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 556 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,807,397
shares
|
$77.9 Million
0.13% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,787,315
shares
|
$77.1 Million
0.07% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,676,585
shares
|
$72.3 Million
1.98% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,522,223
shares
|
$65.6 Million
0.45% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,510,100
shares
|
$65.1 Million
0.69% of portfolio
|
Q3 2025
Added 474.31%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
1,444,730
shares
|
$62.3 Million
26.97% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,384,925
shares
|
$59.7 Million
0.0% of portfolio
|
Q3 2025
Added 33.63%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,362,101
shares
|
$58.7 Million
0.07% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
1,345,920
shares
|
$58 Million
8.22% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,308,141
shares
|
$56.4 Million
0.28% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,188,986
shares
|
$51.3 Million
1.39% of portfolio
|
Q3 2025
Added 54.04%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
1,186,243
shares
|
$51.1 Million
0.94% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,184,223
shares
|
$51.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,104,918
shares
|
$47.6 Million
1.09% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,048,462
shares
|
$45.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
1,042,361
shares
|
$44.9 Million
14.56% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,013,280
shares
|
$43.7 Million
2.39% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
969,294
shares
|
$41.8 Million
0.93% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
915,908
shares
|
$39.5 Million
4.41% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
882,565
shares
|
$38 Million
8.67% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
836,450
shares
|
$36.1 Million
2.47% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
827,476
shares
|
$35.7 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
826,198
shares
|
$35.6 Million
14.45% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
809,012
shares
|
$34.9 Million
0.23% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
799,657
shares
|
$34.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.9%
|
|