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 |
| BlueChip Wealth Advisors LLC | 2.58% | Add +8.7% | 133,166 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +5.4% | 132,771 | $4.4M |
| Good Life Advisors, LLC | 0.35% | Add +6.1% | 130,223 | $4.3M |
| Mariner, LLC | 0.01% | Add +11.2% | 124,650 | $4.1M |
| Townsend Asset Management Corp. /NC/ | 1.57% | Add +5.4% | 123,174 | $4.1M |
| Merit Financial Group, LLC | 0.09% | Reduce -5.6% | 117,218 | $3.9M |
| Signet Financial Management, LLC | 0.51% | New | 115,162 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +11.4% | 111,949 | $3.7M |
| Principal Securities, Inc. | 0.10% | Add +32.3% | 108,135 | $3.6M |
| Destiny Wealth Partners, LLC | 0.63% | Reduce -11.5% | 106,788 | $3.5M |
| Colonial River Investments, LLC | 1.87% | Add +8.0% | 105,791 | $3.5M |
| Founders Financial Securities LLC | 0.33% | Add +32.4% | 105,180 | $3.5M |
| Bleakley Financial Group, LLC | 0.10% | Reduce -0.1% | 104,962 | $3.5M |
| Simplicity Wealth,LLC | 0.08% | Reduce -0.1% | 104,962 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +64.0% | 104,285 | $3.4M |
| Sunbelt Securities, Inc. | 0.35% | Add +13.1% | 104,183 | $3.4M |
| Independent Financial Group, LLC | 0.14% | Add +47.8% | 103,559 | $3.4M |
| Kuhn & Co Investment Counsel | 3.05% | Add +7.3% | 103,432 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +40.0% | 102,873 | $3.4M |
| Calton & Associates, Inc. | 1.69% | Add +0.8% | 102,842 | $3.4M |
| Mutual Advisors, LLC | 0.10% | Add +145.0% | 104,224 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.22% | Add +175.8% | 99,999 | $3.3M |
| Per Stirling Capital Management, LLC. | 0.52% | Reduce -2.1% | 98,298 | $3.2M |
| Cozad Asset Management Inc. | 0.32% | Add +15.9% | 97,717 | $3.2M |
| HBW Advisory Services LLC | 0.53% | Add +21.5% | 96,940 | $3.2M |
| Clear Creek Financial Management, LLC | 0.38% | Add +96.9% | 96,486 | $3.2M |
| Sigma Planning Corp | 0.10% | Reduce -32.6% | 95,882 | $3.2M |
| Koshinski Asset Management, Inc. | 0.29% | Add +67.2% | 92,345 | $3.1M |
| Cooper Financial Group | 0.46% | Add +29.5% | 94,480 | $3.1M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -64.7% | 94,108 | $3.1M |
| St Germain D J Co. Inc. | 0.15% | Add +22.6% | 92,836 | $3.1M |
| MAI Capital Management | 0.03% | Add +9.4% | 89,605 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | New | 83,283 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -39.4% | 83,158 | $2.7M |
| Parkside Investments, LLC | 0.42% | No change | 80,000 | $2.6M |
| Lantz Financial LLC | 0.81% | Add +3.1% | 79,544 | $2.6M |
| Flow Traders U.S. LLC | 0.13% | New | 77,248 | $2.5M |
| WNY Asset Management, LLC | 0.33% | Add +1.6% | 74,769 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.29% | Add +0.4% | 74,232 | $2.4M |
| CapWealth Advisors, LLC | 0.30% | Reduce -1.9% | 72,554 | $2.4M |
| Continuum Advisory, LLC | 0.34% | Add +10.4% | 72,200 | $2.4M |
| Olistico Wealth, LLC | 1.51% | Add +12.1% | 71,853 | $2.4M |
| CENTRAL TRUST Co | 0.06% | Add +6.4% | 68,483 | $2.3M |
| CWS Financial Advisors, LLC | 0.87% | Add +3.5% | 67,271 | $2.2M |
| Lanark Financial, Inc. | 0.20% | Add +8.3% | 66,925 | $2.2M |
| IAM Advisory, LLC | 0.57% | Add +810.6% | 64,426 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +50.2% | 64,370 | $2.1M |
| Meridian Wealth Management, LLC | 0.25% | New | 63,939 | $2.1M |
| Magnus Financial Group LLC | 0.24% | Add +385.0% | 63,897 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.4% | 62,665 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +11.4% | 62,665 | $2.1M |
| Capital Planning LLC | 0.61% | Reduce -0.6% | 62,248 | $2.1M |
