Cap Group Global GrowthCGGOETF

13F holders, Q4 2025 (December 31)
398holders +47
38new positions
15sold out
4famous investors
$34.66avg. 13F price*

At the end of Q4 2025, 398 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 47 from Q3 2025. 38 opened new positions and 15 sold out. The largest holders were Capital Group Private Client Services, Inc. ($731.8M), LPL Financial LLC ($522.1M) and Raymond James Financial Inc. ($455.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$52.4M
Exits15$53.2M

All 13F filers, Q3 2025 → Q4 2025: 17,129,931 shares bought and 3,930,417 shares sold, net +13,199,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 398 holders

Capital Group Private Client Services, Inc. 11.65% Add +4.1% 21,118,680 $731.8M
LPL Financial LLC 0.14% Add +14.9% 15,068,808 $522.1M
Raymond James Financial Inc. 0.14% Add +9.3% 13,130,315 $455.0M
Northwestern Mutual Wealth Management Co. 0.24% Add +0.3% 11,053,425 $383.0M
Envestnet Asset Management Inc. 0.11% Add +11.3% 10,246,121 $355.0M
Morgan Stanley 0.02% Add +15.3% 9,961,008 $345.1M
Cetera Investment Advisers 0.29% Add +9.7% 7,734,465 $268.0M
Wells Fargo & Company 0.04% Add +32.5% 5,847,836 $202.6M
Commonwealth Equity Services, LLC 0.25% Add +5.6% 5,399,474 $187.1M
Jones Financial Companies LLLP 0.09% Add +16.9% 4,182,196 $144.9M
Osaic Holdings, Inc. 0.21% Reduce -7.6% 4,058,668 $140.7M
UBS Group AG 0.03% Add +4.2% 4,032,146 $139.7M
Bank of America Corp. 0.01% Add +9.4% 3,465,284 $120.1M
Royal Bank of Canada 0.02% Add +7.2% 3,232,316 $112.0M
Cambridge Investment Research Advisors, Inc. 0.29% Add +12.6% 3,214,170 $111.4M
MML Investors Services, LLC 0.27% Add +6.2% 3,182,129 $110.3M
Wealth Enhancement Advisory Services, LLC 0.10% Add +3.2% 2,015,534 $72.3M
Sei Investments Co. 0.06% Add +23.0% 1,622,498 $56.2M
&partners 0.29% Add +14.7% 1,589,634 $54.9M
NewEdge Advisors, LLC 0.19% Add +8.2% 1,516,092 $52.5M
Financial Council, LLC 20.52% Add +5.8% 1,483,388 $51.4M
Baird Financial Group, Inc. 0.08% Add +1.3% 1,417,348 $49.1M
Kestra Advisory Services, LLC 0.20% Add +5.0% 1,410,915 $48.9M
Arlington Financial Advisors, LLC 6.95% Add +3.9% 1,400,492 $48.5M
LVW Advisors, LLC 3.75% Add +3.8% 1,067,741 $37.0M
Captrust Financial Advisors 0.06% Add +1.3% 945,652 $32.8M
Stifel Financial Corp. 0.03% Add +10.5% 938,772 $32.5M
St Germain D J Co. Inc. 1.23% Reduce -0.1% 912,634 $31.6M
Janney Montgomery Scott LLC 0.07% Reduce -26.3% 881,042 $30.5M
Focus Partners Wealth 0.03% Add +1.1% 874,055 $30.3M
Private Advisor Group, LLC 0.14% Reduce -18.9% 872,724 $30.2M
Forge Financial Services LLC 12.52% Add +2.7% 845,108 $29.3M
JPMorgan Chase & Co. 0.00% Add +60.0% 830,059 $28.8M
Benjamin Edwards Inc. 0.31% Add +20.1% 817,694 $28.3M
D.A. Davidson & Co. 0.17% Add +1.0% 809,229 $28.0M
Assetmark, Inc. 0.05% Add +33.7% 766,865 $26.6M
Valmark Advisers, Inc. 0.32% Add +21.0% 755,810 $26.2M
BIP Wealth, LLC 0.83% New 682,727 $23.7M
Reliant Wealth Planning 7.07% Reduce -1.8% 653,251 $22.6M
Beacon Pointe Advisors, LLC 0.16% Add +0.5% 641,378 $22.2M
Wealth Science Advisors LLC 12.72% — 636,392 $22.1M
Prospera Financial Services Inc 0.35% Reduce -0.5% 617,004 $21.4M
J. Derek Lewis & Associates Inc. 4.74% — 584,262 $20.2M
Corient Private Wealth LP 0.03% Reduce -14.9% 583,555 $20.2M
Bleakley Financial Group, LLC 0.30% Add +7.9% 497,148 $17.2M
