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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $91.2M |
| Exits | 17 | $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 |
| Founders Financial Securities LLC | 0.34% | Add +32.0% | 169,533 | $6.1M |
| Smith, Moore & Co. | 0.43% | Add +4.8% | 177,021 | $5.9M |
| GTS Securities LLC | 0.21% | Add +1191.6% | 174,071 | $5.8M |
| Boyer Financial Services, Inc. | 6.13% | Add +8.9% | 173,332 | $5.8M |
| Compton Financial Group, LLC | 1.27% | Add +2463.6% | 171,913 | $5.7M |
| Koshinski Asset Management, Inc. | 0.36% | Add +1.5% | 171,335 | $5.7M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +22.6% | 168,272 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 166,468 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +10.6% | 165,071 | $5.5M |
| Paragon Advisors, LLC | 1.48% | Reduce -6.8% | 164,252 | $5.5M |
| Perennial Investment Advisors, LLC | 0.44% | Add +5.9% | 164,249 | $5.5M |
| Burford Brothers, Inc. | 2.24% | Add +0.4% | 164,024 | $5.5M |
| FSM Wealth Advisors, LLC | 0.70% | Reduce -0.2% | 163,433 | $5.5M |
| Strategic Blueprint, LLC | 0.30% | Add +2.3% | 156,761 | $5.2M |
| Sigma Planning Corp | 0.14% | Add +847.8% | 154,198 | $5.1M |
| Smith Thornton Advisors LLC | 2.58% | Add +8.8% | 153,251 | $5.1M |
| AlphaCore Capital LLC | 0.12% | Reduce -0.3% | 149,321 | $5.0M |
| Hopwood Nicholas Hunter | 1.57% | Add +10.3% | 147,792 | $4.9M |
| RPg Family Wealth Advisory, LLC | 1.01% | Reduce -5.5% | 145,584 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +11.2% | 144,734 | $4.8M |
| Entruity Wealth, LLC | 3.26% | Reduce -1.6% | 143,905 | $4.8M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -36.3% | 127,880 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +5.4% | 125,061 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | New | 122,414 | $4.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +34.8% | 121,579 | $4.1M |
| Sovran Advisors, LLC | 0.32% | Add +6.1% | 107,847 | $4.0M |
| Endeavor Private Wealth, Inc. | 1.12% | Add +41.9% | 117,495 | $3.9M |
| Eq Wealth Advisors, LLC | 2.26% | Add +12.6% | 116,060 | $3.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.67% | Reduce -0.0% | 115,810 | $3.9M |
| Smallwood Wealth Investment Management, LLC | 2.03% | Reduce -0.3% | 115,583 | $3.9M |
| PFG Advisors | 0.19% | Add +5.5% | 115,583 | $3.9M |
| Catalyst Financial Partners LLC | 0.45% | Add +8.9% | 115,406 | $3.9M |
| Bill Few Associates, Inc. | 0.92% | Add +4.8% | 114,629 | $3.8M |
| Integrity Advisory Solutions, LLC | 0.50% | Add +5.6% | 114,335 | $3.8M |
| Flow Traders U.S. LLC | 0.12% | New | 112,654 | $3.8M |
| Silvia McColl Wealth Management, LLC | 2.42% | Add +2.0% | 110,051 | $3.7M |
| CVFG LLC | 0.44% | Add +8.9% | 106,771 | $3.6M |
| Mariner, LLC | 0.00% | Add +46.1% | 106,119 | $3.5M |
| HBW Advisory Services LLC | 0.37% | Reduce -0.5% | 105,411 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -37.5% | 104,581 | $3.5M |
| CLG LLC | 0.85% | Reduce -2.3% | 102,399 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +124.5% | 101,741 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -2.2% | 101,565 | $3.4M |
| West Michigan Advisors, LLC | 0.74% | Reduce -36.0% | 101,119 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +8.8% | 99,914 | $3.3M |
| Moseley Investment Management Inc. | 1.05% | Add +5.8% | 98,626 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +0.9% | 96,279 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +15.2% | 95,696 | $3.2M |
| Trueblood Wealth Management, LLC | 1.24% | Add +8.0% | 95,233 | $3.2M |
