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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $34.3M |
| Exits | 16 | $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 |
| Jane Street Group, LLC | 0.01% | Reduce -28.8% | 138,847 | $4.4M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -24.6% | 128,577 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Add +12.1% | 124,033 | $4.0M |
| Smith Thornton Advisors LLC | 2.28% | Reduce -1.5% | 123,809 | $4.0M |
| AlphaCore Capital LLC | 0.15% | Reduce -0.7% | 120,222 | $3.9M |
| Frazier Financial Advisors, LLC | 2.73% | Add +41.8% | 121,164 | $3.9M |
| Smallwood Wealth Investment Management, LLC | 2.14% | Add +4.6% | 117,052 | $3.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.73% | Reduce -0.4% | 114,540 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +6.1% | 113,017 | $3.6M |
| Silvia McColl Wealth Management, LLC | 2.63% | Reduce -4.1% | 112,991 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.5% | 110,281 | $3.5M |
| Perennial Investment Advisors, LLC | 0.34% | Add +59.6% | 110,014 | $3.5M |
| HBW Advisory Services LLC | 0.42% | Add +1.1% | 107,700 | $3.4M |
| ORBA Wealth Advisors, L.L.C. | 3.03% | Reduce -39.8% | 104,026 | $3.3M |
| KPP Advisory Services LLC | 0.55% | New | 103,836 | $3.3M |
| Sagespring Wealth Partners, LLC | 0.07% | Add +10.7% | 173,768 | $3.3M |
| Greykasell Wealth Strategies, Inc. | 1.57% | Add +19.4% | 102,186 | $3.3M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -30.1% | 100,663 | $3.2M |
| Stonebridge Financial Group, LLC | 0.31% | Add +50.2% | 100,069 | $3.2M |
| Sovran Advisors, LLC | 0.33% | Add +317.8% | 97,887 | $3.1M |
| CVFG LLC | 2.36% | Add +9.9% | 92,918 | $3.0M |
| Bill Few Associates, Inc. | 0.82% | Add +27.7% | 90,618 | $2.9M |
| Founders Financial Securities LLC | 0.22% | Add +11.0% | 89,515 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -52.4% | 86,246 | $2.8M |
| Eq Wealth Advisors, LLC | 1.86% | Add +14.6% | 85,540 | $2.7M |
| Geneos Wealth Management Inc. | 0.06% | Add +423.2% | 82,947 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +10.6% | 82,374 | $2.6M |
| Renaissance Technologies | 0.00% | New | 80,200 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +10.4% | 79,622 | $2.5M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 79,321 | $2.5M |
| Tradition Wealth Management, LLC | 0.20% | No change | 77,881 | $2.5M |
| PFG Advisors | 0.11% | Reduce -11.7% | 76,413 | $2.4M |
| Trueblood Wealth Management, LLC | 1.00% | Add +10.2% | 74,664 | $2.4M |
| Endeavor Private Wealth, Inc. | 1.10% | Add +21.4% | 71,803 | $2.3M |
| Moseley Investment Management Inc. | 0.80% | Add +7.4% | 72,356 | $2.3M |
| A&I Financial Services, LLC | 1.30% | Add +3.9% | 72,217 | $2.3M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +38.3% | 71,835 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +65.6% | 71,495 | $2.3M |
| LongView Wealth Management | 0.69% | Add +6.8% | 71,473 | $2.3M |
| Old Mission Capital LLC | 0.06% | Add +637.9% | 70,712 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -58.8% | 68,714 | $2.2M |
| Silverlake Wealth Management LLC | 0.65% | Add +0.8% | 69,164 | $2.2M |
| Lanark Financial, Inc. | 0.18% | Add +10.5% | 68,935 | $2.2M |
| Northwest Financial Advisors | 2.69% | Add +19.0% | 60,277 | $1.9M |
| Ergawealth Advisors, Inc. | 0.82% | Add +183.5% | 57,355 | $1.8M |
| Financial Perspectives, Inc | 0.55% | Add +10.0% | 56,498 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 56,364 | $1.8M |
| Beacon Financial Advisory LLC | 0.43% | Add +16.3% | 52,198 | $1.7M |
| Modern Wealth Management, LLC | 0.04% | Add +2.9% | 51,262 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 50,279 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -16.9% | 50,284 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +111.3% | 50,151 | $1.6M |
