wealth Concepts LLC 0.08% Add +34.7% 263,118 $8.4M
Kestra Investment Management, LLC 0.25% Add +28.5% 254,661 $8.1M
HighTower Advisors, LLC 0.01% Add +19.4% 248,985 $8.0M
Cary Street Partners Financial LLC 0.22% Reduce -19.1% 244,803 $7.8M
Mariner, LLC 0.01% Add +3.8% 240,542 $7.7M
NavPoint Financial, Inc. 4.59% Reduce -8.7% 237,806 $7.6M
Gerber Kawasaki Wealth & Investment Management 0.29% Reduce -1.0% 232,156 $7.4M
Citadel Advisors 0.01% New 231,127 $7.4M
West Michigan Advisors, LLC 2.08% Add +2.8% 230,900 $7.4M
U.S. Capital Wealth Advisors, LLC 0.22% Add +6.2% 230,223 $7.4M
Carson Advisory Inc. 4.60% Add +0.0% 226,189 $7.2M
Signature Estate & Investment Advisors LLC 0.17% Add +4.0% 223,648 $7.2M
VestGen Advisors, LLC 0.28% Add +5.8% 222,791 $7.1M
MAI Capital Management 0.05% Add +2.4% 222,513 $7.1M
Principal Securities, Inc. 0.13% Add +39.9% 213,252 $6.8M
Johnson Bixby & Associates, LLC 0.93% Reduce -2.7% 212,662 $6.8M
JPMorgan Chase & Co. 0.00% Add +1057.5% 211,635 $6.8M
Apollon Wealth Management, LLC 0.13% Add +181.0% 210,325 $6.7M
Stephens Inc. 0.09% Reduce -61.3% 208,055 $6.7M
Gutierrez Wealth Advisory, LLC 4.45% Reduce -0.4% 207,434 $6.6M
Natixis Advisors, LLC 0.01% Add +4.5% 207,103 $6.6M
Peapack Gladstone Financial Corp. 0.09% Add +0.1% 204,931 $6.6M
Flow Traders U.S. LLC 0.24% Add +13.0% 203,798 $6.5M
Cwm, LLC 0.02% Add +68.4% 202,279 $6.5M
Novem Group 0.80% New 196,325 $6.3M
Harbour Investments, Inc. 0.15% Reduce -13.3% 191,051 $6.1M
Balentine LLC 0.23% Add +16.0% 185,607 $5.9M
Mutual Advisors, LLC 0.15% Add +4.6% 180,782 $5.9M
Financial Management Network Inc. 1.06% Add +2.1% 183,759 $5.9M
Koshinski Asset Management, Inc. 0.41% Add +9.3% 168,991 $5.4M
Beacon Pointe Advisors, LLC 0.06% New 168,374 $5.4M
Confluence Wealth Services, Inc. 0.29% Add +3.7% 168,127 $5.4M
OneAscent Financial Services LLC 0.37% Reduce -16.1% 163,914 $5.2M
Smith, Moore & Co. 0.44% Reduce -0.2% 162,617 $5.2M
Smartleaf Asset Management LLC 0.46% Add +15.9% 161,598 $5.2M
Equitable Holdings, Inc. 0.04% Add +419.7% 161,918 $5.2M
FSM Wealth Advisors, LLC 0.83% Add +3.0% 160,785 $5.1M
KWB Wealth 0.61% Add +44.8% 176,010 $5.0M
RPg Family Wealth Advisory, LLC 1.31% Reduce -1.8% 154,551 $4.9M
Paragon Advisors, LLC 1.29% Add +8.6% 153,948 $4.9M
Rothschild Investment LLC 0.30% Add +108.4% 151,548 $4.8M
Burford Brothers, Inc. 2.21% Reduce -0.5% 150,584 $4.8M
Presper Financial Architects, LLC 3.57% — 150,026 $4.8M
CLG LLC 1.49% Add +96.8% 149,568 $4.8M
Kera Capital Partners, Inc. 0.92% Reduce -1.1% 145,683 $4.7M
Entruity Wealth, LLC 3.79% Add +6.0% 139,552 $4.5M

"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.

Show all 326 holders