— Know what they know.
Not Investment Advice

CGGO Institutional Ownership

Capital Group Global Growth Equity ETF
1W: -0.8% 1M: -0.2% 3M: -3.9% YTD: +13.7% 1Y: +16.1% 3Y: +80.0%
$39.95
+0.25 (+0.63%)
 
Weekly Expected Move ±2.1%
$38 $39 $40 $41 $42
ETF AMEX · AUM $12.0B

Institutional Ownership — CGGO

472
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
63
New Positions
226
Increased
123
Reduced
18
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (490 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Capital Group Private Client Services, 24,774,736 $990M +1,131,734 +4.8% 18Q SEC ↗
2 LPL Financial LLC 18,115,822 $724M +1,118,385 +6.6% 17Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 14,975,499 $598M +1,325,876 +9.7% 7Q SEC ↗
4 MORGAN STANLEY 13,059,538 $522M +1,096,277 +9.2% 15Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 12,938,991 $517M +872,435 +7.2% 18Q SEC ↗
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 10,795,701 $431M -63,698 -0.6% 17Q SEC ↗
7 Cetera Investment Advisers 8,838,361 $353M +541,882 +6.5% 16Q SEC ↗
8 WELLS FARGO & COMPANY/MN 8,781,261 $351M +1,545,812 +21.4% 15Q SEC ↗
9 JONES FINANCIAL COMPANIES LLLP 6,460,417 $258M +1,033,853 +19.1% 11Q SEC ↗
10 Forge Financial Services LLC 5,752,864 $230M -74,525 -1.3% 7Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 5,512,320 $220M -47,785 -0.9% 18Q SEC ↗
12 UBS Group AG 4,801,489 $192M +447,875 +10.3% 17Q SEC ↗
13 OSAIC HOLDINGS, INC. 4,782,747 $191M +982,516 +25.9% 18Q SEC ↗
14 ROYAL BANK OF CANADA 3,997,091 $160M -68,401 -1.7% 18Q SEC ↗
15 BANK OF AMERICA CORP /DE 3,892,017 $155M -117,211 -2.9% 12Q SEC ↗
16 Cambridge Investment Research Advisors 3,532,974 $141M +172,107 +5.1% 18Q SEC ↗
17 MML INVESTORS SERVICES, LLC 3,510,585 $140M +693,751 +24.6% 18Q SEC ↗
18 SEI INVESTMENTS CO 2,181,653 $87M +218,481 +11.1% 9Q SEC ↗
19 Kestra Advisory Services, LLC 1,995,334 $80M +430,206 +27.5% 18Q SEC ↗
20 &PARTNERS 1,805,738 $72M -138,756 -7.1% 15Q SEC ↗
21 NewEdge Advisors, LLC 1,713,417 $68M +49,520 +3.0% 17Q SEC ↗
22 Financial Council, LLC 1,580,300 $63M +21,890 +1.4% 18Q SEC ↗
23 Arlington Financial Advisors, LLC 1,459,504 $58M -17,614 -1.2% 15Q SEC ↗
24 WEALTH ENHANCEMENT ADVISORY SERVICES, 1,445,862 $58M +53,690 +3.9% 12Q SEC ↗
25 Baird Financial Group, Inc. 1,438,602 $57M +259,440 +22.0% 16Q SEC ↗
26 STIFEL FINANCIAL CORP 1,246,791 $50M +170,025 +15.8% 17Q SEC ↗
27 Focus Partners Wealth 1,227,797 $49M +381,527 +45.1% 8Q SEC ↗
28 Janney Montgomery Scott LLC 1,215,633 $49M +129,935 +12.0% 7Q SEC ↗
29 BENJAMIN EDWARDS INC 1,175,063 $47M +225,436 +23.7% 8Q SEC ↗
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,123,024 $45M +1,000,610 +817.4% 2Q SEC ↗
31 ASSETMARK, INC 1,122,260 $45M +201,639 +21.9% 13Q SEC ↗
32 LVW Advisors, LLC 955,271 $38M -88,946 -8.5% 15Q SEC ↗
33 CAPTRUST FINANCIAL ADVISORS 951,959 $38M -35,341 -3.6% 18Q SEC ↗
34 Valmark Advisers, Inc. 951,110 $38M +110,017 +13.1% 15Q SEC ↗
35 ST GERMAIN D J CO INC 899,846 $36M -10,359 -1.1% 13Q SEC ↗
36 JPMORGAN CHASE & CO 824,739 $33M -307,993 -27.2% 11Q SEC ↗
