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 442 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,392,555
shares
|
$49.5 Million
25.27% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,258,089
shares
|
$44.7 Million
0.29% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,232,205
shares
|
$43.8 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,160,409
shares
|
$41.3 Million
0.05% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,138,267
shares
|
$40.5 Million
1.66% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,080,217
shares
|
$38.4 Million
0.23% of portfolio
|
Q4 2024
Added 29.15%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
915,908
shares
|
$32.6 Million
4.41% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
908,484
shares
|
$32.3 Million
0.97% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
898,002
shares
|
$31.9 Million
0.1% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
886,279
shares
|
$31.5 Million
0.04% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
878,713
shares
|
$31.2 Million
0.09% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
859,190
shares
|
$30.5 Million
2.32% of portfolio
|
Q4 2024
Added 32.2%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
829,997
shares
|
$29.5 Million
10.56% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
829,446
shares
|
$29.5 Million
4.94% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
812,302
shares
|
$28.9 Million
0.89% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
805,259
shares
|
$28.6 Million
15.43% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
803,563
shares
|
$28.6 Million
1.31% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
799,657
shares
|
$28.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
782,493
shares
|
$27.8 Million
0.7% of portfolio
|
Q4 2024
Added 45.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
774,397
shares
|
$27.5 Million
0.12% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
733,878
shares
|
$26.1 Million
20.92% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
636,553
shares
|
$22.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
600,421
shares
|
$21.3 Million
11.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
596,418
shares
|
$21.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
589,380
shares
|
$21 Million
1.48% of portfolio
|
Q2 2024
Added 0.75%
|