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Capital Group Growth ETF (CGGR) Institutional Ownership

Capital Group Growth ETF logo
$41.30 -0.03 (-0.07%)
Closing price 07/18/2025 04:10 PM Eastern
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$41.30 0.00 (-0.01%)
As of 07/18/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Growth ETF (NYSEARCA:CGGR)

Number of
Institutional Buyers
(last 12 months)
407
Total
Institutional Inflows
(last 12 months)
$2.79B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$254.86M
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CGGR Institutional Buying and Selling by Quarter

Capital Group Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Vicus Capital13,652$555K0.0%N/A0.004%
7/18/2025Trilogy Capital Inc.13,428$546K0.0%+2.8%0.004%
7/18/2025Trust Co. of Vermont1,266$51K0.0%N/A0.000%
7/18/2025Truist Financial Corp524,427$21.32M0.0%-10.7%0.153%
7/17/2025 Eclectic Associates Inc. ADV657,431$26.72M5.8%+12.7%0.195%
7/17/2025 LexAurum Advisors LLC30,735$1.25M0.2%-2.0%0.009%
7/17/2025 Janney Montgomery Scott LLC1,196,678$48.65M0.1%+30.0%0.354%
7/17/2025 Venture Visionary Partners LLC44,083$1.79M0.1%+143.4%0.013%
7/17/2025 Nicholson Meyer Capital Management Inc.97,670$3.97M3.4%+188.6%0.029%
7/17/2025 Greenbush Financial Group LLC492,414$20.02M8.7%-1.2%0.146%
7/17/2025 Genesis Private Wealth LLC208,799$8.49M4.0%+2.6%0.062%
7/17/2025 Investment Advisory Services Inc. TX ADV48,585$1.98M0.7%+17.4%0.014%
7/17/2025 Beacon Capital Management LLC1,905$77K0.0%N/A0.001%
7/17/2025 Johnson Bixby & Associates LLC1,324,486$53.84M7.4%+1.8%0.392%
7/17/2025 KWB Wealth118,034$4.80M0.5%+44.7%0.035%
7/16/2025 Signature Resources Capital Management LLC65,294$2.65M1.6%+2.3%0.019%
7/16/2025 Midwest Heritage Bank FSB280,082$11.39M4.3%+18.3%0.083%
7/16/2025 Townsend Asset Management Corp NC ADV131,052$5.33M1.9%-1.4%0.039%
7/16/2025 ORG Partners LLC9,866$397K0.1%+38.2%0.003%
7/16/2025 Destiny Wealth Partners LLC124,907$5.08M0.7%+5.8%0.037%
7/16/2025 ST Germain D J Co. Inc.125,084$5.09M0.2%+1.2%0.037%
7/16/2025 Swisher Financial Concepts Inc.167,711$6.82M4.4%+15.4%0.050%
7/16/2025 Crown Wealth Group LLC5,658$230K0.1%N/A0.002%
7/16/2025 Owen LaRue LLC62,686$2.55M1.1%+61.5%0.019%
7/16/2025 Kerntke Otto McGlone Wealth Management Group22,383$910K0.7%+32.5%0.007%
7/16/2025 Magnus Financial Group LLC113,674$4.62M0.4%+12.2%0.034%
7/15/2025 Centerline Wealth Advisors LLC206,093$8.38M4.1%-24.7%0.061%
7/15/2025 Cora Capital Advisors LLC9,932$404K0.2%+52.5%0.003%
7/15/2025 Signet Financial Management LLC70,389$2.86M0.4%-20.0%0.021%
7/15/2025 Legacy Solutions LLC158,030$6.42M6.2%+2.1%0.047%
7/15/2025 Hartmann Taylor Wealth Management LLC324,452$13.19M11.0%+15.2%0.096%
7/15/2025 Lynch & Associates IN31,213$1.27M0.3%+20.5%0.009%
7/15/2025 James J. Burns & Company LLC6,128$249K0.0%N/A0.002%
7/15/2025 tru Independence LLC161,996$6.59M1.9%+60.6%0.048%
7/15/2025 Charter Capital Management LLC DE152,651$6.21M3.6%N/A0.045%
7/15/2025 CGN Advisors LLC18,654$758K0.1%+8.9%0.006%
7/14/2025 Gries Financial LLC47,334$1.92M0.4%N/A0.014%
7/14/2025 AdvisorNet Financial Inc495,516$20.14M1.3%+4.2%0.146%
7/14/2025 CRA Financial Services LLC6,155$250K0.0%-7.3%0.002%
7/14/2025 BetterWealth LLC201,118$8.18M2.1%+7.6%0.059%
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7/14/2025 U.S. Capital Wealth Advisors LLC5,611$228K0.0%-55.8%0.002%
7/14/2025 Main Line Retirement Advisors LLC425,787$17.31M9.9%+8.5%0.126%
7/14/2025 Park Avenue Securities LLC25,103$1.02M0.0%+15.2%0.007%
7/14/2025 A&I Financial Services LLC103,408$4.20M2.4%+11.9%0.030%
7/11/2025 Trinity Wealth Management LLC39,035$1.59M0.6%+121.3%0.012%
