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 392 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
62,005
shares
|
$2.44 Million
0.82% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
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
|
$2.39 Million
1.08% of portfolio
|
Q3 2024
Added 840.5%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
59,231
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 81.58%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
59,160
shares
|
$2.33 Million
1.53% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
56,622
shares
|
$2.23 Million
1.88% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
56,503
shares
|
$2.22 Million
0.89% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,006
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
55,774
shares
|
$2.19 Million
1.13% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
54,314
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.35%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
51,900
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 33.8%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
48,735
shares
|
$1.92 Million
0.61% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
47,902
shares
|
$1.88 Million
0.6% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
47,484
shares
|
$1.87 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
46,699
shares
|
$1.84 Million
0.1% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
46,660
shares
|
$1.83 Million
0.28% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
44,423
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
44,248
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,801
shares
|
$1.72 Million
0.08% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
43,001
shares
|
$1.69 Million
0.09% of portfolio
|
Q3 2024
Added 300.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
42,331
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
41,859
shares
|
$1.65 Million
1.01% of portfolio
|
Q4 2024
Added 4.27%
|