Vault-13

CAPITAL GROUP GBL GROWTH EQT CGGO

SHS CREATION UNI · ETP · CUSIP 14020X104

454 institutional holders +35 vs Q1 2026
220,946,200220.9m shares reported held*
$9.3bnreported value*
56 new 228 added 104 reduced 19 sold out net bought ≈ $765.7m (+18.1m 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 ($10.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.27.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 72Q4 22: 97Q1 23: 111Q2 23: 132Q3 23: 150Q4 23: 186Q1 24: 215Q2 24: 239Q3 24: 250Q4 24: 298Q1 25: 310Q2 25: 327Q3 25: 352Q4 25: 399Q1 26: 419Q2 26: 454454Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025352
Q4 2025399
Q1 2026419
Q2 2026454

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 256 bought or addedQ3 25: 76 cut or sold outQ4 25: 272 bought or addedQ4 25: 81 cut or sold outQ4 25Q1 26: 261 bought or addedQ1 26: 110 cut or sold outQ2 26: 284 bought or addedQ2 26: 123 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202418652
Q4 202419657
Q1 202521475
Q2 202520497
Q3 202525676
Q4 202527281
Q1 2026261110
Q2 2026284123

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +3,704,963+3.7m
WELLS FARGO & COMPANY/MN Added +1,545,812+1.5m
RAYMOND JAMES FINANCIAL INC Added +1,325,876+1.3m
Capital Group Private Client Services, Inc. Added +1,131,734+1.1m
LPL Financial LLC Added +1,118,385+1.1m
MORGAN STANLEY Added +1,096,277+1.1m
JONES FINANCIAL COMPANIES LLLP Added +1,033,853+1.0m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,000,610+1.0m
OSAIC HOLDINGS, INC. Added +982,516+982.5k
ENVESTNET ASSET MANAGEMENT INC Added +872,435+872.4k

