Cap Group Global GrowthCGGOETF

13F holders, Q1 2026 (March 31)
418holders +20
37new positions
17sold out
4famous investors
$33.37avg. 13F price*

At the end of Q1 2026, 418 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 20 from Q4 2025. 37 opened new positions and 17 sold out. The largest holders were Capital Group Private Client Services, Inc. ($789.0M), LPL Financial LLC ($567.2M) and Raymond James Financial Inc. ($455.5M). 4 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions37$91.2M
Exits17$21.8M

All 13F filers, Q4 2025 → Q1 2026: 27,668,928 shares bought and 3,569,155 shares sold, net +24,099,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 418 holders

Capital Group Private Client Services, Inc. 13.30% Add +11.9% 23,643,002 $789.0M
LPL Financial LLC 0.15% Add +12.8% 16,997,437 $567.2M
Raymond James Financial Inc. 0.14% Add +4.0% 13,649,623 $455.5M
Envestnet Asset Management Inc. 0.11% Add +17.8% 12,066,556 $402.7M
Morgan Stanley 0.02% Add +20.1% 11,963,261 $399.2M
Northwestern Mutual Wealth Management Co. 0.22% Reduce -1.8% 10,859,399 $362.4M
Cetera Investment Advisers 0.29% Add +7.3% 8,296,479 $276.9M
Wells Fargo & Company 0.05% Add +23.7% 7,235,449 $241.4M
Forge Financial Services LLC 19.70% Add +589.5% 5,827,389 $194.5M
Commonwealth Equity Services, LLC 0.26% Add +3.0% 5,560,105 $185.5M
Jones Financial Companies LLLP 0.08% Add +29.8% 5,426,564 $176.7M
UBS Group AG 0.03% Add +8.0% 4,353,614 $145.3M
Royal Bank of Canada 0.03% Add +25.8% 4,065,492 $135.7M
Bank of America Corp. 0.01% Add +15.7% 4,009,228 $133.8M
Osaic Holdings, Inc. 0.19% Reduce -6.4% 3,800,231 $126.8M
Cambridge Investment Research Advisors, Inc. 0.29% Add +4.6% 3,360,867 $112.2M
MML Investors Services, LLC 0.26% Reduce -11.5% 2,816,834 $94.0M
Sei Investments Co. 0.06% Add +21.0% 1,963,172 $65.5M
&partners 0.32% Add +22.3% 1,944,494 $65.1M
NewEdge Advisors, LLC 0.20% Add +9.8% 1,663,897 $55.5M
Kestra Advisory Services, LLC 0.20% Add +10.9% 1,565,128 $52.2M
Financial Council, LLC 20.06% Add +5.1% 1,558,410 $52.0M
Arlington Financial Advisors, LLC 7.02% Add +5.5% 1,477,118 $49.3M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -30.9% 1,392,172 $47.1M
Baird Financial Group, Inc. 0.06% Reduce -16.8% 1,179,162 $39.3M
JPMorgan Chase & Co. 0.00% Add +36.5% 1,132,732 $36.4M
Janney Montgomery Scott LLC 0.09% Add +23.2% 1,085,698 $36.2M
Stifel Financial Corp. 0.03% Add +14.7% 1,076,766 $35.9M
LVW Advisors, LLC 3.40% Reduce -2.2% 1,044,217 $34.8M
Captrust Financial Advisors 0.06% Add +4.4% 987,300 $32.9M
Jane Street Group, LLC 0.03% New 960,000 $32.0M
Benjamin Edwards Inc. 0.32% Add +16.1% 949,627 $31.7M
Assetmark, Inc. 0.06% Add +20.1% 920,621 $30.7M
St Germain D J Co. Inc. 1.20% Reduce -0.3% 910,205 $30.4M
Focus Partners Wealth 0.03% Reduce -3.2% 846,270 $28.2M
Valmark Advisers, Inc. 0.33% Add +11.3% 841,093 $28.1M
D.A. Davidson & Co. 0.16% Reduce -4.2% 775,587 $25.9M
Private Advisor Group, LLC 0.12% Reduce -14.6% 745,203 $24.9M
Kestra Investment Management, LLC 0.41% Add +91.4% 716,897 $23.9M
BIP Wealth, LLC 0.97% Add +4.9% 715,977 $23.9M
WNY Asset Management, LLC 2.46% — 712,726 $23.8M
Wealth Science Advisors LLC 12.41% No change 636,392 $22.1M
J. Derek Lewis & Associates Inc. 4.94% Add +12.4% 656,978 $22.0M
Beacon Pointe Advisors, LLC 0.12% Add +2.4% 656,738 $21.9M
Reliant Wealth Planning 6.49% Reduce -1.5% 643,596 $21.5M
