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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $52.4M |
| Exits | 15 | $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 |
| West Michigan Advisors, LLC | 1.26% | Add +1.9% | 158,054 | $5.5M |
| Perennial Investment Advisors, LLC | 0.42% | Add +25.6% | 155,042 | $5.4M |
| RPg Family Wealth Advisory, LLC | 1.17% | Reduce -1.4% | 154,015 | $5.3M |
| Strategic Blueprint, LLC | 0.31% | Reduce -80.7% | 153,243 | $5.3M |
| Blom & Howell Financial Planning, Inc. | 5.27% | — | 153,033 | $5.3M |
| AlphaCore Capital LLC | 0.12% | Reduce -4.5% | 149,828 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +13.1% | 149,307 | $5.2M |
| Entruity Wealth, LLC | 3.61% | Add +0.6% | 146,199 | $5.1M |
| Smith Thornton Advisors LLC | 2.48% | Add +4.4% | 140,883 | $4.9M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +25.9% | 137,291 | $4.8M |
| Hopwood Nicholas Hunter | 1.51% | — | 134,001 | $4.6M |
| Axxcess Wealth Management, LLC | 0.08% | Add +2.1% | 131,499 | $4.6M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +9.1% | 200,838 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +18.7% | 130,217 | $4.5M |
| Founders Financial Securities LLC | 0.26% | Add +28.6% | 128,418 | $4.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.3% | 118,619 | $4.1M |
| Smallwood Wealth Investment Management, LLC | 2.10% | Reduce -4.9% | 115,921 | $4.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.73% | Add +1.0% | 115,845 | $4.0M |
| Summit Financial, LLC | 0.06% | Add +8.6% | 113,065 | $3.9M |
| PFG Advisors | 0.18% | Add +10.8% | 109,526 | $3.8M |
| Bill Few Associates, Inc. | 0.93% | Add +3.3% | 109,421 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +17.0% | 110,697 | $3.8M |
| Integrity Advisory Solutions, LLC | 0.54% | Add +9.6% | 108,244 | $3.8M |
| Silvia McColl Wealth Management, LLC | 2.48% | Reduce -2.0% | 107,845 | $3.7M |
| HBW Advisory Services LLC | 0.40% | Add +1.8% | 105,987 | $3.7M |
| Catalyst Financial Partners LLC | 0.41% | Add +104.4% | 105,927 | $3.7M |
| Sovran Advisors, LLC | 0.31% | Reduce -2.5% | 101,658 | $3.7M |
| CLG LLC | 0.90% | Reduce -32.8% | 104,825 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +1273.0% | 103,881 | $3.6M |
| Eq Wealth Advisors, LLC | 2.11% | Add +11.2% | 103,037 | $3.6M |
| CVFG LLC | 2.33% | Add +0.7% | 98,014 | $3.4M |
| Ameritas Advisory Services, LLC | 0.12% | Add +16.7% | 95,436 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +377.6% | 95,375 | $3.3M |
| Moseley Investment Management Inc. | 1.00% | Add +15.8% | 93,189 | $3.2M |
| LongView Wealth Management | 0.78% | Add +6.2% | 89,029 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +29.1% | 91,847 | $3.2M |
| Geneos Wealth Management Inc. | 0.08% | Add +33.1% | 90,190 | $3.1M |
| Merit Financial Group, LLC | 0.03% | Reduce -10.5% | 90,021 | $3.1M |
| A&I Financial Services, LLC | 1.46% | Add +5.9% | 88,674 | $3.1M |
| Trueblood Wealth Management, LLC | 1.19% | Add +14.0% | 88,207 | $3.1M |
| Aprio Wealth Management, LLC | 0.17% | New | 85,697 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Add +23.8% | 84,412 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +123.8% | 83,054 | $2.9M |
| Endeavor Private Wealth, Inc. | 0.82% | Add +4.7% | 82,780 | $2.9M |
| VestGen Advisors, LLC | 0.12% | Reduce -65.1% | 80,903 | $2.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 79,321 | $2.7M |
| Tradition Wealth Management, LLC | 0.19% | Add +0.0% | 78,193 | $2.7M |
| Silverlake Wealth Management LLC | 0.60% | Add +9.1% | 76,962 | $2.7M |
| Merited Wealth, LLC | 2.41% | — | 75,103 | $2.6M |
| ORBA Wealth Advisors, L.L.C. | 2.25% | Reduce -16.7% | 74,764 | $2.6M |
| Arkadios Wealth Advisors | 0.05% | Add +113.8% | 73,359 | $2.5M |
| Mariner, LLC | 0.00% | Add +90.3% | 72,647 | $2.5M |
| Venture Visionary Partners LLC | 0.08% | Add +103.3% | 71,073 | $2.5M |
| Greykasell Wealth Strategies, Inc. | 0.95% | Add +0.1% | 69,301 | $2.4M |