| Meridian Wealth Management, LLC | 0.07% | Add +0.3% | 48,471 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.2% | 47,471 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 46,256 | $1.5M |
| Vise Technologies, Inc. | 0.06% | — | 46,121 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.40% | Add +1.3% | 43,945 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.76% | New | 43,657 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.40% | Reduce -2.9% | 43,621 | $1.4M |
| Sweeney & Michel, LLC | 0.49% | Add +2.3% | 43,419 | $1.4M |
| Financial Advocates Investment Management | 0.11% | Reduce -1.9% | 43,471 | $1.4M |
| 44 Wealth Management LLC | 0.48% | Add +9.1% | 42,253 | $1.4M |
| Catalyst Financial Partners LLC | 0.15% | Add +75.1% | 42,096 | $1.3M |
| Calton & Associates, Inc. | 0.23% | Reduce -0.7% | 41,661 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -13.3% | 41,586 | $1.3M |
| Advus Financial Partners, LLC | 0.32% | Reduce -18.6% | 39,275 | $1.3M |
| Tempus Wealth Planning, LLC | 0.31% | Add +5.2% | 39,243 | $1.3M |
| Professional Financial Advisors, LLC | 0.29% | Add +9.3% | 38,922 | $1.2M |
| Creative Planning | 0.00% | Add +2.0% | 38,732 | $1.2M |
| Woodmont Investment Counsel LLC | 0.08% | Add +12.3% | 38,648 | $1.2M |
| Mascagni Wealth Management, Inc. | 1.00% | Add +22.9% | 36,646 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.14% | Add +21.6% | 35,866 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +8.1% | 35,746 | $1.1M |
| Procyon Advisors, LLC | 0.10% | Add +7.8% | 33,775 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -0.2% | 33,582 | $1.1M |
| Weatherly Asset Management L. P. | 0.09% | No change | 33,333 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +23.0% | 33,295 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | No change | 32,612 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +264.7% | 32,299 | $1.0M |
| Seamount Financial Group Inc. | 0.51% | Add +42.8% | 31,146 | $996K |
| Cerity Partners LLC | 0.00% | Add +3.3% | 31,002 | $992K |
| First Heartland Consultants, Inc. | 0.09% | Add +7.1% | 30,193 | $965K |
| Advance Capital Management, Inc. | 0.04% | Reduce -1.9% | 29,774 | $952K |
| Sittner & Nelson, LLC | 0.38% | Add +5.8% | 29,625 | $947K |
| Convergence Financial, LLC | 0.16% | Reduce -3.6% | 29,169 | $933K |
| Saxony Capital Management, LLC | 0.67% | Add +0.1% | 27,179 | $869K |
| Oppenheimer & Co. Inc. | 0.01% | Add +54.9% | 26,071 | $833K |
| Farther Finance Advisors, LLC | 0.02% | New | 25,412 | $812K |
| BridgePort Financial Solutions, LLC | 0.27% | Add +6.9% | 25,156 | $804K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +3.0% | 24,865 | $795K |
| Comerica Bank | 0.00% | Reduce -3.2% | 24,658 | $788K |
| M.E. Allison & Co., Inc. | 0.62% | No change | 24,318 | $777K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 23,603 | $755K |
| Latitude Advisors, LLC | 0.38% | Add +19.4% | 23,505 | $751K |
| Kingsview Wealth Management, LLC | 0.01% | Add +18.5% | 23,057 | $737K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +10.9% | 22,949 | $734K |
| Moors & Cabot, Inc. | 0.03% | Add +4.9% | 22,947 | $734K |
| Lodestone Wealth Management LLC | 0.35% | Add +11.5% | 22,732 | $727K |
| Olistico Wealth, LLC | 0.40% | Add +0.0% | 22,597 | $722K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.7% | 22,470 | $718K |
| Capital International Investors | 0.00% | Reduce -0.0% | 22,341 | $714K |
| World Investment Advisors | 0.02% | Add +4.3% | 21,954 | $702K |
| IFG Advisory, LLC | 0.03% | Add +11.7% | 21,002 | $671K |
| Lincoln Capital LLC | 0.13% | Add +4.1% | 20,786 | $665K |
| Fearless Solutions, LLC dba Best Invest | 0.46% | Reduce -1.0% | 20,785 | $664K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 20,693 | $662K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -13.8% | 20,572 | $658K |
