Cap Group Global GrowthCGGOETF
13F holders, Q2 2026 (June 30)454holders +36
56new positions
19sold out
4famous investors
$42.27avg. 13F price*
At the end of Q2 2026, 454 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 36 from Q1 2026. 56 opened new positions and 19 sold out. The largest holders were Capital Group Private Client Services, Inc. ($1.0B), LPL Financial LLC ($766.8M) and Raymond James Financial Inc. ($633.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Global Growth
- Filed as
- CAPITAL GROUP GBL GROWTH EQT (Q2 2026)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $65.8M |
| Exits | 19 | $29.7M |
All 13F filers, Q1 2026 → Q2 2026: 18,933,327 shares bought and 4,628,581 shares sold, net +14,304,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 454 holders
| Capital Group Private Client Services, Inc. | 14.78% | Add +4.8% | 24,774,736 | $1.0B |
| LPL Financial LLC | 0.17% | Add +6.6% | 18,115,822 | $766.8M |
| Raymond James Financial Inc. | 0.17% | Add +9.7% | 14,975,499 | $633.9M |
| Morgan Stanley | 0.03% | Add +9.2% | 13,059,538 | $552.8M |
| Envestnet Asset Management Inc. | 0.13% | Add +7.2% | 12,938,991 | $547.7M |
| Northwestern Mutual Wealth Management Co. | 0.24% | Reduce -0.6% | 10,795,701 | $457.0M |
| Cetera Investment Advisers | 0.34% | Add +6.5% | 8,838,361 | $374.1M |
| Wells Fargo & Company | 0.06% | Add +21.4% | 8,781,261 | $371.7M |
| Jones Financial Companies LLLP | 0.11% | Add +19.1% | 6,460,417 | $266.1M |
| Forge Financial Services LLC | 20.97% | Reduce -1.3% | 5,752,864 | $243.5M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -0.9% | 5,512,320 | $233.3M |
| UBS Group AG | 0.03% | Add +10.3% | 4,801,489 | $203.2M |
| Osaic Holdings, Inc. | 0.24% | Add +25.9% | 4,782,747 | $202.5M |
| Royal Bank of Canada | 0.03% | Reduce -1.7% | 3,997,091 | $169.2M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 3,892,017 | $164.7M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +5.1% | 3,532,974 | $149.6M |
| MML Investors Services, LLC | 0.30% | Add +24.6% | 3,510,585 | $148.6M |
| Sei Investments Co. | 0.08% | Add +11.1% | 2,181,653 | $92.3M |
| Kestra Advisory Services, LLC | 0.27% | Add +27.5% | 1,995,334 | $84.5M |
| &partners | 0.31% | Reduce -7.1% | 1,805,738 | $76.5M |
| NewEdge Advisors, LLC | 0.22% | Add +3.0% | 1,713,417 | $72.5M |
| Financial Council, LLC | 21.70% | Add +1.4% | 1,580,300 | $66.9M |
| Arlington Financial Advisors, LLC | 7.85% | Reduce -1.2% | 1,459,504 | $61.8M |
| Baird Financial Group, Inc. | 0.08% | Add +22.0% | 1,438,602 | $60.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.9% | 1,445,862 | $59.3M |
| Stifel Financial Corp. | 0.04% | Add +15.8% | 1,246,791 | $52.8M |
| Focus Partners Wealth | 0.05% | Add +45.1% | 1,227,797 | $52.0M |
| Janney Montgomery Scott LLC | 0.10% | Add +12.0% | 1,215,633 | $51.5M |
| Benjamin Edwards Inc. | 0.45% | Add +23.7% | 1,175,063 | $49.7M |
| Susquehanna International Group, LLP | 0.04% | Add +817.4% | 1,123,024 | $47.5M |
| Assetmark, Inc. | 0.08% | Add +21.9% | 1,122,260 | $47.5M |
| LVW Advisors, LLC | 3.49% | Reduce -8.5% | 955,271 | $40.4M |
| Captrust Financial Advisors | 0.06% | Reduce -3.6% | 951,959 | $40.3M |
| Valmark Advisers, Inc. | 0.43% | Add +13.1% | 951,110 | $40.3M |
| St Germain D J Co. Inc. | 1.37% | Reduce -1.1% | 899,846 | $38.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.2% | 824,739 | $34.5M |
| Private Advisor Group, LLC | 0.15% | Add +6.9% | 796,605 | $33.7M |
| D.A. Davidson & Co. | 0.18% | Reduce -0.9% | 768,466 | $32.5M |
| J. Derek Lewis & Associates Inc. | 5.80% | Add +10.4% | 725,248 | $30.7M |
| BIP Wealth, LLC | 0.83% | Reduce -3.4% | 691,401 | $29.3M |
| Wealth Science Advisors LLC | 12.59% | Add +5.1% | 669,120 | $28.3M |
| Reliant Wealth Planning | 7.60% | Add +1.5% | 653,161 | $27.6M |
| Beacon Pointe Advisors, LLC | 0.13% | Reduce -0.9% | 651,051 | $27.6M |
| Bleakley Financial Group, LLC | 0.33% | Add +13.6% | 606,746 | $25.7M |
