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Capital Group Growth ETF (CGGR) Institutional Ownership

Capital Group Growth ETF logo
$32.56 -0.67 (-2.02%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Growth ETF (NYSEARCA:CGGR)

Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$171.62M
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CGGR Institutional Buying and Selling by Quarter

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Capital Group Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Everpar Advisors LLC85,173$2.92M1.5%+21.0%0.029%
4/16/2025CRA Financial Services LLC6,639$227K0.0%+7.6%0.002%
4/16/2025Wealth Enhancement Advisory Services LLC2,007,955$68.77M0.1%+4.4%0.692%
4/16/2025Goldstone Financial Group LLC6,184$212K0.0%-24.3%0.002%
4/16/2025Signature Resources Capital Management LLC63,798$2.19M1.9%+12.7%0.022%
4/16/2025Tudor Financial Inc.9,798$336K0.2%+20.8%0.003%
4/16/2025Ballew Advisors Inc258,373$8.53M5.7%+6.4%0.089%
4/15/2025 GPS Wealth Strategies Group LLC12,243$419K0.1%+6.3%0.004%
4/15/2025 CX Institutional1,389$48K0.0%N/A0.000%
4/15/2025 Trueblood Wealth Management LLC31,068$1.06M0.5%+55.3%0.011%
4/15/2025 Financial Council LLC427,727$14.65M7.9%+1.1%0.147%
4/15/2025 Wealthcare Advisory Partners LLC880,007$30.14M0.8%-3.1%0.303%
4/15/2025 Signet Financial Management LLC88,035$3.02M0.4%-25.2%0.030%
4/15/2025 Fourpath Capital Management LLC16,083$551K0.1%+166.0%0.006%
4/14/2025 Octavia Wealth Advisors LLC16,118$552K0.1%-4.7%0.006%
4/14/2025 Farther Finance Advisors LLC181,178$6.26M0.2%+122.4%0.062%
4/14/2025 Daymark Wealth Partners LLC310,863$10.65M0.4%+37.4%0.107%
4/14/2025 Destiny Wealth Partners LLC118,051$4.04M0.6%+4.9%0.041%
4/14/2025 Park Avenue Securities LLC21,793$746K0.0%+9.5%0.008%
4/14/2025 KMG Fiduciary Partners LLC23,093$791K0.1%-9.1%0.008%
4/14/2025 Wealthcare Capital Partners LLC7,526$258K0.1%N/A0.003%
4/14/2025 Patriot Financial Group Insurance Agency LLC7,115$244K0.0%-7.6%0.002%
4/14/2025 LexAurum Advisors LLC31,368$1.07M0.2%-2.1%0.011%
4/11/2025 Blue Zone Wealth Advisors LLC8,873$304K0.1%+24.5%0.003%
4/11/2025 Pines Wealth Management LLC34,699$1.19M0.5%+44.1%0.012%
4/11/2025 IAM Advisory LLC63,571$2.18M0.6%-0.8%0.022%
4/11/2025 Summit Investment Advisory Services LLC772,161$26.45M13.0%-4.1%0.266%
4/11/2025 McNamara Financial Services Inc.12,383$424K0.1%N/A0.004%
4/11/2025 Oxinas Partners Wealth Management LLC16,001$548K0.3%+4.4%0.006%
4/11/2025 Magnus Financial Group LLC101,334$3.47M0.3%+18.3%0.035%
4/11/2025 Cora Capital Advisors LLC6,514$223K0.1%N/A0.002%
4/11/2025 Adamsbrown Wealth Consultants LLC917,387$31.42M9.9%+10.5%0.316%
4/11/2025 Fjell Capital LLC61,901$2.12M2.1%-7.5%0.021%
4/10/2025 Arthur M. Cohen & Associates LLC7,258$249K0.0%N/A0.003%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.35,157$1.20M0.2%+61.4%0.012%
4/10/2025 Trinity Wealth Management LLC17,638$604K0.3%+39.5%0.006%
4/10/2025 Eclectic Associates Inc. ADV583,218$19.98M5.4%+22.6%0.201%
4/10/2025 KWB Wealth81,561$3.03M0.4%+212.0%0.028%
4/10/2025 Fermata Advisors LLC40,235$1.38M0.2%+69.5%0.014%
4/10/2025 Beacon Financial Group192,789$6.60M0.7%-4.7%0.066%
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4/10/2025 CPR Investments Inc.15,875$544K0.5%-19.9%0.005%
4/10/2025 Accel Wealth Management43,393$1.49M0.5%+61.9%0.015%
4/10/2025 CGN Advisors LLC17,134$587K0.1%+3.6%0.006%
4/9/2025 RFG Advisory LLC55,146$1.89M0.1%-33.8%0.019%
4/9/2025 Swisher Financial Concepts Inc.145,302$4.98M4.1%+1,745.6%0.050%
4/9/2025 HBW Advisory Services LLC117,158$4.01M0.6%+15.2%0.040%
