Cap Group Global GrowthCGGOETF

13F holders, Q3 2025 (September 30)
351holders +25
44new positions
14sold out
4famous investors
$34.12avg. 13F price*

At the end of Q3 2025, 351 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 25 from Q2 2025. 44 opened new positions and 14 sold out. The largest holders were Capital Group Private Client Services, Inc. ($692.9M), LPL Financial LLC ($448.0M) and Raymond James Financial Inc. ($410.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Cap Group Global Growth
Filed as
CAPITAL GROUP GBL GROWTH EQT (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions44$28.3M
Exits14$11.0M

All 13F filers, Q2 2025 → Q3 2025: 19,371,307 shares bought and 1,773,119 shares sold, net +17,598,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

Capital Group Private Client Services, Inc. 11.58% Add +11.3% 20,278,872 $692.9M
LPL Financial LLC 0.13% Add +17.6% 13,110,723 $448.0M
Raymond James Financial Inc. 0.13% Reduce -0.4% 12,008,870 $410.3M
Northwestern Mutual Wealth Management Co. 0.25% Add +2.4% 11,018,745 $376.5M
Envestnet Asset Management Inc. 0.09% Add +29.0% 9,209,394 $314.7M
Morgan Stanley 0.02% Add +15.2% 8,639,404 $295.2M
Cetera Investment Advisers 0.28% Add +20.4% 7,049,934 $240.9M
Commonwealth Equity Services, LLC 0.23% Add +2.0% 5,113,876 $174.7M
Wells Fargo & Company 0.03% Add +19.0% 4,414,541 $150.8M
Osaic Holdings, Inc. 0.20% Add +0.6% 4,393,100 $145.9M
UBS Group AG 0.03% Add +3.6% 3,870,097 $132.2M
Jones Financial Companies LLLP 0.08% Add +21.5% 3,578,414 $121.1M
Bank of America Corp. 0.01% Add +38.5% 3,166,163 $108.2M
Royal Bank of Canada 0.02% Add +9.9% 3,014,345 $103.0M
MML Investors Services, LLC 0.27% Add +8.8% 2,995,195 $102.3M
Cambridge Investment Research Advisors, Inc. 0.27% Add +11.4% 2,855,191 $97.6M
Wealth Enhancement Advisory Services, LLC 0.10% Add +4.3% 1,952,396 $67.5M
Financial Council, LLC 21.26% Add +1.1% 1,401,705 $47.9M
NewEdge Advisors, LLC 0.22% Add +2.5% 1,400,853 $47.9M
Baird Financial Group, Inc. 0.08% Add +0.3% 1,399,635 $47.8M
&partners 0.30% Add +7.9% 1,386,462 $47.4M
Arlington Financial Advisors, LLC 6.78% Add +6.0% 1,348,117 $46.1M
Kestra Advisory Services, LLC 0.21% Add +54.7% 1,343,224 $45.9M
Sei Investments Co. 0.05% Add +29.0% 1,319,557 $45.1M
Janney Montgomery Scott LLC 0.10% Add +2.0% 1,194,803 $40.8M
Private Advisor Group, LLC 0.18% Add +1.8% 1,076,284 $36.8M
LVW Advisors, LLC 3.64% Add +8.7% 1,028,465 $35.1M
Captrust Financial Advisors 0.07% Add +1.9% 933,163 $31.9M
St Germain D J Co. Inc. 1.25% Add +1.2% 913,868 $31.2M
Focus Partners Wealth 0.05% Reduce -2.3% 864,082 $29.5M
Stifel Financial Corp. 0.03% Add +18.3% 849,232 $29.0M
Forge Financial Services LLC 13.37% Add +6.3% 823,096 $28.5M
D.A. Davidson & Co. 0.18% Add +0.8% 801,180 $27.4M
Strategic Blueprint, LLC 1.19% Add +59.0% 795,359 $27.2M
Corient Private Wealth LP 0.04% Reduce -3.0% 686,010 $23.4M
Benjamin Edwards Inc. 0.26% Add +25.5% 680,615 $23.3M
Reliant Wealth Planning 7.36% Reduce -1.1% 665,071 $22.7M
WNY Asset Management, LLC 2.18% Add +4.0% 662,480 $22.6M
Beacon Pointe Advisors, LLC 0.19% Add +279.2% 638,518 $21.8M
Valmark Advisers, Inc. 0.28% Add +13.0% 624,784 $21.3M
Prospera Financial Services Inc 0.36% Add +0.7% 619,842 $21.2M
Assetmark, Inc. 0.04% Add +110.8% 573,593 $19.6M
Jane Street Group, LLC 0.02% Add +268.8% 512,052 $17.5M