| MCF Advisors LLC | 0.87% | New | 577,700 | $24.5M |
| HighTower Advisors, LLC | 0.02% | Add +4.0% | 548,777 | $23.2M |
| LifeGoal Investments, LLC | 10.40% | Add +13.3% | 536,940 | $22.7M |
| Ergawealth Advisors, Inc. | 8.14% | Add +1.6% | 495,244 | $21.0M |
| KWB Wealth | 1.77% | Add +29.6% | 488,425 | $20.7M |
| Harbour Investments, Inc. | 0.28% | Add +10.8% | 485,120 | $20.5M |
| Kestra Investment Management, LLC | 0.40% | Reduce -32.5% | 483,526 | $20.5M |
| Stephens Inc. | 0.23% | Add +3.5% | 479,981 | $20.3M |
| Apollon Wealth Management, LLC | 0.25% | Add +6.0% | 479,462 | $20.3M |
| Corient Private Wealth LP | 0.03% | Reduce -9.3% | 478,630 | $20.3M |
| Stonebridge Financial Group, LLC | 1.47% | Add +1.0% | 458,129 | $19.4M |
| Natixis Advisors, LLC | 0.02% | Add +29.1% | 450,582 | $19.1M |
| Integrated Wealth Concepts LLC | 0.12% | Add +1.0% | 433,271 | $18.3M |
| Frazier Financial Advisors, LLC | 8.87% | Add +4.9% | 414,858 | $17.6M |
| Rothschild Investment LLC | 0.64% | Add +10.5% | 406,399 | $17.2M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +8.1% | 373,649 | $15.8M |
| Compton Financial Group, LLC | 3.01% | Add +114.6% | 368,876 | $15.6M |
| Souders Financial Advisors | 1.56% | Add +5.8% | 367,342 | $15.5M |
| Clarity Wealth Advisors, LLC | 2.73% | Add +7.6% | 366,115 | $15.5M |
| Jane Street Group, LLC | 0.01% | Reduce -62.5% | 360,000 | $15.2M |
| Principal Securities, Inc. | 0.18% | Add +6.1% | 348,629 | $14.8M |
| Silver Oak Securities, Incorporated | 0.87% | Add +0.2% | 338,681 | $14.3M |
| BNB Wealth Management, LLC | 7.81% | Add +0.1% | 337,545 | $14.3M |
| MAI Capital Management | 0.05% | Add +6.8% | 326,963 | $13.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +2.9% | 315,769 | $13.4M |
| Equitable Holdings, Inc. | 0.08% | Add +2.5% | 315,195 | $13.3M |
| HighPoint Advisor Group LLC | 0.45% | Add +2.3% | 301,513 | $12.8M |
| Capital Analysts, LLC | 0.29% | Add +14.2% | 298,241 | $12.6M |
| AA Financial Advisors, LLC | 1.45% | Reduce -0.1% | 284,003 | $12.0M |
| Belpointe Asset Management LLC | 0.38% | Add +651.7% | 277,104 | $11.7M |
| Ruggaard & Associates LLC | 4.04% | Add +4.0% | 266,143 | $11.3M |
| Ridgeline Wealth Planning, LLC | 7.08% | Reduce -22.5% | 263,789 | $11.2M |
| Main Street Financial Solutions, LLC | 0.72% | Reduce -3.5% | 263,577 | $11.2M |
| Marshall Wace, LLP | 0.01% | New | 260,704 | $11.0M |
| Cary Street Partners Financial LLC | 0.24% | Add +6.2% | 257,537 | $10.9M |
| NavPoint Financial, Inc. | 4.01% | Add +1.1% | 255,731 | $10.8M |
| Arax Advisory Partners | 0.07% | Add +15034.6% | 248,056 | $10.5M |
| Mutual Advisors, LLC | 0.20% | Add +14.5% | 245,013 | $10.4M |
| Carson Advisory Inc. | 4.72% | Add +2.5% | 242,812 | $10.3M |
| Smartleaf Asset Management LLC | 0.33% | No change | 240,674 | $10.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.27% | Reduce -0.5% | 237,757 | $10.1M |
| Michael Brady & Co., LLC | 8.80% | Reduce -11.4% | 235,612 | $10.0M |
| Novem Group | 1.00% | Add +309.1% | 233,427 | $9.9M |
| Confluence Wealth Services, Inc. | 0.28% | Add +17.3% | 233,162 | $9.9M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +0.5% | 232,984 | $9.9M |
| Kera Capital Partners, Inc. | 0.94% | Add +2.1% | 230,171 | $9.7M |
| Citadel Advisors | 0.01% | Add +17.7% | 228,727 | $9.7M |
| Farther Finance Advisors, LLC | 0.07% | Add +18.9% | 224,876 | $9.5M |
| Gutierrez Wealth Advisory, LLC | 5.45% | Reduce -6.1% | 222,757 | $9.4M |
| Truist Financial Corp. | 0.01% | Add +33.3% | 220,096 | $9.3M |
| Ameritas Advisory Services, LLC | 0.19% | Add +126.4% | 217,966 | $9.2M |
| OneAscent Financial Services LLC | 0.44% | Reduce -4.7% | 217,803 | $9.2M |
| Blom & Howell Financial Planning, Inc. | 7.12% | Add +8.1% | 202,039 | $8.6M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -10.4% | 190,769 | $8.1M |
| Smith, Moore & Co. | 0.51% | Add +4.8% | 185,514 | $7.9M |
| Johnson Bixby & Associates, LLC | 0.87% | Reduce -0.5% | 183,217 | $7.8M |