| Financial Perspectives, Inc | 0.64% | Add +15.3% | 68,567 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +15.7% | 67,827 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +626.9% | 67,281 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +17.4% | 65,390 | $2.3M |
| Rather & Kittrell, Inc. | 0.34% | No change | 61,527 | $2.1M |
| Blueprint Investment Partners LLC | 0.23% | Add +49.9% | 61,485 | $2.1M |
| Beacon Financial Advisory LLC | 0.49% | Add +11.9% | 61,039 | $2.1M |
| Northwest Financial Advisors | 4.30% | Add +0.6% | 60,384 | $2.1M |
| Blueprint Financial Advisors LLC | 0.32% | Add +47.1% | 60,361 | $2.1M |
| IFG Advisory, LLC | 0.09% | Add +34.5% | 59,444 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +0.1% | 59,125 | $2.0M |
| Novem Group | 0.23% | Reduce -70.9% | 57,417 | $2.0M |
| Vise Technologies, Inc. | 0.04% | Add +708.8% | 56,505 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 52,453 | $1.8M |
| World Investment Advisors | 0.03% | Add +87.3% | 52,215 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Add +2.5% | 52,098 | $1.8M |
| Creative Planning | 0.00% | Add +16.5% | 51,190 | $1.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.40% | Add +2.8% | 49,396 | $1.8M |
| Gateway Wealth Partners, LLC | 0.19% | Add +68.9% | 50,480 | $1.7M |
| RFG Advisory, LLC | 0.03% | Add +7.3% | 49,733 | $1.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 49,584 | $1.7M |
| Sweeney & Michel, LLC | 0.50% | Add +6.2% | 46,228 | $1.7M |
| Saxony Capital Management, LLC | 1.02% | Add +67.8% | 48,218 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +1.9% | 47,974 | $1.7M |
| Daybright Advisory Services, Inc. | 0.42% | — | 45,498 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.38% | Add +0.0% | 45,353 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +85.8% | 45,312 | $1.6M |
| Advance Capital Management, Inc. | 0.06% | Add +6.0% | 44,092 | $1.5M |
| Calton & Associates, Inc. | 0.22% | New | 43,190 | $1.5M |
| Armstrong, Fleming & Moore, Inc | 0.69% | Add +1.1% | 43,003 | $1.5M |
| Colonial River Investments, LLC | 0.51% | Add +5.0% | 41,497 | $1.4M |
| 44 Wealth Management LLC | 0.48% | Reduce -4.7% | 41,137 | $1.4M |
| Renaissance Technologies | 0.00% | New | 40,400 | $1.4M |
| Seamount Financial Group Inc. | 0.62% | Add +12.1% | 39,671 | $1.4M |
| Advus Financial Partners, LLC | 0.33% | Add +0.1% | 39,347 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.01% | Add +1.4% | 39,193 | $1.4M |
| Tempus Wealth Planning, LLC | 0.31% | Reduce -1.7% | 39,137 | $1.4M |
| Sittner & Nelson, LLC | 0.48% | Add +25.9% | 37,313 | $1.3M |
| Stonebridge Financial Group, LLC / MO | 1.16% | — | 38,558 | $1.3M |
| Titleist Asset Management, LLC | 0.11% | New | 37,909 | $1.3M |
| Professional Financial Advisors, LLC | 0.27% | Reduce -0.6% | 37,866 | $1.3M |
| Latitude Advisors, LLC | 0.58% | Add +17.3% | 37,800 | $1.3M |
| Atria Investments, Inc | 0.01% | New | 37,674 | $1.3M |
| Jacobi Capital Management LLC | 0.07% | Add +36.1% | 37,144 | $1.3M |
| Procyon Advisors, LLC | 0.06% | Add +8.8% | 36,901 | $1.3M |
| Legacy Capital Wealth Management, LLC | 0.74% | — | 35,260 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +0.1% | 33,774 | $1.2M |
| Weatherly Asset Management L. P. | 0.09% | No change | 33,333 | $1.2M |
| Landaas & Co. /Wi | 0.25% | Add +137.6% | 33,012 | $1.1M |
| Comerica Bank | 0.00% | Add +9.9% | 32,311 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +190.2% | 31,629 | $1.1M |
| First Heartland Consultants, Inc. | 0.08% | Add +1.9% | 31,400 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +0.6% | 30,340 | $1.1M |
| ORG Partners LLC | 0.19% | Add +107.6% | 30,138 | $1.0M |
| Mgo One Seven LLC | 0.02% | Add +146.3% | 29,929 | $1.0M |
| Financial Planning Navigators CORP | 0.47% | — | 29,666 | $1.0M |
| Signature Resources Capital Management, LLC | 0.51% | Add +21.6% | 29,217 | $1.0M |
| Lincoln Capital LLC | 0.18% | Add +24.0% | 28,697 | $994K |
| Capital Investment Management, Inc. | 0.34% | — | 27,991 | $970K |
| Western Wealth Management, LLC | 0.04% | Add +3.4% | 27,910 | $967K |