JPMorgan Chase & Co. 0.00% Add +145.1% 518,756 $17.0M
Bleakley Financial Group, LLC 0.37% Add +0.8% 460,651 $15.7M
Citadel Advisors 0.01% Add +95.3% 451,392 $15.4M
Cwm, LLC 0.04% Add +100.7% 405,950 $13.9M
Ridgeline Wealth Planning, LLC 10.18% Reduce -12.2% 396,540 $13.5M
Apollon Wealth Management, LLC 0.23% Add +81.2% 380,996 $13.0M
Frazier Financial Advisors, LLC 7.43% Add +192.1% 353,941 $12.1M
HighTower Advisors, LLC 0.01% Add +40.8% 350,531 $12.0M
Souders Financial Advisors 1.37% Add +2.2% 338,128 $11.6M
LifeGoal Investments, LLC 9.57% Add +14.3% 337,302 $11.5M
AA Financial Advisors, LLC 2.21% Add +11.4% 328,406 $11.2M
Kestra Investment Management, LLC 0.30% Add +28.3% 326,663 $11.2M
Clarity Wealth Advisors, LLC 2.27% Add +5.5% 301,261 $10.3M
Steward Partners Investment Advisory, LLC 0.06% Reduce -1.3% 293,604 $10.0M
Integrated Wealth Concepts LLC 0.09% Add +11.0% 292,137 $10.0M
Main Street Financial Solutions, LLC 0.63% Add +2.4% 286,807 $9.8M
Royal Harbor Partners, LLC 3.30% Add +0.8% 284,779 $9.7M
Ruggaard & Associates LLC 3.41% Add +1.0% 266,957 $9.1M
Principal Securities, Inc. 0.15% Add +24.6% 265,658 $9.1M
Natixis Advisors, LLC 0.01% Add +20.6% 249,829 $8.5M
MAI Capital Management 0.05% Add +11.3% 247,665 $8.5M
Cary Street Partners Financial LLC 0.21% Reduce -1.1% 242,173 $8.3M
NavPoint Financial, Inc. 4.34% Add +1.8% 242,037 $8.3M
Rothschild Investment LLC 0.46% Add +56.8% 237,580 $8.1M
U.S. Capital Wealth Advisors, LLC 0.22% Add +2.2% 235,286 $8.0M
Vestmark Advisory Solutions, Inc. 0.15% Reduce -11.3% 234,387 $8.0M
Gerber Kawasaki Wealth & Investment Management 0.27% Add +0.7% 233,680 $8.0M
KWB Wealth 0.88% Add +41.5% 249,147 $8.0M
Signature Estate & Investment Advisors LLC 0.17% Add +3.8% 232,193 $7.9M
VestGen Advisors, LLC 0.26% Add +4.2% 232,099 $7.9M
Carson Advisory Inc. 4.22% Add +1.3% 229,120 $7.8M
Harbour Investments, Inc. 0.17% Add +15.8% 221,174 $7.6M
Peapack Gladstone Financial Corp. 0.10% Add +6.7% 218,703 $7.5M
Stephens Inc. 0.10% Add +5.1% 218,691 $7.5M
Gutierrez Wealth Advisory, LLC 4.75% Add +4.8% 217,474 $7.4M
Johnson Bixby & Associates, LLC 0.93% Add +0.0% 212,695 $7.3M
Capital Analysts, LLC 0.21% Add +1086.1% 211,916 $7.2M
Kera Capital Partners, Inc. 1.08% Add +45.2% 211,543 $7.2M
Ergawealth Advisors, Inc. 3.35% Add +266.5% 210,213 $7.2M
Mutual Advisors, LLC 0.15% Add +10.1% 198,980 $6.9M
Orion Porfolio Solutions, LLC 0.05% Add +81.1% 199,723 $6.8M
Equitable Holdings, Inc. 0.05% Add +23.2% 199,535 $6.8M
Novem Group 0.80% Add +0.4% 197,186 $6.7M
Financial Management Network Inc. 1.07% Add +1.6% 186,723 $6.5M
Smartleaf Asset Management LLC 0.40% Add +17.7% 190,164 $6.5M
Susquehanna International Group, LLP 0.01% New 188,148 $6.4M
Balentine LLC 0.23% Reduce -0.0% 185,531 $6.3M
Confluence Wealth Services, Inc. 0.30% Add +4.4% 175,593 $6.0M
OneAscent Financial Services LLC 0.39% Add +4.6% 171,420 $5.9M
Koshinski Asset Management, Inc. 0.41% Add +0.4% 169,623 $5.8M
Smith, Moore & Co. 0.43% Add +1.3% 164,785 $5.6M
FSM Wealth Advisors, LLC 0.78% Add +0.6% 161,792 $5.5M
Stonebridge Financial Group, LLC 0.48% Add +60.1% 160,235 $5.5M
Burford Brothers, Inc. 2.32% Add +5.4% 158,754 $5.4M
AlphaCore Capital LLC 0.18% Add +30.5% 156,902 $5.4M
RPg Family Wealth Advisory, LLC 1.17% Add +1.1% 156,176 $5.3M
CLG LLC 1.45% Add +4.3% 155,967 $5.3M

"% 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 351 holders