| LongView Wealth Management | 0.79% | Reduce -4.3% | 85,245 | $3.2M |
| A&I Financial Services, LLC | 1.48% | Add +5.4% | 93,433 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +752.5% | 93,382 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +3.3% | 92,975 | $3.1M |
| Aprio Wealth Management, LLC | 0.16% | Reduce -0.3% | 85,467 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +26.4% | 85,077 | $2.8M |
| Tradition Wealth Management, LLC | 0.20% | Add +5.1% | 82,193 | $2.7M |
| World Investment Advisors | 0.04% | Add +57.2% | 82,081 | $2.7M |
| Silverlake Wealth Management LLC | 0.57% | Add +4.8% | 80,616 | $2.7M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 79,321 | $2.6M |
| Financial Perspectives, Inc | 0.73% | Add +14.6% | 78,572 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +14.6% | 77,715 | $2.6M |
| Venture Visionary Partners LLC | 0.08% | Add +7.2% | 76,177 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Add +2.5% | 75,228 | $2.5M |
| Evergreen Wealth Partners LLC | 1.90% | Add +230.9% | 74,738 | $2.5M |
| Greykasell Wealth Strategies, Inc. | 0.97% | Add +3.9% | 72,013 | $2.4M |
| VestGen Advisors, LLC | 0.07% | Reduce -24.7% | 60,930 | $2.4M |
| Merited Wealth, LLC | 1.97% | Reduce -5.4% | 71,025 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +5.8% | 69,193 | $2.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -18.1% | 69,105 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2724.1% | 67,666 | $2.3M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -49.0% | 67,088 | $2.2M |
| Code Waechter LLC | 1.28% | New | 64,521 | $2.2M |
| Northwest Financial Advisors | 4.15% | Add +6.6% | 64,383 | $2.1M |
| Blueprint Financial Advisors LLC | 0.31% | Add +4.0% | 62,762 | $2.1M |
| Blueprint Investment Partners LLC | 0.21% | Add +2.1% | 62,762 | $2.1M |
| ORBA Wealth Advisors, L.L.C. | 2.48% | Reduce -16.8% | 62,210 | $2.1M |
| Beacon Financial Advisory LLC | 0.47% | Add +1.5% | 61,950 | $2.1M |
| Rather & Kittrell, Inc. | 0.32% | No change | 61,527 | $2.1M |
| Landaas & Co. /Wi | 0.45% | Add +84.9% | 61,053 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +58.4% | 59,658 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 56,505 | $2.0M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -1.1% | 58,497 | $2.0M |
| Novem Group | 0.22% | Reduce -0.6% | 57,063 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.49% | Add +13.7% | 56,140 | $1.9M |
| Saxony Capital Management, LLC | 1.03% | Add +10.4% | 53,213 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Add +0.2% | 52,199 | $1.8M |
| Sweeney & Michel, LLC | 0.52% | Add +4.3% | 48,199 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 52,361 | $1.7M |
| Seamount Financial Group Inc. | 0.78% | Add +31.4% | 52,131 | $1.7M |
| 44 Wealth Management LLC | 0.60% | Add +25.6% | 51,651 | $1.7M |
| RFG Advisory, LLC | 0.03% | Add +3.4% | 51,414 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +85.6% | 50,997 | $1.7M |
| Creative Planning | 0.00% | Reduce -1.4% | 50,480 | $1.7M |
| Daybright Advisory Services, Inc. | 0.46% | Add +9.0% | 49,601 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +2.6% | 49,221 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 48,400 | $1.6M |
| Advance Capital Management, Inc. | 0.06% | Add +9.7% | 48,369 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 48,357 | $1.6M |
| Fifth Third Bancorp | 0.00% | New | 47,071 | $1.6M |
| Titleist Asset Management, LLC | 0.12% | Add +21.8% | 46,189 | $1.5M |
| Latitude Advisors, LLC | 0.69% | Add +19.7% | 45,246 | $1.5M |
| Jacobi Capital Management LLC | 0.08% | Add +21.1% | 44,988 | $1.5M |