| Signature Resources Capital Management, LLC | 0.39% | Add +16.3% | 19,898 | $636K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -22.9% | 19,743 | $631K |
| Uhlmann Price Securities, LLC | 0.44% | Add +1.4% | 19,348 | $619K |
| Signature Wealth Management Group | 0.24% | Add +4.1% | 19,192 | $614K |
| Summit Wealth Group LLC / Co. | 0.15% | — | 19,006 | $612K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -30.0% | 18,880 | $604K |
| Gateway Wealth Partners, LLC | 0.11% | Add +12.4% | 18,880 | $604K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $594K |
| Investment Planning Advisors, Inc. | 0.21% | Reduce -94.1% | 18,549 | $593K |
| Clearstead Advisors, LLC | 0.01% | Add +1882.1% | 18,354 | $587K |
| Choreo, LLC | 0.01% | Reduce -10.7% | 18,061 | $583K |
| Certior Financial Group, LLC | 0.44% | No change | 17,892 | $572K |
| Venture Visionary Partners LLC | 0.02% | Add +130.1% | 17,890 | $572K |
| Capital Analysts, LLC | 0.02% | Add +2.0% | 17,866 | $571K |
| CreativeOne Wealth, LLC | 0.01% | New | 17,603 | $563K |
| Financial Security Advisor, Inc. | 0.12% | Add +10.0% | 16,791 | $542K |
| D. E. Shaw & Co. | 0.00% | New | 16,791 | $537K |
| MSH Capital Advisors LLC | 0.14% | Reduce -10.3% | 15,386 | $492K |
| Capital Planning LLC | 0.15% | Reduce -6.5% | 14,632 | $472K |
| Embree Financial Group | 0.07% | Add +13.1% | 14,620 | $467K |
| International Assets Investment Management, LLC | 0.04% | Reduce -9.5% | 14,509 | $464K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -15.6% | 14,272 | $456K |
| SYM FINANCIAL Corp | 0.05% | Add +72.8% | 14,002 | $448K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -26.9% | 13,130 | $420K |
| Waterloo Capital, L.P. | 0.03% | Reduce -2.9% | 13,112 | $419K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.0% | 12,955 | $414K |
| Tudor Financial Inc. | 0.22% | Add +17.9% | 12,399 | $396K |
| HUB Investment Partners, LLC | 0.01% | Add +1.3% | 12,359 | $395K |
| Private Trust Co. NA | 0.04% | Reduce -9.6% | 12,343 | $395K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +46.6% | 12,064 | $386K |
| Rather & Kittrell, Inc. | 0.08% | No change | 12,013 | $384K |
| Landaas & Co. /Wi | 0.09% | No change | 11,906 | $381K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,805 | $377K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -44.8% | 11,738 | $375K |
| HB Wealth Management, LLC | 0.00% | Add +15.3% | 11,593 | $371K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.0% | 11,544 | $369K |
| M Holdings Securities, Inc. | 0.06% | New | 11,472 | $368K |
| Sigma Planning Corp | 0.01% | Reduce -6.5% | 11,341 | $363K |
| Money Concepts Capital Corp. | 0.02% | New | 10,762 | $344K |
| Balboa Wealth Partners | 0.07% | New | 10,337 | $330K |
| KMT Wealth Management, LLC | 0.19% | No change | 10,286 | $329K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -33.6% | 10,260 | $328K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +1.7% | 10,156 | $328K |
| FinDec Wealth Services, Inc. | 0.34% | Reduce -63.8% | 10,126 | $324K |
| Aspen Capital Management, LLC | 0.09% | No change | 9,974 | $319K |
| Daymark Wealth Partners, LLC | 0.01% | New | 9,905 | $317K |
| Visionary Wealth Advisors | 0.02% | Add +3.1% | 9,864 | $315K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 9,842 | $315K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $312K |
| Security Financial Services, INC. | 0.06% | New | 9,748 | $312K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 9,715 | $311K |
| Lantz Financial LLC | 0.07% | Reduce -11.7% | 9,404 | $301K |
| Summit Trail Advisors, LLC | 0.01% | New | 9,190 | $294K |
| ORG Partners LLC | 0.06% | Add +1739.7% | 9,125 | $289K |
| Gimbal Financial | 0.18% | Reduce -20.0% | 8,980 | $287K |
| Brighton Jones LLC | 0.01% | Add +5.5% | 8,790 | $281K |
| Ameriprise Financial Inc. | 0.00% | New | 8,747 | $280K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -45.0% | 8,485 | $271K |