| Balentine LLC | 0.27% | Reduce -0.9% | 181,149 | $7.7M |
| Boyer Financial Services, Inc. | 6.30% | Add +5.6% | 183,101 | $7.5M |
| Financial Management Network Inc. | 1.07% | Reduce -0.6% | 189,799 | $7.4M |
| Founders Financial Securities LLC | 0.38% | Add +3.4% | 175,235 | $7.4M |
| Koshinski Asset Management, Inc. | 0.39% | Add +1.6% | 173,988 | $7.4M |
| Cullen/Frost Bankers, Inc. | 0.07% | Add +1.7% | 171,161 | $7.2M |
| Perennial Investment Advisors, LLC | 0.48% | Add +2.5% | 168,346 | $7.1M |
| Paragon Advisors, LLC | 1.48% | Add +1.1% | 165,969 | $7.0M |
| Burford Brothers, Inc. | 2.56% | Add +0.5% | 164,755 | $7.0M |
| Smith Thornton Advisors LLC | 3.07% | Add +13.8% | 174,374 | $7.0M |
| FSM Wealth Advisors, LLC | 0.74% | Reduce -0.7% | 162,286 | $6.9M |
| Gateway Wealth Partners, LLC | 0.41% | Reduce -35.2% | 161,943 | $6.9M |
| Hopwood Nicholas Hunter | 1.85% | Add +7.6% | 158,961 | $6.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.1% | 157,851 | $6.7M |
| Strategic Blueprint, LLC | 0.33% | Add +0.2% | 157,015 | $6.6M |
| AlphaCore Capital LLC | 0.11% | Reduce -1.3% | 147,460 | $6.2M |
| Geneos Wealth Management Inc. | 0.13% | Add +19.3% | 144,988 | $6.1M |
| Prospera Financial Services Inc | 0.09% | Reduce -70.5% | 144,885 | $6.1M |
| RPg Family Wealth Advisory, LLC | 1.02% | Reduce -1.2% | 143,812 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.9% | 143,277 | $6.1M |
| DAVENPORT & Co LLC | 0.03% | Add +7.0% | 133,792 | $5.7M |
| PFG Advisors | 0.28% | Add +15.0% | 132,869 | $5.6M |
| Convergence Financial, LLC | 0.44% | Add +1785.5% | 132,152 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 131,392 | $5.6M |
| Entruity Wealth, LLC | 3.58% | Reduce -9.3% | 130,547 | $5.5M |
| WNY Asset Management, LLC | 0.49% | Reduce -82.0% | 128,582 | $5.4M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +0.3% | 128,267 | $5.4M |
| CLG LLC | 1.18% | Add +23.5% | 126,438 | $5.4M |
| Bill Few Associates, Inc. | 1.12% | Add +8.2% | 124,058 | $5.3M |
| Eq Wealth Advisors, LLC | 2.87% | Add +6.4% | 123,449 | $5.2M |
| Integrity Advisory Solutions, LLC | 0.54% | Add +7.6% | 123,018 | $5.2M |
| CVFG LLC | 0.54% | Add +12.9% | 120,595 | $5.1M |
| Endeavor Private Wealth, Inc. | 1.22% | Add +1.3% | 119,037 | $5.0M |
| Catalyst Financial Partners LLC | 0.50% | Add +2.3% | 118,002 | $5.0M |
| Smallwood Wealth Investment Management, LLC | 2.17% | Add +1.6% | 117,463 | $5.0M |
| Mariner, LLC | 0.01% | Add +10.3% | 117,068 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +36.4% | 116,079 | $4.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.76% | Reduce -1.2% | 114,471 | $4.8M |
| HBW Advisory Services LLC | 0.42% | Add +4.6% | 110,219 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +4.7% | 109,464 | $4.6M |
| Silvia McColl Wealth Management, LLC | 2.77% | Reduce -1.1% | 108,782 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +10.3% | 105,519 | $4.5M |
| Venture Visionary Partners LLC | 0.12% | Add +36.9% | 104,251 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.0% | 103,918 | $4.4M |
| A&I Financial Services, LLC | 1.91% | Add +11.1% | 103,762 | $4.4M |
| West Michigan Advisors, LLC | 0.83% | Add +2.4% | 103,584 | $4.4M |
| Trueblood Wealth Management, LLC | 1.47% | Add +4.3% | 99,349 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -2.5% | 99,011 | $4.2M |
| Sovran Advisors, LLC | 0.31% | Reduce -0.4% | 107,389 | $4.2M |
| Park Avenue Securities LLC | 0.03% | Add +24.8% | 96,997 | $4.1M |
| Merit Financial Group, LLC | 0.03% | Add +2.5% | 95,304 | $4.0M |
| Brown Advisory Inc. | 0.01% | New | 95,132 | $4.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +118.6% | 94,998 | $4.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -7.6% | 93,982 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.6% | 91,901 | $3.9M |
| Financial Perspectives, Inc | 0.94% | Add +15.6% | 90,788 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 89,753 | $3.8M |
