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 472 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $9.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
111,178
shares
|
$4.54 Million
1.0% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
110,091
shares
|
$4.5 Million
3.18% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
109,556
shares
|
$4.47 Million
0.04% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,330
shares
|
$4.38 Million
0.08% of portfolio
|
Q4 2023
Added 19.24%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
107,306
shares
|
$4.38 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
106,172
shares
|
$4.34 Million
1.96% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
105,825
shares
|
$4.32 Million
1.18% of portfolio
|
Q1 2025
Added 28.77%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
105,026
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
104,755
shares
|
$4.28 Million
3.53% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
104,581
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
103,408
shares
|
$4.22 Million
2.37% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
102,790
shares
|
$4.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
102,062
shares
|
$4.17 Million
3.14% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
99,858
shares
|
$4.08 Million
3.38% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
97,866
shares
|
$4 Million
0.03% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
97,670
shares
|
$3.99 Million
3.36% of portfolio
|
Q2 2025
Added 188.63%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
97,541
shares
|
$3.98 Million
1.26% of portfolio
|
Q1 2025
Added 167.96%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
95,277
shares
|
$3.89 Million
1.03% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
93,946
shares
|
$3.84 Million
0.09% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
93,448
shares
|
$3.82 Million
0.1% of portfolio
|
Q1 2025
Added 522.9%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
92,872
shares
|
$3.79 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
92,226
shares
|
$3.77 Million
0.08% of portfolio
|
Q1 2025
Added 250.56%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
90,673
shares
|
$3.7 Million
2.93% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
89,162
shares
|
$3.64 Million
1.34% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
88,673
shares
|
$3.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.1%
|