Bleakley Financial Group, LLC 0.28% Add +7.4% 534,077 $17.8M
Corient Private Wealth LP 0.03% Reduce -9.5% 528,013 $17.6M
HighTower Advisors, LLC 0.02% Add +14.2% 527,754 $17.6M
Prospera Financial Services Inc 0.26% Reduce -20.4% 491,246 $16.4M
Ergawealth Advisors, Inc. 7.19% Add +6.5% 487,615 $16.3M
LifeGoal Investments, LLC 9.21% Add +13.6% 473,839 $16.1M
Stephens Inc. 0.19% Add +25.0% 463,778 $15.5M
Stonebridge Financial Group, LLC 1.24% Add +135.3% 453,528 $15.1M
Apollon Wealth Management, LLC 0.25% Add +7.9% 452,270 $15.1M
Harbour Investments, Inc. 0.23% Add +64.9% 437,848 $14.6M
Integrated Wealth Concepts LLC 0.11% Add +24.0% 428,873 $14.3M
Frazier Financial Advisors, LLC 7.31% Add +6.1% 395,328 $13.2M
KWB Wealth 1.29% Reduce -0.6% 376,888 $13.1M
Independent Advisor Alliance 0.14% New 391,114 $13.1M
Rothschild Investment LLC 0.64% Add +36.0% 367,839 $12.3M
Natixis Advisors, LLC 0.02% Add +23.0% 348,974 $11.6M
Souders Financial Advisors 1.32% Reduce -1.3% 347,059 $11.6M
Vestmark Advisory Solutions, Inc. 0.13% Add +30.8% 345,578 $11.5M
Ridgeline Wealth Planning, LLC 8.29% Add +1.3% 340,353 $11.4M
Clarity Wealth Advisors, LLC 2.34% Add +7.0% 340,231 $11.4M
Silver Oak Securities, Incorporated 0.82% New 337,869 $11.3M
BNB Wealth Management, LLC 7.22% Add +0.4% 337,093 $11.2M
Principal Securities, Inc. 0.16% Add +10.9% 328,693 $11.0M
Equitable Holdings, Inc. 0.07% Add +21.1% 307,426 $10.6M
Steward Partners Investment Advisory, LLC 0.05% Add +2.4% 306,863 $10.2M
MAI Capital Management 0.06% Add +13.3% 306,263 $10.2M
HighPoint Advisor Group LLC 0.41% Reduce -3.7% 294,778 $9.8M
AA Financial Advisors, LLC 1.34% Reduce -12.7% 284,226 $9.5M
Main Street Financial Solutions, LLC 0.67% Reduce -5.3% 273,060 $9.1M
Michael Brady & Co., LLC 8.92% Add +2.0% 265,957 $8.9M
Capital Analysts, LLC 0.23% Add +10.2% 261,089 $8.7M
Ruggaard & Associates LLC 3.38% Add +3.4% 255,837 $8.5M
NavPoint Financial, Inc. 3.41% Add +0.3% 252,942 $8.4M
Gateway Wealth Partners, LLC 0.33% Add +395.4% 250,084 $8.3M
Signature Estate & Investment Advisors LLC 0.17% Add +3.3% 248,107 $8.3M
Cary Street Partners Financial LLC 0.20% Reduce -3.5% 242,404 $8.1M
U.S. Capital Wealth Advisors, LLC 0.20% Add +3.2% 241,675 $8.1M
Gerber Kawasaki Wealth & Investment Management 0.25% Add +0.6% 238,837 $8.0M
Gutierrez Wealth Advisory, LLC 4.92% Add +4.6% 237,285 $7.9M
Carson Advisory Inc. 4.10% Add +0.1% 236,964 $7.9M
Cwm, LLC 0.02% Add +5.8% 235,526 $7.9M
Peapack Gladstone Financial Corp. 0.10% Add +1.0% 231,834 $7.7M
Smartleaf Asset Management LLC 0.28% Add +14.3% 240,674 $7.7M
OneAscent Financial Services LLC 0.41% New 228,455 $7.6M
Kera Capital Partners, Inc. 0.92% Add +2.7% 225,352 $7.5M
Mutual Advisors, LLC 0.15% Add +4.8% 214,058 $7.1M
Orion Porfolio Solutions, LLC 0.06% Reduce -0.5% 212,969 $7.1M
Financial Management Network Inc. 1.05% Add +0.8% 190,849 $6.8M
Summit Financial, LLC 0.09% Add +77.5% 200,721 $6.7M
Confluence Wealth Services, Inc. 0.26% Add +8.0% 198,810 $6.6M
Citadel Advisors 0.00% New 194,298 $6.5M
Farther Finance Advisors, LLC 0.06% Reduce -59.4% 189,049 $6.4M
Blom & Howell Financial Planning, Inc. 6.12% Add +22.1% 186,936 $6.2M
Johnson Bixby & Associates, LLC 0.76% Reduce -6.0% 184,157 $6.1M
Balentine LLC 0.25% Reduce -1.1% 182,816 $6.1M

"% 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 418 holders