Cap Group Growth EquityCGGRETF
13F holders, Q2 2024 (June 30)330holders +38
46new positions
11sold out
2famous investors
$32.88avg. 13F price*
At the end of Q2 2024, 330 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 38 from Q1 2024. 46 opened new positions and 11 sold out. The largest holders were Capital Group Private Client Services, Inc. ($562.6M), LPL Financial LLC ($328.3M) and Commonwealth Equity Services, LLC ($294.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q2 2024)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $71.1M |
| Exits | 11 | $61.1M |
All 13F filers, Q1 2024 → Q2 2024: 20,630,195 shares bought and 3,545,914 shares sold, net +17,084,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 330 holders
| Capital Group Private Client Services, Inc. | 5.63% | Add +8.6% | 17,106,522 | $562.6M |
| LPL Financial LLC | 0.16% | Add +11.3% | 9,981,257 | $328.3M |
| Commonwealth Equity Services, LLC | 0.47% | Add +6.4% | 8,963,263 | $294.8M |
| Bank of America Corp. | 0.03% | Add +15.3% | 7,942,568 | $261.2M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +3.5% | 5,771,174 | $189.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +27.6% | 5,077,593 | $167.0M |
| Wells Fargo & Company | 0.04% | Add +18.0% | 4,835,560 | $159.0M |
| Morgan Stanley | 0.01% | Add +415.9% | 3,658,077 | $120.3M |
| Raymond James & Associates | 0.07% | Add +42.2% | 3,377,950 | $111.1M |
| Cetera Investment Advisers | 0.24% | Add +23.1% | 3,153,822 | $103.7M |
| Osaic Holdings, Inc. | 0.22% | Add +29.1% | 2,786,347 | $91.6M |
| UBS Group AG | 0.03% | Add +47.4% | 2,527,381 | $83.1M |
| Royal Bank of Canada | 0.02% | Reduce -2.2% | 2,508,296 | $82.5M |
| Signature Estate & Investment Advisors LLC | 1.95% | Add +4.0% | 2,370,646 | $78.0M |
| MML Investors Services, LLC | 0.30% | Reduce -5.7% | 2,231,834 | $73.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -16.2% | 2,078,917 | $68.4M |
| Financial Security Advisor, Inc. | 22.78% | Add +1.2% | 2,064,192 | $68.0M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -2.3% | 1,717,745 | $56.5M |
| Kestra Advisory Services, LLC | 0.30% | Add +59.3% | 1,636,746 | $53.8M |
| New England Capital Financial Advisors LLC | 29.43% | Reduce -0.4% | 1,600,782 | $52.6M |
| Baird Financial Group, Inc. | 0.10% | Add +3.7% | 1,470,853 | $48.4M |
| Kestra Investment Management, LLC | 3.03% | — | 1,350,830 | $44.4M |
| Stifel Financial Corp. | 0.04% | Add +11.1% | 1,049,877 | $34.5M |
| NewEdge Advisors, LLC | 0.23% | Add +32.6% | 967,138 | $31.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +36.6% | 960,838 | $31.6M |
| Arden Trust Co | 4.21% | Add +15.3% | 915,908 | $30.1M |
| Global Retirement Partners, LLC | 0.90% | Add +5.8% | 870,215 | $28.6M |
| Wealthcare Advisory Partners LLC | 0.86% | Add +6.6% | 835,740 | $27.5M |
| Jones Financial Companies LLLP | 0.03% | Add +197.7% | 828,519 | $27.2M |
| Adamsbrown Wealth Consultants LLC | 10.50% | Add +3.5% | 820,458 | $27.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +3.4% | 805,102 | $26.5M |
| Sanctuary Advisors, LLC | 0.19% | — | 834,569 | $25.7M |
| Sei Investments Co. | 0.04% | New | 782,444 | $25.7M |
| Johnson Bixby & Associates, LLC | 4.22% | Add +7.2% | 766,011 | $25.2M |
| Private Advisor Group, LLC | 0.16% | Add +39.4% | 731,440 | $24.1M |
| Barnes Pettey Financial Advisors, LLC | 20.67% | Reduce -1.3% | 730,652 | $24.0M |
| Captrust Financial Advisors | 0.07% | Add +4.8% | 657,300 | $21.6M |
| Geneos Wealth Management Inc. | 0.95% | Add +22.8% | 649,091 | $21.3M |
| Janney Montgomery Scott LLC | 0.06% | Add +6.2% | 628,557 | $20.7M |
| Confluence Wealth Services, Inc. | 1.64% | Add +11.7% | 626,063 | $20.6M |
| Hoylecohen, LLC | 1.47% | Add +0.8% | 589,380 | $19.4M |
| Ergawealth Advisors, Inc. | 10.30% | Reduce -3.2% | 575,283 | $18.9M |
| Vantage Financial Partners Ltd., Inc. | 4.66% | Add +3.3% | 570,582 | $18.8M |
| Cwm, LLC | 0.09% | Add +23.4% | 565,225 | $18.6M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +11.8% | 560,467 | $18.4M |
