Vault-13

CAPITAL GROUP GBL GROWTH EQT CGGO

SHS CREATION UNI · ETP · CUSIP 14020X104

327 institutional holders +17 vs Q1 2025
149,466,079149.5m shares reported held*
$4.8bnreported value*
31 new 173 added 80 reduced 17 sold out net bought ≈ $501.3m (+15.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.95.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 72Q4 22: 97Q1 23: 111Q2 23: 132Q3 23: 150Q4 23: 186Q1 24: 215Q2 24: 239Q3 24: 250Q4 24: 298Q1 25: 310Q2 25: 327327Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202272
Q4 202297
Q1 2023111
Q2 2023132
Q3 2023150
Q4 2023186
Q1 2024215
Q2 2024239
Q3 2024250
Q4 2024298
Q1 2025310
Q2 2025327

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 118 bought or addedQ3 23: 35 cut or sold outQ4 23: 128 bought or addedQ4 23: 36 cut or sold outQ4 23Q1 24: 152 bought or addedQ1 24: 57 cut or sold outQ2 24: 184 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 186 bought or addedQ3 24: 52 cut or sold outQ4 24: 196 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 214 bought or addedQ1 25: 75 cut or sold outQ2 25: 204 bought or addedQ2 25: 97 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202311835
Q4 202312836
Q1 202415257
Q2 202418442
Q3 202418652
Q4 202419657
Q1 202521475
Q2 202520497

Biggest buyers

ROYAL BANK OF CANADA Added +2,852,628+2.9m
Cetera Investment Advisers Added +2,636,977+2.6m
LPL Financial LLC Added +2,117,176+2.1m
ENVESTNET ASSET MANAGEMENT INC Added +1,431,332+1.4m
&PARTNERS Added +1,077,989+1.1m
JONES FINANCIAL COMPANIES LLLP Added +982,500+982.5k
Capital Group Private Client Services, Inc. Added +529,491+529.5k
NewEdge Advisors, LLC Added +454,192+454.2k
OSAIC HOLDINGS, INC. Added +435,304+435.3k
BANK OF AMERICA CORP /DE/ Added +375,569+375.6k

