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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
72,367
shares
|
$2.68 Million
0.13% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
72,019
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
70,396
shares
|
$2.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
70,238
shares
|
$2.6 Million
1.26% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
69,386
shares
|
$2.57 Million
0.87% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
67,123
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2024
Added 120.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
65,404
shares
|
$2.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
64,493
shares
|
$2.39 Million
0.57% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
62,867
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
62,520
shares
|
$2.31 Million
0.63% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
60,681
shares
|
$2.24 Million
1.08% of portfolio
|
Q3 2024
Added 840.5%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
59,160
shares
|
$2.19 Million
1.53% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
58,173
shares
|
$2.15 Million
0.75% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,006
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
55,774
shares
|
$2.06 Million
1.13% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
54,314
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.35%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
54,122
shares
|
$2 Million
1.72% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
52,054
shares
|
$1.93 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
51,900
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 33.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
51,299
shares
|
$1.9 Million
0.77% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
47,816
shares
|
$1.77 Million
0.58% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
47,573
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
46,699
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
46,660
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
46,034
shares
|
$1.7 Million
0.63% of portfolio
|
Q3 2024
Added 15.43%
|