Farther Finance Advisors, LLC 0.17% Add +459.1% 465,464 $16.1M
HighTower Advisors, LLC 0.02% Add +31.9% 462,279 $16.0M
Ergawealth Advisors, Inc. 7.30% Add +117.8% 457,916 $15.9M
Apollon Wealth Management, LLC 0.25% Add +10.0% 419,008 $14.5M
LifeGoal Investments, LLC 9.69% Add +23.6% 417,077 $14.5M
KWB Wealth 1.24% Add +52.2% 379,205 $13.1M
Kestra Investment Management, LLC 0.32% Add +14.6% 374,496 $13.0M
Frazier Financial Advisors, LLC 7.65% Add +5.3% 372,646 $12.9M
Stephens Inc. 0.16% Add +69.7% 371,033 $12.9M
Souders Financial Advisors 1.39% Add +3.9% 351,463 $12.2M
Integrated Wealth Concepts LLC 0.14% Add +18.4% 345,769 $12.0M
Ridgeline Wealth Planning, LLC 8.31% Reduce -15.3% 336,017 $11.6M
BNB Wealth Management, LLC 7.50% — 335,837 $11.6M
AA Financial Advisors, LLC 2.09% Reduce -0.8% 325,680 $11.3M
Clarity Wealth Advisors, LLC 2.25% Add +5.5% 317,991 $11.0M
HighPoint Advisor Group LLC 0.23% New 306,097 $10.6M
Steward Partners Investment Advisory, LLC 0.06% Add +2.1% 299,822 $10.4M
Principal Securities, Inc. 0.16% Add +11.6% 296,491 $10.3M
Main Street Financial Solutions, LLC 0.75% Add +0.5% 288,179 $10.0M
Natixis Advisors, LLC 0.01% Add +13.6% 283,688 $9.8M
Royal Harbor Partners, LLC 3.22% Reduce -1.1% 281,527 $9.8M
Rothschild Investment LLC 0.52% Add +13.9% 270,536 $9.4M
MAI Capital Management 0.05% Add +9.1% 270,298 $9.4M
Harbour Investments, Inc. 0.19% Add +20.1% 265,540 $9.2M
Vestmark Advisory Solutions, Inc. 0.12% Add +12.8% 264,286 $9.2M
Michael Brady & Co., LLC 9.02% — 260,825 $9.0M
Equitable Holdings, Inc. 0.06% Add +27.3% 253,920 $8.8M
NavPoint Financial, Inc. 3.73% Add +4.2% 252,169 $8.7M
Cary Street Partners Financial LLC 0.22% Add +3.8% 251,277 $8.7M
Ruggaard & Associates LLC 3.38% Reduce -7.3% 247,414 $8.6M
Signature Estate & Investment Advisors LLC 0.17% Add +3.5% 240,257 $8.3M
Gerber Kawasaki Wealth & Investment Management 0.29% Add +1.6% 237,326 $8.2M
Capital Analysts, LLC 0.23% Add +11.8% 237,017 $8.2M
Carson Advisory Inc. 4.26% Add +3.3% 236,754 $8.2M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -0.5% 234,237 $8.1M
Kera Capital Partners, Inc. 0.98% Add +3.8% 219,467 $8.0M
Peapack Gladstone Financial Corp. 0.10% Add +5.0% 229,519 $8.0M
Gutierrez Wealth Advisory, LLC 4.94% Add +4.3% 226,789 $7.9M
Cwm, LLC 0.02% Reduce -45.2% 222,566 $7.7M
Orion Porfolio Solutions, LLC 0.05% Add +7.2% 214,103 $7.4M
Smartleaf Asset Management LLC 0.28% Add +10.8% 210,651 $7.3M
Mutual Advisors, LLC 0.15% Add +2.6% 204,252 $7.1M
Johnson Bixby & Associates, LLC 0.84% Reduce -7.8% 196,011 $6.8M
Stonebridge Financial Group, LLC 0.57% Add +20.3% 192,757 $6.7M
Financial Management Network Inc. 1.05% Add +1.4% 189,418 $6.7M
Balentine LLC 0.24% Reduce -0.4% 184,812 $6.4M
Confluence Wealth Services, Inc. 0.26% Add +4.8% 184,061 $6.4M
Paragon Advisors, LLC 1.66% Add +25.1% 176,224 $6.1M
Smith, Moore & Co. 0.44% Add +2.5% 168,956 $5.9M
Koshinski Asset Management, Inc. 0.38% Reduce -0.5% 168,739 $5.8M
Concurrent Investment Advisors, LLC 0.07% Add +81.2% 167,238 $5.8M
Rockefeller Capital Management L.P. 0.01% Add +60.0% 166,190 $5.8M
FSM Wealth Advisors, LLC 0.78% Add +1.2% 163,709 $5.7M
Burford Brothers, Inc. 2.34% Add +2.9% 163,303 $5.7M
Boyer Financial Services, Inc. 5.93% — 159,178 $5.6M

"% 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 398 holders