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Capital Group Growth ETF (CGGR) Institutional Ownership

Capital Group Growth ETF logo
$47.18 -0.11 (-0.22%)
As of 12:48 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)
503
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$767.35M
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CGGR Institutional Buying and Selling by Quarter

Capital Group Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Capital & Planning LLC19,864$938K0.5%-5.8%0.004%
8/27/2026 Corient Private Wealth LP57,262$2.70M0.0%+6.4%0.011%
8/23/2026 Ameritas Advisory Services LLC596,270$28.14M0.6%+456.9%0.111%
8/23/2026 Guardian Wealth Advisors LLC NC154,858$7.31M0.4%-4.1%0.029%
8/23/2026 Kintra Wealth LLC133,023$6.32M0.3%+52.3%0.025%
8/23/2026 PCG Wealth Advisors LLC13,289$627K0.1%-9.7%0.002%
8/23/2026 Endeavor Private Wealth Inc.81,796$3.86M0.9%+2.4%0.015%
8/23/2026 Midwest Heritage Bank FSB341,589$16.12M4.6%+1.7%0.063%
8/23/2026 HB Wealth Management LLC19,255$909K0.0%N/A0.004%
8/22/2026 Hopwood Nicholas Hunter90,645$4.28M1.2%N/A0.017%
8/22/2026 Tudor Financial Inc.13,331$629K0.3%+773.0%0.002%
8/22/2026 NWF Advisory Services Inc.131,676$6.22M0.6%+20.9%0.024%
8/22/2026 Sapient Capital LLC6,730$318K0.0%+3.9%0.001%
8/22/2026 Concurrent Investment Advisors LLC1,116,891$52.72M0.4%+10.4%0.208%
8/22/2026 Burford Brothers Inc.208,999$9.87M3.6%+1.7%0.039%
8/21/2026 High Net Worth Advisory Group LLC11,482$542K0.1%+125.4%0.002%
8/21/2026 Continuum Advisory LLC155,308$7.33M0.6%+2.4%0.029%
8/21/2026 Beacon Financial Advisory LLC129,294$6.10M1.2%+7.9%0.024%
8/21/2026 Bedel Financial Consulting Inc.297,114$14.02M1.3%+2.6%0.055%
8/21/2026 Acorn Wealth Advisors LLC8,398$396K0.1%N/A0.002%
8/20/2026 Nwam LLC60,693$2.87M0.1%+6.4%0.011%
8/20/2026 RPg Family Wealth Advisory LLC114,700$5.41M0.9%+0.3%0.021%
8/7/2026 Trust Co. of Vermont1,266$60K0.0%N/A0.000%
7/21/2026 Merit Financial Group LLC1,930,813$91.13M0.4%+1.1%0.365%
7/18/2026 Cary Street Partners Financial LLC113,147$5.34M0.1%+2.0%0.021%
7/18/2026 4WEALTH Advisors Inc.5,026$235K0.2%N/A0.001%
7/18/2026 True Blue Financial LLC105,788$4.99M2.1%+4.5%0.020%
7/18/2026 Merit Financial Group LLC1,930,813$91.13M0.6%+1.1%0.365%
7/18/2026 Centerline Wealth Advisors LLC38,114$1.80M0.6%-1.6%0.007%
7/17/2026 Farther Finance Advisors LLC438,510$20.70M0.2%+4.4%0.083%
7/17/2026 Storen Legacy Partners LLC22,809$1.08M0.3%-47.9%0.004%
7/17/2026 Core Wealth Partners LLC12,638$597K0.3%+34.8%0.002%
7/17/2026 LongView Wealth Management269,258$12.71M3.3%-0.9%0.051%
7/17/2026 Cypress Capital LLC5,196$245K0.1%N/A0.001%
7/17/2026 Sequoia Financial Advisors LLC4,447$210K0.0%-34.4%0.001%
7/17/2026 CFS Investment Advisory Services LLC48,597$2.26M0.2%+0.6%0.009%
7/17/2026 Richards Merrill & Peterson Inc.86,679$4.09M1.3%+2.3%0.016%
7/16/2026 Patriot Financial Group Insurance Agency LLC5,537$261K0.0%-49.0%0.001%
7/16/2026 Beacon Financial Group179,197$8.46M0.8%-27.2%0.034%
7/16/2026 Johnson Bixby & Associates LLC1,430,786$67.53M7.5%+0.5%0.271%
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7/16/2026 PFG Advisors168,863$7.97M0.4%+15.9%0.032%
7/16/2026 Optimus Capital Advisors LLC13,938$658K0.4%+169.4%0.003%
7/16/2026 HBW Advisory Services LLC249,288$11.77M1.1%+3.0%0.047%
7/16/2026 Processus Wealth & Capital Management LLC15,880$750K0.2%+3.5%0.003%
7/16/2026 Aurdan Capital Management LLC100,144$4.73M1.2%-0.5%0.019%
7/16/2026 Prospera Financial Services Inc1,405,335$66.33M1.0%-2.4%0.266%
7/16/2026 Independent Financial Group LLC251,018$11.85M0.2%+40.6%0.048%
7/15/2026 Fjell Capital LLC68,042$3.21M2.2%+1.5%0.013%
7/15/2026 Spire Wealth Management89,428$4.22M0.1%+2.6%0.017%
7/15/2026 Brookstone Capital Management135,216$6.38M0.1%+43.7%0.026%
7/15/2026 Wealth Enhancement Advisory Services LLC1,444,828$67.99M0.1%+3.2%0.273%
7/15/2026 Signature Estate & Investment Advisors LLC2,228,768$105.20M1.9%-10.5%0.422%
7/15/2026 XY Planning Network Inc.5,288$250K0.0%N/A0.001%
7/15/2026 B. Riley Wealth Advisors Inc.28,860$1.35M0.1%+275.5%0.005%
7/15/2026 Blue Zone Wealth Advisors LLC17,320$818K0.1%+6.7%0.003%
7/15/2026 Oxinas Partners LLC88,969$4.20M1.7%+1.3%0.017%
7/15/2026 Octavia Wealth Advisors LLC14,885$703K0.1%+4.0%0.003%
7/15/2026 IAM Advisory LLC617,766$29.16M5.7%-0.1%0.117%
7/14/2026 Smith Thornton Advisors LLC223,806$10.36M4.6%+9.2%0.042%
7/14/2026 Investment Advisory Services Inc. TX ADV63,404$2.99M0.9%+14.7%0.012%
7/14/2026 Planned Solutions Inc.4,971$235K0.1%-15.1%0.001%
7/14/2026 Stewardship Concepts Financial Services LLC185,603$8.76M5.9%+1.8%0.035%
7/14/2026 Clearview Wealth Management LLC25,617$1.21M0.8%+3.4%0.005%
7/14/2026 Signature Resources Capital Management LLC76,234$3.60M1.4%+5.5%0.014%
7/14/2026 Genesis Private Wealth LLC243,198$11.48M3.2%+6.8%0.046%
7/14/2026 Lynch & Associates IN73,635$3.48M0.6%+23.9%0.014%
7/13/2026 Southland Equity Partners LLC4,475$211K0.0%N/A0.001%
7/13/2026 McCollum Christoferson Group LLC295,409$13.16M3.5%-6.2%0.056%
7/13/2026 DAVENPORT & Co LLC600,338$28.34M0.1%+18.8%0.114%
7/10/2026 Accel Wealth Management118,518$5.59M1.3%-10.9%0.022%
7/10/2026 Processus Wealth & Capital Management LLC15,880$750K0.4%+3.5%0.003%
7/10/2026 KWB Wealth177,582$8.38M0.7%-11.7%0.034%
7/10/2026 A&I Financial Services LLC142,651$6.73M2.9%+1.8%0.027%
7/10/2026 KMG Fiduciary Partners LLC17,868$843K0.1%+1.7%0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors286,345$13.52M1.5%+1.2%0.054%
7/10/2026 Fulton Bank N.A.208,231$9.83M0.3%N/A0.039%
7/10/2026 Wealthcare Advisory Partners LLC688,721$32.51M0.6%+6.3%0.130%
7/10/2026 Warner Financial Inc.78,372$3.70M1.1%+49.7%0.015%
7/9/2026 Wealthcare Capital Partners LLC39,876$1.88M0.8%+20.3%0.008%
7/9/2026 Ferguson Shapiro LLC377,053$17.80M5.2%+5.4%0.071%
7/9/2026 Sapient Capital LLC6,730$318K0.0%+3.9%0.001%
7/9/2026 World Equity Group Inc.5,660$267K0.1%-50.0%0.001%
7/9/2026 Professional Financial Advisors LLC29,190$1.38M0.2%-0.8%0.006%
7/9/2026 Focus Financial Network Inc.15,824$747K0.0%N/A0.003%
7/9/2026 Wealth Science Advisors LLC715,819$33.79M15.0%+7.3%0.135%
7/9/2026 Everpar Advisors LLC35,386$1.67M0.5%-28.5%0.007%
7/9/2026 Adamsbrown Wealth Consultants LLC1,113,600$52.56M9.9%+3.3%0.211%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.44,059$2.08M0.8%+13.0%0.008%
7/8/2026 Beacon Financial Strategies CORP1,700$80K0.0%N/A0.000%
7/8/2026 First Heartland Consultants Inc.34,882$1.65M0.1%+3.7%0.007%
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7/8/2026 Cooper Financial Group122,704$5.79M0.5%+2.0%0.023%
7/8/2026 Eclectic Associates Inc. ADV801,949$37.85M4.3%+4.9%0.152%
7/8/2026 Lincoln Capital LLC72,265$3.41M0.6%+11.2%0.014%
7/7/2026 Fermata Advisors LLC44,828$2.12M0.4%+4.0%0.009%
7/7/2026 180 Wealth Advisors LLC21,384$1.01M0.1%+8.0%0.004%
7/7/2026 Bill Few Associates Inc.69,239$3.27M0.7%+1.0%0.013%
7/7/2026 Trinity Wealth Management LLC54,620$2.58M0.8%+2.6%0.010%
7/7/2026 M.E. Allison & CO. Inc.180,590$8.52M4.9%+7.5%0.034%
7/7/2026 Dynamic Advisor Solutions LLC35,489$1.68M0.0%-2.2%0.007%
7/7/2026 Martin Capital Partners LLC4,388$207K0.1%N/A0.001%


CGGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 636 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 617 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 ($19.67M), Morgan Stanley ($13.07M), Raymond James Financial Inc. ($12.42M), Envestnet Asset Management Inc. ($5.73M), Cetera Investment Advisers ($4.49M), Commonwealth Equity Services LLC ($4.23M), and Northwestern Mutual Wealth Management Co. ($4.23M).

Institutional investors have bought a total of 87,300,911 shares in the last 24 months. This purchase volume represents approximately $3.81B in transactions.

Of the 161 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), Signature Estate & Investment Advisors LLC ($424.24K), Wealthcare Advisory Partners LLC ($357.21K), PFG Advisors ($321.14K), Mariner LLC ($316.93K), and Two Sigma Investments LP ($288K).

Institutional investors have sold a total of 17,368,689 shares in the last 24 months. This volume of shares sold represents approximately $767.35M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGGR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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