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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $28.3M |
| Exits | 14 | $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 |
| West Michigan Advisors, LLC | 1.27% | Reduce -32.9% | 155,027 | $5.3M |
| Entruity Wealth, LLC | 3.86% | Add +4.2% | 145,349 | $5.0M |
| Paragon Advisors, LLC | 1.24% | Reduce -8.5% | 140,915 | $4.8M |
| Smith Thornton Advisors LLC | 2.42% | Add +9.0% | 134,965 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +65.8% | 132,018 | $4.5M |
| Axxcess Wealth Management, LLC | 0.09% | Add +27.9% | 128,770 | $4.4M |
| Perennial Investment Advisors, LLC | 0.35% | Add +12.3% | 123,486 | $4.2M |
| Smallwood Wealth Investment Management, LLC | 2.14% | Add +4.2% | 121,920 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +7.4% | 121,360 | $4.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.74% | Add +0.1% | 114,688 | $3.9M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +5.9% | 184,045 | $3.9M |
| Silvia McColl Wealth Management, LLC | 2.55% | Reduce -2.6% | 110,091 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +27.2% | 109,691 | $3.7M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +51.8% | 109,042 | $3.7M |
| Sovran Advisors, LLC | 0.32% | Add +6.5% | 104,275 | $3.6M |
| Bill Few Associates, Inc. | 0.93% | Add +16.9% | 105,918 | $3.6M |
| HBW Advisory Services LLC | 0.40% | Reduce -3.3% | 104,114 | $3.6M |
| Summit Financial, LLC | 0.05% | New | 104,101 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +362.3% | 103,870 | $3.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -18.9% | 100,571 | $3.4M |
| Founders Financial Securities LLC | 0.23% | Add +11.6% | 99,880 | $3.4M |
| PFG Advisors | 0.14% | Add +29.4% | 98,887 | $3.4M |
| Mach-1 Financial Group, LLC | 0.54% | New | 98,806 | $3.4M |
| Integrity Advisory Solutions, LLC | 0.54% | — | 98,806 | $3.4M |
| CVFG LLC | 2.40% | Add +4.8% | 97,343 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +14.8% | 94,593 | $3.2M |
| Eq Wealth Advisors, LLC | 2.08% | Add +8.4% | 92,696 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +29.1% | 92,303 | $3.2M |
| ORBA Wealth Advisors, L.L.C. | 2.53% | Reduce -13.7% | 89,785 | $3.1M |
| A&I Financial Services, LLC | 1.41% | Add +15.9% | 83,709 | $2.9M |
| LongView Wealth Management | 0.78% | Add +17.3% | 83,809 | $2.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +227.6% | 83,256 | $2.8M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -36.4% | 81,766 | $2.8M |
| Moseley Investment Management Inc. | 0.84% | Add +11.2% | 80,458 | $2.7M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 79,321 | $2.7M |
| Endeavor Private Wealth, Inc. | 0.84% | Add +10.1% | 79,045 | $2.7M |
| Tradition Wealth Management, LLC | 0.20% | Add +0.4% | 78,159 | $2.7M |
| Trueblood Wealth Management, LLC | 1.03% | Add +3.6% | 77,366 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -75.5% | 71,124 | $2.4M |
| Silverlake Wealth Management LLC | 0.59% | Add +2.0% | 70,521 | $2.4M |
| Greykasell Wealth Strategies, Inc. | 1.00% | Reduce -32.3% | 69,211 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +36.0% | 68,202 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -18.3% | 67,768 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Reduce -67.5% | 66,306 | $2.3M |
| Rather & Kittrell, Inc. | 0.37% | Add +412.2% | 61,527 | $2.1M |
| Northwest Financial Advisors | 2.63% | Reduce -0.4% | 60,030 | $2.1M |
| Financial Perspectives, Inc | 0.56% | Add +5.3% | 59,468 | $2.0M |
| Meridian Wealth Management, LLC | 0.08% | Add +21.8% | 59,050 | $2.0M |
| Park Avenue Securities LLC | 0.02% | New | 58,643 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +10.7% | 55,680 | $1.9M |
| Beacon Financial Advisory LLC | 0.43% | Add +4.5% | 54,555 | $1.9M |
| Catalyst Financial Partners LLC | 0.21% | Add +23.1% | 51,816 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Reduce -0.8% | 50,853 | $1.7M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 50,640 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.42% | Add +9.3% | 48,056 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +40.2% | 47,068 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +43.5% | 46,358 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.41% | Add +3.9% | 45,338 | $1.5M |