| Mascagni Wealth Management, Inc. | 1.06% | Add +14.2% | 44,761 | $1.5M |
| Colonial River Investments, LLC | 0.53% | Add +7.5% | 44,624 | $1.5M |
| Forum Finance Group S.A. | 0.79% | — | 53,588 | $1.5M |
| Calton & Associates, Inc. | 0.21% | Add +0.9% | 43,569 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +259.3% | 43,464 | $1.5M |
| Sittner & Nelson, LLC | 0.53% | Add +15.9% | 43,247 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.61% | Reduce -0.4% | 42,815 | $1.4M |
| Tempus Wealth Planning, LLC | 0.30% | Add +1.1% | 39,565 | $1.3M |
| Advus Financial Partners, LLC | 0.33% | Add +0.1% | 39,365 | $1.3M |
| Professional Financial Advisors, LLC | 0.26% | Add +1.3% | 38,354 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +45.1% | 38,089 | $1.3M |
| Stonebridge Financial Group, LLC / MO | 1.07% | Reduce -1.3% | 38,045 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +25.6% | 37,605 | $1.3M |
| Procyon Advisors, LLC | 0.06% | Add +1.6% | 37,477 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Add +9.2% | 36,864 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Add +31.2% | 36,618 | $1.2M |
| First Heartland Consultants, Inc. | 0.09% | Add +15.8% | 36,373 | $1.2M |
| Legacy Capital Wealth Management, LLC | 0.69% | Reduce -0.1% | 35,232 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +15.8% | 35,135 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.26% | Reduce -25.6% | 33,733 | $1.1M |
| Weatherly Asset Management L. P. | 0.09% | Add +0.8% | 33,609 | $1.1M |
| Capital Investment Management, Inc. | 0.36% | Add +13.7% | 31,831 | $1.1M |
| Signature Resources Capital Management, LLC | 0.50% | Add +8.9% | 31,826 | $1.1M |
| Lodestone Wealth Management LLC | 0.42% | Add +24.4% | 31,385 | $1.0M |
| Diversify Wealth Management, LLC | 0.02% | New | 26,596 | $982K |
| Advyzon Investment Management, LLC | 0.09% | Add +36.0% | 28,471 | $950K |
| Security Financial Services, INC. | 0.15% | Add +17.1% | 28,343 | $946K |
| WealthSpring Partners, LLC | 0.87% | New | 28,261 | $943K |
| Lincoln Capital LLC | 0.18% | Reduce -1.4% | 28,288 | $942K |
| Summit Wealth Group LLC / Co. | 0.10% | Add +9.3% | 28,037 | $936K |
| Financial Planning Navigators CORP | 0.41% | Reduce -6.5% | 27,737 | $926K |
| Sanctuary Advisors, LLC | 0.00% | Add +52.7% | 27,216 | $908K |
| HRT Financial LP | 0.00% | New | 27,044 | $902K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +5.1% | 27,016 | $902K |
| Capital Planning LLC | 0.29% | No change | 26,614 | $888K |
| BridgePort Financial Solutions, LLC | 0.25% | Add +1.0% | 26,547 | $886K |
| Ameriprise Financial Inc. | 0.00% | Add +27.5% | 26,087 | $871K |
| M.E. Allison & Co., Inc. | 0.57% | Add +7.2% | 25,914 | $865K |
| American Financial Advisors, LLC | 0.11% | Add +6.5% | 25,171 | $840K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +162.6% | 24,444 | $816K |
| MSH Capital Advisors LLC | 0.17% | Reduce -11.0% | 24,059 | $803K |
| Kintra Wealth, LLC | 0.06% | New | 24,012 | $801K |
| Uhlmann Price Securities, LLC | 0.05% | Add +0.5% | 23,856 | $796K |
| Brown Miller Wealth Management, LLC | 0.22% | No change | 23,603 | $788K |
| Citigroup Inc. | 0.00% | Add +188.6% | 23,227 | $775K |
| Certior Financial Group, LLC | 0.48% | Add +3.6% | 22,725 | $758K |
| Moors & Cabot, Inc. | 0.03% | Add +4.0% | 22,718 | $758K |
| Olistico Wealth, LLC | 0.37% | No change | 22,689 | $757K |
| Lantern Wealth Advisors, LLC | 0.38% | Add +12.9% | 22,360 | $746K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +3.1% | 22,353 | $746K |
