CAP GROUP GLOBAL GROWTH CGGO
$40.77
-1.3% 52w: $30.11 – $42.59
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data30.1136.3542.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
412
+18 QoQ
13F value
$6.77B
+9.1% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGGO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | Wealth advisor | 23.6M | $789.0M | 13.3% | +12.0% |
| LPL Financial LLC | Bank broker | 17.0M | $567.2M | 0.2% | +12.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.6M | $455.5M | 0.1% | +4.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.1M | $402.7M | 0.1% | +17.8% |
| MORGAN STANLEY | Bank broker | 12.0M | $399.2M | 0.0% | +20.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.9M | $362.4M | 0.2% | -1.8% |
| Cetera Investment Advisers | Wealth advisor | 8.3M | $276.9M | 0.3% | +7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.2M | $241.4M | 0.0% | +23.7% |
| Forge Financial Services LLC | Wealth advisor | 5.8M | $194.5M | 19.7% | +589.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.6M | $185.5M | 0.3% | +3.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 5.4M | $176.7M | 0.1% | +29.8% |
| UBS Group AG | Bank broker | 4.4M | $145.3M | 0.0% | +8.0% |
| ROYAL BANK OF CANADA | Bank broker | 4.1M | $135.7M | 0.0% | +25.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.0M | $133.8M | 0.0% | +15.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.8M | $126.8M | 0.2% | -6.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 3.4M | $112.2M | 0.3% | +4.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.8M | $94.0M | 0.3% | -11.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.0M | $65.5M | 0.1% | +21.0% |
| &PARTNERS | Diversified mechanical | 1.9M | $65.1M | 0.3% | +22.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.7M | $55.5M | 0.2% | +9.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.6M | $52.2M | 0.2% | +10.9% |
| Financial Council, LLC | Wealth advisor | 1.6M | $52.0M | 20.1% | +5.1% |
| Arlington Financial Advisors, LLC | Wealth advisor | 1.5M | $49.3M | 7.0% | +5.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.4M | $47.1M | 0.1% | -30.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.2M | $39.3M | 0.1% | -16.8% |
| JPMORGAN CHASE & CO | Bank broker | 1.1M | $36.4M | 0.0% | +36.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.1M | $36.2M | 0.1% | +23.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.1M | $35.9M | 0.0% | +14.7% |
| LVW Advisors, LLC | Wealth advisor | 1.0M | $34.8M | 3.4% | -2.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 987.3K | $32.9M | 0.1% | +4.4% |
| JANE STREET GROUP, LLC | Market maker | 960.0K | $32.0M | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 949.6K | $31.7M | 0.3% | +16.1% |
| ASSETMARK, INC | Wealth advisor | 920.6K | $30.7M | 0.1% | +20.0% |
| ST GERMAIN D J CO INC | Other | 910.2K | $30.4M | 1.2% | -0.3% |
| Focus Partners Wealth | Wealth advisor | 846.3K | $28.2M | 0.0% | -3.2% |
| Valmark Advisers, Inc. | Wealth advisor | 841.1K | $28.1M | 0.3% | +11.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 775.6K | $25.9M | 0.2% | -4.2% |
| Private Advisor Group, LLC | Wealth advisor | 745.2K | $24.9M | 0.1% | -14.6% |
| Kestra Investment Management, LLC | Wealth advisor | 716.9K | $23.9M | 0.4% | +91.4% |
| BIP Wealth, LLC | Wealth advisor | 716.0K | $23.9M | 1.0% | +4.9% |
| WNY Asset Management, LLC | Wealth advisor | 712.7K | $23.8M | 2.5% | — |
| Wealth Science Advisors LLC | Wealth advisor | 636.4K | $22.1M | 12.4% | Held |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 657.0K | $22.0M | 4.9% | +12.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 656.7K | $21.9M | 0.1% | +2.4% |
| Reliant Wealth Planning | Wealth advisor | 643.6K | $21.5M | 6.5% | -1.5% |
| Bleakley Financial Group, LLC | Wealth advisor | 534.1K | $17.8M | 0.3% | +7.4% |
| Corient Private Wealth LLC | Diversified mechanical | 528.0K | $17.6M | 0.0% | -97.5% |
| HighTower Advisors, LLC | Diversified mechanical | 527.8K | $17.6M | 0.0% | +14.2% |
| Prospera Financial Services Inc | Diversified mechanical | 491.2K | $16.4M | 0.3% | -20.4% |
| Ergawealth Advisors, Inc. | Wealth advisor | 487.6K | $16.3M | 7.2% | +6.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding CGGO