Security record · archived quarter
CGGO
Capital Group Global Growth Equity ETF · Financial Services · Asset Management - Global
46Tracked holders
+1Δ holders
132.25MShares held
$3.90BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.2% ·
share flow +0.6% ·
net new positions +2.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.69M | $66.53M | n/a | −1 |
| Q2 2026 | 53 | +3 | 134.53M | $5.68B | +7 | −5 |
| Q1 2026 | 52 | +5 | 124.09M | $4.14B | +7 | −2 |
| Q4 2025 | 46 | +1 | 132.25M | $3.90B | +2 | −1 |
| Q3 2025 | 8 | 0 | 10.24M | $348.36M | +2 | −2 |
| Q2 2025 | 5 | +4 | 434.76K | $13.90M | +4 | n/a |
| Q4 2024 | 2 | +1 | 128.63K | $3.76M | +1 | n/a |
| Q3 2024 | 1 | 0 | 11.13K | $335,569 | +1 | −1 |
| Q2 2024 | 1 | n/a | 12.52K | $368,618 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15.07M | n/a | $522.13M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 13.13M | n/a | $454.97M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 11.05M | n/a | $383.00M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 10.25M | n/a | $355.03M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.96M | +15.3% | $345.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 7.73M | n/a | $268.00M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 5.85M | n/a | $202.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 5.40M | n/a | $187.09M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 4.18M | n/a | $144.92M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 4.06M | n/a | $140.65M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 4.03M | n/a | $139.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.47M | n/a | $120.07M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Royal Bank Of Canada | 3.23M | n/a | $112.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Mml Investors Services, Llc | 3.18M | n/a | $110.26M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 2.02M | n/a | $72.34M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Sei Investments Co | 1.62M | n/a | $56.22M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 1.42M | n/a | $49.11M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 20.80M | n/a | $40.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Captrust Financial Advisors | 945.65K | n/a | $32.77M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 938.77K | n/a | $32.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Focus Partners Wealth | 874.05K | n/a | $30.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 830.06K | -20.0% | $28.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Assetmark, Inc | 766.87K | n/a | $26.57M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 462.28K | n/a | $16.02M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 222.57K | n/a | $7.71M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 166.19K | n/a | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 149.31K | n/a | $5.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 95.38K | +377.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 72.65K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Creative Planning | 51.19K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 49.58K | -2.1% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 40.40K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 30.34K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 20.46K | n/a | $708,898 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 18.80K | n/a | $651,559 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northern Trust Corp | 12.83K | n/a | $444,525 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | D. E. Shaw & Co. ✦ | 10.35K | -61.2% | $358,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 9.97K | +48.9% | $345,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 9.84K | n/a | $340,956 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Citigroup Inc | 8.05K | n/a | $278,863 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 7.85K | n/a | $271,968 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fisher Asset Management ✦ | 6.13K | -4.6% | $212,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 2.40K | n/a | $83,021 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 1.99K | n/a | $68,879 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 353 | New | $12,231 | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Russell Investments Group, Ltd. | 338 | n/a | $11,712 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.40M | 0.0% |
| Fidelity (FMR) | $12,231 | 0.0% |
Exited
| Citadel Advisors | $15.42M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 410 holders, 199.98M shares, $6.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API