| Vise Technologies, Inc. | 0.04% | Add +57.2% | 88,827 | $3.8M |
| Aprio Wealth Management, LLC | 0.18% | Add +0.7% | 86,092 | $3.6M |
| Landaas & Co. /Wi | 0.66% | Add +39.4% | 85,120 | $3.6M |
| LongView Wealth Management | 0.92% | Reduce -0.4% | 84,928 | $3.6M |
| Tradition Wealth Management, LLC | 0.21% | Add +0.4% | 82,493 | $3.5M |
| Greykasell Wealth Strategies, Inc. | 1.26% | Add +13.6% | 81,806 | $3.5M |
| Silverlake Wealth Management LLC | 0.66% | Add +0.5% | 81,027 | $3.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 79,321 | $3.4M |
| Arkadios Wealth Advisors | 0.05% | Add +5.1% | 79,036 | $3.3M |
| Beacon Financial Advisory LLC | 0.63% | Add +21.7% | 75,395 | $3.2M |
| World Investment Advisors | 0.05% | Add +5.7% | 86,779 | $3.2M |
| Summit Financial, LLC | 0.03% | Reduce -63.1% | 74,106 | $3.1M |
| Code Waechter LLC | 1.60% | Add +13.4% | 73,170 | $3.1M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +5.4% | 72,955 | $3.0M |
| IFG Advisory, LLC | 0.10% | New | 70,563 | $3.0M |
| Atria Investments, Inc | 0.03% | Add +17.0% | 69,793 | $3.0M |
| Blueprint Investment Partners LLC | 0.24% | Add +10.2% | 69,132 | $2.9M |
| Blueprint Financial Advisors LLC | 0.32% | Add +9.4% | 68,678 | $2.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.67% | Add +21.3% | 68,082 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -72.7% | 67,653 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 67,529 | $2.9M |
| Jacobi Capital Management LLC | 0.13% | Add +42.6% | 64,138 | $2.7M |
| Northwest Financial Advisors | 0.36% | Reduce -0.6% | 64,017 | $2.7M |
| Evergreen Wealth Partners LLC | 1.63% | Reduce -14.4% | 63,976 | $2.7M |
| Saxony Capital Management, LLC | 1.23% | Add +18.9% | 63,294 | $2.7M |
| Rather & Kittrell, Inc. | 0.36% | No change | 61,527 | $2.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -8.7% | 61,288 | $2.6M |
| Forum Finance Group S.A. | 0.92% | Add +39.0% | 74,468 | $2.5M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -0.4% | 58,285 | $2.5M |
| ORBA Wealth Advisors, L.L.C. | 2.10% | Reduce -6.6% | 58,120 | $2.5M |
| Sigma Planning Corp | 0.06% | Reduce -62.5% | 57,898 | $2.5M |
| VestGen Advisors, LLC | 0.07% | Reduce -6.1% | 57,219 | $2.4M |
| Kintra Wealth, LLC | 0.12% | Add +136.9% | 56,892 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.4% | 54,659 | $2.3M |
| Seamount Financial Group Inc. | 0.93% | Add +4.2% | 54,317 | $2.3M |
| Modern Wealth Management, LLC | 0.03% | Add +0.7% | 52,582 | $2.2M |
| Advance Capital Management, Inc. | 0.07% | Add +7.8% | 52,150 | $2.2M |
| 44 Wealth Management LLC | 0.73% | Add +0.9% | 52,133 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +5.8% | 52,096 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -24.9% | 51,860 | $2.2M |
| Latitude Advisors, LLC | 0.87% | Add +14.1% | 51,605 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +185.3% | 51,017 | $2.2M |
| Titleist Asset Management, LLC | 0.14% | Add +9.5% | 50,588 | $2.1M |
| Creative Planning | 0.00% | Add +0.2% | 50,580 | $2.1M |
| RFG Advisory, LLC | 0.03% | Reduce -2.0% | 50,384 | $2.1M |
| Sweeney & Michel, LLC | 0.55% | Add +7.3% | 51,741 | $2.1M |
| BlackRock, Inc. | 0.00% | No change | 48,400 | $2.0M |
| Sittner & Nelson, LLC | 0.63% | Add +9.4% | 47,331 | $2.0M |
| Calton & Associates, Inc. | 0.29% | Add +7.6% | 46,872 | $2.0M |
| Daybright Advisory Services, Inc. | 0.47% | No change | 49,601 | $2.0M |
| Mascagni Wealth Management, Inc. | 1.20% | Add +2.1% | 45,694 | $1.9M |
| Mgo One Seven LLC | 0.03% | Add +17.6% | 44,205 | $1.9M |
| Kachkovsky & Fisher, Inc. | 1.73% | — | 42,404 | $1.8M |
| Armstrong, Fleming & Moore, Inc | 0.58% | Reduce -3.8% | 41,188 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +6.6% | 40,618 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | — | 39,507 | $1.7M |
| Tempus Wealth Planning, LLC | 0.32% | Reduce -1.5% | 38,973 | $1.6M |
| Professional Financial Advisors, LLC | 0.28% | Add +0.2% | 38,447 | $1.6M |