| Advisory Services Network, LLC | 0.01% | Add +6.7% | 27,474 | $952K |
| Convergence Financial, LLC | 0.14% | Reduce -1.8% | 27,399 | $949K |
| MSH Capital Advisors LLC | 0.20% | Add +22.9% | 27,039 | $937K |
| Capital Planning LLC | 0.26% | Add +81.9% | 26,614 | $935K |
| BridgePort Financial Solutions, LLC | 0.24% | Add +2.1% | 26,292 | $911K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +3.3% | 26,244 | $909K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 26,019 | $902K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -37.7% | 25,695 | $890K |
| Summit Wealth Group LLC / Co. | 0.12% | New | 25,660 | $889K |
| Lodestone Wealth Management LLC | 0.36% | Add +5.1% | 25,218 | $874K |
| Security Financial Services, INC. | 0.13% | Add +25.3% | 24,214 | $839K |
| M.E. Allison & Co., Inc. | 0.57% | Add +2.3% | 24,184 | $838K |
| Vantus Wealth LLC | 0.61% | — | 23,798 | $825K |
| Presper Financial Architects, LLC | 0.47% | Reduce -5.8% | 23,747 | $823K |
| Uhlmann Price Securities, LLC | 0.49% | Reduce -1.1% | 23,734 | $822K |
| American Financial Advisors, LLC | 0.11% | Reduce -0.6% | 23,638 | $819K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 23,603 | $818K |
| 180 Wealth Advisors, LLC | 0.09% | Add +8.4% | 23,572 | $817K |
| Olistico Wealth, LLC | 0.38% | Add +0.2% | 22,689 | $786K |
| Evergreen Wealth Partners LLC | 0.66% | — | 22,584 | $783K |
| Certior Financial Group, LLC | 0.52% | Add +6.6% | 21,932 | $760K |
| Moors & Cabot, Inc. | 0.03% | Reduce -4.8% | 21,834 | $757K |
| Cornerstone Wealth Management, LLC | 0.04% | New | 21,688 | $752K |
| Advyzon Investment Management, LLC | 0.08% | New | 20,928 | $725K |
| Fearless Solutions, LLC dba Best Invest | 0.44% | Add +0.6% | 20,782 | $720K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 20,459 | $709K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -3.2% | 20,034 | $694K |
| Investment Planning Advisors, Inc. | 0.20% | Add +1.5% | 19,883 | $689K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +86.6% | 19,813 | $687K |
| OneDigital Investment Advisors LLC | 0.01% | New | 19,745 | $684K |
| Signature Wealth Management Group | 0.28% | Add +2.0% | 19,735 | $684K |
| Cornerstone Advisory, LLC | 0.06% | Reduce -8.2% | 19,019 | $659K |
| Quadrant Capital Group LLC | 0.02% | New | 18,866 | $654K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 18,804 | $652K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $643K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 18,276 | $636K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +4.7% | 17,945 | $622K |
| Tudor Financial Inc. | 0.32% | Add +35.4% | 17,890 | $620K |
| Sanctuary Advisors, LLC | 0.00% | Add +37.5% | 17,820 | $617K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.0% | 17,632 | $611K |
| International Assets Investment Management, LLC | 0.04% | Add +20.1% | 17,433 | $604K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.4% | 17,408 | $603K |
| Walkner Condon Financial Advisors LLC | 0.08% | No change | 17,060 | $591K |
| Good Harbor Advisors, Inc. | 0.69% | — | 17,013 | $590K |
| Financial Security Advisor, Inc. | 0.11% | Reduce -3.2% | 16,556 | $574K |
| Sigma Planning Corp | 0.02% | Add +13.9% | 16,269 | $572K |
| Exencial Wealth Advisors, LLC | 0.02% | New | 16,516 | $572K |
| Visionary Wealth Advisors | 0.03% | Add +29.5% | 16,247 | $563K |
| McNamara Financial Services, Inc. | 0.10% | Add +23.5% | 15,110 | $524K |
| Perigon Wealth Management, LLC | 0.01% | Add +38.7% | 15,071 | $522K |
| Diversify Advisory Services, LLC | 0.02% | New | 14,198 | $514K |
| Balboa Wealth Partners | 0.08% | Add +17.4% | 14,709 | $510K |
| Summit Global Investments | 0.03% | Add +8.4% | 14,668 | $508K |
| GWN Securities Inc. | 0.10% | Add +48.2% | 14,417 | $500K |
| GTS Securities LLC | 0.02% | New | 13,477 | $467K |
| Prosperity Wealth Management, Inc. | 0.16% | Add +99.6% | 13,463 | $467K |
| Money Concepts Capital Corp. | 0.03% | Add +7.3% | 13,200 | $457K |