| IFG Advisory, LLC | 0.07% | Add +110.4% | 44,185 | $1.5M |
| Creative Planning | 0.00% | Add +13.4% | 43,923 | $1.5M |
| 44 Wealth Management LLC | 0.50% | Add +2.2% | 43,182 | $1.5M |
| Sweeney & Michel, LLC | 0.49% | Add +0.2% | 43,514 | $1.5M |
| Armstrong, Fleming & Moore, Inc | 0.69% | Reduce -2.5% | 42,556 | $1.5M |
| Advance Capital Management, Inc. | 0.06% | Add +39.6% | 41,580 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.9% | 41,221 | $1.4M |
| Blueprint Financial Advisors LLC | 0.30% | New | 41,031 | $1.4M |
| Blueprint Investment Partners LLC | 0.20% | New | 41,031 | $1.4M |
| Tempus Wealth Planning, LLC | 0.31% | Add +1.5% | 39,820 | $1.4M |
| Colonial River Investments, LLC | 0.50% | Add +504.1% | 39,529 | $1.4M |
| Advus Financial Partners, LLC | 0.32% | Add +0.1% | 39,293 | $1.3M |
| Mascagni Wealth Management, Inc. | 1.02% | Add +5.5% | 38,647 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -84.1% | 38,181 | $1.3M |
| Professional Financial Advisors, LLC | 0.27% | Reduce -2.1% | 38,092 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.5% | 37,113 | $1.3M |
| Seamount Financial Group Inc. | 0.57% | Add +13.7% | 35,397 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Add +95.4% | 34,958 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.0% | 34,313 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.14% | Reduce -4.8% | 34,147 | $1.2M |
| Procyon Advisors, LLC | 0.07% | Add +0.4% | 33,906 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +3.4% | 33,730 | $1.2M |
| Weatherly Asset Management L. P. | 0.09% | No change | 33,333 | $1.1M |
| Latitude Advisors, LLC | 0.50% | Add +37.0% | 32,213 | $1.1M |
| First Heartland Consultants, Inc. | 0.09% | Add +2.1% | 30,818 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 30,159 | $1.0M |
| Gateway Wealth Partners, LLC | 0.14% | Add +58.3% | 29,892 | $1.0M |
| Sittner & Nelson, LLC | 0.37% | No change | 29,625 | $1.0M |
| Comerica Bank | 0.00% | Add +19.2% | 29,389 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Add +24.7% | 28,748 | $982K |
| Saxony Capital Management, LLC | 0.65% | Add +5.7% | 28,728 | $982K |
| Convergence Financial, LLC | 0.14% | Reduce -4.4% | 27,892 | $953K |
| World Investment Advisors | 0.02% | Add +27.0% | 27,883 | $953K |
| Jacobi Capital Management LLC | 0.06% | New | 27,297 | $933K |
| Western Wealth Management, LLC | 0.05% | Add +133.9% | 26,997 | $922K |
| D. E. Shaw & Co. | 0.00% | Add +59.0% | 26,691 | $912K |
| HB Wealth Management, LLC | 0.01% | Add +124.6% | 26,038 | $890K |
| Advisory Services Network, LLC | 0.01% | New | 25,758 | $880K |
| BridgePort Financial Solutions, LLC | 0.24% | Add +2.4% | 25,748 | $880K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +10.7% | 25,400 | $868K |
| Presper Financial Architects, LLC | 0.50% | Reduce -83.2% | 25,195 | $861K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.4% | 24,394 | $834K |
| Signature Resources Capital Management, LLC | 0.45% | Add +20.8% | 24,034 | $821K |
| Uhlmann Price Securities, LLC | 0.50% | Add +24.1% | 24,010 | $820K |
| Lodestone Wealth Management LLC | 0.37% | Add +5.5% | 23,992 | $820K |
| American Financial Advisors, LLC | 0.10% | Add +223.6% | 23,768 | $812K |
| M.E. Allison & Co., Inc. | 0.56% | Reduce -2.8% | 23,641 | $808K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 23,603 | $807K |
| Lincoln Capital LLC | 0.15% | Add +11.4% | 23,149 | $805K |
| Capital International Investors | 0.00% | Add +4.1% | 23,262 | $795K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.1% | 22,926 | $783K |
| Olistico Wealth, LLC | 0.41% | Add +0.2% | 22,638 | $774K |
| Ameriprise Financial Inc. | 0.00% | Add +157.2% | 22,493 | $769K |
| MSH Capital Advisors LLC | 0.20% | Add +43.0% | 21,998 | $752K |
| Financial Advocates Investment Management | 0.42% | Reduce -49.5% | 21,959 | $750K |
| 180 Wealth Advisors, LLC | 0.09% | Add +5.7% | 21,748 | $743K |
| Cornerstone Advisory, LLC | 0.07% | New | 20,711 | $708K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 20,693 | $707K |
| Fearless Solutions, LLC dba Best Invest | 0.45% | Reduce -0.7% | 20,650 | $706K |
| Certior Financial Group, LLC | 0.48% | Add +15.0% | 20,578 | $703K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.8% | 19,971 | $682K |
