CAPITAL GROUP GBL GROWTH EQT (CGGO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
441
Reporting holders
$9.0B
Reported value
0.0%
Held as options
+38
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | $1.0B | 24,774,736 | 14.78% | 18q | +4.8%+$47.9M |
| LPL Financial LLC | $766.8M | 18,115,822 | 0.17% | 17q | +6.6%+$47.3M |
| RAYMOND JAMES FINANCIAL INC | $633.9M | 14,975,499 | 0.17% | 7q | +9.7%+$56.1M |
| MORGAN STANLEY | $552.8M | 13,059,538 | 0.03% | 15q | +9.2%+$46.4M |
| ENVESTNET ASSET MANAGEMENT INC | $547.7M | 12,938,991 | 0.13% | 18q | +7.2%+$36.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $457.0M | 10,795,701 | 0.24% | 17q | -0.6%-$2.7M |
| Cetera Investment Advisers | $374.1M | 8,838,361 | 0.34% | 16q | +6.5%+$22.9M |
| WELLS FARGO & COMPANY/MN | $371.7M | 8,781,261 | 0.06% | 15q | -39.3%-$240.8M |
| JONES FINANCIAL COMPANIES LLLP | $266.1M | 6,460,417 | 0.11% | 11q | +19.1%+$42.6M |
| Forge Financial Services LLC | $243.5M | 5,752,864 | 20.97% | 7q | -1.3%-$3.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $233.3M | 5,512,320 | 0.29% | 18q | -0.9%-$2.0M |
| UBS Group AG | $203.2M | 4,801,489 | 0.03% | 17q | +10.3%+$19.0M |
| OSAIC HOLDINGS, INC. | $202.5M | 4,782,747 | 0.24% | 18q | +25.9%+$41.6M |
| ROYAL BANK OF CANADA | $169.2M | 3,997,091 | 0.03% | 18q | -1.7%-$2.9M |
| BANK OF AMERICA CORP /DE/ | $164.7M | 3,892,017 | 0.01% | 12q | -2.9%-$5.0M |
| MML INVESTORS SERVICES, LLC | $148.6M | 3,510,585 | 0.30% | 18q | +24.6%+$29.4M |
| SEI INVESTMENTS CO | $92.3M | 2,181,653 | 0.08% | 9q | +11.1%+$9.2M |
| Kestra Advisory Services, LLC | $84.5M | 1,995,334 | 0.27% | 18q | +27.5%+$18.2M |
| &PARTNERS | $76.5M | 1,805,738 | 0.31% | 17q | -7.1%-$5.9M |
| NewEdge Advisors, LLC | $72.5M | 1,713,417 | 0.22% | new | NEW |
| Financial Council, LLC | $66.9M | 1,580,300 | 21.70% | 18q | +1.4%+$926.6K |
| Arlington Financial Advisors, LLC | $61.8M | 1,459,504 | 7.85% | 15q | -1.2%-$745.6K |
| Baird Financial Group, Inc. | $60.9M | 1,438,602 | 0.08% | 16q | +22.0%+$11.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $59.3M | 1,445,862 | 0.10% | 12q | +3.9%+$2.2M |
| STIFEL FINANCIAL CORP | $52.8M | 1,246,791 | 0.04% | 17q | +15.8%+$7.2M |
| Focus Partners Wealth | $52.0M | 1,227,797 | 0.05% | 8q | +45.1%+$16.2M |
| BENJAMIN EDWARDS INC | $49.7M | 1,175,063 | 0.45% | 8q | +23.7%+$9.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $47.5M | 1,123,024 | 0.00% | 2q | +817.4%+$42.4M |
| ASSETMARK, INC | $47.5M | 1,122,260 | 0.08% | 13q | +21.9%+$8.5M |
| Corient Private Wealth LP | $42.0M | 1,003,356 | 0.03% | 12q | +90.0%+$19.9M |
| LVW Advisors, LLC | $40.4M | 955,271 | 3.49% | 15q | -8.5%-$3.8M |
| CAPTRUST FINANCIAL ADVISORS | $40.3M | 951,959 | 0.06% | 18q | -3.6%-$1.5M |
| Valmark Advisers, Inc. | $40.3M | 951,110 | 0.43% | 15q | +13.1%+$4.7M |
| ST GERMAIN D J CO INC | $38.1M | 899,846 | 1.37% | 14q | -1.1%-$438.5K |
| JPMORGAN CHASE & CO | $34.5M | 824,739 | 0.00% | 11q | -27.2%-$12.9M |
| Private Advisor Group, LLC | $33.7M | 796,605 | 0.15% | 15q | +6.9%+$2.2M |
| D.A. DAVIDSON & CO. | $32.5M | 768,466 | 0.18% | 16q | -0.9%-$301.4K |