7/11/2025 Lincoln Capital LLC57,854$2.35M0.5%+2.8%0.017%
7/11/2025 Farther Finance Advisors LLC598,921$24.35M0.5%+230.6%0.178%
7/11/2025 Pinnacle Bancorp Inc.6,000$244K0.1%+84.6%0.002%
7/11/2025 Lantz Financial LLC95,277$3.87M1.0%+2.5%0.028%
7/11/2025 AA Financial Advisors LLC200,152$8.14M1.8%+1.8%0.060%
7/11/2025 LongView Wealth Management216,514$8.80M2.7%-30.9%0.064%
7/11/2025 Kingstone Capital Partners Texas LLC28,640$1.16M0.0%N/A0.009%
7/10/2025 Worth Asset Management LLC4,940$201K0.1%N/A0.001%
7/10/2025 Exchange Traded Concepts LLC22,655$921K0.0%N/A0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC2,032,202$82.98M0.1%+1.2%0.605%
7/10/2025 KMG Fiduciary Partners LLC20,896$849K0.1%-9.5%0.006%
7/10/2025 Professional Financial Advisors LLC31,051$1.26M0.3%+0.9%0.009%
7/10/2025 Sovran Advisors LLC278,742$11.29M1.2%-7.6%0.083%
7/10/2025 Financial Management Network Inc.71,421$2.92M0.5%+89.7%0.021%
7/9/2025 Dynamic Advisor Solutions LLC88,673$3.61M0.1%-4.1%0.026%
7/9/2025 Fjell Capital LLC63,697$2.59M2.4%+2.9%0.019%
7/9/2025 Sapient Capital LLC5,125$208K0.0%N/A0.002%
7/9/2025 Fermata Advisors LLC42,475$1.73M0.5%+5.6%0.013%
7/9/2025 Fiduciary Alliance LLC39,432$1.60M0.1%N/A0.012%
7/9/2025 Beacon Financial Group247,108$10.05M1.0%+28.2%0.074%
7/9/2025 WealthCare Investment Partners LLC274,830$11.22M4.0%-5.4%0.082%
7/8/2025 IAM Advisory LLC345,835$14.06M3.4%+444.0%0.103%
7/8/2025 Everpar Advisors LLC106,172$4.32M2.0%+24.7%0.032%
7/8/2025 Adamsbrown Wealth Consultants LLC1,029,371$41.84M12.1%+12.2%0.308%
7/8/2025 Advance Capital Management Inc.757,244$30.78M1.4%-4.7%0.226%
7/8/2025 Ballew Advisors Inc264,882$10.82M6.4%+2.5%0.079%
7/8/2025 NBC Securities Inc.57,645$2.34M0.2%+2.6%0.017%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.78,865$3.21M0.4%+124.3%0.024%
7/2/2025 HBW Advisory Services LLC138,143$5.62M0.7%+17.9%0.042%
7/1/2025 Harbor Investment Advisory LLC9,161$372K0.0%+131.3%0.003%
7/1/2025 Kera Capital Partners Inc.179,443$7.29M1.4%+28.6%0.054%
6/5/2025Cim LLC12,173$417K0.1%-15.9%0.004%
6/2/2025Modern Wealth Management LLC31,771$1.09M0.0%+51.6%0.010%
5/28/2025Jones Financial Companies Lllp3,322,912$113.98M0.1%+49.3%1.062%
5/21/2025 Main Line Retirement Advisors LLC392,406$13.44M8.7%+2.7%0.125%
5/21/2025Geneos Wealth Management Inc.646,511$22.14M0.7%+8.4%0.207%
5/20/2025Belpointe Asset Management LLC14,631$501K0.0%+11.8%0.005%
5/20/2025Focus Partners Wealth642,473$22.01M0.1%+17,306.5%0.205%
5/20/2025Integrity Alliance LLC.49,531$1.70M0.1%+214.3%0.016%
5/16/2025Faithward Advisors LLC11,216$384K0.1%-21.3%0.004%
5/16/2025Signature Estate & Investment Advisors LLC2,595,192$88.89M2.3%-3.4%0.830%
5/16/2025Challenger Wealth Management390,123$13.36M10.6%+89.1%0.125%
5/16/2025Ashton Thomas Private Wealth LLC24,941$854K0.0%+3.3%0.008%
5/16/2025Goldman Sachs Group Inc.319,824$10.95M0.0%+174.1%0.097%
5/16/2025Kestra Investment Management LLC1,782,359$61.05M1.9%+56.6%0.570%
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5/16/2025Jones Financial Companies Lllp858,532$29.26M0.0%-61.4%0.274%
5/16/2025Obsidian Personal Planning Solutions LLC220,613$7.69M3.4%+4.7%0.071%
5/16/2025National Wealth Management Group LLC21,811$747K0.5%+10.9%0.007%
5/16/2025NewEdge Advisors LLC1,368,922$46.89M0.3%+8.8%0.438%
5/16/2025Integrated Wealth Concepts LLC56,948$1.95M0.0%+30.1%0.019%
5/16/2025Investmark Advisory Group LLC240,053$8.22M4.1%+1.9%0.080%
5/15/2025Ashton Thomas Securities LLC19,911$682K0.2%+8.5%0.007%
5/15/2025Focus Partners Advisor Solutions LLC76,032$2.60M0.0%+325.9%0.025%
5/15/2025Ameriflex Group Inc.28,388$972K0.4%+378.6%0.009%
5/15/2025Flputnam Investment Management Co.157,987$5.41M0.1%-2.1%0.052%
(Data available from 1/1/2016 forward)

CGGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGGR shares?

During the previous two years, 479 institutional investors and hedge funds held shares of Capital Group Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($782.09M), Capital Group Private Client Services Inc. ($746.96M), Commonwealth Equity Services LLC ($399.96M), Bank of America Corp DE ($385.08M), Northwestern Mutual Wealth Management Co. ($310.80M), Envestnet Asset Management Inc. ($277.40M), and Raymond James Financial Inc. ($266.39M).Learn more on Capital Group Growth ETF's institutional investors.

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

Of the 468 institutional investors that purchased Capital Group Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($15.06M), Commonwealth Equity Services LLC ($8.98M), Raymond James Financial Inc. ($7.78M), Envestnet Asset Management Inc. ($4.77M), Cetera Investment Advisers ($3.74M), Capital Group Private Client Services Inc. ($3.40M), 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 78,554,851 shares in the last 24 months. This purchase volume represents approximately $2.79B in transactions.

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

Of the 128 institutional investors that sold Capital Group Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($1.37M), Focus Partners Wealth ($641.79K), Cambridge Investment Research Advisors Inc. ($402.59K), Jane Street Group LLC ($394.79K), Signature Estate & Investment Advisors LLC ($362.00K), Kestra Investment Management LLC ($251.34K), and Atlas Legacy Advisors LLC ($241.98K).

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

Institutional investors have sold a total of 7,180,236 shares in the last 24 months. This volume of shares sold represents approximately $254.86M in transactions.



This page (NYSEARCA:CGGR) was last updated on 7/19/2025 by MarketBeat.com Staff
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