Biggest sellers

JANE STREET GROUP, LLC Reduced -600,000-600.0k
WNY Asset Management, LLC Reduced -584,144-584.1k
Independent Advisor Alliance Sold out -391,114-391.1k
Prospera Financial Services Inc Reduced -346,361-346.4k
JPMORGAN CHASE & CO Reduced -307,993-308.0k
Kestra Investment Management, LLC Reduced -233,371-233.4k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -180,454-180.5k
GTS SECURITIES LLC Sold out -174,071-174.1k
&PARTNERS Reduced -138,756-138.8k
Summit Financial, LLC Reduced -126,615-126.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Group Private Client Services, Inc. 14.78% of their portfolio Los Angeles, CA 24,774,73624.8m $1.0bn $1.0bn 14.78% Added +1.1m +1,131,734
2 LPL Financial LLC 0.17% of their portfolio FORT MILL, SC 18,115,82218.1m $766.8m $766.8m 0.17% Added +1.1m +1,118,385
3 RAYMOND JAMES FINANCIAL INC 0.17% of their portfolio ST. PETERSBURG, FL 14,975,49915.0m $633.9m $633.9m 0.17% Added +1.3m +1,325,876
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 13,059,53813.1m $552.8m $552.8m 0.03% Added +1.1m +1,096,277
5 ENVESTNET ASSET MANAGEMENT INC 0.13% of their portfolio Berwyn, PA 12,938,99112.9m $547.7m $547.7m 0.13% Added +872.4k +872,435
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.24% of their portfolio MILWAUKEE, WI 10,795,70110.8m $457.0m $457.0m 0.24% Reduced -63.7k -63,698
7 Cetera Investment Advisers 0.34% of their portfolio SCHAUMBURG, IL 8,838,3618.8m $374.1m $374.1m 0.34% Added +541.9k +541,882
8 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 8,781,2618.8m $371.7m $371.7m 0.06% Added +1.5m +1,545,812
9 Cambridge Investment Research Advisors, Inc. 0.34% of their portfolio FAIRFIELD, IA 7,065,8307.1m $299.1m $299.1m 0.34% Added +3.7m +3,704,963
10 JONES FINANCIAL COMPANIES LLLP 0.11% of their portfolio DES PERES, MO 6,460,4176.5m $266.1m $266.1m 0.11% Added +1.0m +1,033,853
11 Forge Financial Services LLC 20.97% of their portfolio EDMOND, OK 5,752,8645.8m $243.5m $243.5m 20.97% Reduced -74.5k -74,525
12 COMMONWEALTH EQUITY SERVICES, LLC 0.29% of their portfolio WALTHAM, MA 5,512,3205.5m $233.3m $233.3m 0.29% Reduced -47.8k -47,785
13 UBS Group AG 0.03% of their portfolio ZURICH, V8 4,801,4894.8m $203.2m $203.2m 0.03% Added +447.9k +447,875
14 OSAIC HOLDINGS, INC. 0.24% of their portfolio SCOTTSDALE, AZ 4,782,7474.8m $202.5m $202.5m 0.24% Added +982.5k +982,516
15 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,997,0914.0m $169.2m $169.2m 0.03% Reduced -68.4k -68,401
16 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,892,0173.9m $164.7m $164.7m 0.01% Reduced -117.2k -117,211
17 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 3,510,5853.5m $148.6m $148.6m 0.30% Added +693.8k +693,751
18 SEI INVESTMENTS CO 0.08% of their portfolio OAKS, PA 2,181,6532.2m $92.3m $92.3m 0.08% Added +218.5k +218,481
19 Kestra Advisory Services, LLC 0.27% of their portfolio AUSTIN, TX 1,995,3342.0m $84.5m $84.5m 0.27% Added +430.2k +430,206
20 &PARTNERS 0.31% of their portfolio NASHVILLE, TN 1,805,7381.8m $76.5m $76.5m 0.31% Reduced -138.8k -138,756
21 NewEdge Advisors, LLC 0.22% of their portfolio NEW ORLEANS, LA 1,713,4171.7m $72.5m $72.5m 0.22% Added +49.5k +49,520
22 Financial Council, LLC 21.70% of their portfolio TOWSON, MD 1,580,3001.6m $66.9m $66.9m 21.70% Added +21.9k +21,890
23 Arlington Financial Advisors, LLC 7.85% of their portfolio SANTA BARBARA, CA 1,459,5041.5m $61.8m $61.8m 7.85% Reduced -17.6k -17,614
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 1,445,8621.4m $59.3m $59.3m 0.10% Added +53.7k +53,690
25 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 1,438,6021.4m $60.9m $60.9m 0.08% Added +259.4k +259,440
26 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 1,246,7911.2m $52.8m $52.8m 0.04% Added +170.0k +170,025
27 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 1,227,7971.2m $52.0m $52.0m 0.05% Added +381.5k +381,527
28 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 1,215,6331.2m $51.5m $51.5m 0.10% Added +129.9k +129,935
29 BENJAMIN EDWARDS INC 0.45% of their portfolio Clayton, MO 1,175,0631.2m $49.7m $49.7m 0.45% Added +225.4k +225,436
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio BALA CYNWYD, PA 1,123,0241.1m $47.5m $47.5m 0.04% Added +1.0m +1,000,610