4/9/2025 ST Germain D J Co. Inc.123,556$4.23M0.2%+1.4%0.043%
4/9/2025 Merit Financial Group LLC153,966$5.27M0.1%+29.7%0.053%
4/9/2025 Harbor Investment Advisory LLC3,960$136K0.0%+84.2%0.001%
4/9/2025 NBC Securities Inc.56,207$1.93M0.2%+105,950.9%0.019%
4/9/2025 Advance Capital Management Inc.794,795$27.22M1.3%+106.9%0.274%
4/9/2025 180 Wealth Advisors LLC20,985$719K0.1%-7.5%0.007%
4/8/2025 Lantz Financial LLC92,921$3.18M0.9%+5.1%0.032%
4/8/2025 Rothschild Investment LLC28,973$992K0.1%+15.5%0.010%
4/8/2025 Legacy Solutions LLC154,825$5.30M5.8%-0.5%0.053%
4/7/2025 Summit Global Investments17,129$587K0.0%+13.9%0.006%
4/7/2025 GAMMA Investing LLC39,079$1.34M0.0%+3,325.0%0.013%
4/7/2025 AdvisorNet Financial Inc475,568$16.29M1.2%+79.4%0.164%
4/2/2025 Kera Capital Partners Inc.139,577$4.78M1.4%+12.1%0.049%
3/24/2025Mascagni Wealth Management Inc.9,514$354K0.3%N/A0.003%
3/17/2025Wealth Enhancement Advisory Services LLC1,924,157$71.52M0.1%+59.0%0.671%
3/14/2025Keystone Financial Services LLC12,620$469K0.4%N/A0.004%
3/12/2025Centaurus Financial Inc.56,963$2.12M0.1%N/A0.020%
3/6/2025Wood Tarver Financial Group LLC21,329$792K0.3%N/A0.008%
3/5/2025 Castle Rock Wealth Management LLC5,550$221K0.1%N/A0.002%
3/3/2025Cim LLC14,476$538K0.1%+16.3%0.005%
2/27/2025Carolinas Wealth Consulting LLC48,968$1.82M0.3%+4.9%0.029%
2/26/2025Capital A Wealth Management LLC904$34K0.1%N/A0.001%
2/26/2025Virtue Capital Management LLC13,657$508K0.1%N/A0.008%
2/25/2025Leigh Baldwin & CO. LLC46,040$1.71M0.9%N/A0.027%
2/24/2025Ameriflex Group Inc.5,931$233K0.1%N/A0.003%
2/24/2025Challenger Wealth Management206,358$7.67M6.6%N/A0.121%
2/21/2025WNY Asset Management LLC1,613,840$59.99M7.4%+2,003.1%0.948%
2/21/2025Aurdan Capital Management LLC36,402$1.35M0.5%N/A0.021%
2/18/2025Sunbelt Securities Inc.80,303$3.01M0.3%-0.7%0.047%
2/18/2025Investmark Advisory Group LLC235,608$8.76M4.3%-0.2%0.138%
2/18/2025Harmony Asset Management LLC15,039$559K0.2%-3.5%0.009%
2/18/2025McCarthy Asset Management Inc.18,655$693K0.5%+20.7%0.011%
2/18/2025Focus Partners Advisor Solutions LLC17,850$663K0.0%-35.9%0.010%
2/18/2025First Heartland Consultants Inc.23,633$878K0.1%+8.6%0.014%
2/18/2025Continuum Advisory LLC74,442$2.77M0.4%+1.1%0.044%
2/18/2025Delta Investment Management LLC139,531$5.19M1.0%-1.1%0.082%
2/17/2025Visionary Wealth Advisors7,213$268K0.0%N/A0.004%
2/17/2025Royal Bank of Canada3,117,210$115.87M0.0%+21.9%1.831%
2/17/2025Quantinno Capital Management LP17,472$649K0.0%+56.9%0.010%
2/17/2025Obsidian Personal Planning Solutions LLC210,771$8.29M4.0%+5.8%0.124%
2/17/2025Leigh Baldwin & CO. LLC1,711,314$63.61M0.3%N/A1.005%
2/17/2025Guardian Wealth Advisors LLC NC80,977$3.01M0.2%+8.9%0.048%
2/17/2025Focus Partners Wealth3,691$137K0.0%-99.4%0.002%
2/17/2025Colonial Trust Co SC2,390$89K0.0%N/A0.001%
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2/17/2025Cambridge Investment Research Advisors Inc.2,508,892$93.26M0.3%+10.3%1.474%
2/17/2025Cetera Investment Advisers4,274,297$158.88M0.3%+10.4%2.511%
2/17/2025Captrust Financial Advisors898,002$33.38M0.1%+5.5%0.528%
2/17/2025Cary Street Partners Financial LLC321,154$11.94M0.4%N/A0.189%
2/17/2025Baird Financial Group Inc.1,448,583$53.84M0.1%-4.5%0.851%
2/17/2025Bank of America Corp DE10,359,956$385.08M0.0%+2.6%6.087%
2/17/2025Benjamin Edwards Inc.294,822$10.96M0.2%+13.2%0.173%
2/17/2025Ameriprise Financial Inc.52,268$1.94M0.0%N/A0.031%
2/17/2025Aptus Capital Advisors LLC108,285$4.03M0.0%+13.0%0.064%
2/17/2025Aspire Growth Partners LLC27,780$1.03M1.0%N/A0.016%
(Data available from 1/1/2016 forward)