| Advance Capital Management, Inc. | 0.82% | Add +7.1% | 527,183 | $17.3M |
| Advisory Services Network, LLC | 0.35% | Add +54.1% | 516,988 | $17.0M |
| Jane Street Group, LLC | 0.02% | Add +405.3% | 478,156 | $15.7M |
| Haverford Trust Co | 0.16% | Add +40.5% | 471,104 | $15.5M |
| &partners | 0.64% | Add +3.1% | 445,461 | $14.7M |
| Exencial Wealth Advisors, LLC | 0.52% | Add +16.3% | 420,742 | $13.8M |
| Financial Council, LLC | 7.60% | Add +4.3% | 413,434 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Add +28.1% | 411,170 | $13.5M |
| Prospera Financial Services Inc | 0.36% | Add +87.3% | 398,376 | $13.1M |
| Truist Financial Corp. | 0.02% | Add +17.4% | 387,746 | $12.8M |
| PFG Advisors | 0.84% | Reduce -0.9% | 375,765 | $12.4M |
| Main Line Retirement Advisors, LLC | 8.81% | Add +2.2% | 350,146 | $11.5M |
| Valmark Advisers, Inc. | 0.18% | Add +44.5% | 329,390 | $10.8M |
| Ameritas Advisory Services, LLC | 0.40% | Add +34.3% | 319,822 | $10.5M |
| Harbour Investments, Inc. | 0.34% | Add +12.4% | 308,959 | $10.2M |
| Cary Street Partners Investment Advisory LLC | 0.40% | Reduce -9.4% | 303,025 | $10.0M |
| WR Wealth Planners, LLC | 2.98% | Add +5.9% | 297,236 | $9.8M |
| Allworth Financial LP | 0.06% | Add +5899.3% | 294,267 | $9.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +17.5% | 293,770 | $9.7M |
| Bedel Financial Consulting, Inc. | 1.31% | Reduce -1.3% | 271,040 | $8.9M |
| Strategic Family Wealth Counselors, L.L.C. | 3.39% | Add +1.5% | 270,767 | $8.9M |
| Benjamin F. Edwards & Company, Inc. | 0.15% | Add +32.1% | 255,304 | $8.4M |
| Old Mission Capital LLC | 0.22% | Reduce -50.8% | 251,282 | $8.3M |
| LongView Wealth Management | 3.03% | Add +13.6% | 249,087 | $8.2M |
| Ballew Advisors, Inc | 5.28% | Add +4.6% | 235,412 | $8.0M |
| Investments & Financial Planning, LLC | 5.20% | Add +2.6% | 235,387 | $7.7M |
| Investmark Advisory Group LLC | 4.04% | Add +8.7% | 230,240 | $7.6M |
| Bellevue Asset Management, LLC | 4.17% | Reduce -0.3% | 229,688 | $7.6M |
| Armor Investment Advisors, LLC | 3.36% | Add +6.5% | 221,686 | $7.3M |
| Acas, LLC | 6.33% | Add +25.6% | 221,563 | $7.3M |
| Souders Financial Advisors | 1.09% | Add +3.0% | 219,936 | $7.2M |
| Daymark Wealth Partners, LLC | 0.31% | Add +3.4% | 208,535 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +204.9% | 202,613 | $6.7M |
| Beacon Financial Group | 0.74% | Add +1.7% | 196,861 | $6.5M |
| Eclectic Associates Inc. | 2.75% | Add +1.5% | 187,809 | $6.2M |
| Axxcess Wealth Management, LLC | 0.16% | Add +244.3% | 183,431 | $6.0M |
| Obsidian Personal Planning Solutions LLC | 3.68% | Add +8.4% | 183,266 | $6.0M |
| Clearview Wealth Advisors LLC | 4.91% | New | 171,048 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.9% | 170,829 | $5.6M |
| D.A. Davidson & Co. | 0.05% | Add +13.5% | 168,945 | $5.6M |
| Wintrust Investments LLC | 0.45% | Reduce -1.3% | 167,351 | $5.5M |
| Mgo One Seven LLC | 0.26% | New | 165,245 | $5.4M |
| SOL Capital Management CO | 0.65% | Add +162.0% | 165,045 | $5.4M |
| Flputnam Investment Management Co. | 0.10% | New | 164,637 | $5.4M |
| Smith, Moore & Co. | 0.55% | Add +30.9% | 162,490 | $5.3M |
| Bridgewealth Advisory Group, LLC | 2.37% | Add +14.6% | 162,222 | $5.3M |
| Burford Brothers, Inc. | 3.04% | Add +11.4% | 159,149 | $5.2M |
| Midwest Heritage Bank, FSB | 2.62% | Add +14.1% | 157,897 | $5.2M |
| AA Financial Advisors, LLC | 1.81% | Add +15.6% | 155,780 | $5.1M |
| Atria Investments, Inc | 0.07% | Reduce -22.0% | 152,954 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Add +7.8% | 142,373 | $4.7M |
| Delta Investment Management, LLC | 1.03% | Reduce -28.5% | 142,052 | $4.7M |
| Vawter Financial, Ltd. | 3.16% | Add +9.4% | 139,801 | $4.6M |
| Blair William & Co. | 0.01% | Add +18.4% | 139,047 | $4.6M |
| FinDec Wealth Services, Inc. | 2.84% | Reduce -8.5% | 136,813 | $4.5M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.