| Waterloo Capital, L.P. | 0.03% | Reduce -2.7% | 12,857 | $445K |
| Northern Trust Corp. | 0.00% | New | 12,829 | $445K |
| M Holdings Securities, Inc. | 0.03% | New | 12,810 | $444K |
| HUB Investment Partners, LLC | 0.01% | Add +0.1% | 12,364 | $428K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +1.1% | 12,251 | $425K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -57.9% | 12,098 | $419K |
| Synergy Investment Management, LLC | 0.15% | Add +2.5% | 12,025 | $417K |
| IHT Wealth Management, LLC | 0.01% | Add +43.7% | 11,589 | $402K |
| United Advisor Group, LLC | 0.05% | Reduce -1.0% | 11,587 | $401K |
| Integrity Alliance, Llc. | 0.01% | New | 11,410 | $395K |
| Private Trust Co. NA | 0.03% | Add +17.9% | 11,356 | $393K |
| Troutman Wealth Management, LLC | 0.32% | — | 11,089 | $384K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +10.7% | 10,954 | $380K |
| Wedbush Securities Inc. | 0.01% | Add +32.0% | 10,757 | $373K |
| Two Sigma Securities, LLC | 0.05% | New | 10,715 | $371K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +1.2% | 10,464 | $363K |
| D. E. Shaw & Co. | 0.00% | Reduce -61.2% | 10,347 | $359K |
| KMT Wealth Management, LLC | 0.19% | No change | 10,286 | $356K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -15.3% | 10,227 | $354K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +67.3% | 10,081 | $349K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +68.7% | 10,027 | $347K |
| Lantz Financial LLC | 0.07% | Add +6.6% | 10,021 | $347K |
| Vigil Wealth Management, LLC | 0.29% | — | 9,992 | $346K |
| Aspen Capital Management, LLC | 0.09% | No change | 9,974 | $346K |
| AQR Capital Management | 0.00% | Add +48.9% | 9,968 | $345K |
| US Bancorp \de | 0.00% | Add +7.3% | 9,840 | $341K |
| Bessemer Group Inc. | 0.00% | No change | 9,750 | $338K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +0.3% | 9,744 | $338K |
| KPP Advisory Services LLC | 0.05% | Reduce -22.9% | 9,702 | $336K |
| MFA Wealth Services | 0.22% | Add +11.4% | 9,376 | $325K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +33.4% | 9,308 | $323K |
| High Falls Advisors, Inc | 0.06% | Add +7.0% | 9,251 | $321K |
| Kovack Advisors, Inc. | 0.02% | Add +10.4% | 9,163 | $318K |
| Barrett & Company, Inc. | 0.10% | Add +0.1% | 8,977 | $311K |
| Advisor Resource Council | 0.11% | New | 8,535 | $307K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.2% | 8,818 | $306K |
| Ascent Group, LLC | 0.01% | Add +1.7% | 8,787 | $304K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -15.6% | 8,660 | $300K |
| Meeder Advisory Services, Inc. | 0.01% | New | 8,487 | $294K |
| Nvest Financial, LLC | 0.12% | Add +42.7% | 8,419 | $292K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.6% | 8,309 | $288K |
| Vicus Capital | 0.02% | Add +29.7% | 8,262 | $286K |
| Simplicity Wealth,LLC | 0.02% | Reduce -0.6% | 8,219 | $285K |
| Aspire Growth Partners LLC | 0.20% | Add +1.1% | 8,180 | $283K |
| Harmony Asset Management LLC | 0.09% | No change | 8,078 | $280K |
| Citigroup Inc. | 0.00% | Add +373.4% | 8,048 | $279K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 8,038 | $279K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -2.7% | 7,980 | $277K |
| Cibc World Market Inc. | 0.00% | Add +4.3% | 7,849 | $272K |
| Callan Family Office, LLC | 0.01% | New | 7,824 | $271K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 7,786 | $270K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +1.1% | 7,753 | $269K |
| Savvy Advisors, Inc. | 0.01% | New | 7,734 | $268K |
| Tenzing Financial LLC | 0.22% | — | 7,729 | $268K |
| Berger Financial Group, Inc | 0.01% | Add +1.9% | 7,429 | $257K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.5% | 7,063 | $255K |
| Trinity Wealth Management, LLC | 0.09% | Add +2.1% | 7,320 | $254K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.4% | 7,297 | $253K |
| CIBC Private Wealth Group LLC | 0.00% | Add +71.3% | 7,116 | $247K |
| Oak Grove Capital LLC | 0.05% | New | 7,107 | $246K |
| Focused Alpha, LLC | 0.07% | — | 6,961 | $241K |
