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Capital Group Growth ETF (CGGR) Institutional Ownership

Capital Group Growth ETF logo
$46.53 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
529
Total
Institutional Inflows
(last 12 months)
$4.53B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$844.35M
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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
7/2/2026 Versant Capital Management Inc10,616$501K0.0%+98.7%0.002%
7/2/2026 CX Institutional4,031$190K0.0%+475.0%0.001%
6/3/2026DV Trading LLC17,508$704K0.0%+297.9%0.004%
6/3/2026NewEdge Advisors LLC1,509,552$60.67M0.2%+3.4%0.304%
5/28/2026Cozad Asset Management Inc.196,567$7.90M0.6%+10.9%0.040%
5/28/2026Challenger Wealth Management444,185$17.85M14.3%+0.3%0.089%
5/27/2026Security Financial Services INC.28,427$1.14M0.2%+22.9%0.006%
5/22/2026WNY Asset Management LLC1,804,970$72.54M7.5%N/A0.363%
5/21/2026J. Derek Lewis & Associates Inc.514,130$20.67M4.6%+9.1%0.103%
5/20/2026Leigh Baldwin & CO. LLC141,051$5.67M3.7%+10.1%0.028%
5/19/2026Western Wealth Management LLC204,452$8.22M0.3%+25.2%0.041%
5/19/2026Mascagni Wealth Management Inc.17,647$709K0.5%+1.8%0.004%
5/19/2026Bank of America Corp DE14,193,836$570.45M0.0%+10.3%2.855%
5/19/2026Cassady Wealth & Retirement Planning LLC80,980$3.62M1.8%+39.0%0.016%
5/19/2026Centaurus Financial Inc.167,575$6.74M0.3%+1.2%0.034%
5/19/2026Cim LLC20,875$839K0.1%+6.9%0.004%
5/19/2026Ashton Thomas Securities LLC29,917$1.20M0.2%+1.9%0.006%
5/19/2026Arkadios Wealth Advisors66,504$2.67M0.0%+108.5%0.013%
5/18/2026Sunbelt Securities Inc.83,773$3.37M0.2%+3.9%0.017%
5/18/2026EverSource Wealth Advisors LLC321,269$12.91M0.4%+7.2%0.065%
5/18/2026Royal Bank of Canada8,428,060$338.72M0.1%+30.1%1.695%
5/16/2026IMG Wealth Management Inc.102,305$4.11M2.6%-22.4%0.021%
5/16/2026Quantinno Capital Management LP64,133$2.58M0.0%-10.5%0.013%
5/15/2026Gateway Wealth Partners LLC248,913$10.00M0.4%+310.9%0.050%
5/15/2026Vawter Financial Ltd.167,199$6.72M2.8%+3.1%0.034%
5/14/2026Renaissance Technologies LLC55,200$2.22M0.0%+513.3%0.011%
5/14/2026Hilltop Holdings Inc.5,250$211K0.0%-11.9%0.001%
5/14/2026CLG LLC286,676$11.52M2.9%-17.0%0.058%
5/14/2026Modern Wealth Management LLC48,830$1.98M0.0%+10.3%0.010%
5/14/2026Greenline Wealth Management LLC25,482$1.02M1.2%+6.0%0.005%
5/14/2026Sei Investments Co.1,836,814$73.82M0.1%+15.3%0.370%
5/13/2026Cetera Investment Advisers9,800,927$393.90M0.4%+19.4%1.972%
5/13/2026GSG Advisors LLC10,832$435K0.1%+7.7%0.002%
5/13/2026Lavaca Capital LLC2,200$88K0.0%N/A0.000%
5/13/2026First Trust Advisors LP23,934$962K0.0%-4.0%0.005%
5/8/2026PNC Financial Services Group Inc.2,746$110K0.0%-23.3%0.001%
5/8/2026Summit Global Investments32,335$1.30M0.1%+4.0%0.007%
5/8/2026JSF Financial LLC1,063,800$42.75M8.4%+21.8%0.214%
5/7/2026Florida Financial Advisors LLC15,937$641K0.2%+92.7%0.003%
5/7/2026Carson Advisory Inc.7,647$307K0.2%+23.8%0.002%
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5/7/2026World Equity Group Inc.11,320$455K0.1%N/A0.002%
5/6/2026Clifford Swan Investment Counsel LLC6,023$242K0.0%N/A0.001%
5/6/2026Kera Capital Partners Inc.409,768$16.47M2.0%+2.5%0.082%
5/6/2026Townsend Asset Management Corp NC ADV127,073$5.11M1.8%+9.6%0.026%
5/6/2026Assetmark Inc.703,381$28.27M0.1%+26.3%0.141%
5/6/2026SteelPeak Wealth LLC5,500$221K0.0%-67.9%0.001%
5/6/2026Independent Financial Group LLC178,557$7.18M0.2%N/A0.036%
