Who Owns CAPITAL GROUP GBL GROWTH EQT (CGGO)? -- Institutional Holders (2026-06-30)

238 institutions reported holding $2.27B of CAPITAL GROUP GBL GROWTH EQT (CGGO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($547.7M), Cambridge Investment Research Advisors, Inc. ($299.1M), COMMONWEALTH EQUITY SERVICES, LLC ($233.3M), Kestra Advisory Services, LLC ($84.5M), Financial Council, LLC ($66.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$547.7M12.9MAdded
2Cambridge Investment Research Advisors, Inc.$299.1M7.1MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$233.3M5.5MTrimmed
4Kestra Advisory Services, LLC$84.5M2.0MAdded
5Financial Council, LLC$66.9M1.6MAdded
6Arlington Financial Advisors, LLC$61.8M1.5MTrimmed
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$59.3M1.4MAdded
8BENJAMIN EDWARDS INC$49.7M1.2MAdded
9ASSETMARK, INC$47.5M1.1MAdded
10LVW Advisors, LLC$40.4M955,271Trimmed
11ST GERMAIN D J CO INC$38.1M899,846Trimmed
12Private Advisor Group, LLC$33.7M796,605Added
13D.A. DAVIDSON & CO.$32.5M768,466Trimmed
14J. Derek Lewis & Associates Inc.$30.7M725,248Added
15BIP Wealth, LLC$29.3M691,401Trimmed
16Wealth Science Advisors LLC$28.3M669,120Added
17LifeGoal Investments, LLC$22.7M536,940Added
18KWB Wealth$20.7M488,425Added
19STEPHENS INC /AR/$20.3M479,981Added
20Apollon Wealth Management, LLC$20.3M479,462Added
21Stonebridge Financial Group, LLC$19.4M458,129Added
22Clarity Wealth Advisors, LLC$15.5M366,115Added
23PRINCIPAL SECURITIES, INC.$14.8M348,629Added
24AA Financial Advisors, LLC$12.0M284,003Trimmed
25Belpointe Asset Management LLC$11.7M277,104Added

Source: SEC Form 13F filings · as of 2026-06-30