| High Falls Advisors, Inc | 0.06% | No change | 8,429 | $269K |
| Nvest Financial, LLC | 0.14% | Reduce -25.5% | 8,386 | $268K |
| Martin Worley Group | 0.13% | No change | 8,300 | $265K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.2% | 8,270 | $264K |
| Barrett & Company, Inc. | 0.10% | No change | 8,209 | $262K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -7.9% | 8,177 | $261K |
| Harmony Asset Management LLC | 0.10% | New | 8,078 | $258K |
| Aspire Growth Partners LLC | 0.21% | No change | 8,012 | $256K |
| Summit Global Investments | 0.01% | New | 7,914 | $253K |
| Berger Financial Group, Inc | 0.02% | Add +4.8% | 7,654 | $245K |
| Global Retirement Partners, LLC | 0.01% | — | 7,623 | $244K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 7,593 | $243K |
| Cibc World Market Inc. | 0.00% | New | 7,374 | $236K |
| American Financial Advisors, LLC | 0.03% | Reduce -1.9% | 7,344 | $235K |
| HBK Sorce Advisory LLC | 0.01% | No change | 7,239 | $231K |
| Ameriflex Group, Inc. | 0.12% | Add +13.3% | 7,142 | $228K |
| IHT Wealth Management, LLC | 0.01% | New | 7,100 | $227K |
| Lantern Wealth Advisors, LLC | 0.13% | — | 6,906 | $221K |
| Herold Advisors, Inc. | 0.05% | New | 6,906 | $221K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +135.9% | 6,845 | $219K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,682 | $214K |
| Colonial River Investments, LLC | 0.09% | Reduce -31.2% | 6,544 | $211K |
| Vertex Planning Partners, LLC | 0.04% | New | 6,443 | $206K |
| GWN Securities Inc. | 0.04% | Reduce -68.1% | 6,329 | $202K |
| Cravens & Co Advisors, LLC | 0.15% | Reduce -11.4% | 6,271 | $200K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +2.5% | 5,760 | $183K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +22.2% | 5,500 | $176K |
| IFP Advisors, Inc | 0.00% | Add +123.6% | 5,293 | $169K |
| US Bancorp \de | 0.00% | Add +172.3% | 4,117 | $132K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +3.2% | 3,286 | $105K |
| Larson Financial Group LLC | 0.00% | No change | 3,250 | $104K |
| Creative Financial Designs Inc. | 0.01% | Add +85.6% | 2,638 | $84K |
| CoreCap Advisors, LLC | 0.00% | Reduce -49.6% | 1,911 | $61K |
| S.A. Mason LLC | 0.03% | No change | 1,900 | $61K |
| Arax Advisory Partners | 0.00% | Add +203.4% | 1,505 | $48K |
| Allworth Financial LP | 0.00% | Reduce -36.8% | 1,373 | $44K |
| CX Institutional | 0.00% | Add +30.1% | 1,184 | $38K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -36.5% | 1,029 | $33K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 981 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $29K |
| GAMMA Investing LLC | 0.00% | No change | 827 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -51.0% | 817 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 680 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 740 | $22K |
| American National Bank & Trust | 0.00% | New | 630 | $20K |
| Whipplewood Advisors, LLC | 0.01% | Add +1016.4% | 614 | $20K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 580 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -47.6% | 539 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 523 | $17K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $14K |
| Trust Co. of Vermont | 0.00% | New | 354 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 264 | $8K |
| Brooklyn Investment Group | 0.00% | New | 190 | $6K |
| Richardson Capital Management LLC | 0.00% | Add +25.3% | 188 | $6K |
| Asset Dedication, LLC | 0.00% | New | 175 | $6K |
| Signaturefd, LLC | 0.00% | No change | 84 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 67 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 23 | $735 |
| Archer Investment Corp | 0.00% | No change | 6 | $192 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2 | $64 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.