| Mercer Global Advisors Inc. | 0.00% | Add +67.4% | 19,764 | $675K |
| Investment Planning Advisors, Inc. | 0.21% | Add +5.6% | 19,588 | $669K |
| Signature Wealth Management Group | 0.26% | Add +0.8% | 19,343 | $661K |
| Security Financial Services, INC. | 0.11% | Add +98.3% | 19,331 | $661K |
| Choreo, LLC | 0.01% | Add +3.0% | 18,603 | $636K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $634K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -12.2% | 17,342 | $593K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +20.1% | 17,133 | $585K |
| Financial Security Advisor, Inc. | 0.12% | Add +1.9% | 17,107 | $585K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -9.6% | 17,060 | $583K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.6% | 16,961 | $580K |
| ORG Partners LLC | 0.11% | Add +59.1% | 14,519 | $576K |
| Capital Planning LLC | 0.15% | No change | 14,632 | $500K |
| Sigma Planning Corp | 0.01% | Add +26.0% | 14,289 | $488K |
| Landaas & Co. /Wi | 0.11% | Add +16.7% | 13,896 | $475K |
| Summit Global Investments | 0.03% | Add +71.0% | 13,534 | $462K |
| International Assets Investment Management, LLC | 0.04% | Add +0.0% | 14,514 | $460K |
| Waterloo Capital, L.P. | 0.03% | Add +0.8% | 13,215 | $452K |
| Tudor Financial Inc. | 0.24% | Add +6.5% | 13,209 | $451K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,955 | $443K |
| KPP Advisory Services LLC | 0.06% | Reduce -87.9% | 12,589 | $430K |
| Visionary Wealth Advisors | 0.02% | Add +27.2% | 12,546 | $429K |
| Balboa Wealth Partners | 0.07% | Add +21.2% | 12,524 | $428K |
| HUB Investment Partners, LLC | 0.02% | Reduce -0.0% | 12,355 | $422K |
| Money Concepts Capital Corp. | 0.03% | Add +14.4% | 12,307 | $421K |
| McNamara Financial Services, Inc. | 0.08% | Add +4.2% | 12,232 | $418K |
| Mgo One Seven LLC | 0.01% | New | 12,152 | $415K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +0.4% | 12,113 | $414K |
| Daymark Wealth Partners, LLC | 0.01% | Add +21.9% | 12,072 | $412K |
| Synergy Investment Management, LLC | 0.15% | New | 11,735 | $401K |
| United Advisor Group, LLC | 0.05% | New | 11,702 | $400K |
| Clearstead Advisors, LLC | 0.01% | Reduce -38.2% | 11,345 | $388K |
| Brighton Jones LLC | 0.01% | Add +27.3% | 11,193 | $382K |
| Global Retirement Partners, LLC | 0.01% | Add +43.0% | 10,899 | $372K |
| Perigon Wealth Management, LLC | 0.01% | Add +62.7% | 10,869 | $371K |
| Lantern Wealth Advisors, LLC | 0.19% | Add +53.8% | 10,618 | $363K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +1.8% | 10,340 | $353K |
| KMT Wealth Management, LLC | 0.19% | No change | 10,286 | $351K |
| Founders Financial Alliance, LLC | 0.07% | No change | 10,260 | $351K |
| Aspen Capital Management, LLC | 0.09% | No change | 9,974 | $341K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 9,892 | $338K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 9,842 | $336K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $333K |
| GWN Securities Inc. | 0.08% | Add +53.7% | 9,727 | $333K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 9,715 | $332K |
| Private Trust Co. NA | 0.03% | Reduce -22.0% | 9,629 | $329K |
| Lantz Financial LLC | 0.07% | No change | 9,404 | $321K |
| StoneX Group Inc. | 0.01% | New | 9,288 | $317K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.1% | 9,256 | $316K |
| US Bancorp \de | 0.00% | Add +122.8% | 9,174 | $313K |
| Gimbal Financial | 0.18% | No change | 8,980 | $307K |
| Barrett & Company, Inc. | 0.10% | Add +9.2% | 8,967 | $306K |
| High Falls Advisors, Inc | 0.06% | Add +2.6% | 8,645 | $295K |
| Ascent Group, LLC | 0.01% | New | 8,643 | $295K |
| MFA Wealth Services | 0.20% | New | 8,417 | $288K |
| Kovack Advisors, Inc. | 0.03% | Add +0.4% | 8,303 | $284K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,300 | $284K |
| Simplicity Wealth,LLC | 0.02% | New | 8,267 | $282K |
| Transcend Capital Advisors, LLC | 0.02% | New | 8,204 | $280K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 8,177 | $279K |
| Wedbush Securities Inc. | 0.01% | New | 8,147 | $278K |
| Aspire Growth Partners LLC | 0.20% | Add +0.9% | 8,088 | $276K |
| Harmony Asset Management LLC | 0.10% | No change | 8,078 | $276K |