31 ASSETMARK, INC 0.08% of their portfolio CONCORD, CA 1,122,2601.1m $47.5m $47.5m 0.08% Added +201.6k +201,639
32 LVW Advisors, LLC 3.49% of their portfolio PITTSFORD, NY 955,271955.3k $40.4m $40.4m 3.49% Reduced -88.9k -88,946
33 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 951,959952.0k $40.3m $40.3m 0.06% Reduced -35.3k -35,341
34 Valmark Advisers, Inc. 0.43% of their portfolio AKRON, OH 951,110951.1k $40.3m $40.3m 0.43% Added +110.0k +110,017
35 ST GERMAIN D J CO INC 1.37% of their portfolio SPRINGFIELD, MA 899,846899.8k $38.1m $38.1m 1.37% Reduced -10.4k -10,359
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 824,739824.7k $34.5m $34.5m 0.00% Reduced -308.0k -307,993
37 Private Advisor Group, LLC 0.15% of their portfolio MORRISTOWN, NJ 796,605796.6k $33.7m $33.7m 0.15% Added +51.4k +51,402
38 D.A. DAVIDSON & CO. 0.18% of their portfolio GREAT FALLS, MT 768,466768.5k $32.5m $32.5m 0.18% Reduced -7.1k -7,121
39 J. Derek Lewis & Associates Inc. 5.80% of their portfolio NEWPORT BEACH, CA 725,248725.2k $30.7m $30.7m 5.80% Added +68.3k +68,270
40 BIP Wealth, LLC 0.83% of their portfolio ATLANTA, GA 691,401691.4k $29.3m $29.3m 0.83% Reduced -24.6k -24,576
41 Wealth Science Advisors LLC 12.59% of their portfolio ALPHARETTA, GA 669,120669.1k $28.3m $28.3m 12.59% Added +32.7k +32,728
42 Reliant Wealth Planning 7.60% of their portfolio LOUISVILLE, KY 653,161653.2k $27.6m $27.6m 7.60% Added +9.6k +9,565
43 Beacon Pointe Advisors, LLC 0.13% of their portfolio NEWPORT BEACH, CA 651,051651.1k $27.6m $27.6m 0.13% Reduced -5.7k -5,687
44 Bleakley Financial Group, LLC 0.33% of their portfolio PARSIPPANY, NJ 606,746606.7k $25.7m $25.7m 0.33% Added +72.7k +72,669
45 MCF Advisors LLC 0.87% of their portfolio LEXINGTON, KY 577,700577.7k $24.5m $24.5m 0.87% New
46 Integrated Wealth Concepts LLC 0.11% of their portfolio WALTHAM, MA 552,691552.7k $23.4m $23.4m 0.11% Added +123.8k +123,818
47 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 548,777548.8k $23.2m $23.2m 0.02% Added +21.0k +21,023
48 LifeGoal Investments, LLC 10.40% of their portfolio SARATOGA SPRINGS, NY 536,940536.9k $22.7m $22.7m 10.40% Added +63.1k +63,101
49 Ergawealth Advisors, Inc. 8.14% of their portfolio OAK BROOK, IL 495,244495.2k $21.0m $21.0m 8.14% Added +7.6k +7,629
50 KWB Wealth 1.77% of their portfolio REDLANDS, CA 488,425488.4k $20.7m $20.7m 1.77% Added +111.5k +111,537
51 HARBOUR INVESTMENTS, INC. 0.28% of their portfolio MADISON, WI 485,120485.1k $20.5m $20.5m 0.28% Added +47.3k +47,272
52 Kestra Investment Management, LLC 0.40% of their portfolio AUSTIN, TX 483,526483.5k $20.5m $20.5m 0.40% Reduced -233.4k -233,371
53 STEPHENS INC /AR/ 0.23% of their portfolio LITTLE ROCK, AR 479,981480.0k $20.3m $20.3m 0.23% Added +16.2k +16,203
54 Apollon Wealth Management, LLC 0.25% of their portfolio MOUNT PLEASANT, SC 479,462479.5k $20.3m $20.3m 0.25% Added +27.2k +27,192
55 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 478,630478.6k $20.3m $20.3m 0.03% Reduced -49.4k -49,383
56 Stonebridge Financial Group, LLC 1.47% of their portfolio Wormleysburg, PA 458,129458.1k $19.4m $19.4m 1.47% Added +4.6k +4,601
57 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 450,582450.6k $19.1m $19.1m 0.02% Added +101.6k +101,608
58 Frazier Financial Advisors, LLC 8.87% of their portfolio COLUMBUS, OH 414,858414.9k $17.6m $17.6m 8.87% Added +19.5k +19,530
59 ROTHSCHILD INVESTMENT LLC 0.64% of their portfolio CHICAGO, IL 406,399406.4k $17.2m $17.2m 0.64% Added +38.6k +38,560
60 Vestmark Advisory Solutions, Inc. 0.15% of their portfolio Wakefield, MA 373,649373.6k $15.8m $15.8m 0.15% Added +28.1k +28,071
61 Compton Financial Group, LLC 3.01% of their portfolio TOWSON, MD 368,876368.9k $15.6m $15.6m 3.01% Added +197.0k +196,963
62 Souders Financial Advisors 1.56% of their portfolio CINCINNATI, OH 367,342367.3k $15.5m $15.5m 1.56% Added +20.3k +20,283
63 Clarity Wealth Advisors, LLC 2.74% of their portfolio SAN JOSE, CA 366,115366.1k $15.5m $15.5m 2.74% Added +25.9k +25,884
64 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 360,000360.0k $15.2m $15.2m 0.01% Reduced -600.0k -600,000
65 PRINCIPAL SECURITIES, INC. 0.18% of their portfolio DES MOINES, IA 348,629348.6k $14.8m $14.8m 0.18% Added +19.9k +19,936
