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 360 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,099,493
shares
|
$40.7 Million
1.64% of portfolio
|
Q3 2024
Reduced 18.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,037,776
shares
|
$38.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
915,908
shares
|
$33.9 Million
4.41% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
882,503
shares
|
$32.6 Million
0.95% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
866,478
shares
|
$32.1 Million
0.08% of portfolio
|
Q3 2024
Added 37.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
860,568
shares
|
$31.8 Million
0.87% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
851,068
shares
|
$31.5 Million
0.09% of portfolio
|
Q3 2024
Added 29.48%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
848,113
shares
|
$31.4 Million
0.04% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
836,435
shares
|
$30.9 Million
0.19% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
824,295
shares
|
$30.5 Million
9.97% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
786,928
shares
|
$29.1 Million
4.36% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
778,923
shares
|
$28.8 Million
14.37% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
777,784
shares
|
$28.8 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
738,456
shares
|
$27.3 Million
0.29% of portfolio
|
Q3 2024
Added 31.76%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
726,978
shares
|
$26.9 Million
20.23% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
690,668
shares
|
$25.5 Million
0.1% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
649,916
shares
|
$24 Million
1.73% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
641,384
shares
|
$23.7 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
594,905
shares
|
$22 Million
10.26% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
589,380
shares
|
$21.8 Million
1.48% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
570,582
shares
|
$21.1 Million
4.77% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
554,126
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2024
Added 42.91%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
538,081
shares
|
$19.9 Million
0.49% of portfolio
|
Q3 2024
Added 35.07%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
536,418
shares
|
$19.8 Million
0.18% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
516,988
shares
|
$19.1 Million
0.37% of portfolio
|
Q2 2024
Added 54.07%
|