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 468 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $8.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
655,737
shares
|
$25 Million
0.23% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
646,511
shares
|
$24.7 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
616,869
shares
|
$23.5 Million
9.39% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
608,694
shares
|
$23.2 Million
10.33% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
589,380
shares
|
$22.5 Million
1.48% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
586,991
shares
|
$22.4 Million
0.03% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
583,218
shares
|
$22.2 Million
6.05% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
570,582
shares
|
$21.8 Million
4.77% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
500,718
shares
|
$19.1 Million
0.26% of portfolio
|
Q1 2025
Added 24.7%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
498,474
shares
|
$19 Million
8.49% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
488,568
shares
|
$18.6 Million
0.14% of portfolio
|
Q1 2025
Added 39.43%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
475,568
shares
|
$18.1 Million
1.29% of portfolio
|
Q1 2025
Added 79.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
473,736
shares
|
$18.1 Million
0.5% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
427,727
shares
|
$16.3 Million
7.94% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
423,803
shares
|
$16.2 Million
0.09% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
413,133
shares
|
$15.8 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
406,847
shares
|
$15.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
392,406
shares
|
$15 Million
10.45% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
390,123
shares
|
$14.9 Million
10.59% of portfolio
|
Q1 2025
Added 89.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
386,176
shares
|
$14.7 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
382,358
shares
|
$14.6 Million
0.43% of portfolio
|
Q1 2025
Added 8496.18%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
366,909
shares
|
$14 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
365,745
shares
|
$13.9 Million
0.72% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
357,730
shares
|
$13.6 Million
9.95% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
354,922
shares
|
$13.5 Million
0.02% of portfolio
|
Q1 2025
Added 50.54%
|