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 381 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
80,840
shares
|
$3.18 Million
0.3% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
80,000
shares
|
$3.14 Million
0.47% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,698
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
76,736
shares
|
$3.01 Million
0.32% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
75,921
shares
|
$2.98 Million
0.68% of portfolio
|
Q1 2023
Reduced 90.71%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
74,535
shares
|
$2.93 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
74,372
shares
|
$2.92 Million
0.31% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
73,729
shares
|
$2.9 Million
0.4% of portfolio
|
Q3 2023
Added 41.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
73,653
shares
|
$2.89 Million
0.33% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
72,367
shares
|
$2.84 Million
0.13% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
72,019
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
70,401
shares
|
$2.77 Million
1.32% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
70,396
shares
|
$2.77 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
69,386
shares
|
$2.73 Million
0.87% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
67,453
shares
|
$2.65 Million
0.08% of portfolio
|
Q4 2024
Added 55.04%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
67,123
shares
|
$2.64 Million
0.14% of portfolio
|
Q3 2024
Added 120.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
66,029
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
64,115
shares
|
$2.52 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
63,652
shares
|
$2.5 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
63,562
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
61,419
shares
|
$2.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
60,961
shares
|
$2.4 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
60,681
shares
|
$2.38 Million
1.08% of portfolio
|
Q3 2024
Added 840.5%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
59,160
shares
|
$2.32 Million
1.53% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
58,173
shares
|
$2.29 Million
0.75% of portfolio
|
Q3 2024
Added 18.27%
|