| OneDigital Investment Advisors LLC | 0.01% | Add +13.1% | 22,334 | $745K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -5.5% | 22,267 | $743K |
| HB Wealth Management, LLC | 0.00% | Reduce -15.0% | 22,124 | $738K |
| Signature Wealth Management Group | 0.27% | Add +6.0% | 20,920 | $698K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +107.7% | 20,824 | $695K |
| Fearless Solutions, LLC dba Best Invest | 0.42% | Reduce -0.7% | 20,639 | $689K |
| Investment Planning Advisors, Inc. | 0.19% | Add +1.9% | 20,270 | $676K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 19,324 | $645K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +15.5% | 19,080 | $637K |
| IHT Wealth Management, LLC | 0.01% | Add +60.4% | 18,584 | $620K |
| Howard Capital Management Group, LLC | 0.04% | No change | 18,566 | $620K |
| Tudor Financial Inc. | 0.31% | Add +3.1% | 18,448 | $616K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +2.4% | 18,373 | $613K |
| Visionary Wealth Advisors | 0.03% | Add +12.6% | 18,289 | $610K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.5% | 18,241 | $609K |
| Bank of New York Mellon Corp | 0.00% | New | 17,879 | $597K |
| Good Harbor Advisors, Inc. | 0.65% | Add +4.1% | 17,713 | $591K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.4% | 17,359 | $590K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -0.0% | 17,401 | $581K |
| Choreo, LLC | 0.01% | Reduce -5.8% | 17,214 | $574K |
| GWN Securities Inc. | 0.11% | Add +17.6% | 16,953 | $566K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.6% | 16,820 | $561K |
| Financial Security Advisor, Inc. | 0.10% | Add +0.2% | 16,595 | $554K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -2.9% | 16,560 | $553K |
| Cornerstone Advisory, LLC | 0.05% | Reduce -15.1% | 16,149 | $539K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +57.2% | 15,848 | $529K |
| Summit Global Investments | 0.03% | Add +5.5% | 15,467 | $516K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +58.6% | 15,453 | $516K |
| Balboa Wealth Partners | 0.09% | Add +4.1% | 15,309 | $511K |
| Regal Investment Advisors LLC | 0.03% | New | 14,583 | $487K |
| Private Trust Co. NA | 0.04% | Add +27.8% | 14,507 | $484K |
| Money Concepts Capital Corp. | 0.03% | Add +9.4% | 14,440 | $482K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -7.8% | 13,930 | $465K |
| M Holdings Securities, Inc. | 0.03% | Reduce -2.9% | 12,440 | $458K |
| AQR Capital Management | 0.00% | Add +34.2% | 13,379 | $446K |
| D. E. Shaw & Co. | 0.00% | Add +27.0% | 13,145 | $439K |
| Northern Trust Corp. | 0.00% | No change | 12,829 | $428K |
| Waterloo Capital, L.P. | 0.03% | Reduce -0.3% | 12,814 | $428K |
| Adamsbrown Wealth Consultants LLC | 0.11% | No change | 12,251 | $409K |
| Synergy Investment Management, LLC | 0.13% | No change | 12,025 | $401K |
| United Advisor Group, LLC | 0.05% | No change | 11,587 | $387K |
| Brighton Jones LLC | 0.01% | New | 11,187 | $373K |
| Troutman Wealth Management, LLC | 0.31% | No change | 11,089 | $370K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +3.5% | 10,830 | $361K |
| Quadrant Capital Group LLC | 0.01% | Reduce -42.6% | 10,819 | $361K |
| MFA Wealth Services | 0.24% | Add +14.5% | 10,739 | $358K |
| Renaissance Technologies | 0.00% | Reduce -73.5% | 10,700 | $357K |
| KMT Wealth Management, LLC | 0.19% | No change | 10,286 | $343K |
| Lantz Financial LLC | 0.07% | Add +1.8% | 10,200 | $340K |
| Vigil Wealth Management, LLC | 0.27% | Add +1.9% | 10,184 | $340K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.9% | 10,127 | $338K |
| Aspen Capital Management, LLC | 0.08% | No change | 9,974 | $333K |