Biggest sellers

UBS Group AG Reduced -559,609-559.6k
Principle Wealth Partners LLC Sold out -433,951-434.0k
STEPHENS INC /AR/ Reduced -330,020-330.0k
Investment Planning Advisors, Inc. Reduced -296,713-296.7k
Royal Harbor Partners, LLC Reduced -234,964-235.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -172,704-172.7k
Private Advisor Group, LLC Reduced -135,039-135.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -134,308-134.3k
Advisor Resource Council Sold out -133,631-133.6k
San Luis Wealth Advisors LLC Sold out -114,879-114.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Group Private Client Services, Inc. 5.05% of their portfolio Los Angeles, CA 18,220,55918.2m $582.5m $582.5m 5.05% Added +529.5k +529,491
2 RAYMOND JAMES FINANCIAL INC 0.13% of their portfolio ST. PETERSBURG, FL 12,059,89112.1m $385.6m $385.6m 0.13% Added +72.0k +71,961
3 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 11,152,59611.2m $356.5m $356.5m 0.12% Added +2.1m +2,117,176
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.25% of their portfolio MILWAUKEE, WI 10,760,76310.8m $344.0m $344.0m 0.25% Added +14.0k +14,045
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,498,6467.5m $239.7m $239.7m 0.02% Added +178.5k +178,539
6 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 7,140,6617.1m $228.3m $228.3m 0.07% Added +1.4m +1,431,332
7 Cetera Investment Advisers 0.32% of their portfolio SCHAUMBURG, IL 5,855,9345.9m $187.2m $187.2m 0.32% Added +2.6m +2,636,977
8 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 5,483,1805.5m $175.3m $175.3m 0.02% Added +2.9m +2,852,628
9 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 5,013,0645.0m $160.3m $160.3m 0.21% Added +160.2k +160,219
10 OSAIC HOLDINGS, INC. 0.25% of their portfolio SCOTTSDALE, AZ 4,365,9794.4m $139.5m $139.5m 0.25% Added +435.3k +435,304
11 UBS Group AG 0.02% of their portfolio ZURICH, V8 3,735,3523.7m $119.4m $119.4m 0.02% Reduced -559.6k -559,609
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 3,710,8253.7m $118.6m $118.6m 0.03% Reduced -64.7k -64,708
13 JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio DES PERES, MO 2,946,0222.9m $94.8m $94.8m 0.07% Added +982.5k +982,500
14 MML INVESTORS SERVICES, LLC 0.25% of their portfolio SPRINGFIELD, MA 2,753,3042.8m $88.0m $88.0m 0.25% Added +195.7k +195,702
15 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 2,562,3742.6m $81.9m $81.9m 0.25% Added +294.5k +294,467
16 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,285,2892.3m $73.1m $73.1m 0.01% Added +375.6k +375,569
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 1,872,6011.9m $60.1m $60.1m 0.10% Reduced -172.7k -172,704
18 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 1,395,3931.4m $44.6m $44.6m 0.08% Added +37.9k +37,854
19 Financial Council, LLC 21.38% of their portfolio TOWSON, MD 1,386,8501.4m $44.3m $44.3m 21.38% Added +56.9k +56,893
20 NewEdge Advisors, LLC 0.23% of their portfolio NEW ORLEANS, LA 1,366,6461.4m $43.7m $43.7m 0.23% Added +454.2k +454,192
21 &PARTNERS 0.32% of their portfolio NASHVILLE, TN 1,285,1621.3m $41.1m $41.1m 0.32% Added +1.1m +1,077,989
22 Arlington Financial Advisors, LLC 6.66% of their portfolio SANTA BARBARA, CA 1,271,7341.3m $40.7m $40.7m 6.66% Added +77.9k +77,909
23 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 1,171,4501.2m $37.5m $37.5m 0.10% Added +244.9k +244,909
24 Private Advisor Group, LLC 0.18% of their portfolio MORRISTOWN, NJ 1,057,5141.1m $33.8m $33.8m 0.18% Reduced -135.0k -135,039
25 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 1,023,2341.0m $32.7m $32.7m 0.04% Added +231.7k +231,723
26 LVW Advisors, LLC 3.39% of their portfolio PITTSFORD, NY 946,565946.6k $30.3m $30.3m 3.39% Added +177.8k +177,841
27 CAPTRUST FINANCIAL ADVISORS 0.07% of their portfolio RALEIGH, NC 915,875915.9k $29.3m $29.3m 0.07% Added +120.6k +120,621
28 ST GERMAIN D J CO INC 1.25% of their portfolio SPRINGFIELD, MA 903,279903.3k $28.9m $28.9m 1.25% Added +2.4k +2,411
29 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 884,445884.4k $28.3m $28.3m 0.06% Reduced -80.4k -80,447
30 Kestra Advisory Services, LLC 0.14% of their portfolio AUSTIN, TX 868,346868.3k $27.8m $27.8m 0.14% Added +66.9k +66,861
