DaveManuel.com · Institutional Ownership · Who Owns It
CAPITAL GROUP GBL GROWTH EQT (CGGO)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
458
Reporting holders
$9.4B
Reported value
0.0%
Calls
0.0%
Puts
+38
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +21.4%+$65.4M |
| Cambridge Investment Research Advisors, Inc. | $299.1M | 7,065,830 | 0.34% | 18q | +110.2%+$156.8M |
| 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% | 17q | +3.0%+$2.1M |
| 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 |
| Janney Montgomery Scott LLC | $51.5M | 1,215,633 | 0.10% | 7q | +12.0%+$5.5M |
| 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 |
| 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 |
| 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 |
| Corient Private Wealth LP | $20.3M | 478,630 | 0.03% | 12q | -9.4%-$2.1M |
| Stonebridge Financial Group, LLC | $19.4M | 458,129 | 1.47% | 7q | +1.0%+$194.8K |
| NATIXIS ADVISORS, LLC | $19.1M | 450,582 | 0.02% | 10q | +29.1%+$4.3M |
| Integrated Wealth Concepts LLC | $18.3M | 433,271 | 0.12% | 13q | +1.0%+$186.2K |
| 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 |
| Capital Analysts, LLC | $12.6M | 298,241 | 0.29% | 6q | +14.2%+$1.6M |
| 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 |
| PEAPACK GLADSTONE FINANCIAL CORP | $9.9M | 232,984 | 0.11% | 16q | HELD |
| 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 |
| SMITH, MOORE & CO. | $7.9M | 185,514 | 0.51% | 7q | +4.8%+$359.5K |
Showing the largest 100 of 458 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 174 | $808.9M | 20,401,736 | 7 | 90 | 36 | 0.0% |
| Q2 2026 | 458 | $9.4B | 221,295,896 | 58 | 219 | 96 | 0.0% |
| Q1 2026 | 420 | $6.8B | 203,710,626 | 40 | 218 | 81 | 0.0% |
| Q4 2025 | 399 | $6.2B | 178,388,354 | 38 | 221 | 61 | 0.0% |
| Q3 2025 | 353 | $5.6B | 164,290,934 | 46 | 197 | 56 | 0.0% |
| Q2 2025 | 327 | $4.8B | 149,497,477 | 32 | 167 | 74 | 0.0% |
| Q1 2025 | 309 | $3.8B | 133,759,722 | 33 | 175 | 53 | 0.0% |
| Q4 2024 | 299 | $3.6B | 121,761,505 | 34 | 151 | 47 | 0.0% |
| Q3 2024 | 250 | $3.2B | 105,664,726 | 28 | 153 | 32 | 0.0% |
| Q2 2024 | 239 | $2.8B | 94,310,964 | 34 | 146 | 27 | 0.0% |
| Q1 2024 | 217 | $2.3B | 80,459,855 | 42 | 105 | 42 | 0.0% |
| Q4 2023 | 186 | $1.8B | 69,447,290 | 26 | 101 | 30 | 0.0% |
| Q3 2023 | 149 | $1.4B | 59,183,705 | 31 | 79 | 18 | 0.0% |
| Q2 2023 | 131 | $1.2B | 50,220,887 | 23 | 75 | 16 | 0.0% |
| Q1 2023 | 111 | $955.5M | 41,427,444 | 22 | 58 | 17 | 0.0% |
| Q4 2022 | 95 | $702.0M | 34,103,101 | 26 | 53 | 8 | 0.0% |
| Q3 2022 | 70 | $883.5M | 47,235,143 | 23 | 33 | 7 | 0.0% |
| Q2 2022 | 54 | $685.9M | 34,142,915 | 32 | 18 | 1 | 0.0% |
| Q1 2022 | 23 | $136.8M | 5,632,950 | 23 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $319.0K | 9,206 | 0 | 0 | 0 | 0.0% |