| HUB Investment Partners, LLC | 0.01% | Reduce -19.4% | 9,968 | $333K |
| Presper Financial Architects, LLC | 0.20% | Reduce -58.5% | 9,866 | $329K |
| Meeder Advisory Services, Inc. | 0.01% | Add +13.0% | 9,591 | $320K |
| Vicus Capital | 0.02% | Add +15.5% | 9,542 | $318K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -7.6% | 9,448 | $315K |
| Simplicity Wealth,LLC | 0.02% | Add +12.3% | 9,227 | $308K |
| Founders Financial Alliance, LLC | 0.05% | Add +5.1% | 9,100 | $304K |
| Trinity Wealth Management, LLC | 0.11% | Add +23.4% | 9,032 | $301K |
| Advisortrust Partners, LLC | 0.13% | Add +31.7% | 9,018 | $301K |
| Barrett & Company, Inc. | 0.10% | No change | 8,977 | $300K |
| KPP Advisory Services LLC | 0.04% | Reduce -8.1% | 8,921 | $298K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,818 | $294K |
| LexAurum Advisors, LLC | 0.04% | — | 8,736 | $292K |
| Ascent Group, LLC | 0.01% | Reduce -1.7% | 8,639 | $288K |
| SmartHarvest Portfolios, LLC | 0.12% | New | 8,500 | $284K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -57.7% | 8,467 | $283K |
| Nvest Financial, LLC | 0.10% | No change | 8,419 | $281K |
| Tenzing Financial LLC | 0.21% | No change | 7,729 | $281K |
| Cibc World Market Inc. | 0.00% | Add +6.4% | 8,349 | $279K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 8,038 | $279K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 8,309 | $277K |
| Harmony Asset Management LLC | 0.08% | Add +2.0% | 8,240 | $275K |
| Aspire Growth Partners LLC | 0.19% | No change | 8,180 | $273K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.7% | 6,872 | $273K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 7,980 | $266K |
| US Bancorp \de | 0.00% | Reduce -19.3% | 7,945 | $265K |
| Commerce Bank | 0.00% | New | 7,864 | $262K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 7,753 | $259K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +5.1% | 7,669 | $256K |
| Savvy Advisors, Inc. | 0.01% | Reduce -2.2% | 7,566 | $252K |
| Cozad Asset Management Inc. | 0.02% | Add +12.2% | 7,525 | $251K |
| Berger Financial Group, Inc | 0.01% | No change | 7,429 | $248K |
| Kovack Advisors, Inc. | 0.01% | Reduce -22.1% | 7,133 | $242K |
| Larson Financial Group LLC | 0.01% | Add +13.5% | 7,233 | $241K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -8.6% | 7,114 | $237K |
| Convergence Financial, LLC | 0.02% | Reduce -74.4% | 7,009 | $234K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,976 | $233K |
| Clark Capital Management Group, Inc. | 0.00% | New | 6,976 | $233K |
| Advisor Resource Council | 0.09% | Reduce -18.3% | 6,975 | $233K |
| Focused Alpha, LLC | 0.07% | No change | 6,961 | $232K |
| World Equity Group, Inc. | 0.06% | New | 6,886 | $230K |
| Vertex Planning Partners, LLC | 0.04% | No change | 6,874 | $229K |
| StoneX Group Inc. | 0.01% | New | 6,796 | $227K |
| Cora Capital Advisors LLC | 0.07% | Reduce -0.1% | 6,774 | $226K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 6,738 | $225K |
| Worth Financial Advisory Group, LLC | 0.10% | New | 995 | $217K |
| Cravens & Co Advisors, LLC | 0.14% | Add +2.1% | 6,323 | $211K |
| Kennedy Investment Group, Inc. | 0.08% | New | 6,290 | $210K |
| FinDec Wealth Services, Inc. | 0.26% | No change | 6,281 | $210K |
| Sapient Capital LLC | 0.00% | New | 6,260 | $209K |
| Main Line Retirement Advisors, LLC | 0.10% | No change | 6,229 | $208K |
| VestGen Investment Management | 0.11% | Reduce -8.9% | 6,101 | $204K |
| Summit Trail Advisors, LLC | 0.00% | No change | 6,075 | $203K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +3.4% | 6,042 | $202K |