| J. Derek Lewis & Associates Inc. | $30.7M | 725,248 | 5.80% | 3q | +10.4%+$2.9M |
| BIP Wealth, LLC | $29.3M | 691,401 | 0.83% | 3q | -3.4%-$1.0M |
| Wealth Science Advisors LLC | $28.3M | 669,120 | 12.59% | 3q | +5.1%+$1.4M |
| Reliant Wealth Planning | $27.6M | 653,161 | 7.60% | 12q | +1.5%+$404.9K |
| Beacon Pointe Advisors, LLC | $27.6M | 651,051 | 0.13% | 5q | -0.9%-$240.7K |
| Bleakley Financial Group, LLC | $25.7M | 606,746 | 0.33% | 15q | +13.6%+$3.1M |
| MCF Advisors LLC | $24.5M | 577,700 | 0.87% | new | NEW |
| Integrated Wealth Concepts LLC | $23.4M | 552,691 | 0.11% | 13q | +28.9%+$5.2M |
| HighTower Advisors, LLC | $23.2M | 548,777 | 0.02% | 14q | +4.0%+$889.9K |
| LifeGoal Investments, LLC | $22.7M | 536,940 | 10.40% | 7q | +13.3%+$2.7M |
| Ergawealth Advisors, Inc. | $21.0M | 495,244 | 8.14% | 15q | +1.6%+$322.9K |
| KWB Wealth | $20.7M | 488,425 | 1.77% | 7q | +29.6%+$4.7M |
| HARBOUR INVESTMENTS, INC. | $20.5M | 485,120 | 0.28% | 17q | +10.8%+$2.0M |
| Kestra Investment Management, LLC | $20.5M | 483,526 | 0.40% | 9q | -32.6%-$9.9M |
| STEPHENS INC /AR/ | $20.3M | 479,981 | 0.23% | 10q | +3.5%+$685.9K |
| Apollon Wealth Management, LLC | $20.3M | 479,462 | 0.25% | 12q | +6.0%+$1.2M |
| Stonebridge Financial Group, LLC | $19.4M | 458,129 | 1.47% | 7q | +1.0%+$194.8K |
| Frazier Financial Advisors, LLC | $17.6M | 414,858 | 8.87% | 11q | +4.9%+$826.7K |
| ROTHSCHILD INVESTMENT LLC | $17.2M | 406,399 | 0.64% | 11q | +10.5%+$1.6M |
| Vestmark Advisory Solutions, Inc. | $15.8M | 373,649 | 0.15% | 12q | +8.1%+$1.2M |
| Compton Financial Group, LLC | $15.6M | 368,876 | 3.01% | 3q | +114.6%+$8.3M |
| Souders Financial Advisors | $15.5M | 367,342 | 1.56% | 16q | +5.8%+$858.6K |
| Clarity Wealth Advisors, LLC | $15.5M | 366,115 | 2.73% | 11q | +7.6%+$1.1M |
| JANE STREET GROUP, LLC | $15.2M | 360,000 | 0.00% | 2q | -62.5%-$25.4M |
| PRINCIPAL SECURITIES, INC. | $14.8M | 348,629 | 0.18% | 11q | +6.1%+$843.9K |
| SILVER OAK SECURITIES, INCORPORATED | $14.3M | 338,681 | 0.87% | 2q | HELD |
| BNB Wealth Management, LLC | $14.3M | 337,545 | 7.81% | 3q | HELD |
| MAI Capital Management | $13.8M | 326,963 | 0.05% | 10q | +6.8%+$876.2K |
| Steward Partners Investment Advisory, LLC | $13.4M | 315,769 | 0.07% | 16q | +2.9%+$377.0K |
| Equitable Holdings, Inc. | $13.3M | 315,195 | 0.08% | 7q | +2.5%+$328.9K |
| HighPoint Advisor Group LLC | $12.8M | 301,513 | 0.45% | 3q | +2.3%+$285.1K |
| RPg Family Wealth Advisory, LLC | $12.2M | 287,624 | 1.13% | 6q | +97.6%+$6.0M |
| AA Financial Advisors, LLC | $12.0M | 284,003 | 1.45% | 11q | HELD |
| Belpointe Asset Management LLC | $11.7M | 277,104 | 0.38% | 17q | +651.7%+$10.2M |
| Ruggaard & Associates LLC | $11.3M | 266,143 | 4.04% | 11q | +4.0%+$436.3K |
| Ridgeline Wealth Planning, LLC | $11.2M | 263,789 | 7.08% | 7q | -22.5%-$3.2M |
| Main Street Financial Solutions, LLC | $11.2M | 263,577 | 0.72% | 17q | -3.5%-$401.4K |
| MARSHALL WACE, LLP | $11.0M | 260,704 | 0.01% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $10.9M | 257,537 | 0.24% | 7q | +6.2%+$640.6K |