| IHT Wealth Management, LLC | 0.01% | Add +13.6% | 8,067 | $276K |
| Sax Wealth Advisors, LLC | 0.01% | New | 8,038 | $275K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +1.0% | 7,666 | $262K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -42.4% | 7,566 | $259K |
| Cibc World Market Inc. | 0.00% | Add +2.0% | 7,524 | $257K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 7,323 | $250K |
| Berger Financial Group, Inc | 0.01% | Reduce -4.7% | 7,293 | $249K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.0% | 7,241 | $249K |
| Trinity Wealth Management, LLC | 0.09% | New | 7,171 | $245K |
| VestGen Investment Management | 0.14% | New | 7,010 | $240K |
| Vise Technologies, Inc. | 0.01% | Reduce -84.8% | 6,986 | $239K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -71.9% | 6,979 | $238K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 6,746 | $231K |
| Cozad Asset Management Inc. | 0.02% | New | 6,705 | $229K |
| AQR Capital Management | 0.00% | New | 6,693 | $229K |
| FinDec Wealth Services, Inc. | 0.23% | Reduce -35.3% | 6,556 | $224K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,534 | $223K |
| Vertex Planning Partners, LLC | 0.04% | No change | 6,443 | $220K |
| Fisher Asset Management | 0.00% | New | 6,429 | $220K |
| Larson Financial Group LLC | 0.01% | Add +96.2% | 6,375 | $218K |
| Vicus Capital | 0.02% | New | 6,372 | $218K |
| Cravens & Co Advisors, LLC | 0.15% | Reduce -0.2% | 6,260 | $214K |
| SYM FINANCIAL Corp | 0.02% | Reduce -55.6% | 6,220 | $213K |
| Main Line Retirement Advisors, LLC | 0.11% | New | 6,158 | $210K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -33.9% | 6,075 | $208K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 6,027 | $206K |
| Clearstead Trust, LLC | 0.03% | New | 5,952 | $203K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 5,945 | $203K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 5,903 | $202K |
| Nvest Financial, LLC | 0.12% | Reduce -29.6% | 5,900 | $202K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +4.5% | 5,750 | $196K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -2.5% | 5,616 | $192K |
| Root Financial Partners, LLC | 0.01% | New | 5,540 | $189K |
| IFP Advisors, Inc | 0.00% | Add +3.3% | 5,467 | $187K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,155 | $142K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,385 | $116K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +0.3% | 3,297 | $113K |
| Mather Group, Llc. | 0.00% | New | 2,794 | $95K |
| Allworth Financial LP | 0.00% | Add +76.5% | 2,423 | $83K |
| TD Waterhouse Canada Inc. | 0.00% | Add +102.8% | 1,989 | $69K |
| Creative Financial Designs Inc. | 0.00% | Reduce -24.9% | 1,980 | $68K |
| Citigroup Inc. | 0.00% | New | 1,700 | $58K |
| Richardson Capital Management LLC | 0.02% | Add +658.0% | 1,425 | $49K |
| CX Institutional | 0.00% | No change | 1,184 | $40K |
| Arax Advisory Partners | 0.00% | Reduce -22.4% | 1,168 | $40K |
| Ameriflex Group, Inc. | 0.01% | Reduce -86.7% | 950 | $32K |
| CoreCap Advisors, LLC | 0.00% | Reduce -52.9% | 900 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 827 | $28K |
| Russell Investments Group, Ltd. | 0.00% | No change | 817 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 747 | $26K |
| Lanark Financial, Inc. | 0.00% | Reduce -98.9% | 746 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 680 | $24K |
| American National Bank & Trust | 0.00% | No change | 630 | $22K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 590 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 580 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.2% | 578 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -91.8% | 561 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 523 | $18K |
| Bokf, NA | 0.00% | New | 510 | $17K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 175 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 117 | $4K |
| Signaturefd, LLC | 0.00% | No change | 84 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 80 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 23 | $792 |
| Golden State Wealth Management, LLC | 0.00% | New | 7 | $239 |
| Archer Investment Corp | 0.00% | No change | 6 | $205 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.