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 511 institutions that hold shares in the stock, with a total of 252 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,782,638
shares
|
$74.9 Million
0.26% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,782,359
shares
|
$74.9 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
|
$68.2 Million
0.07% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
1,442,572
shares
|
$60.6 Million
26.84% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
1,324,486
shares
|
$55.7 Million
7.99% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,303,527
shares
|
$54.8 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
|
$51.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,209,719
shares
|
$50.8 Million
0.11% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,196,678
shares
|
$50.3 Million
0.13% of portfolio
|
Q2 2025
Added 30.04%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,163,011
shares
|
$48.9 Million
0.06% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,093,942
shares
|
$46 Million
1.09% of portfolio
|
Q2 2025
Added 1086.15%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,074,317
shares
|
$45.2 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
|
$43.6 Million
0.0% of portfolio
|
Q1 2025
Added 99.1%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,029,371
shares
|
$43.3 Million
12.73% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
950,466
shares
|
$39.9 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
|
$39.8 Million
0.92% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
915,908
shares
|
$38.5 Million
4.41% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
915,194
shares
|
$38.5 Million
8.91% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
845,883
shares
|
$35.6 Million
1.34% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
840,284
shares
|
$35.3 Million
0.88% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
799,657
shares
|
$33.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
771,867
shares
|
$32.4 Million
0.8% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
757,244
shares
|
$31.8 Million
1.88% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
756,831
shares
|
$31.8 Million
21.1% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
747,006
shares
|
$31.4 Million
0.22% of portfolio
|
Q2 2025
Added 52.9%
|