| NavPoint Financial, Inc. | $10.8M | 255,731 | 4.01% | 11q | +1.1%+$118.1K |
| Arax Advisory Partners | $10.5M | 248,056 | 0.07% | 6q | +15034.6%+$10.4M |
| Mutual Advisors, LLC | $10.4M | 245,013 | 0.20% | 18q | +14.5%+$1.3M |
| Carson Advisory Inc. | $10.3M | 242,812 | 4.72% | 16q | +2.5%+$247.5K |
| Smartleaf Asset Management LLC | $10.1M | 240,674 | 0.33% | 8q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $10.1M | 237,757 | 0.27% | 16q | HELD |
| Michael Brady & Co., LLC | $10.0M | 235,612 | 8.80% | 3q | -11.4%-$1.3M |
| NOVEM GROUP | $9.9M | 233,427 | 1.00% | 5q | +309.1%+$7.5M |
| Confluence Wealth Services, Inc. | $9.9M | 233,162 | 0.28% | 17q | +17.3%+$1.5M |
| Kera Capital Partners, Inc. | $9.7M | 230,171 | 0.94% | 7q | +2.1%+$204.0K |
| CITADEL ADVISORS LLC | $9.7M | 228,727 | 0.00% | 2q | +17.7%+$1.5M |
| Farther Finance Advisors, LLC | $9.5M | 224,876 | 0.07% | 5q | +19.0%+$1.5M |
| Gutierrez Wealth Advisory, LLC | $9.4M | 222,757 | 5.45% | 7q | -6.1%-$615.0K |
| TRUIST FINANCIAL CORP | $9.3M | 220,096 | 0.01% | 12q | +33.3%+$2.3M |
| Ameritas Advisory Services, LLC | $9.2M | 217,966 | 0.19% | 15q | +126.4%+$5.2M |
| OneAscent Financial Services LLC | $9.2M | 217,803 | 0.44% | 2q | -4.7%-$450.9K |
| Blom & Howell Financial Planning, Inc. | $8.6M | 202,039 | 7.12% | 3q | +8.1%+$639.3K |
| Orion Porfolio Solutions, LLC | $8.1M | 190,769 | 0.06% | 14q | -10.4%-$939.7K |
| Merit Financial Group, LLC | $8.1M | 190,608 | 0.02% | 15q | +105.0%+$4.1M |
| SMITH, MOORE & CO. | $7.9M | 185,514 | 0.51% | 7q | +4.8%+$359.5K |
| WEST MICHIGAN ADVISORS, LLC | $7.8M | 204,703 | 0.79% | 14q | +102.4%+$3.9M |
| Johnson Bixby & Associates, LLC | $7.8M | 183,217 | 0.87% | 14q | -0.5%-$39.8K |
| Balentine LLC | $7.7M | 181,149 | 0.27% | 10q | -0.9%-$70.6K |
| Boyer Financial Services, Inc. | $7.5M | 183,101 | 6.30% | 3q | +5.6%+$398.3K |
Showing the largest 100 of 454 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 441 | $9.0B | 212,389,885 | 57 | 207 | 94 | 0.0% |
| Q1 2026 | 403 | $6.8B | 203,479,635 | 38 | 208 | 78 | 0.0% |
| Q4 2025 | 384 | $6.0B | 172,974,771 | 37 | 210 | 59 | 0.0% |
| Q3 2025 | 337 | $5.2B | 153,724,807 | 44 | 187 | 55 | 0.0% |
| Q2 2025 | 308 | $4.4B | 136,627,156 | 30 | 156 | 72 | 0.0% |
| Q1 2025 | 290 | $3.5B | 121,888,348 | 30 | 163 | 50 | 0.0% |
| Q4 2024 | 281 | $3.3B | 111,609,023 | 30 | 141 | 45 | 0.0% |
| Q3 2024 | 232 | $2.9B | 96,936,185 | 25 | 142 | 29 | 0.0% |
| Q2 2024 | 221 | $2.5B | 85,807,517 | 33 | 131 | 26 | 0.0% |
| Q1 2024 | 195 | $2.1B | 71,788,527 | 38 | 94 | 37 | 0.0% |
| Q4 2023 | 168 | $1.6B | 61,778,492 | 23 | 90 | 28 | 0.0% |
| Q3 2023 | 134 | $1.2B | 52,273,680 | 29 | 70 | 15 | 0.0% |
| Q2 2023 | 116 | $1.1B | 43,583,594 | 19 | 67 | 15 | 0.0% |
| Q1 2023 | 95 | $829.6M | 35,967,786 | 19 | 49 | 16 | 0.0% |
| Q4 2022 | 79 | $610.1M | 29,730,151 | 24 | 44 | 4 | 0.0% |
| Q3 2022 | 71 | $362.8M | 19,391,278 | 24 | 33 | 7 | 0.0% |
| Q2 2022 | 54 | $219.7M | 10,929,152 | 32 | 18 | 1 | 0.0% |
| Q1 2022 | 23 | $46.3M | 1,906,680 | 23 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $319.0K | 9,206 | 0 | 0 | 0 | 0.0% |