13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
CGGO

CAPITAL GROUP GBL GROWTH EQT

432 institutions still hold CAPITAL GROUP GBL GROWTH EQT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020X104·Exchange Traded Fund·432 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.9%
vs prior quarter
13F value held
$4.9B
57.0% inst. owned
of float
Holders
432
+30 QoQ
filers reporting
Activity
+40 / −92
+878 added · −893 reduced
this quarter
Concentration
16.02%
Capital Group Private Client Services, Inc. #1
top holder share
AI Holders Summary · Q1 2026

432 institutions reported CGGO in Q1 2026. Capital Group Private Client Services, Inc. leads at 16.0% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital Group Private Client Services, Inc.
CIK 0001857666
$789M23.6M13.30%Q1 202602
LPL Financial LLC
CIK 0001403438
$567M17.0M0.15%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$455M13.6M0.14%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$403M12.1M0.11%Q1 202605
MORGAN STANLEY
CIK 0000895421
$399M12.0M0.02%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$362M10.9M0.22%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$277M8.3M0.29%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$241M7.2M0.05%Q1 202609
Forge Financial Services LLC
CIK 0002055357
$194M5.8M19.70%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$186M5.6M0.26%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$177M5.4M0.08%Q1 202612
UBS Group AG
CIK 0001610520
$145M4.4M0.02%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$136M4.1M0.02%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$134M4.0M0.01%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$127M3.8M0.19%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$94M2.8M0.26%Q1 202617
SEI INVESTMENTS CO
CIK 0000350894
$66M2.0M0.06%Q1 202618
&PARTNERS
CIK 0000107136
$65M1.9M0.32%Q1 202619
NewEdge Advisors, LLC
CIK 0001633516
$56M1.7M0.20%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$52M1.6M0.20%Q1 2026
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