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CGGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGGR shares?

During the previous two years, 440 institutional investors and hedge funds held shares of Capital Group Growth ETF. The most heavily invested institutionals were Capital Group Private Client Services Inc. ($746.96M), LPL Financial LLC ($623.54M), Bank of America Corp DE ($385.08M), Commonwealth Equity Services LLC ($381.43M), Raymond James Financial Inc. ($257.89M), Envestnet Asset Management Inc. ($257.37M), and Wells Fargo & Company MN ($251.41M).Learn more on CGGR's institutional investors.

Which institutional investors have been buying Capital Group Growth ETF stock?

Of the 426 institutional investors that purchased Capital Group Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($9.49M), Commonwealth Equity Services LLC ($7.98M), Raymond James Financial Inc. ($6.94M), Envestnet Asset Management Inc. ($4.03M), Capital Group Private Client Services Inc. ($3.40M), Cetera Investment Advisers ($3.07M), and Wells Fargo & Company MN ($2.28M).

How much institutional buying is happening at Capital Group Growth ETF?

Institutional investors have bought a total of 95,818,335 shares in the last 24 months. This purchase volume represents approximately $3.05B in transactions.

Which Capital Group Growth ETF major shareholders have been selling company stock?

Of the 130 institutional investors that sold Capital Group Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Focus Partners Wealth ($641.79K), Signature Estate & Investment Advisors LLC ($511.28K), New England Capital Financial Advisors LLC ($427.00K), Cambridge Investment Research Advisors Inc. ($402.59K), Jane Street Group LLC ($394.79K), Kestra Investment Management LLC ($251.34K), and MML Investors Services LLC ($217.47K).

How much institutional selling is happening at Capital Group Growth ETF?

Institutional investors have sold a total of 6,422,941 shares in the last 24 months. This volume of shares sold represents approximately $211.65M in transactions.



This page (NYSEARCA:CGGR) was last updated on 4/16/2025 by MarketBeat.com Staff
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