31 D.A. DAVIDSON & CO. 0.18% of their portfolio GREAT FALLS, MT 794,813794.8k $25.4m $25.4m 0.18% Added +126.6k +126,620
32 Forge Financial Services LLC 18.60% of their portfolio EDMOND, OK 774,169774.2k $24.8m $24.8m 18.60% Added +35.8k +35,753
33 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 717,645717.6k $22.9m $22.9m 0.02% Added +118.9k +118,912
34 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 707,316707.3k $22.6m $22.6m 0.03% Reduced -17.0k -16,992
35 Reliant Wealth Planning 8.39% of their portfolio LOUISVILLE, KY 672,450672.5k $21.5m $21.5m 8.39% Added +34.8k +34,823
36 WNY Asset Management, LLC 2.24% of their portfolio Williamsville, NY 636,693636.7k $20.4m $20.4m 2.24% Reduced -27.0k -26,953
37 Prospera Financial Services Inc 0.37% of their portfolio Dallas, TX 615,571615.6k $19.7m $19.7m 0.37% Added +30.6k +30,645
38 Valmark Advisers, Inc. 0.25% of their portfolio AKRON, OH 552,929552.9k $17.7m $17.7m 0.25% Added +45.4k +45,381
39 BENJAMIN EDWARDS INC 0.22% of their portfolio Clayton, MO 542,214542.2k $17.3m $17.3m 0.22% Added +57.9k +57,936
40 Strategic Blueprint, LLC 0.79% of their portfolio ATLANTA, GA 500,131500.1k $16.0m $16.0m 0.79% Added +251.2k +251,150
41 Bleakley Financial Group, LLC 0.37% of their portfolio PARSIPPANY, NJ 457,085457.1k $14.6m $14.6m 0.37% Added +11.2k +11,203
42 Kestra Investment Management, LLC 0.21% of their portfolio AUSTIN, TX 452,874452.9k $13.8m $13.8m 0.21% Added +56.4k +56,448
43 Ridgeline Wealth Planning, LLC 11.89% of their portfolio Centerville, OH 451,727451.7k $14.4m $14.4m 11.89% Added +27.8k +27,770
44 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 382,478382.5k $12.2m $12.2m 0.07% Added +158.7k +158,701
45 Souders Financial Advisors 1.35% of their portfolio CINCINNATI, OH 330,947330.9k $10.6m $10.6m 1.35% Added +18.8k +18,779
46 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 297,309297.3k $9.5m $9.5m 0.07% Added +31.9k +31,894
47 LifeGoal Investments, LLC 8.97% of their portfolio SARATOGA SPRINGS, NY 295,093295.1k $9.4m $9.4m 8.97% Reduced -14.9k -14,866
48 AA Financial Advisors, LLC 2.03% of their portfolio Columbus, OH 294,686294.7k $9.4m $9.4m 2.03% Added +7.1k +7,105
49 Stratos Wealth Partners, LTD. 0.13% of their portfolio BEACHWOOD, OH 290,351290.4k $9.3m $9.3m 0.13% Added +24.4k +24,431
50 Clarity Wealth Advisors, LLC 2.25% of their portfolio SAN JOSE, CA 285,432285.4k $9.1m $9.1m 2.25% Added +7.5k +7,493
51 Royal Harbor Partners, LLC 3.30% of their portfolio HOUSTON, TX 282,410282.4k $9.0m $9.0m 3.30% Reduced -235.0k -234,964
52 Main Street Financial Solutions, LLC 0.65% of their portfolio NEWTOWN, PA 280,030280.0k $9.0m $9.0m 0.65% Added +13.0k +12,991
53 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 272,105272.1k $8.7m $8.7m 0.02% Added +32.9k +32,908
54 Ruggaard & Associates LLC 3.40% of their portfolio HUDSON, OH 264,331264.3k $8.5m $8.5m 3.40% Added +231.8k +231,801
55 Vestmark Advisory Solutions, Inc. 0.12% of their portfolio Wakefield, MA 264,126264.1k $8.4m $8.4m 0.12% Added +136.8k +136,834
56 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 263,118263.1k $8.4m $8.4m 0.08% Added +67.8k +67,806
57 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 248,985249.0k $8.0m $8.0m 0.01% Added +40.4k +40,442
58 CARY STREET PARTNERS FINANCIAL LLC 0.22% of their portfolio RICHMOND, VA 244,803244.8k $7.8m $7.8m 0.22% Reduced -57.8k -57,847
59 Mariner, LLC 0.01% of their portfolio Overland Park, KS 240,542240.5k $7.7m $7.7m 0.01% Added +8.7k +8,699
60 NavPoint Financial, Inc. 4.59% of their portfolio Prior Lake, MN 237,806237.8k $7.6m $7.6m 4.59% Reduced -22.5k -22,514
61 Gerber Kawasaki Wealth & Investment Management 0.29% of their portfolio SANTA MONICA, CA 232,156232.2k $7.4m $7.4m 0.29% Reduced -2.4k -2,383
62 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 231,127231.1k $7.4m $7.4m 0.01% New
63 WEST MICHIGAN ADVISORS, LLC 2.08% of their portfolio HOLLAND, MI 230,900230.9k $7.4m $7.4m 2.08% Added +6.3k +6,267
64 U.S. Capital Wealth Advisors, LLC 0.22% of their portfolio AUSTIN, TX 230,223230.2k $7.4m $7.4m 0.22% Added +13.5k +13,474
