Institutional Ownership Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,289
shares
|
$488,398
0.01% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
14,198
shares
|
$485,287
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
13,534
shares
|
$462,592
0.03% of portfolio
|
Q3 2025
Added 71.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
13,215
shares
|
$451,688
0.03% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
13,209
shares
|
$451,483
0.24% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
12,589
shares
|
$430,292
0.06% of portfolio
|
Q3 2025
Reduced 87.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
12,546
shares
|
$428,822
0.02% of portfolio
|
Q3 2025
Added 27.19%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,355
shares
|
$422,293
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,307
shares
|
$420,653
0.03% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
12,251
shares
|
$418,739
0.14% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,152
shares
|
$415,355
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
11,735
shares
|
$401,102
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
11,702
shares
|
$399,974
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
11,345
shares
|
$387,772
0.01% of portfolio
|
Q3 2025
Reduced 38.19%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,193
shares
|
$382,576
0.01% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,899
shares
|
$372,527
0.01% of portfolio
|
Q3 2025
Added 42.98%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
10,618
shares
|
$362,923
0.19% of portfolio
|
Q3 2025
Added 53.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
10,464
shares
|
$357,659
0.04% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
10,286
shares
|
$351,575
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
10,260
shares
|
$350,686
0.07% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
10,227
shares
|
$349,558
0.01% of portfolio
|
Q4 2025
Reduced 15.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
10,081
shares
|
$344,568
0.03% of portfolio
|
Q4 2025
Added 67.26%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
10,021
shares
|
$342,517
0.08% of portfolio
|
Q4 2025
Added 6.56%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
9,974
shares
|
$340,911
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
9,892
shares
|
$338,108
0.01% of portfolio
|
Q3 2025
New holding
|
|