37 Private Advisor Group, LLC 796,605 $32M +51,402 +6.9% 15Q SEC ↗
38 D.A. DAVIDSON & CO. 768,466 $31M -7,121 -0.9% 16Q SEC ↗
39 J. Derek Lewis & Associates Inc. 725,248 $29M +68,270 +10.4% 3Q SEC ↗
40 BIP Wealth, LLC 691,401 $28M -24,576 -3.4% 3Q SEC ↗
41 Wealth Science Advisors LLC 669,120 $27M +32,728 +5.1% 3Q SEC ↗
42 Reliant Wealth Planning 653,161 $26M +9,565 +1.5% 12Q SEC ↗
43 Beacon Pointe Advisors, LLC 651,051 $26M -5,687 -0.9% 5Q SEC ↗
44 Bleakley Financial Group, LLC 606,746 $24M +72,669 +13.6% 15Q SEC ↗
45 MCF Advisors LLC NEW 577,700 $23M — +0.0% 1Q SEC ↗
46 HighTower Advisors, LLC 548,777 $22M +21,023 +4.0% 14Q SEC ↗
47 LifeGoal Investments, LLC 536,940 $21M +63,101 +13.3% 7Q SEC ↗
48 Ergawealth Advisors, Inc. 495,244 $20M +7,629 +1.6% 15Q SEC ↗
49 KWB Wealth 488,425 $20M +111,537 +29.6% 7Q SEC ↗
50 HARBOUR INVESTMENTS, INC. 485,120 $19M +47,272 +10.8% 17Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +1,545,812 +21.4% 8,781,261
RAYMOND JAMES FINANCIAL INC +1,325,876 +9.7% 14,975,499
Capital Group Private Client Servic +1,131,734 +4.8% 24,774,736
LPL Financial LLC +1,118,385 +6.6% 18,115,822
MORGAN STANLEY +1,096,277 +9.2% 13,059,538
JONES FINANCIAL COMPANIES LLLP +1,033,853 +19.1% 6,460,417
SUSQUEHANNA INTERNATIONAL GROUP, LL +1,000,610 +817.4% 1,123,024
OSAIC HOLDINGS, INC. +982,516 +25.9% 4,782,747
ENVESTNET ASSET MANAGEMENT INC +872,435 +7.2% 12,938,991
MML INVESTORS SERVICES, LLC +693,751 +24.6% 3,510,585
Cetera Investment Advisers +541,882 +6.5% 8,838,361
UBS Group AG +447,875 +10.3% 4,801,489
Kestra Advisory Services, LLC +430,206 +27.5% 1,995,334
Focus Partners Wealth +381,527 +45.1% 1,227,797
Baird Financial Group, Inc. +259,440 +22.0% 1,438,602
Arax Advisory Partners +246,417 +15034.6% 248,056
Belpointe Asset Management LLC +240,240 +651.7% 277,104
BENJAMIN EDWARDS INC +225,436 +23.7% 1,175,063
SEI INVESTMENTS CO +218,481 +11.1% 2,181,653
ASSETMARK, INC +201,639 +21.9% 1,122,260
Biggest Decreases (20)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -600,000 -62.5% 360,000
WNY Asset Management, LLC -584,144 -82.0% 128,582
Prospera Financial Services Inc -346,361 -70.5% 144,885
JPMORGAN CHASE & CO -307,993 -27.2% 824,739
Kestra Investment Management, LLC -233,371 -32.6% 483,526
SIGNATURE ESTATE & INVESTMENT ADVIS -180,454 -72.7% 67,653
&PARTNERS -138,756 -7.1% 1,805,738
Summit Financial, LLC -126,615 -63.1% 74,106
BANK OF AMERICA CORP /DE -117,211 -2.9% 3,892,017
Sigma Planning Corp -96,300 -62.5% 57,898
LVW Advisors, LLC -88,946 -8.5% 955,271
Gateway Wealth Partners, LLC -88,141 -35.2% 161,943
Ridgeline Wealth Planning, LLC -76,564 -22.5% 263,789
Forge Financial Services LLC -74,525 -1.3% 5,752,864
ROYAL BANK OF CANADA -68,401 -1.7% 3,997,091
NORTHWESTERN MUTUAL WEALTH MANAGEME -63,698 -0.6% 10,795,701
Merited Wealth, LLC -50,816 -71.5% 20,209
Corient Private Wealth LP -49,383 -9.4% 478,630
COMMONWEALTH EQUITY SERVICES, LLC -47,785 -0.9% 5,512,320
Colonial River Investments, LLC -36,245 -81.2% 8,379

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms