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 |
| Faithward Advisors, LLC | 0.68% | Reduce -1.7% | 116,612 | $3.7M |
| Mariner, LLC | 0.01% | Add +30.4% | 112,128 | $3.6M |
| Bleakley Financial Group, LLC | 0.10% | Reduce -2.1% | 105,100 | $3.4M |
| Simplicity Wealth,LLC | 0.08% | New | 105,100 | $3.4M |
| Cedar Brook Financial Partners, LLC | 0.65% | Add +28.3% | 102,690 | $3.3M |
| Calton & Associates, Inc. | 1.59% | Add +1.2% | 102,049 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +26.8% | 100,487 | $3.2M |
| Per Stirling Capital Management, LLC. | 0.54% | Add +47.0% | 100,412 | $3.2M |
| Colonial River Investments, LLC | 1.77% | Add +322.0% | 97,999 | $3.1M |
| Kuhn & Co Investment Counsel | 2.90% | Add +11.0% | 96,377 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -88.0% | 94,631 | $3.0M |
| Sunbelt Securities, Inc. | 0.33% | Add +86.9% | 92,113 | $2.9M |
| Cozad Asset Management Inc. | 0.28% | Add +54.0% | 84,322 | $2.7M |
| MAI Capital Management | 0.03% | New | 81,931 | $2.6M |
| Principal Securities, Inc. | 0.08% | Add +157.9% | 81,758 | $2.6M |
| Owen LaRue, LLC | 1.62% | Add +23.8% | 81,090 | $2.6M |
| Parkside Investments, LLC | 0.41% | No change | 80,000 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 79,500 | $2.5M |
| Founders Financial Securities LLC | 0.27% | Add +31.8% | 79,428 | $2.5M |
| Lantz Financial LLC | 0.79% | Add +3.6% | 77,164 | $2.5M |
| St Germain D J Co. Inc. | 0.12% | Add +0.7% | 75,746 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.29% | Add +81.8% | 73,932 | $2.4M |
| CapWealth Advisors, LLC | 0.27% | Reduce -0.1% | 73,921 | $2.4M |
| WNY Asset Management, LLC | 0.36% | Add +2.9% | 73,620 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +41.9% | 73,498 | $2.4M |
| Cooper Financial Group | 0.38% | New | 72,960 | $2.3M |
| HBW Advisory Services LLC | 0.42% | No change | 79,771 | $2.3M |
| Independent Financial Group, LLC | 0.10% | Add +31.2% | 70,079 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -38.8% | 69,400 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -65.2% | 66,452 | $2.1M |
| BlackDiamond Wealth Management, LLC | 1.50% | New | 65,712 | $2.1M |
| CWS Financial Advisors, LLC | 0.85% | Reduce -0.2% | 65,010 | $2.1M |
| Continuum Advisory, LLC | 0.31% | Add +50.1% | 65,416 | $2.1M |
| CENTRAL TRUST Co | 0.05% | Reduce -14.0% | 64,367 | $2.1M |
| Olistico Wealth, LLC | 1.48% | Add +28.3% | 64,100 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.2% | 63,577 | $2.0M |
| SOL Capital Management CO | 0.25% | Add +124.5% | 63,001 | $2.0M |
| Capital Planning LLC | 0.65% | Reduce -3.3% | 62,603 | $2.0M |
| Lanark Financial, Inc. | 0.19% | Add +38.1% | 61,781 | $2.0M |
| Wayfinding Financial, LLC | 1.14% | Add +8.2% | 62,397 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.7% | 56,245 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +16.7% | 56,245 | $1.8M |
| Koshinski Asset Management, Inc. | 0.18% | Add +440.2% | 55,231 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Add +221.9% | 53,271 | $1.7M |
| Armstrong, Fleming & Moore, Inc | 1.13% | No change | 51,069 | $1.6M |
| AdvisorNet Financial, Inc | 0.16% | Add +51.6% | 50,479 | $1.6M |
| World Investment Advisors | 0.23% | Add +44.2% | 49,422 | $1.6M |
| Clear Creek Financial Management, LLC | 0.20% | New | 48,995 | $1.6M |
| Financial Perspectives, Inc | 0.57% | Add +0.6% | 47,369 | $1.5M |
| Cypress Capital, LLC | 0.41% | Add +60.3% | 46,724 | $1.5M |
| Barrett & Company, Inc. | 0.68% | Add +16.7% | 44,900 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Add +8.8% | 44,623 | $1.4M |
| Carolinas Wealth Consulting LLC | 0.27% | Reduce -2.6% | 43,199 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +29.9% | 42,851 | $1.4M |
| Beacon Financial Advisory LLC | 0.66% | Add +6.2% | 42,670 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -59.5% | 42,548 | $1.4M |
| Uptick Partners, LLC | 1.04% | Reduce -14.4% | 42,391 | $1.4M |
| Spire Wealth Management | 0.02% | Add +6.8% | 39,270 | $1.3M |
| Tradition Wealth Management, LLC | 0.12% | Reduce -6.3% | 37,504 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | New | 34,703 | $1.1M |
| Tempus Wealth Planning, LLC | 0.49% | New | 34,681 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +71.9% | 36,254 | $1.1M |
| NavPoint Financial, Inc. | 0.94% | Reduce -0.4% | 33,825 | $1.1M |
| Everpar Advisors LLC | 0.65% | Add +48.8% | 33,364 | $1.1M |
| Retirement Group, LLC | 0.38% | New | 33,046 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +36.6% | 32,408 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -3.3% | 31,906 | $1.0M |
| Latitude Advisors, LLC | 0.62% | Add +144.2% | 30,761 | $984K |
| CFS Investment Advisory Services, LLC | 0.17% | Add +15.3% | 30,727 | $983K |
| Professional Financial Advisors, LLC | 0.28% | Add +3.4% | 30,081 | $962K |
| WealthCare Investment Partners, LLC | 0.46% | Add +3.9% | 30,043 | $961K |
| Wedbush Securities Inc. | 0.03% | Reduce -12.3% | 29,023 | $928K |
| Pettyjohn, Wood & White, Inc. | 0.18% | Reduce -0.2% | 28,870 | $924K |
| Natixis Advisors, LLC | 0.00% | Add +115.4% | 28,312 | $906K |
| Silverlake Wealth Management LLC | 0.42% | Add +21.7% | 25,931 | $830K |
| WCG Wealth Advisors LLC | 0.07% | Add +54.4% | 25,915 | $829K |
| WealthTrust Asset Management, LLC | 0.62% | Add +18.1% | 25,321 | $810K |
| Lincoln Capital LLC | 0.18% | Add +14.8% | 24,972 | $799K |
| Investment Advisory Services Inc. /TX | 0.27% | Add +10.8% | 23,173 | $741K |
| Oppenheimer & Co. Inc. | 0.01% | Add +33.0% | 23,104 | $739K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +0.8% | 22,401 | $717K |
| Goldstone Financial Group, LLC | 0.16% | New | 22,363 | $715K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -8.4% | 22,359 | $715K |
| Rehmann Capital Advisory Group | 0.05% | Add +0.1% | 21,464 | $687K |
| Capital International Investors | 0.00% | Reduce -0.3% | 21,186 | $678K |
| Baker Tilly Wealth Management, LLC | 0.12% | Add +4.2% | 20,705 | $662K |
| 180 Wealth Advisors, LLC | 0.12% | Add +4.0% | 20,272 | $648K |
| Lodestone Wealth Management LLC | 0.33% | Add +4.3% | 19,392 | $620K |
| Brown Miller Wealth Management, LLC | 0.25% | Reduce -0.0% | 17,989 | $575K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +1.7% | 17,810 | $570K |
| CGN Advisors LLC | 0.07% | Add +18.2% | 17,652 | $565K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 17,600 | $563K |
| Creative Planning | 0.00% | Add +17.4% | 17,423 | $557K |
| Virtue Capital Management, LLC | 0.10% | New | 17,296 | $546K |
| Cerity Partners LLC | 0.00% | Add +32.1% | 16,900 | $541K |
| Warner Financial, Inc. | 0.26% | New | 16,460 | $527K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -8.0% | 16,403 | $525K |
| Sittner & Nelson, LLC | 0.26% | Add +9.2% | 16,210 | $519K |
| Bison Wealth, LLC | 0.08% | No change | 16,191 | $518K |
| HFG Advisors, Inc. | 0.46% | Add +67.3% | 16,127 | $516K |
| Signature Wealth Management Group | 0.23% | Reduce -1.3% | 17,125 | $514K |
| Financial Management Network Inc. | 0.13% | Reduce -3.9% | 15,949 | $504K |
| Bill Few Associates, Inc. | 0.20% | Add +5.5% | 15,540 | $497K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +26.8% | 15,531 | $497K |
| Comerica Bank | 0.00% | Reduce -10.9% | 14,928 | $478K |
| LexAurum Advisors, LLC | 0.12% | Add +13.0% | 14,827 | $474K |
| Woodmont Investment Counsel LLC | 0.04% | Add +76.3% | 14,280 | $457K |
| Advisory Alpha, LLC | 0.02% | Add +10.4% | 13,908 | $445K |
| Arkadios Wealth Advisors | 0.03% | No change | 13,816 | $442K |
| ORBA Wealth Advisors, L.L.C. | 0.24% | Add +1.4% | 13,653 | $437K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.6% | 13,408 | $429K |
| Western Wealth Management, LLC | 0.03% | Reduce -29.3% | 13,354 | $427K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +16.9% | 13,339 | $427K |
| Magnus Financial Group LLC | 0.05% | New | 13,174 | $421K |
| Lynch & Associates | 0.10% | Add +11.3% | 13,017 | $416K |
| National Wealth Management Group, LLC | 0.32% | Add +6.8% | 12,813 | $410K |
| Sard Wealth Management Group, LLC | 0.36% | Reduce -7.7% | 12,586 | $403K |
| Founders Financial Alliance, LLC | 0.12% | New | 12,560 | $402K |
| Belpointe Asset Management LLC | 0.03% | Add +9.2% | 12,516 | $400K |
| Signature Resources Capital Management, LLC | 0.36% | No change | 13,622 | $385K |
| Nwam LLC | 0.03% | Add +16.1% | 12,210 | $384K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.16% | No change | 12,541 | $382K |
| Integrated Wealth Concepts LLC | 0.01% | Add +63.2% | 11,778 | $377K |
| Park Avenue Securities LLC | 0.00% | Add +17.8% | 11,704 | $374K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +4.2% | 11,560 | $370K |
| Northwest Financial Advisors | 0.41% | Add +98.8% | 11,546 | $369K |
| MSH Capital Advisors LLC | 0.13% | Add +59.7% | 11,480 | $367K |
| Fulcrum Equity Management | 0.43% | New | 11,389 | $364K |
| City Center Advisors, LLC | 0.43% | — | 11,389 | $364K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +7.7% | 11,231 | $359K |
| ICA Group Wealth Management, LLC | 0.07% | Add +13.6% | 11,224 | $359K |
| KOM Wealth Management Group, LLC | 0.34% | Add +24.6% | 10,948 | $350K |
| Equitable Holdings, Inc. | 0.00% | New | 10,882 | $348K |
| Saxony Capital Management, LLC | 0.42% | Add +1.3% | 10,858 | $347K |
| Private Trust Co. NA | 0.04% | Reduce -8.4% | 10,728 | $343K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -7.0% | 10,642 | $340K |
| Summit Global Investments | 0.03% | Add +25.2% | 10,577 | $338K |
| Trilogy Capital Inc. | 0.02% | New | 10,476 | $335K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +29.7% | 10,402 | $333K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -20.9% | 10,277 | $329K |
| McCarthy Asset Management, Inc. | 0.20% | Add +33.8% | 10,265 | $328K |
| First Heartland Consultants, Inc. | 0.03% | Add +17.4% | 9,830 | $314K |
| Seamount Financial Group Inc. | 0.27% | Add +21.5% | 9,730 | $311K |
| Cim, LLC | 0.04% | Reduce -1.6% | 9,231 | $295K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 8,845 | $283K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +18.8% | 8,725 | $279K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 8,727 | $279K |
| Betterment LLC | 0.00% | Add +2.9% | 8,529 | $273K |
| Harmony Asset Management LLC | 0.11% | New | 8,484 | $271K |
| Private Client Services, LLC | 0.18% | Add +13.8% | 8,340 | $267K |
| Plante Moran Financial Advisors, LLC | 0.03% | New | 8,029 | $257K |
| HUB Investment Partners, LLC | 0.01% | New | 8,009 | $256K |
| Rather & Kittrell, Inc. | 0.07% | New | 7,800 | $250K |
| Bridge Advisory, LLC | 0.12% | Reduce -13.1% | 7,708 | $247K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,391 | $236K |
| NWF Advisory Services Inc. | 0.04% | New | 7,347 | $235K |
| IAM Advisory, LLC | 0.06% | Reduce -25.2% | 7,075 | $226K |
| Kovack Advisors, Inc. | 0.03% | New | 6,804 | $218K |
| Dana Investment Advisors, Inc. | 0.01% | New | 6,721 | $215K |
| Trueblood Wealth Management, LLC | 0.12% | New | 6,597 | $211K |
| RFG Advisory, LLC | 0.01% | New | 6,467 | $207K |
| Creative Financial Designs Inc. | 0.02% | Add +54.6% | 6,292 | $201K |
| Rothschild Investment LLC | 0.01% | Add +1223.5% | 5,625 | $180K |
| Bessemer Group Inc. | 0.00% | No change | 4,935 | $158K |
| Allworth Financial LP | 0.00% | New | 4,905 | $157K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -1.5% | 4,194 | $134K |
| Denver PWM, LLC | 0.05% | New | 4,100 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,576 | $114K |
| Highlander Capital Management, LLC | 0.04% | New | 2,785 | $89K |
| Mather Group, Llc. | 0.00% | New | 2,761 | $78K |
| IFP Advisors, Inc | 0.00% | Reduce -53.1% | 2,154 | $69K |
| CoreCap Advisors, LLC | 0.00% | New | 2,071 | $66K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +33.3% | 2,000 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,950 | $62K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,864 | $60K |
| Parallel Advisors, LLC | 0.00% | New | 1,600 | $51K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,500 | $48K |
| Clear Investment Research, LLC | 0.06% | New | 1,481 | $47K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,463 | $47K |
| Capital Analysts, LLC | 0.00% | Reduce -22.9% | 1,387 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +146.5% | 1,282 | $41K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,191 | $38K |
| Transcendent Capital Group LLC | 0.02% | No change | 1,174 | $38K |
| Northwest Capital Management Inc | 0.01% | No change | 1,133 | $36K |
| FMR LLC | 0.00% | No change | 916 | $29K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.6% | 715 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.9% | 601 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 422 | $14K |
| Hilltop National Bank | 0.00% | — | 338 | $11K |
| Penserra Capital Management LLC | 0.00% | New | 243 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 43 | $1K |
| Simplex Trading, LLC | 0.00% | New | 24 | $0 |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.