| Stonebridge Financial Group, LLC / MO | 1.07% | Add +0.0% | 38,052 | $1.6M |
| Procyon Advisors, LLC | 0.07% | Add +1.5% | 38,045 | $1.6M |
| Signature Resources Capital Management, LLC | 0.63% | Add +18.5% | 37,721 | $1.6M |
| Western Wealth Management, LLC | 0.05% | Add +2.6% | 37,566 | $1.6M |
| First Heartland Consultants, Inc. | 0.10% | Add +3.2% | 37,530 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +36.3% | 37,092 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.12% | Add +26.5% | 35,478 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 35,193 | $1.5M |
| Legacy Capital Wealth Management, LLC | 0.68% | Reduce -1.5% | 34,708 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +56.5% | 34,624 | $1.5M |
| Lincoln Capital LLC | 0.26% | Add +22.3% | 34,590 | $1.5M |
| Advus Financial Partners, LLC | 0.33% | Reduce -13.2% | 34,181 | $1.4M |
| Fifth Third Bancorp | 0.00% | Reduce -27.6% | 34,081 | $1.4M |
| Weatherly Asset Management L. P. | 0.10% | No change | 33,609 | $1.4M |
| Citigroup Inc. | 0.00% | Add +42.7% | 33,151 | $1.4M |
| Security Financial Services, INC. | 0.19% | Add +16.4% | 32,987 | $1.4M |
| Langley Wealth Management, LLC | 1.36% | — | 32,884 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.27% | Reduce -2.9% | 32,768 | $1.4M |
| M.E. Allison & Co., Inc. | 0.79% | Add +25.3% | 32,474 | $1.4M |
| Capital Investment Management, Inc. | 0.42% | Add +1.4% | 32,279 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +71.7% | 31,916 | $1.4M |
| Advyzon Investment Management, LLC | 0.09% | Add +7.9% | 30,720 | $1.3M |
| Lodestone Wealth Management LLC | 0.43% | Reduce -8.7% | 28,656 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +36.5% | 28,419 | $1.2M |
| Kennedy Investment Group, Inc. | 0.40% | Add +347.1% | 28,124 | $1.2M |
| MSH Capital Advisors LLC | 0.21% | Add +16.5% | 28,024 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | New | 27,700 | $1.2M |
| Financial Planning Navigators CORP | 0.43% | Reduce -2.1% | 27,143 | $1.1M |
| Vantus Wealth LLC | 0.62% | — | 27,113 | $1.1M |
| Capital Planning LLC | 0.33% | Add +1.6% | 27,035 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.7% | 26,824 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.28% | Reduce -1.0% | 26,274 | $1.1M |
| Renaissance Technologies | 0.00% | Add +145.4% | 26,258 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +212.4% | 25,959 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +60.1% | 25,378 | $1.1M |
| American Financial Advisors, LLC | 0.13% | Reduce -0.5% | 25,047 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.6% | 24,621 | $1.0M |
| Uhlmann Price Securities, LLC | 0.04% | Add +2.4% | 24,429 | $1.0M |
| Lantern Wealth Advisors, LLC | 0.47% | Add +7.4% | 24,021 | $1.0M |
| 180 Wealth Advisors, LLC | 0.10% | Add +6.2% | 23,641 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.25% | No change | 23,603 | $999K |
| Diversify Advisory Services, LLC | 0.02% | New | 25,321 | $992K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -4.8% | 25,321 | $992K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +2.2% | 22,853 | $967K |
| Certior Financial Group, LLC | 0.53% | No change | 22,725 | $962K |
| Olistico Wealth, LLC | 0.41% | No change | 22,689 | $960K |
| AQR Capital Management | 0.00% | Add +61.2% | 21,565 | $913K |
| Fearless Solutions, LLC dba Best Invest | 0.47% | Add +2.6% | 21,174 | $896K |
| Waverly Advisors, LLC | 0.01% | New | 21,070 | $892K |
| Moors & Cabot, Inc. | 0.03% | Reduce -7.8% | 20,942 | $886K |
| Private Trust Co. NA | 0.07% | Add +43.8% | 20,856 | $883K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.8% | 20,821 | $881K |
| Tudor Investment Corporation | 0.00% | New | 20,789 | $880K |
| Investment Planning Advisors, Inc. | 0.20% | Add +1.8% | 20,637 | $874K |
| Perigon Wealth Management, LLC | 0.01% | Add +21.8% | 20,488 | $867K |
| Merited Wealth, LLC | 0.60% | Reduce -71.5% | 20,209 | $855K |