65 Carson Advisory Inc. 4.60% of their portfolio ATHENS, GA 226,189226.2k $7.2m $7.2m 4.60% Added +69 +69
66 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.16% of their portfolio LOS ANGELES, CA 223,648223.6k $7.2m $7.2m 0.16% Added +8.5k +8,544
67 VestGen Advisors, LLC 0.28% of their portfolio CHICAGO, IL 222,791222.8k $7.1m $7.1m 0.28% Added +12.2k +12,178
68 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 222,513222.5k $7.1m $7.1m 0.05% Added +5.2k +5,207
69 PRINCIPAL SECURITIES, INC. 0.13% of their portfolio DES MOINES, IA 213,252213.3k $6.8m $6.8m 0.13% Added +60.8k +60,802
70 Johnson Bixby & Associates, LLC 0.93% of their portfolio VANCOUVER, WA 212,662212.7k $6.8m $6.8m 0.93% Reduced -5.8k -5,805
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 211,635211.6k $6.8m $6.8m 0.00% Added +193.4k +193,351
72 Apollon Wealth Management, LLC 0.13% of their portfolio MOUNT PLEASANT, SC 210,325210.3k $6.7m $6.7m 0.13% Added +135.5k +135,486
73 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 208,055208.1k $6.7m $6.7m 0.09% Reduced -330.0k -330,020
74 Gutierrez Wealth Advisory, LLC 4.45% of their portfolio LITTLE ROCK, AR 207,434207.4k $6.6m $6.6m 4.45% Reduced -778 -778
75 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 207,103207.1k $6.6m $6.6m 0.01% Added +8.9k +8,887
76 PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio BEDMINSTER, NJ 204,931204.9k $6.6m $6.6m 0.09% Added +300 +300
77 FLOW TRADERS U.S. LLC 0.24% of their portfolio NEW YORK, NY 203,798203.8k $6.5m $6.5m 0.24% Added +23.4k +23,405
78 CWM, LLC 0.02% of their portfolio OMAHA, NE 202,279202.3k $6.5m $6.5m 0.02% Added +82.2k +82,173
79 NOVEM GROUP 0.80% of their portfolio Rochester, NY 196,325196.3k $6.3m $6.3m 0.80% New
80 HARBOUR INVESTMENTS, INC. 0.15% of their portfolio MADISON, WI 191,051191.1k $6.1m $6.1m 0.15% Reduced -29.3k -29,276
81 Balentine LLC 0.23% of their portfolio ATLANTA, GA 185,607185.6k $5.9m $5.9m 0.23% Added +25.7k +25,661
82 FINANCIAL MANAGEMENT NETWORK INC 1.06% of their portfolio MISSION VIEJO, CA 183,759183.8k $5.9m $5.9m 1.06% Added +3.8k +3,777
83 Mutual Advisors, LLC 0.15% of their portfolio OMAHA, NE 180,782180.8k $5.9m $5.9m 0.15% Added +7.9k +7,884
84 KWB Wealth 0.61% of their portfolio REDLANDS, CA 176,010176.0k $5.0m $5.0m 0.61% Added +54.5k +54,470
85 SAGESPRING WEALTH PARTNERS, LLC 0.07% of their portfolio FRANKLIN, TN 173,768173.8k $3.3m $3.3m 0.07% Added +16.7k +16,728
86 Koshinski Asset Management, Inc. 0.41% of their portfolio DECATUR, IL 168,991169.0k $5.4m $5.4m 0.41% Added +14.4k +14,375
87 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 168,374168.4k $5.4m $5.4m 0.06% New
88 Confluence Wealth Services, Inc. 0.29% of their portfolio MCMURRAY, PA 168,127168.1k $5.4m $5.4m 0.29% Added +6.0k +5,969
89 OneAscent Financial Services LLC 0.37% of their portfolio BIRMINGHAM, AL 163,914163.9k $5.2m $5.2m 0.37% Reduced -31.5k -31,472
90 SMITH, MOORE & CO. 0.44% of their portfolio CLAYTON, MO 162,617162.6k $5.2m $5.2m 0.44% Reduced -366 -366
91 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 161,918161.9k $5.2m $5.2m 0.04% Added +130.8k +130,761
92 Smartleaf Asset Management LLC 0.46% of their portfolio BOSTON, MA 161,598161.6k $5.2m $5.2m 0.46% Added +22.2k +22,207
93 FSM Wealth Advisors, LLC 0.83% of their portfolio CLEVELAND, OH 160,785160.8k $5.1m $5.1m 0.83% Added +4.6k +4,630
94 RPg Family Wealth Advisory, LLC 1.31% of their portfolio BURLINGTON, MA 154,551154.6k $4.9m $4.9m 1.31% Reduced -2.8k -2,844
95 Paragon Advisors, LLC 1.29% of their portfolio COLLEGE STATION, TX 153,948153.9k $4.9m $4.9m 1.29% Added +12.2k +12,238
96 ROTHSCHILD INVESTMENT LLC 0.30% of their portfolio CHICAGO, IL 151,548151.5k $4.8m $4.8m 0.30% Added +78.8k +78,830
97 Burford Brothers, Inc. 2.21% of their portfolio DALLAS, TX 150,584150.6k $4.8m $4.8m 2.21% Reduced -720 -720
98 Presper Financial Architects, LLC 3.57% of their portfolio AKRON, OH 150,026150.0k $4.8m $4.8m 3.57% First filing
99 CLG LLC 1.49% of their portfolio Long Beach, CA 149,568149.6k $4.8m $4.8m 1.49% Added +73.6k +73,581
100 Kera Capital Partners, Inc. 0.92% of their portfolio SACRAMENTO, CA 145,683145.7k $4.7m $4.7m 0.92% Reduced -1.6k -1,647