66 SILVER OAK SECURITIES, INCORPORATED 0.87% of their portfolio JACKSON, TN 338,681338.7k $14.3m $14.3m 0.87% Added +812 +812
67 BNB Wealth Management, LLC 7.81% of their portfolio SILVER SPRING, MD 337,545337.5k $14.3m $14.3m 7.81% Added +452 +452
68 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 326,963327.0k $13.8m $13.8m 0.05% Added +20.7k +20,700
69 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 315,769315.8k $13.4m $13.4m 0.07% Added +8.9k +8,906
70 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 315,195315.2k $13.3m $13.3m 0.08% Added +7.8k +7,769
71 HighPoint Advisor Group LLC 0.45% of their portfolio DOWNERS GROVE, IL 301,513301.5k $12.8m $12.8m 0.45% Added +6.7k +6,735
72 Capital Analysts, LLC 0.29% of their portfolio FORT WASHINGTON, PA 298,241298.2k $12.6m $12.6m 0.29% Added +37.2k +37,152
73 RPg Family Wealth Advisory, LLC 1.13% of their portfolio BURLINGTON, MA 287,624287.6k $12.2m $12.2m 1.13% Added +142.0k +142,040
74 AA Financial Advisors, LLC 1.45% of their portfolio Columbus, OH 284,003284.0k $12.0m $12.0m 1.45% Reduced -223 -223
75 Belpointe Asset Management LLC 0.38% of their portfolio RENO, NV 277,104277.1k $11.7m $11.7m 0.38% Added +240.2k +240,240
76 Ruggaard & Associates LLC 4.04% of their portfolio HUDSON, OH 266,143266.1k $11.3m $11.3m 4.04% Added +10.3k +10,306
77 Ridgeline Wealth Planning, LLC 7.08% of their portfolio Centerville, OH 263,789263.8k $11.2m $11.2m 7.08% Reduced -76.6k -76,564
78 Main Street Financial Solutions, LLC 0.72% of their portfolio NEWTOWN, PA 263,577263.6k $11.2m $11.2m 0.72% Reduced -9.5k -9,483
79 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 260,704260.7k $11.0m $11.0m 0.01% New
80 CARY STREET PARTNERS FINANCIAL LLC 0.24% of their portfolio RICHMOND, VA 257,537257.5k $10.9m $10.9m 0.24% Added +15.1k +15,133
81 NavPoint Financial, Inc. 4.01% of their portfolio Prior Lake, MN 255,731255.7k $10.8m $10.8m 4.01% Added +2.8k +2,789
82 Arax Advisory Partners 0.07% of their portfolio NEW YORK, NY 248,056248.1k $10.5m $10.5m 0.07% Added +246.4k +246,417
83 Mutual Advisors, LLC 0.20% of their portfolio OMAHA, NE 245,013245.0k $10.4m $10.4m 0.20% Added +31.0k +30,955
84 Carson Advisory Inc. 4.72% of their portfolio ATHENS, GA 242,812242.8k $10.3m $10.3m 4.72% Added +5.8k +5,848
85 Smartleaf Asset Management LLC 0.33% of their portfolio BOSTON, MA 240,674240.7k $10.1m $10.1m 0.33% Unchanged
86 Gerber Kawasaki Wealth & Investment Management 0.27% of their portfolio SANTA MONICA, CA 237,757237.8k $10.1m $10.1m 0.27% Reduced -1.1k -1,080
87 Michael Brady & Co., LLC 8.80% of their portfolio WESTLAKE, OH 235,612235.6k $10.0m $10.0m 8.80% Reduced -30.3k -30,345
88 NOVEM GROUP 1.00% of their portfolio Rochester, NY 233,427233.4k $9.9m $9.9m 1.00% Added +176.4k +176,364
89 Confluence Wealth Services, Inc. 0.28% of their portfolio MCMURRAY, PA 233,162233.2k $9.9m $9.9m 0.28% Added +34.4k +34,352
90 PEAPACK GLADSTONE FINANCIAL CORP 0.11% of their portfolio BEDMINSTER, NJ 232,984233.0k $9.9m $9.9m 0.11% Added +1.1k +1,150
91 Kera Capital Partners, Inc. 0.94% of their portfolio SACRAMENTO, CA 230,171230.2k $9.7m $9.7m 0.94% Added +4.8k +4,819
92 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 228,727228.7k $9.7m $9.7m 0.01% Added +34.4k +34,429
93 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 224,876224.9k $9.5m $9.5m 0.07% Added +35.8k +35,827
94 Gutierrez Wealth Advisory, LLC 5.45% of their portfolio LITTLE ROCK, AR 222,757222.8k $9.4m $9.4m 5.45% Reduced -14.5k -14,528
95 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 220,096220.1k $9.3m $9.3m 0.01% Added +55.0k +55,025
96 Ameritas Advisory Services, LLC 0.19% of their portfolio Lincoln, NE 217,966218.0k $9.2m $9.2m 0.19% Added +121.7k +121,687
97 OneAscent Financial Services LLC 0.44% of their portfolio BIRMINGHAM, AL 217,803217.8k $9.2m $9.2m 0.44% Reduced -10.7k -10,652
98 Blom & Howell Financial Planning, Inc. 7.12% of their portfolio MODESTO, CA 202,039202.0k $8.6m $8.6m 7.12% Added +15.1k +15,103
99 Orion Porfolio Solutions, LLC 0.06% of their portfolio OMAHA, NE 190,769190.8k $8.1m $8.1m 0.06% Reduced -22.2k -22,200
100 FINANCIAL MANAGEMENT NETWORK INC 1.07% of their portfolio MISSION VIEJO, CA 189,799189.8k $7.4m $7.4m 1.07% Reduced -1.1k -1,050