| Tudor Financial Inc. | 0.38% | Add +8.2% | 19,963 | $845K |
| Regal Investment Advisors LLC | 0.04% | Add +35.8% | 19,800 | $838K |
| Visionary Wealth Advisors | 0.03% | Add +6.3% | 19,439 | $823K |
| GWN Securities Inc. | 0.14% | Add +13.0% | 19,152 | $811K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 18,661 | $790K |
| Howard Capital Management Group, LLC | 0.05% | No change | 18,566 | $786K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.8% | 18,521 | $784K |
| Balboa Wealth Partners | 0.10% | Add +17.4% | 17,968 | $761K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.4% | 17,811 | $754K |
| Savant Capital, LLC | 0.00% | New | 18,159 | $742K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +0.7% | 17,523 | $742K |
| Choreo, LLC | 0.01% | Add +0.2% | 17,241 | $730K |
| Good Harbor Advisors, Inc. | 0.69% | Reduce -6.5% | 16,563 | $701K |
| Cornerstone Advisory, LLC | 0.06% | Add +0.8% | 16,275 | $689K |
| Financial Security Advisor, Inc. | 0.11% | Reduce -3.0% | 16,101 | $682K |
| Summit Global Investments | 0.04% | Add +2.6% | 15,865 | $672K |
| Money Concepts Capital Corp. | 0.03% | Add +5.5% | 15,241 | $645K |
| International Assets Investment Management, LLC | 0.04% | Reduce -12.8% | 15,146 | $626K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -14.5% | 14,160 | $599K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -10.0% | 13,910 | $589K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -44.0% | 13,677 | $579K |
| Synergy Investment Management, LLC | 0.14% | Add +12.5% | 13,525 | $573K |
| Quantinno Capital Management LP | 0.00% | New | 13,311 | $563K |
| Private Client Services, LLC | 0.14% | New | 12,879 | $545K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -8.6% | 12,731 | $539K |
| Brighton Jones LLC | 0.01% | Add +12.4% | 12,575 | $532K |
| Tortuga Wealth Management, Inc | 0.40% | New | 12,509 | $529K |
| Adamsbrown Wealth Consultants LLC | 0.10% | No change | 12,251 | $519K |
| M Holdings Securities, Inc. | 0.07% | Add +0.8% | 12,544 | $518K |
| Vicus Capital | 0.03% | Add +22.9% | 11,728 | $496K |
| United Advisor Group, LLC | 0.05% | No change | 11,587 | $490K |
| Waterloo Capital, L.P. | 0.03% | Reduce -11.5% | 11,337 | $480K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +59.4% | 11,336 | $480K |
| US Bancorp \de | 0.00% | Add +41.8% | 11,268 | $477K |
| Troutman Wealth Management, LLC | 0.36% | No change | 11,089 | $469K |
| Lantz Financial LLC | 0.08% | Add +6.8% | 10,893 | $461K |
| MFA Wealth Services | 0.27% | No change | 10,739 | $455K |
| Sax Wealth Advisors, LLC | 0.02% | Add +68.1% | 13,509 | $451K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -2.3% | 10,583 | $448K |
| Aspen Capital Management, LLC | 0.10% | Add +5.3% | 10,506 | $445K |
| Cibc World Market Inc. | 0.00% | Add +24.6% | 10,401 | $440K |
| HUB Investment Partners, LLC | 0.01% | No change | 9,968 | $422K |
| Advisortrust Partners, LLC | 0.14% | Add +8.3% | 9,764 | $413K |
| Larson Financial Group LLC | 0.01% | Add +34.6% | 9,733 | $412K |
| Vigil Wealth Management, LLC | 0.29% | Reduce -4.5% | 9,731 | $412K |
| Meeder Advisory Services, Inc. | 0.01% | Add +0.7% | 9,658 | $409K |
| Barrett & Company, Inc. | 0.11% | Add +6.6% | 9,573 | $405K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 9,448 | $400K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,387 | $397K |
| Trinity Wealth Management, LLC | 0.13% | Add +3.6% | 9,360 | $396K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.8% | 9,335 | $395K |
| Victory Financial Group, LLC | 0.04% | New | 9,209 | $390K |
| Quadrant Capital Group LLC | 0.01% | Reduce -16.1% | 9,079 | $384K |
| Presper Financial Architects, LLC | 0.20% | Reduce -8.1% | 9,064 | $384K |
| Copper Harbor Investment Advisors, LLC | 0.08% | — | 8,833 | $374K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +13.9% | 8,738 | $370K |
| Mission Wealth Management, LP | 0.00% | New | 8,693 | $368K |
| LexAurum Advisors, LLC | 0.04% | Reduce -0.6% | 8,684 | $368K |
