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 442 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 $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
204,951
shares
|
$7.29 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
202,256
shares
|
$7.19 Million
0.85% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
198,457
shares
|
$7.06 Million
5.67% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
196,053
shares
|
$6.97 Million
3.53% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
193,525
shares
|
$6.88 Million
0.18% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
193,421
shares
|
$6.88 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
189,444
shares
|
$6.73 Million
0.28% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
188,907
shares
|
$6.72 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
188,822
shares
|
$6.71 Million
0.02% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
179,507
shares
|
$6.38 Million
3.28% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
176,478
shares
|
$6.27 Million
1.98% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
173,186
shares
|
$6.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 42.52%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
170,353
shares
|
$6.06 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
164,758
shares
|
$5.86 Million
0.37% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
161,358
shares
|
$5.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
156,071
shares
|
$5.55 Million
5.58% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
155,668
shares
|
$5.53 Million
6.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
149,288
shares
|
$5.31 Million
0.33% of portfolio
|
Q4 2024
Added 247.17%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
149,278
shares
|
$5.31 Million
3.33% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
147,204
shares
|
$5.23 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
146,384
shares
|
$5.2 Million
0.56% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
144,719
shares
|
$5.14 Million
0.09% of portfolio
|
Q4 2024
Added 130.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
142,541
shares
|
$5.07 Million
0.09% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
141,504
shares
|
$5.03 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
140,584
shares
|
$5 Million
0.01% of portfolio
|
Q4 2024
Added 3.85%
|