Capital Group Global Growth Equity

CGGO • ARCA

Capital Group Global Growth Equity is an exchange-traded fund on ARCA. As of Q3 2025, 348 institutional investors hold shares in this ETF, with total holdings valued at $5.6B. Capital Group Private Client Services, Inc. is the largest holder with a position valued at $692.9M.

Overview

Overview of institutional ownership in CGGO as of Q3 2025

All Institutions

Institutions: 348
Value Held: $5.6B
Shares Held: 163.6M
Avg Position: $16.0M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 3
Value Held: $15.9M
Shares Held: 465.3K
Avg Position: $5.3M
Median Position: $248.8K

Biggest Investors

Institutions with the largest positions in CGGO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Capital Group Private Client Services, Inc. RIA/Wealth	Matthew Philip O'Connor Chairman	$692.9M 11.65% of portfolio	20.3M shares	Q1 2022 Held for 3y 8m	$5.9B
L LPL Financial LLC Institution	-	$448.0M 0.13% of portfolio	13.1M shares	Q2 2022 Held for 3y 5m	$340.07B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$410.3M 0.13% of portfolio	12.0M shares	Q4 2024 Held for 11 months	$310.43B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$376.5M 0.25% of portfolio	11.0M shares	Q2 2022 Held for 3y 5m	$149.83B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$314.7M 0.09% of portfolio	9.2M shares	Q1 2022 Held for 3y 8m	$341.99B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$295.2M 0.02% of portfolio	8.6M shares	Q4 2022 Held for 2y 11m	$1.65T
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$240.9M 0.28% of portfolio	7.0M shares	Q3 2022 Held for 3y 2m	$85.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$174.7M 0.25% of portfolio	5.1M shares	Q1 2022 Held for 3y 8m	$71.1B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$150.8M 0.03% of portfolio	4.4M shares	Q4 2022 Held for 2y 11m	$488.50B
A Advisor Group Holdings, Inc. Institution	-	$145.9M 0.21% of portfolio	4.4M shares	Q1 2022 Held for 3y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for CGGO in Q3 2025

Traded: +$605.9M
Buyers: 259
Sellers: 71
Total Bought: +$663.9M
Total Sold: −$58.0M
Avg Position: $15.4M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$70.7M +2.1M shares	$314.7M 9.2M shares
C Capital Group Private Client Services, Inc. RIA/Wealth	+$70.3M +2.1M shares	$692.9M 20.3M shares
L LPL Financial LLC Institution	+$66.9M +2.0M shares	$448.0M 13.1M shares
Cetera Investment Advisers RIA/Wealth	+$40.8M +1.2M shares	$240.9M 7.0M shares
MORGAN STANLEY RIA/Wealth	+$39.0M +1.1M shares	$295.2M 8.6M shares
BANK OF AMERICA CORP /DE/ Institution	+$30.1M +880.9K shares	$108.2M 3.2M shares
WELLS FARGO & COMPANY/MN Institution	+$24.0M +703.7K shares	$150.8M 4.4M shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$21.4M +632.4K shares	$121.1M 3.6M shares
Kestra Advisory Services, LLC RIA/Wealth	+$16.2M +474.9K shares	$45.9M 1.3M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$16.1M +470.1K shares	$21.8M 638.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Stratos Wealth Partners, LTD. RIA/Wealth	−$7.5M −219.2K shares	$2.4M 71.1K shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$6.9M −202.4K shares	$1.3M 38.2K shares
F FLOW TRADERS U.S. LLC Institution	−$4.7M −137.5K shares	$2.3M 66.3K shares
Presper Financial Architects, LLC RIA/Wealth	−$4.3M −124.8K shares	$860.9K 25.2K shares
KPP Advisory Services LLC RIA/Wealth	−$3.1M −91.2K shares	$430.2K 12.6K shares
WEST MICHIGAN ADVISORS, LLC RIA/Wealth	−$2.6M −75.9K shares	$5.3M 155.0K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$2.6M −80.2K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$2.3M −70.7K shares	Sold Off 0 shares
V Vise Technologies, Inc. Institution	−$2.0M −59.8K shares	$238.7K 7.0K shares
Ridgeline Wealth Planning, LLC RIA/Wealth	−$1.9M −55.2K shares	$13.5M 396.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CGGO in Q3 2025