5/6/2026Birchwood Financial Partners Inc.30,418$1.22M1.2%+11.5%0.006%
5/5/2026Ridgeline Wealth Planning LLC154,221$6.20M4.5%+1.0%0.031%
5/5/2026D.A. Davidson & CO.905,700$36.40M0.2%+7.9%0.182%
5/5/2026Bank of New York Mellon Corp24,671$992K0.0%+89.2%0.005%
5/5/2026Harmony Asset Management LLC17,693$711K0.2%+2.7%0.004%
5/5/2026Geneos Wealth Management Inc.554,586$22.29M0.5%-53.8%0.112%
5/5/2026Signet Financial Management LLC51,232$2.06M0.2%-7.5%0.010%
5/5/2026Sanctuary Advisors LLC531,603$21.37M0.1%+0.8%0.107%
5/5/2026BlueChip Wealth Advisors LLC143,737$5.78M2.5%-8.8%0.029%
5/5/2026Sigma Planning Corp158,333$6.36M0.2%+17.1%0.032%
5/5/2026Nwam LLC57,045$2.29M0.1%+112.0%0.011%
5/5/2026Flynn Zito Capital Management LLC219,960$8.84M2.8%+56.8%0.044%
5/4/2026Bleakley Financial Group LLC162,468$6.53M0.1%+8.8%0.033%
5/4/2026HBW Advisory Services LLC242,036$9.73M1.0%+3.7%0.049%
5/4/2026Northland Securities Inc.6,932$279K0.3%-8.3%0.001%
5/4/2026NWF Advisory Services Inc.108,937$4.38M0.5%-2.5%0.022%
5/4/2026Bedel Financial Consulting Inc.289,582$11.64M1.3%+2.8%0.058%
5/4/2026Uptick Partners LLC17,363$698K0.1%-8.7%0.003%
5/4/2026Procyon Advisors LLC22,032$885K0.0%+91.6%0.004%
5/2/2026International Assets Investment Management LLC26,727$1.09M0.0%+2.0%0.005%
5/2/2026Strategic Wealth Advisors LLC4,095$164K0.1%N/A0.001%
5/2/2026Diversify Wealth Management LLC65,604$2.90M0.1%+252.0%0.013%
5/2/2026Valmark Advisers Inc.1,623,062$65.23M0.8%+85.9%0.327%
5/1/2026180 Wealth Advisors LLC19,809$796K0.1%-4.4%0.004%
5/1/2026Lincoln Capital LLC64,960$2.61M0.5%-2.1%0.013%
5/1/2026Fifth Third Bancorp76,446$3.07M0.0%+11,092.7%0.015%
5/1/2026Sovran Advisors LLC259,595$11.59M0.9%+4.0%0.052%
5/1/2026EQ Wealth Advisors LLC255,908$10.29M6.0%+5.4%0.051%
5/1/2026Signature Resources Capital Management LLC72,281$2.91M1.4%+5.9%0.015%
5/1/2026Simplicity Wealth LLC7,825$314K0.0%N/A0.002%
4/30/2026Whipplewood Advisors LLC6,766$272K0.1%+23.3%0.001%
4/30/2026Beacon Financial Group246,293$9.90M1.0%-18.5%0.050%
4/30/2026Kestra Advisory Services LLC3,021,423$121.43M0.5%+17.3%0.612%
4/30/2026CFS Investment Advisory Services LLC48,307$1.94M0.1%+23.3%0.010%
4/29/2026Richmond Investment Services LLC44,977$1.81M0.3%+13.3%0.009%
4/29/2026Warner Group LLC6,605$265K0.2%-95.5%0.001%
4/29/2026Cvfg LLC10,468$421K0.1%+21.8%0.002%
4/29/2026Armor Investment Advisors LLC279,581$11.24M4.0%+9.7%0.057%
4/29/2026Advance Capital Management Inc.2,860,148$114.95M4.4%+239.5%0.579%
4/29/2026Burney Co.8,298$333K0.0%N/A0.002%
4/28/2026Compton Financial Group LLC125,306$5.04M1.1%N/A0.025%
4/28/2026Stephens Inc. AR441,078$17.73M0.2%+44.3%0.090%
4/28/2026Koshinski Asset Management Inc.173,780$6.98M0.4%+2.3%0.035%
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4/28/2026Hunter Associates Investment Management LLC29,814$1.20M0.2%+24.6%0.006%
4/28/2026CWS Financial Advisors LLC134,099$5.39M1.4%+6.6%0.027%
4/28/2026Latitude Advisors LLC77,068$3.10M1.4%+14.4%0.016%
4/28/2026Beacon Financial Advisory LLC119,851$4.82M1.1%-3.1%0.024%
4/28/2026New England Capital Financial Advisors LLC1,393,637$56.01M15.3%-2.0%0.283%
4/27/2026Burford Brothers Inc.205,582$8.26M3.4%+6.5%0.042%
4/27/2026PFG Investments LLC13,010$523K0.0%-34.1%0.003%
4/27/2026World Investment Advisors190,691$7.66M0.1%+17.4%0.039%
4/27/2026Private Advisor Group LLC2,093,186$84.13M0.4%+5.6%0.425%
4/27/2026Trademark Financial Management LLC9,178$369K0.2%+2.7%0.002%


CGGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 635 institutional investors and hedge funds held shares of Capital Group Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($2.02B), Morgan Stanley ($1.20B), Capital Group Private Client Services Inc. ($1.07B), Commonwealth Equity Services LLC ($586.71M), Bank of America Corp DE ($570.45M), Wells Fargo & Company MN ($552.48M), and Raymond James Financial Inc. ($552.18M).Learn more on Capital Group Growth ETF's institutional investors.

Of the 611 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 ($20.68M), Morgan Stanley ($13.07M), Raymond James Financial Inc. ($12.42M), Envestnet Asset Management Inc. ($6.83M), Cetera Investment Advisers ($5.08M), Commonwealth Equity Services LLC ($4.77M), and Northwestern Mutual Wealth Management Co. ($4.42M).

Institutional investors have bought a total of 105,145,646 shares in the last 24 months. This purchase volume represents approximately $4.53B in transactions.

Of the 181 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: Northwestern Mutual Wealth Management Co. ($11.31M), Geneos Wealth Management Inc. ($646.45K), Ameritas Advisory Services LLC ($366.36K), Wealthcare Advisory Partners LLC ($357.21K), PFG Advisors ($321.14K), Mariner LLC ($316.93K), and Kestra Investment Management LLC ($312.43K).

Institutional investors have sold a total of 19,341,352 shares in the last 24 months. This volume of shares sold represents approximately $844.35M in transactions.



This page (NYSEARCA:CGGR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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