| Junk Investment Group, LLC | 0.11% | — | 6,016 | $201K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +2.6% | 5,900 | $197K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.15% | No change | 5,841 | $195K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.7% | 5,594 | $187K |
| IFP Advisors, Inc | 0.00% | Reduce -21.7% | 4,705 | $157K |
| Root Financial Partners, LLC | 0.01% | Reduce -26.4% | 4,080 | $136K |
| Mather Group, Llc. | 0.00% | New | 2,794 | $93K |
| Motco | 0.01% | New | 2,666 | $89K |
| Allworth Financial LP | 0.00% | Reduce -2.3% | 2,640 | $88K |
| Richardson Capital Management LLC | 0.04% | Add +31.4% | 2,490 | $83K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 2,009 | $76K |
| Creative Financial Designs Inc. | 0.00% | Add +13.7% | 2,258 | $75K |
| Essential Investment Partners LLC | 0.06% | No change | 2,100 | $70K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -67.4% | 1,833 | $61K |
| Arax Advisory Partners | 0.00% | Add +20.3% | 1,639 | $56K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +22.2% | 1,550 | $52K |
| Sunbelt Securities, Inc. | 0.00% | Add +91.7% | 1,449 | $48K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,401 | $47K |
| TD Capital Management LLC | 0.00% | No change | 1,387 | $46K |
| CoreCap Advisors, LLC | 0.00% | Add +7.9% | 1,315 | $44K |
| CX Institutional | 0.00% | No change | 1,198 | $40K |
| Miller Capital Partners, Inc. | 0.02% | No change | 1,184 | $40K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,158 | $39K |
| Rossby Financial, LCC | 0.01% | Add +244.2% | 1,129 | $38K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 1,123 | $37K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $30K |
| Leo H. Evart, Inc. | 0.02% | — | 831 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 740 | $25K |
| GAMMA Investing LLC | 0.00% | Reduce -10.9% | 737 | $25K |
| Pflug Koory, LLC | 0.01% | No change | 729 | $24K |
| Wellington Grp LLC | 0.01% | No change | 714 | $24K |
| Clearstead Advisors, LLC | 0.00% | No change | 696 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 680 | $23K |
| Bayban | 0.02% | No change | 670 | $22K |
| American National Bank & Trust | 0.00% | No change | 630 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 590 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -73.4% | 529 | $18K |
| Bokf, NA | 0.00% | No change | 510 | $17K |
| Signature Equity Partners, LLC | 0.01% | No change | 457 | $15K |
| POM Investment Strategies, LLC | 0.02% | New | 456 | $15K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $15K |
| FMR LLC | 0.00% | Add +23.8% | 437 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -31.6% | 425 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.5% | 414 | $14K |
| McIlrath & Eck, LLC | 0.00% | Reduce -23.3% | 401 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 335 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 315 | $11K |
| CVA Family Office, LLC | 0.00% | New | 304 | $10K |
| Vanguard Advisers Inc. | 0.00% | — | 234 | $8K |
| Ancora Advisors LLC | 0.00% | New | 221 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 175 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 125 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 117 | $4K |
| Signaturefd, LLC | 0.00% | No change | 84 | $3K |
| MidFirst Bank | 0.00% | New | 80 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 75 | $3K |
| Financial Life Planners | 0.00% | New | 64 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 16 | $540 |
| Archer Investment Corp | 0.00% | No change | 6 | $200 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.