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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
105,545
shares
|
$4.65 Million
0.09% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
104,335
shares
|
$4.6 Million
0.11% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
102,065
shares
|
$4.5 Million
2.73% of portfolio
|
Q2 2025
Added 40.8%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
101,492
shares
|
$4.47 Million
1.36% of portfolio
|
Q3 2025
Added 93.31%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
100,524
shares
|
$4.43 Million
3.47% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
99,094
shares
|
$4.37 Million
0.15% of portfolio
|
Q2 2025
Added 79.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
98,762
shares
|
$4.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
97,866
shares
|
$4.31 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
|
$4.3 Million
3.36% of portfolio
|
Q2 2025
Added 188.63%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
96,701
shares
|
$4.26 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
95,277
shares
|
$4.2 Million
1.03% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
93,705
shares
|
$4.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 61.48%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
90,538
shares
|
$3.99 Million
2.88% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
86,076
shares
|
$3.79 Million
1.61% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
83,453
shares
|
$3.68 Million
0.05% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
81,481
shares
|
$3.59 Million
0.04% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
80,303
shares
|
$3.54 Million
0.3% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
80,000
shares
|
$3.53 Million
0.46% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
79,791
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2025
Added 29.77%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
79,765
shares
|
$3.52 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
75,970
shares
|
$3.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
73,729
shares
|
$3.25 Million
0.4% of portfolio
|
Q3 2023
Added 41.63%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
73,063
shares
|
$3.22 Million
1.53% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
72,775
shares
|
$3.21 Million
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
71,421
shares
|
$3.15 Million
0.62% of portfolio
|
Q2 2025
Added 89.73%
|