| Capital International Investors | 0.00% | New | 8,681 | $367K |
| Aspire Growth Partners LLC | 0.21% | Add +5.0% | 8,586 | $363K |
| SmartHarvest Portfolios, LLC | 0.12% | No change | 8,500 | $360K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 8,467 | $358K |
| Colonial River Investments, LLC | 0.10% | Reduce -81.2% | 8,379 | $355K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.9% | 8,300 | $351K |
| Essex Financial Services, Inc. | 0.02% | New | 8,138 | $344K |
| Nvest Financial, LLC | 0.11% | Reduce -3.6% | 8,115 | $344K |
| StoneX Group Inc. | 0.01% | Add +19.3% | 8,108 | $343K |
| Simplicity Wealth,LLC | 0.01% | Reduce -12.3% | 8,093 | $343K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 7,980 | $338K |
| XTX Topco Ltd | 0.00% | New | 7,949 | $336K |
| Clark Capital Management Group, Inc. | 0.00% | Add +13.8% | 7,937 | $336K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 7,753 | $328K |
| KPP Advisory Services LLC | 0.04% | Reduce -13.2% | 7,741 | $328K |
| Focused Alpha, LLC | 0.08% | Add +10.0% | 7,658 | $324K |
| IFP Advisors, Inc | 0.01% | Add +61.8% | 7,614 | $322K |
| Harpswell Capital Advisors, LLC | 0.21% | New | 7,600 | $322K |
| Savvy Advisors, Inc. | 0.01% | Add +0.3% | 7,589 | $321K |
| Tenzing Financial LLC | 0.22% | No change | 7,729 | $321K |
| Cozad Asset Management Inc. | 0.02% | No change | 7,525 | $319K |
| Berger Financial Group, Inc | 0.02% | No change | 7,429 | $314K |
| Cora Capital Advisors LLC | 0.09% | Add +9.1% | 7,393 | $313K |
| Ascent Group, LLC | 0.01% | Reduce -15.2% | 7,326 | $310K |
| Duncan Williams Asset Management, LLC | 0.07% | New | 7,144 | $302K |
| Advisor Resource Council | 0.10% | Add +4.2% | 7,265 | $302K |
| Facet Wealth, Inc. | 0.00% | New | 7,018 | $297K |
| Worth Financial Advisory Group, LLC | 0.12% | Add +605.2% | 7,017 | $297K |
| Sapient Capital LLC | 0.00% | Add +12.0% | 7,010 | $297K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.4% | 6,971 | $295K |
| Harmony Asset Management LLC | 0.08% | Reduce -16.1% | 6,915 | $293K |
| Vertex Planning Partners, LLC | 0.04% | No change | 6,874 | $291K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.5% | 6,805 | $288K |
| Symphony Financial, Ltd. Co. | 0.03% | No change | 6,738 | $285K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -26.4% | 6,700 | $284K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,872 | $280K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,561 | $278K |
| Principle Wealth Partners LLC | 0.01% | New | 6,451 | $273K |
| Main Line Retirement Advisors, LLC | 0.12% | No change | 6,229 | $264K |
| TCFG Investment Advisors, LLC | 0.09% | New | 6,119 | $259K |
| Summit Trail Advisors, LLC | 0.00% | No change | 6,075 | $257K |
| Per Stirling Capital Management, LLC. | 0.02% | New | 6,071 | $257K |
| Junk Investment Group, LLC | 0.11% | No change | 6,016 | $255K |
| FinDec Wealth Services, Inc. | 0.30% | Reduce -4.5% | 6,001 | $254K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +1.7% | 6,000 | $254K |
| StrongBox Wealth, LLC | 0.07% | New | 5,996 | $254K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 5,853 | $248K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.17% | No change | 5,841 | $247K |
| VestGen Investment Management | 0.13% | Reduce -4.4% | 5,834 | $247K |
| SFE Investment Counsel | 0.03% | New | 5,709 | $242K |
| Callan Family Office, LLC | 0.00% | New | 5,677 | $240K |
| GeoWealth Management, LLC | 0.01% | Reduce -0.2% | 5,583 | $236K |
| Kovack Advisors, Inc. | 0.01% | Reduce -23.3% | 5,468 | $227K |
| Avaii Wealth Management, LLC | 0.07% | New | 5,351 | $227K |
| Cravens & Co Advisors, LLC | 0.15% | Reduce -17.7% | 5,201 | $220K |
| Heritage Trust Co | 0.02% | New | 5,196 | $220K |
| Rehmann Capital Advisory Group | 0.01% | New | 5,154 | $218K |
| Faithward Advisors, LLC | 0.03% | New | 5,075 | $215K |
| Mission Financial Group, LLC | 0.17% | — | 4,935 | $209K |
| Tectonic Advisors LLC | 0.01% | New | 4,888 | $207K |