| Vertex Planning Partners, LLC | 0.06% | Add +6.7% | 6,874 | $238K |
| Advisortrust Partners, LLC | 0.10% | — | 6,849 | $237K |
| Cora Capital Advisors LLC | 0.09% | New | 6,778 | $235K |
| Compton Financial Group, LLC | 0.05% | New | 6,706 | $232K |
| Cozad Asset Management Inc. | 0.02% | No change | 6,705 | $232K |
| VestGen Investment Management | 0.13% | Reduce -4.4% | 6,699 | $232K |
| Cravens & Co Advisors, LLC | 0.15% | Reduce -1.1% | 6,194 | $223K |
| Larson Financial Group LLC | 0.01% | No change | 6,375 | $221K |
| FinDec Wealth Services, Inc. | 0.23% | Reduce -4.2% | 6,281 | $218K |
| Main Line Retirement Advisors, LLC | 0.11% | Add +1.1% | 6,229 | $216K |
| Fisher Asset Management | 0.00% | Reduce -4.6% | 6,134 | $213K |
| Summit Trail Advisors, LLC | 0.00% | No change | 6,075 | $210K |
| IFP Advisors, Inc | 0.00% | Add +9.9% | 6,010 | $208K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 5,903 | $205K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 5,843 | $202K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.16% | — | 5,841 | $202K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 5,803 | $201K |
| GeoWealth Management, LLC | 0.01% | New | 5,751 | $199K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 5,750 | $199K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 5,616 | $195K |
| Root Financial Partners, LLC | 0.01% | No change | 5,540 | $192K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +10.6% | 3,647 | $126K |
| Allworth Financial LP | 0.00% | Add +11.5% | 2,702 | $94K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,396 | $83K |
| Essential Investment Partners LLC | 0.07% | — | 2,100 | $73K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,989 | $69K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 1,986 | $69K |
| Richardson Capital Management LLC | 0.03% | Add +33.0% | 1,895 | $66K |
| Ameriflex Group, Inc. | 0.03% | Add +47.5% | 1,401 | $49K |
| TD Capital Management LLC | 0.00% | New | 1,387 | $48K |
| Arax Advisory Partners | 0.00% | Add +16.6% | 1,362 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +126.0% | 1,268 | $44K |
| CoreCap Advisors, LLC | 0.00% | Add +35.4% | 1,219 | $42K |
| Miller Capital Partners, Inc. | 0.02% | — | 1,184 | $41K |
| CX Institutional | 0.00% | Add +1.2% | 1,198 | $41K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,158 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 946 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 827 | $29K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.2% | 756 | $26K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.8% | 740 | $26K |
| Pflug Koory, LLC | 0.01% | New | 729 | $25K |
| Wellington Grp LLC | 0.01% | — | 714 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 680 | $24K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.9% | 696 | $24K |
| Bayban | 0.02% | — | 670 | $23K |
| American National Bank & Trust | 0.00% | No change | 630 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.4% | 621 | $22K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 590 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 523 | $18K |
| Bokf, NA | 0.00% | No change | 510 | $18K |
| Signature Equity Partners, LLC | 0.01% | — | 457 | $16K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $15K |
| FMR LLC | 0.00% | New | 353 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 350 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -58.6% | 338 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 335 | $12K |
| Rossby Financial, LCC | 0.00% | Add +1326.1% | 328 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 175 | $6K |
| CENTRAL TRUST Co | 0.00% | New | 125 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 117 | $4K |
| Signaturefd, LLC | 0.00% | No change | 84 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | Reduce -20.0% | 64 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +128.6% | 16 | $561 |
| Archer Investment Corp | 0.00% | No change | 6 | $208 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.