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 441 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 $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
585,358
shares
|
$20.2 Million
0.22% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
570,582
shares
|
$19.7 Million
4.77% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
556,945
shares
|
$19.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
549,667
shares
|
$18.9 Million
9.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
527,051
shares
|
$18.2 Million
0.24% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
520,533
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
512,896
shares
|
$17.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
475,769
shares
|
$16.4 Million
5.67% of portfolio
|
Q4 2024
Added 107.26%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
462,354
shares
|
$15.9 Million
1.91% of portfolio
|
Q4 2024
Added 52.93%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
423,218
shares
|
$14.6 Million
8.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
421,991
shares
|
$14.5 Million
7.31% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
412,871
shares
|
$14.2 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
401,552
shares
|
$13.8 Million
0.23% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
397,941
shares
|
$13.7 Million
0.1% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
390,714
shares
|
$13.5 Million
0.52% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
389,188
shares
|
$13.4 Million
0.44% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
384,059
shares
|
$13.2 Million
0.85% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
382,010
shares
|
$13.2 Million
11.1% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
361,273
shares
|
$12.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
350,392
shares
|
$12.1 Million
0.11% of portfolio
|
Q4 2024
Added 56.14%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
346,473
shares
|
$11.9 Million
10.62% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
321,154
shares
|
$11.1 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
307,568
shares
|
$10.6 Million
0.07% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
298,455
shares
|
$10.3 Million
3.38% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
297,019
shares
|
$10.2 Million
2.67% of portfolio
|
Q4 2024
New holding
|