| Cim, LLC | 0.03% | New | 4,877 | $206K |
| QRG Capital Management, Inc. | 0.00% | New | 4,834 | $205K |
| Centaurus Financial, Inc. | 0.01% | New | 3,251 | $138K |
| Silver Grove Financial Group, Inc. | 0.07% | New | 3,259 | $138K |
| Continuum Advisory, LLC | 0.01% | New | 3,100 | $131K |
| Richardson Capital Management LLC | 0.05% | Add +12.1% | 2,790 | $118K |
| Motco | 0.01% | No change | 2,666 | $113K |
| Allworth Financial LP | 0.00% | No change | 2,640 | $112K |
| Mather Group, Llc. | 0.00% | Reduce -9.2% | 2,537 | $107K |
| AdvisorNet Financial, Inc | 0.00% | Add +489.6% | 2,506 | $106K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.1% | 2,121 | $90K |
| Essential Investment Partners LLC | 0.07% | No change | 2,100 | $89K |
| Colonial Trust Co / SC | 0.01% | New | 2,046 | $86K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,009 | $85K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +27.4% | 1,975 | $84K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,833 | $78K |
| Beacon Financial Strategies CORP | 0.04% | New | 1,820 | $77K |
| Ameriflex Group, Inc. | 0.03% | Add +27.0% | 1,779 | $75K |
| Innovative Asset Advisors Group, LLC | 0.03% | New | 1,749 | $74K |
| CoreCap Advisors, LLC | 0.00% | Add +30.1% | 1,711 | $72K |
| Rossby Financial, LCC | 0.01% | Add +33.8% | 1,511 | $64K |
| CX Institutional | 0.00% | Add +16.7% | 1,398 | $59K |
| TD Capital Management LLC | 0.00% | No change | 1,387 | $59K |
| McGuire Capital Advisors Inc. | 0.03% | New | 1,372 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,257 | $53K |
| Miller Capital Partners, Inc. | 0.02% | No change | 1,184 | $50K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 1,182 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,158 | $49K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,123 | $48K |
| Cape Investment Advisory, Inc. | 0.01% | New | 986 | $42K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 894 | $38K |
| Leo H. Evart, Inc. | 0.03% | No change | 831 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 740 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 737 | $31K |
| Pflug Koory, LLC | 0.01% | No change | 729 | $31K |
| Clearstead Advisors, LLC | 0.00% | No change | 696 | $29K |
| Bayban | 0.02% | No change | 670 | $28K |
| Salomon & Ludwin, LLC | 0.00% | No change | 680 | $28K |
| American National Bank & Trust | 0.00% | No change | 630 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 605 | $26K |
| Spire Wealth Management | 0.00% | New | 599 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 529 | $22K |
| Bokf, NA | 0.00% | No change | 510 | $22K |
| Signature Equity Partners, LLC | 0.01% | No change | 457 | $19K |
| Evolution Wealth Management Inc. | 0.01% | New | 443 | $19K |
| Arvest Investments, Inc. | 0.00% | No change | 442 | $19K |
| Fiduciary Financial Advisors | 0.00% | New | 368 | $16K |
| Vision Retirement, LLC | 0.00% | New | 357 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 335 | $14K |
| Vanguard Advisers Inc. | 0.00% | Add +29.1% | 302 | $13K |
| Harborfront Financial Group LLC | 0.05% | — | 300 | $13K |
| FMR LLC | 0.00% | Reduce -32.7% | 294 | $12K |
| Asset Dedication, LLC | 0.00% | Add +52.0% | 266 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.2% | 256 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 221 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 147 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 125 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 117 | $5K |
| Signaturefd, LLC | 0.00% | No change | 84 | $4K |
| MidFirst Bank | 0.00% | No change | 80 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 65 | $3K |
| Key Financial Inc | 0.00% | New | 58 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 16 | $685 |
| Archer Investment Corp | 0.00% | No change | 6 | $254 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $127 |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.