CGGO institutional holders

CAPITAL GROUP GBL GROWTH EQT · 13F, 2026Q2

Managers holding453
Shares held221,185,316
Reported value$9.3bn
Quarter flows62 new, 227 added, 104 trimmed, 27 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital Group Private Client Services, Inc.24,774,736$1.0bn14.8%
LPL Financial LLC18,115,822$766.8m0.2%
RAYMOND JAMES FINANCIAL INC14,975,499$633.9m0.2%
MORGAN STANLEY13,059,538$552.8m0.0%
ENVESTNET ASSET MANAGEMENT INC12,938,991$547.7m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,795,701$457.0m0.2%
Cetera Investment Advisers8,838,361$374.1m0.3%
WELLS FARGO & COMPANY/MN8,781,261$371.7m0.1%
Cambridge Investment Research Advisors, Inc.7,065,830$299.1m0.3%
JONES FINANCIAL COMPANIES LLLP6,460,417$266.1m0.1%
Forge Financial Services LLC5,752,864$243.5m21.0%
COMMONWEALTH EQUITY SERVICES, LLC5,512,320$233.3m0.3%
UBS Group AG4,801,489$203.2m0.0%
OSAIC HOLDINGS, INC.4,782,747$202.5m0.2%
ROYAL BANK OF CANADA3,997,091$169.2m0.0%
BANK OF AMERICA CORP /DE/3,892,017$164.7m0.0%
MML INVESTORS SERVICES, LLC3,510,585$148.6m0.3%
SEI INVESTMENTS CO2,181,653$92.3m0.1%
Kestra Advisory Services, LLC1,995,334$84.5m0.3%
&PARTNERS1,805,738$76.5m0.3%
NewEdge Advisors, LLC1,713,417$72.5m0.2%
Financial Council, LLC1,580,300$66.9m21.7%
Arlington Financial Advisors, LLC1,459,504$61.8m7.8%
Baird Financial Group, Inc.1,438,602$60.9m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,445,862$59.3m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGGO"). CGGO price history · All 13F data

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