Institutional Ownership Capital Group Growth ETF Shs C (CGGR)
This table provides information about the institutional ownership of Capital Group Growth ETF Shs C (CGGR). We have compiled data on the 508 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
54,643
shares
|
$2.41 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
54,486
shares
|
$2.4 Million
1.34% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
54,354
shares
|
$2.4 Million
0.15% of portfolio
|
Q2 2025
Added 121.33%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
50,910
shares
|
$2.24 Million
0.74% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
50,273
shares
|
$2.22 Million
0.61% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
49,821
shares
|
$2.2 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
49,304
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
48,212
shares
|
$2.12 Million
0.39% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
47,884
shares
|
$2.11 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
47,389
shares
|
$2.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
47,045
shares
|
$2.07 Million
0.62% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
46,893
shares
|
$2.07 Million
0.89% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
46,107
shares
|
$2.03 Million
0.59% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
44,190
shares
|
$1.95 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
43,880
shares
|
$1.93 Million
0.75% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,801
shares
|
$1.93 Million
0.08% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
43,138
shares
|
$1.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
42,649
shares
|
$1.88 Million
0.7% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
42,328
shares
|
$1.87 Million
0.38% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
41,633
shares
|
$1.83 Million
0.39% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
40,779
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 29.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
40,428
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.4%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
39,137
shares
|
$1.72 Million
0.99% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
39,135
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
38,400
shares
|
$1.69 Million
0.23% of portfolio
|
Q1 2023
New holding
|