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 |
|---|---|---|---|---|---|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
756,831
shares
|
$33.4 Million
21.1% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
689,169
shares
|
$30.4 Million
6.62% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
671,563
shares
|
$29.6 Million
0.27% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
668,167
shares
|
$29.4 Million
13.67% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
668,065
shares
|
$29.4 Million
2.63% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
596,424
shares
|
$26.3 Million
14.13% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
589,380
shares
|
$26 Million
1.48% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
583,425
shares
|
$25.7 Million
0.13% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
577,712
shares
|
$25.5 Million
0.51% of portfolio
|
Q2 2025
Added 330.6%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
577,629
shares
|
$25.5 Million
0.33% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
570,582
shares
|
$25.1 Million
4.77% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
568,085
shares
|
$25 Million
0.56% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
545,674
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Added 53.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
545,186
shares
|
$24 Million
0.29% of portfolio
|
Q3 2025
Added 33.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
524,427
shares
|
$23.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
517,488
shares
|
$22.8 Million
8.72% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
506,074
shares
|
$22.3 Million
0.57% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
502,814
shares
|
$22.2 Million
1.33% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
486,500
shares
|
$21.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
453,874
shares
|
$20 Million
0.16% of portfolio
|
Q2 2025
Added 160.07%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
443,697
shares
|
$19.6 Million
0.11% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
439,373
shares
|
$19.4 Million
11.84% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
439,321
shares
|
$19.4 Million
2.33% of portfolio
|
Q2 2025
Added 70.77%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
435,240
shares
|
$19.2 Million
8.54% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
433,728
shares
|
$19.1 Million
12.23% of portfolio
|
Q2 2025
Added 11.18%
|