Cap Group Growth EquityCGGRETF
13F holders, Q1 2024 (March 31)292holders
1famous investor
$31.98avg. 13F price*
At the end of Q1 2024, 292 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings. The largest holders were Capital Group Private Client Services, Inc. ($504.1M), LPL Financial LLC ($286.8M) and Commonwealth Equity Services, LLC ($269.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q1 2024)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $46.2M |
| Exits | 10 | $5.1M |
Ownership 292 holders
| Capital Group Private Client Services, Inc. | 5.14% | Add +14.5% | 15,759,357 | $504.1M |
| LPL Financial LLC | 0.15% | Add +50.6% | 8,965,011 | $286.8M |
| Commonwealth Equity Services, LLC | 0.45% | Add +8.6% | 8,427,012 | $269.6M |
| Bank of America Corp. | 0.02% | Add +22.8% | 6,890,286 | $220.4M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +10.0% | 5,576,624 | $178.4M |
| Wells Fargo & Company | 0.03% | Add +72.8% | 4,096,683 | $131.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +19.6% | 3,977,810 | $127.3M |
| Royal Bank of Canada | 0.02% | Add +25.9% | 2,565,730 | $82.1M |
| Cetera Investment Advisers | 0.19% | Add +424.0% | 2,561,854 | $82.0M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +5.3% | 2,481,505 | $79.4M |
| Raymond James & Associates | 0.05% | Add +18.1% | 2,374,962 | $76.0M |
| MML Investors Services, LLC | 0.31% | Add +4.9% | 2,366,681 | $75.7M |
| Signature Estate & Investment Advisors LLC | 2.06% | Add +3.1% | 2,280,061 | $72.9M |
| Osaic Holdings, Inc. | 0.15% | Add +1.9% | 2,157,746 | $69.0M |
| Financial Security Advisor, Inc. | 22.81% | Add +0.8% | 2,040,227 | $65.3M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +10.6% | 1,758,131 | $56.2M |
| UBS Group AG | 0.02% | Add +14.6% | 1,714,631 | $54.9M |
| New England Capital Financial Advisors LLC | 29.00% | Reduce -1.1% | 1,607,380 | $51.4M |
| Baird Financial Group, Inc. | 0.10% | Reduce -0.1% | 1,418,681 | $45.4M |
| Kestra Advisory Services, LLC | 0.22% | Add +22.1% | 1,027,369 | $32.9M |
| Stifel Financial Corp. | 0.03% | Add +8.2% | 944,735 | $30.2M |
| Lincoln National Corp. | 0.43% | Add +23.0% | 859,937 | $27.5M |
| Global Retirement Partners, LLC | 0.98% | Reduce -0.7% | 822,269 | $26.3M |
| Arden Trust Co | 3.54% | Reduce -4.3% | 794,040 | $25.4M |
| Adamsbrown Wealth Consultants LLC | 10.27% | Add +5.2% | 793,082 | $25.4M |
| Wealthcare Advisory Partners LLC | 0.82% | Add +8.7% | 784,174 | $25.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.35% | Reduce -7.7% | 778,762 | $24.9M |
| Summit Investment Advisory Services, LLC | 14.05% | Reduce -7.8% | 741,981 | $23.7M |
| Barnes Pettey Financial Advisors, LLC | 20.46% | Add +0.1% | 740,375 | $23.7M |
| NewEdge Advisors, LLC | 0.20% | Add +20.1% | 729,537 | $23.3M |
| Johnson Bixby & Associates, LLC | 3.97% | Add +2095.6% | 714,348 | $22.9M |
| Morgan Stanley | 0.00% | Add +1349.5% | 709,003 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +5.9% | 703,358 | $22.5M |
| Captrust Financial Advisors | 0.07% | Add +3.4% | 626,912 | $20.1M |
| Ergawealth Advisors, Inc. | 10.42% | Add +1.6% | 594,095 | $19.0M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -20.3% | 591,701 | $18.9M |
| Hoylecohen, LLC | 1.43% | Add +6.3% | 584,980 | $18.7M |
| Confluence Wealth Services, Inc. | 1.58% | Add +12.3% | 560,601 | $17.9M |
| Vantage Financial Partners Ltd., Inc. | 4.61% | Add +20.2% | 552,199 | $17.7M |
| Geneos Wealth Management Inc. | 0.77% | Add +17.8% | 528,596 | $16.9M |
| Private Advisor Group, LLC | 0.12% | Add +25.3% | 524,761 | $16.8M |
| Old Mission Capital LLC | 0.40% | Add +18.0% | 510,916 | $16.3M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +7.9% | 501,119 | $16.0M |
| Advance Capital Management, Inc. | 1.09% | Add +6698.2% | 492,324 | $15.7M |
| Cwm, LLC | 0.07% | Add +31.8% | 458,202 | $14.7M |
| &partners | 1.90% | Add +8.1% | 431,873 | $13.8M |
| Financial Council, LLC | 7.50% | Add +4.0% | 396,341 | $12.7M |
| PFG Advisors | 0.89% | Add +0.9% | 379,033 | $12.1M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +427.6% | 361,915 | $11.6M |
| Main Line Retirement Advisors, LLC | 8.62% | Add +4.5% | 342,685 | $11.0M |
| Advisory Services Network, LLC | 0.24% | Add +6.1% | 335,555 | $10.7M |
| Haverford Trust Co | 0.11% | Add +170.8% | 335,180 | $10.7M |
| Cary Street Partners Investment Advisory LLC | 0.45% | Reduce -1.4% | 334,578 | $10.7M |
| Truist Financial Corp. | 0.02% | Reduce -2.7% | 330,374 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +65.2% | 320,857 | $10.3M |
| WR Wealth Planners, LLC | 2.79% | Add +190.4% | 280,630 | $9.0M |
| Jones Financial Companies LLLP | 0.01% | Add +81.2% | 278,269 | $8.9M |
| Harbour Investments, Inc. | 0.31% | Add +24.8% | 274,753 | $8.8M |
| Bedel Financial Consulting, Inc. | 1.38% | Add +1.7% | 274,562 | $8.8M |
| Aptus Capital Advisors, LLC | 0.18% | Add +18.9% | 266,893 | $8.5M |
| Strategic Family Wealth Counselors, L.L.C. | 3.37% | Add +1.6% | 266,839 | $8.5M |
| Avantax Advisory Services, Inc. | 0.07% | Add +13.9% | 250,083 | $8.0M |
| Ameritas Advisory Services, LLC | 0.31% | Add +736.6% | 238,087 | $7.4M |
| Bellevue Asset Management, LLC | 4.18% | Add +11.1% | 230,306 | $7.4M |
| Investments & Financial Planning, LLC | 5.03% | Add +2.5% | 229,345 | $7.3M |
| Valmark Advisers, Inc. | 0.13% | Add +37.3% | 227,905 | $7.3M |
| Ballew Advisors, Inc | 4.93% | Add +5.1% | 224,994 | $7.1M |
| LongView Wealth Management | 2.78% | Add +36.8% | 219,241 | $7.0M |
| Souders Financial Advisors | 1.08% | Reduce -0.6% | 213,476 | $6.8M |
| Prospera Financial Services Inc | 0.20% | Add +18.5% | 212,698 | $6.8M |
| Investmark Advisory Group LLC | 3.72% | Add +1.9% | 211,855 | $6.8M |
| Armor Investment Advisors, LLC | 3.20% | Add +4.5% | 208,135 | $6.7M |
| Daymark Wealth Partners, LLC | 0.35% | Add +6.2% | 201,694 | $6.5M |
| Delta Investment Management, LLC | 1.44% | New | 198,665 | $6.4M |
| Atria Investments, Inc | 0.09% | New | 196,065 | $6.3M |
| Beacon Financial Group | 0.71% | Add +30.5% | 193,489 | $6.2M |
| Benjamin F. Edwards & Company, Inc. | 0.11% | Add +30.7% | 193,298 | $6.2M |
| Eclectic Associates Inc. | 2.70% | Reduce -2.2% | 184,985 | $5.9M |
| Acas, LLC | 5.46% | Add +79.5% | 176,361 | $5.6M |
| Wintrust Investments LLC | 0.48% | Reduce -21.0% | 169,493 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +4.6% | 165,995 | $5.3M |
| Obsidian Personal Planning Solutions LLC | 3.37% | New | 169,027 | $5.1M |
| FinDec Wealth Services, Inc. | 3.01% | Reduce -1.9% | 149,533 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Add +440.4% | 148,887 | $4.8M |
| Burford Brothers, Inc. | 3.00% | Add +15.9% | 142,812 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +155.5% | 142,188 | $4.5M |
| Bridgewealth Advisory Group, LLC | 2.22% | Add +48.9% | 141,606 | $4.5M |
| Midwest Heritage Bank, FSB | 2.33% | Add +42.2% | 138,449 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -22.0% | 137,305 | $4.4M |
| AA Financial Advisors, LLC | 1.74% | Add +1.1% | 134,716 | $4.3M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.1% | 132,080 | $4.2M |
| Vawter Financial, Ltd. | 2.97% | Add +2.4% | 127,796 | $4.1M |
| Assetmark, Inc. | 0.01% | Reduce -4.5% | 126,016 | $4.0M |
| Smith, Moore & Co. | 0.42% | Add +79.9% | 124,125 | $4.0M |
| Good Life Advisors, LLC | 0.35% | Add +743.7% | 122,746 | $3.9M |
| BlueChip Wealth Advisors LLC | 2.53% | New | 122,476 | $3.9M |
| Destiny Wealth Partners, LLC | 0.69% | Reduce -3.0% | 120,629 | $3.9M |
| Merit Financial Group, LLC | 0.09% | Reduce -1.9% | 124,148 | $3.8M |
| Blair William & Co. | 0.01% | Add +2.5% | 117,406 | $3.8M |
| Townsend Asset Management Corp. /NC/ | 1.49% | Add +3.8% | 116,879 | $3.7M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.