Inst. Holders
50 funds
CG
CGGO
CAPITAL GROUP GBL GROWTH EQT
$39.92 ▲ +0.57%
Prev close $39.7018 New Institutional Positions5 Institutional Exits
Snapshot
The big-picture read on CGGO right now — valuation, ownership and activity at a glance.
Inst. Value
$6.2B
Inst. Activity
18 buys / 5 sells
Price chart 30d -0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: CGGO — 70.1% short (0.4M / 0.6M)
Short: 389,826 | Exempt: 300 | TRF Vol: 556,282 | Short Ratio: 70.1% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
OSAIC HOLDINGS, INC. — ADD
4,782,747 shares ($202.5M)
Jun 30, 2026 Inst.
Kestra Advisory Services, LLC — ADD
1,995,334 shares ($84.5M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: CGGO — 70.1% short (0.4M / 0.6M)
Short: 389,826 | Exempt: 300 | TRF Vol: 556,282 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CGGO — 64.9% short (0.4M / 0.6M)
Short: 396,919 | Exempt: 10,692 | TRF Vol: 611,355 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CGGO — 79.6% short (0.5M / 0.7M)
Short: 524,361 | Exempt: 200 | TRF Vol: 658,581 | Short Ratio: 79.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CGGO — 75.6% short (0.5M / 0.6M)
Short: 487,963 | Exempt: 0 | TRF Vol: 645,623 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CGGO — 78.1% short (0.5M / 0.6M)
Short: 465,001 | Exempt: 0 | TRF Vol: 595,658 | Short Ratio: 78.1% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own CGGO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.2B total value (146,233,213 shares) as of 2026-Q2. Top holders: LPL, RAYMOND, MORGAN. Net buying activity: 18 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 18,115,822 | $766.8M | 12.4% | — |
| RAYMOND JAMES FINANCIAL INC | 14,975,499 | $633.9M | 10.3% | — |
| MORGAN STANLEY | 13,059,538 | $552.8M | 8.9% | — |
| ENVESTNET ASSET MANAGEMENT INC | 12,938,991 | $547.7M | 8.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,795,701 | $457.0M | 7.4% | NEAR_EXIT -98.5% |
| Cetera Investment Advisers | 8,838,361 | $374.1M | 6.1% | — |
| WELLS FARGO & COMPANY/MN | 8,781,261 | $371.7M | 6.0% | ADD +32.5% |
| JONES FINANCIAL COMPANIES LLLP | 6,460,417 | $266.1M | 4.3% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,512,320 | $233.3M | 3.8% | — |
| UBS Group AG | 4,801,489 | $203.2M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 3,800,231 | 4,782,747 | +25.9% | $202.5M |
| Kestra Advisory Services, LLC | ADD | 1,565,128 | 1,995,334 | +27.5% | $84.5M |
| Focus Partners Wealth | ADD | 846,270 | 1,227,797 | +45.1% | $52.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 122,414 | 1,123,024 | +817.4% | $47.5M |
| JPMORGAN CHASE & CO | TRIM | 1,132,732 | 824,739 | -27.2% | $34.5M |
| Integrated Wealth Concepts LLC | ADD | 428,873 | 552,691 | +28.9% | $23.4M |
| JANE STREET GROUP, LLC | TRIM | 960,000 | 360,000 | -62.5% | $15.2M |
| MARSHALL WACE, LLP | NEW | — | 260,704 | — | $11.0M |
| Arax Advisory Partners | DOUBLED | 1,639 | 248,056 | +15034.6% | $10.5M |
| TRUIST FINANCIAL CORP | ADD | 165,071 | 220,096 | +33.3% | $9.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CGGO.
Shares short
1,024,844
Settlement Sep 15, 2026
Change vs prior
+45.9%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume