CAPITAL GROUP GROWTH ETF (CGGR)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
630
Reporting holders
$18.7B
Reported value
0.0%
Held as options
+54
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $2.8B | 59,907,998 | 0.64% | 17q | +14.0%+$346.8M |
| MORGAN STANLEY | $1.5B | 32,389,025 | 0.08% | 15q | +8.9%+$124.9M |
| Capital Group Private Client Services, Inc. | $1.3B | 28,132,325 | 18.72% | 18q | +3.6%+$46.0M |
| WELLS FARGO & COMPANY/MN | $829.5M | 17,573,566 | 0.13% | 15q | -44.2%-$658.3M |
| ENVESTNET ASSET MANAGEMENT INC | $781.7M | 16,561,408 | 0.18% | 18q | +8.0%+$57.8M |
| RAYMOND JAMES FINANCIAL INC | $765.0M | 16,206,980 | 0.21% | 7q | +14.8%+$98.6M |
| BANK OF AMERICA CORP /DE/ | $683.4M | 14,478,055 | 0.04% | 13q | +2.0%+$13.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $658.4M | 13,948,665 | 0.83% | 18q | +2.9%+$18.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $618.6M | 13,105,474 | 0.33% | 17q | +1.2%+$7.5M |
| JONES FINANCIAL COMPANIES LLLP | $528.8M | 11,551,154 | 0.21% | 12q | +20.2%+$88.8M |
| Cetera Investment Advisers | $500.0M | 10,594,267 | 0.46% | 16q | +8.1%+$37.4M |
| OSAIC HOLDINGS, INC. | $432.6M | 9,164,905 | 0.51% | 18q | +18.9%+$68.7M |
| ROYAL BANK OF CANADA | $390.3M | 8,268,130 | 0.06% | 17q | -1.9%-$7.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $279.3M | 5,918,375 | 0.02% | 2q | +606.8%+$239.8M |
| Forge Financial Services LLC | $260.4M | 5,516,760 | 22.43% | 7q | +2.3%+$5.8M |
| UBS Group AG | $257.4M | 5,452,603 | 0.03% | 17q | HELD |
| MML INVESTORS SERVICES, LLC | $197.3M | 4,179,335 | 0.40% | 18q | +30.1%+$45.6M |
| Kestra Advisory Services, LLC | $189.7M | 4,018,181 | 0.61% | 18q | +33.0%+$47.0M |
| Merit Financial Group, LLC | $182.3M | 3,861,627 | 0.56% | 16q | +102.1%+$92.1M |
| STIFEL FINANCIAL CORP | $137.4M | 2,911,584 | 0.11% | 17q | +19.6%+$22.5M |
| Advance Capital Management, Inc. | $134.4M | 2,846,782 | 4.34% | 11q | HELD |
| Kestra Investment Management, LLC | $133.3M | 2,824,513 | 2.58% | 9q | -25.9%-$46.6M |
| BENJAMIN EDWARDS INC | $129.0M | 2,733,600 | 1.18% | 8q | +3.8%+$4.7M |
| JPMORGAN CHASE & CO | $121.8M | 2,602,111 | 0.01% | 11q | -17.4%-$25.6M |
| &PARTNERS | $106.8M | 2,262,117 | 0.44% | 18q | +1.0%+$1.1M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $105.2M | 2,228,768 | 1.89% | 15q | -10.5%-$12.4M |
| Baird Financial Group, Inc. | $103.2M | 2,187,427 | 0.14% | 16q | +9.4%+$8.9M |
| Private Advisor Group, LLC | $97.0M | 2,055,511 | 0.44% | 17q | -1.8%-$1.8M |
| SEI INVESTMENTS CO | $95.5M | 2,022,745 | 0.08% | 9q | +10.1%+$8.8M |
| WNY Asset Management, LLC | $93.8M | 1,986,506 | 8.37% | 14q | +10.1%+$8.6M |
| Valmark Advisers, Inc. | $81.6M | 1,728,825 | 0.87% | 17q | +6.5%+$5.0M |
| NewEdge Advisors, LLC | $75.8M | 1,604,940 | 0.23% | new | NEW |
| New England Capital Financial Advisors LLC | $72.3M | 1,531,893 | 17.29% | 15q | +9.9%+$6.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $68.0M | 1,444,828 | 0.11% | 12q | +3.2%+$2.1M |
| JSF Financial, LLC | $67.9M | 1,439,179 | 10.75% | 7q | +35.3%+$17.7M |
| Johnson Bixby & Associates, LLC | $67.5M | 1,430,786 | 7.54% | 11q | HELD |
| Prospera Financial Services Inc | $66.3M | 1,405,335 | 0.96% | 15q | -2.4%-$1.7M |
| GREAT VALLEY ADVISOR GROUP, INC. | $65.9M | 1,396,166 | 1.04% | 9q | +5.4%+$3.4M |
| Confluence Wealth Services, Inc. | $63.3M | 1,340,317 | 1.81% | 18q | +15.2%+$8.4M |
| Aprio Wealth Management, LLC | $63.3M | 1,340,131 | 3.12% | 4q | -7.8%-$5.3M |
| Rockefeller Capital Management L.P. | $62.5M | 1,324,736 | 0.10% | 12q | -4.7%-$3.1M |
| CAPTRUST FINANCIAL ADVISORS | $62.2M | 1,316,937 | 0.09% | 14q | HELD |
| Concurrent Investment Advisors, LLC | $52.7M | 1,116,891 | 0.45% | 9q | +10.4%+$4.9M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $52.6M | 1,113,600 | 9.91% | 17q | +3.3%+$1.7M |
| Summit Investment Advisory Services, LLC | $44.1M | 934,072 | 11.06% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $43.7M | 925,166 | 0.59% | 17q | +5.8%+$2.4M |
| AA Financial Advisors, LLC | $42.0M | 889,658 | 5.05% | 11q | +21.3%+$7.4M |
| Equitable Holdings, Inc. | $41.9M | 888,354 | 0.25% | 10q | -9.4%-$4.4M |
| Global Retirement Partners, LLC | $41.8M | 885,322 | 0.64% | 16q | +0.7%+$288.0K |
| Focus Partners Wealth | $41.5M | 879,733 | 0.04% | 8q | +46.1%+$13.1M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $40.2M | 852,025 | 12.60% | 17q | +3.3%+$1.3M |
| Gerber Kawasaki Wealth & Investment Management | $38.8M | 821,015 | 1.03% | 17q | +1.6%+$609.7K |
| ASSETMARK, INC | $38.6M | 818,413 | 0.07% | 12q | +16.4%+$5.4M |
| D.A. DAVIDSON & CO. | $38.2M | 808,798 | 0.21% | 16q | -10.7%-$4.6M |
| ECLECTIC ASSOCIATES INC /ADV | $37.9M | 801,949 | 4.31% | 17q | +4.9%+$1.8M |
| Ergawealth Advisors, Inc. | $37.6M | 796,941 | 14.61% | 15q | +4.0%+$1.4M |
| HighPoint Advisor Group LLC | $35.9M | 760,133 | 1.26% | 3q | +4.7%+$1.6M |
| Cerity Partners LLC | $35.0M | 741,703 | 0.04% | 11q | HELD |
| Haverford Trust Co | $34.9M | 740,320 | 0.30% | 11q | HELD |
| BARCLAYS PLC | $34.9M | 738,782 | 0.01% | 4q | +11.6%+$3.6M |
| Wealth Science Advisors LLC | $33.8M | 715,819 | 15.02% | 3q | +7.3%+$2.3M |
| Wealthcare Advisory Partners LLC | $32.5M | 688,721 | 0.62% | 14q | +6.3%+$1.9M |
| TRUIST FINANCIAL CORP | $31.7M | 671,322 | 0.04% | 15q | -2.5%-$828.6K |
| IAM Advisory, LLC | $29.2M | 617,766 | 5.68% | 13q | HELD |
| IFP Advisors, Inc | $28.5M | 604,049 | 0.51% | 18q | +5.9%+$1.6M |
| DAVENPORT & Co LLC | $28.3M | 600,338 | 0.14% | 16q | +18.8%+$4.5M |
| Ameritas Advisory Services, LLC | $28.1M | 596,270 | 0.57% | 15q | +456.9%+$23.1M |
| Tribridge Partners Financial LLC | $28.0M | 628,455 | 10.98% | 5q | -4.1%-$1.2M |
| Geneos Wealth Management Inc. | $27.9M | 591,617 | 0.57% | 13q | +6.7%+$1.7M |
| VALLEY NATIONAL ADVISERS INC | $26.1M | 553,097 | 2.90% | 2q | -2.1%-$548.8K |
| J. Derek Lewis & Associates Inc. | $25.7M | 544,477 | 4.86% | 3q | +5.9%+$1.4M |
| Financial Council, LLC | $24.4M | 516,393 | 7.91% | 17q | +6.3%+$1.4M |
| HighTower Advisors, LLC | $23.8M | 504,313 | 0.02% | 14q | +3.9%+$884.2K |
| Strategic Blueprint, LLC | $23.6M | 500,616 | 1.18% | 7q | +4.1%+$924.4K |
| Greenbush Financial Group, LLC | $23.4M | 496,641 | 6.89% | 7q | HELD |
| STEPHENS INC /AR/ | $23.0M | 486,484 | 0.26% | 8q | +10.3%+$2.1M |
| AdvisorNet Financial, Inc | $23.0M | 486,421 | 1.05% | 16q | +3.2%+$712.7K |
| Sanctuary Advisors, LLC | $22.7M | 480,715 | 0.11% | 9q | -9.6%-$2.4M |
| BLAIR WILLIAM & CO/IL | $22.0M | 465,338 | 0.06% | 15q | +10.4%+$2.1M |
| Souders Financial Advisors | $21.5M | 455,871 | 2.16% | 16q | +18.7%+$3.4M |
| Stonebridge Financial Group, LLC | $20.9M | 443,161 | 1.59% | 7q | +8.8%+$1.7M |
| Farther Finance Advisors, LLC | $20.7M | 438,510 | 0.16% | 10q | +4.4%+$878.3K |
| Alpha Financial Advisors, LLC | $20.6M | 437,425 | 5.40% | 7q | HELD |
| Challenger Wealth Management | $20.3M | 429,347 | 14.92% | 7q | -3.3%-$700.4K |
| Kera Capital Partners, Inc. | $19.8M | 420,261 | 1.90% | 7q | +2.6%+$495.3K |
| Mason Investment Advisory Services, Inc. | $19.6M | 414,707 | 0.74% | 9q | +13.6%+$2.3M |
| MISSION WEALTH MANAGEMENT, LP | $19.2M | 405,900 | 0.23% | 6q | HELD |
| JANE STREET GROUP, LLC | $18.9M | 400,000 | 0.00% | 2q | +41.2%+$5.5M |
| Mutual Advisors, LLC | $18.9M | 399,796 | 0.36% | 16q | -22.1%-$5.4M |
| Per Stirling Capital Management, LLC. | $18.9M | 399,468 | 1.79% | 11q | +26.5%+$4.0M |
| Steward Partners Investment Advisory, LLC | $18.8M | 398,621 | 0.10% | 16q | +2.5%+$462.7K |
| Savant Capital, LLC | $18.6M | 398,816 | 0.05% | 2q | +5185.1%+$18.3M |
| Main Line Retirement Advisors, LLC | $18.3M | 387,263 | 8.38% | 12q | -0.6%-$111.6K |
| EverSource Wealth Advisors, LLC | $18.0M | 381,423 | 0.61% | 16q | +18.7%+$2.8M |
| Ferguson Shapiro LLC | $17.8M | 377,053 | 5.21% | 5q | +5.4%+$914.1K |
| Integrity Advisory Solutions, LLC | $17.6M | 372,036 | 1.81% | 4q | +6.4%+$1.1M |
| KINGSWOOD WEALTH ADVISORS, LLC | $17.5M | 370,723 | 0.71% | 3q | -4.3%-$793.6K |
| Integrated Wealth Concepts LLC | $17.3M | 366,765 | 0.08% | 11q | +112.3%+$9.2M |
| OPPENHEIMER & CO INC | $17.2M | 364,052 | 0.18% | 13q | +11.6%+$1.8M |
| FOUNDERS FINANCIAL SECURITIES LLC | $16.9M | 358,394 | 0.87% | 17q | +1.4%+$239.5K |
Showing the largest 100 of 653 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 630 | $18.7B | 396,990,806 | 79 | 334 | 124 | 0.0% |
| Q1 2026 | 576 | $15.2B | 379,208,536 | 43 | 334 | 113 | 0.0% |
| Q4 2025 | 584 | $14.0B | 314,371,154 | 56 | 313 | 98 | 0.0% |
| Q3 2025 | 503 | $11.4B | 259,070,750 | 59 | 282 | 89 | 0.0% |
| Q2 2025 | 462 | $9.2B | 226,179,511 | 55 | 266 | 80 | 0.0% |
| Q1 2025 | 427 | $6.6B | 193,117,197 | 33 | 261 | 79 | 0.0% |
| Q4 2024 | 413 | $6.1B | 162,024,452 | 50 | 196 | 61 | 0.0% |
| Q3 2024 | 326 | $4.8B | 137,871,160 | 38 | 186 | 53 | 0.0% |
| Q2 2024 | 303 | $3.9B | 118,570,750 | 45 | 178 | 37 | 0.0% |
| Q1 2024 | 263 | $3.2B | 100,879,033 | 38 | 155 | 42 | 0.0% |
| Q4 2023 | 236 | $2.3B | 80,304,643 | 44 | 130 | 27 | 0.0% |
| Q3 2023 | 178 | $1.6B | 64,235,797 | 33 | 103 | 24 | 0.0% |
| Q2 2023 | 151 | $1.3B | 52,928,966 | 30 | 86 | 22 | 0.0% |
| Q1 2023 | 124 | $970.3M | 43,179,341 | 22 | 72 | 20 | 0.0% |
| Q4 2022 | 104 | $698.6M | 34,978,166 | 29 | 62 | 3 | 0.0% |
| Q3 2022 | 92 | $453.9M | 23,252,457 | 22 | 51 | 8 | 0.0% |
| Q2 2022 | 77 | $271.0M | 13,552,001 | 57 | 17 | 1 | 0.0% |
| Q1 2022 | 22 | $49.9M | 1,899,213 | 22 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $454.3K | 10,215 | 0 | 0 | 0 | 0.0% |