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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,789,017
shares
|
$78.8 Million
0.42% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,782,359
shares
|
$78.5 Million
1.91% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,622,271
shares
|
$71.5 Million
0.07% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,510,100
shares
|
$66.6 Million
0.69% of portfolio
|
Q3 2025
Added 474.31%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
1,444,730
shares
|
$63.7 Million
26.97% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
1,345,920
shares
|
$59.3 Million
8.22% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,303,527
shares
|
$57.4 Million
0.42% of portfolio
|
Q2 2025
Added 27.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,220,320
shares
|
$53.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,209,719
shares
|
$53.3 Million
0.11% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,196,678
shares
|
$52.7 Million
0.13% of portfolio
|
Q2 2025
Added 30.04%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,188,986
shares
|
$52.4 Million
1.39% of portfolio
|
Q3 2025
Added 54.04%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,163,011
shares
|
$51.3 Million
0.06% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,093,942
shares
|
$48.2 Million
1.09% of portfolio
|
Q2 2025
Added 1086.15%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,074,317
shares
|
$47.3 Million
0.85% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,036,382
shares
|
$45.7 Million
0.0% of portfolio
|
Q1 2025
Added 99.1%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,029,371
shares
|
$45.4 Million
12.73% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
950,466
shares
|
$41.9 Million
2.3% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
947,838
shares
|
$41.8 Million
0.92% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
915,908
shares
|
$40.4 Million
4.41% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
915,194
shares
|
$40.3 Million
8.91% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
845,883
shares
|
$37.3 Million
1.34% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
836,450
shares
|
$36.9 Million
2.47% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
827,476
shares
|
$36.5 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
809,012
shares
|
$35.7 Million
0.23% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
799,657
shares
|
$35.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.9%
|