New Positions: 37
New Value: $20.7M
Exited Positions: 14
Exited Value: $11.0M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$3.6M 104.1K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$3.4M 98.8K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$3.4M 98.8K shares
Blueprint Investment Partners LLC Long Only Manager	$1.4M 41.0K shares
Blueprint Financial Advisors LLC RIA/Wealth	$1.4M 41.0K shares
Jacobi Capital Management LLC RIA/Wealth	$932.7K 27.3K shares
C Cornerstone Advisory, LLP RIA/Wealth	$707.7K 20.7K shares
We Are One Seven, LLC RIA/Wealth	$415.2K 12.2K shares
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	$338.2K 9.9K shares
INTL FCSTONE INC. Institution	$317.4K 9.3K shares

Exited Positions

Institution	Previous Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$2.6M 80.2K shares
O OLD MISSION CAPITAL LLC Institution	$2.3M 70.7K shares
Marshall Wace LLP Institution	$1.8M 56.4K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$1.3M 41.7K shares
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth	$1.2M 38.6K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$612.1K 19.0K shares
Embree Financial Group RIA/Wealth	$467.4K 14.6K shares
M Holdings Securities, Inc. RIA/Wealth	$366.8K 11.5K shares
Herold Advisors, Inc. RIA/Wealth	$220.8K 6.9K shares
S S.A. Mason LLC RIA/Wealth	$60.7K 1.9K shares

Options Activity

Institutions with the largest Call and Put options positions in CGGO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CGGO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Financial Council Asset Management Inc RIA/Wealth	William Michael Leeb CEO	21.26% $47.9M	1.4M shares	Q1 2022 Held for 3y 8m	$225.3M
Forge Financial Services LLC RIA/Wealth	Charlotte Nanette Shaw CEO	13.37% $28.5M	823.1K shares	Q4 2024 Held for 11 months	$213.4M
C Capital Group Private Client Services, Inc. RIA/Wealth	Matthew Philip O'Connor Chairman	11.65% $692.9M	20.3M shares	Q1 2022 Held for 3y 8m	$5.9B
LifeGoal Wealth Advisors Fund of Funds	James Alan Lenahan CEO	10.38% $11.5M	337.3K shares	Q4 2024 Held for 11 months	$111.0M
Ridgeline Wealth Planning, LLC RIA/Wealth	Scott W Simons Managing Partner	10.18% $13.5M	396.5K shares	Q4 2024 Held for 11 months	$133.1M
Reliant Wealth Planning RIA/Wealth	Todd Allan Steinbrink President	8.02% $22.7M	665.1K shares	Q3 2023 Held for 2y 2m	$283.3M
Frazier Financial Advisors, LLC RIA/Wealth	Joshua James Frazier CEO	7.45% $12.1M	353.9K shares	Q4 2023 Held for 1y 11m	$162.4M
A Arlington Financial Advisors, LLC Institution	-	6.78% $46.1M	1.3M shares	Q4 2022 Held for 2y 11m	$679.2M
Gutierrez Wealth Advisory, LLC RIA/Wealth	Roy David Gutierrez Founder	4.89% $7.4M	217.5K shares	Q4 2024 Held for 11 months	$151.9M
N NavPoint Financial, Inc. RIA/Wealth	David Gary Martell CEO	4.53% $8.3M	242.0K shares	Q4 2023 Held for 1y 11m	$182.6M

Hedge Fund Spotlight

Discover hedge funds investing in CGGO

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Capital Group Global Growth Equity

Market Value: $15.4M
Shares Held: 451.4K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%