| Everpar Advisors LLC | 1.02% | Add +85.5% | 61,875 | $2.0M |
| Cypress Capital, LLC | 0.55% | Add +32.1% | 61,742 | $2.0M |
| Wayfinding Financial, LLC | 1.13% | Reduce -2.2% | 61,009 | $2.0M |
| AdvisorNet Financial, Inc | 0.18% | Add +17.5% | 59,323 | $2.0M |
| World Investment Advisors | 0.11% | Add +10.1% | 54,404 | $1.8M |
| Gemmer Asset Management LLC | 0.18% | New | 52,463 | $1.7M |
| Armstrong, Fleming & Moore, Inc | 1.08% | No change | 51,069 | $1.7M |
| Signature Resources Capital Management, LLC | 1.37% | Add +267.8% | 50,105 | $1.6M |
| Beacon Financial Advisory LLC | 0.60% | Add +15.3% | 49,187 | $1.6M |
| Financial Perspectives, Inc | 0.58% | No change | 47,369 | $1.6M |
| Barrett & Company, Inc. | 0.70% | Add +4.9% | 47,100 | $1.5M |
| Carolinas Wealth Consulting LLC | 0.29% | Add +5.7% | 45,675 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 44,835 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | New | 43,494 | $1.4M |
| Uptick Partners, LLC | 1.04% | No change | 42,391 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Reduce -9.4% | 40,428 | $1.3M |
| GTS Securities LLC | 0.03% | New | 40,410 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -42.4% | 40,000 | $1.3M |
| Tempus Wealth Planning, LLC | 0.55% | Add +15.0% | 39,879 | $1.3M |
| Spire Wealth Management | 0.05% | Add +1.4% | 39,835 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +37.0% | 38,788 | $1.3M |
| Peak Planning Group, LLC | 0.63% | New | 38,676 | $1.3M |
| Latitude Advisors, LLC | 0.77% | Add +25.2% | 38,511 | $1.3M |
| Tradition Wealth Management, LLC | 0.12% | No change | 37,504 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +52.3% | 35,190 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +14.0% | 35,016 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +88.1% | 33,504 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.1% | 32,768 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.8% | 32,481 | $1.1M |
| Townsquare Capital LLC | 0.01% | New | 30,952 | $1.0M |
| NavPoint Financial, Inc. | 0.88% | Reduce -9.1% | 30,752 | $1.0M |
| Pettyjohn, Wood & White, Inc. | 0.19% | Add +5.5% | 30,469 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Add +127.8% | 30,420 | $1.0M |
| WealthCare Investment Partners, LLC | 0.46% | Add +1.2% | 30,415 | $1.0M |
| Professional Financial Advisors, LLC | 0.27% | Reduce -0.7% | 29,884 | $983K |
| Virtue Capital Management, LLC | 0.17% | Add +66.8% | 28,845 | $964K |
| Lincoln Capital LLC | 0.20% | Add +9.7% | 27,402 | $901K |
| Investment Advisory Services Inc. /TX | 0.33% | Add +17.5% | 27,222 | $895K |
| Wedbush Securities Inc. | 0.03% | Reduce -6.7% | 27,093 | $891K |
| MSH Capital Advisors LLC | 0.30% | Add +134.5% | 26,918 | $885K |
| Silverlake Wealth Management LLC | 0.36% | Add +2.7% | 26,630 | $876K |
| Moloney Securities Asset Management, LLC | 0.12% | Add +16.3% | 26,044 | $857K |
| Goldman Sachs Group Inc. | 0.00% | New | 25,893 | $852K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -26.1% | 25,664 | $844K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +9.0% | 24,374 | $802K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +46.4% | 22,737 | $748K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | New | 22,537 | $741K |
| Capital International Investors | 0.00% | Add +6.2% | 22,509 | $740K |
| Warner Financial, Inc. | 0.36% | Add +35.0% | 22,214 | $731K |
| Owen LaRue, LLC | 0.45% | Reduce -72.9% | 21,940 | $722K |
| Creative Planning | 0.00% | Add +25.4% | 21,858 | $719K |
| Arkadios Wealth Advisors | 0.05% | Add +57.0% | 21,698 | $714K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 21,622 | $711K |
| NWF Advisory Services Inc. | 0.11% | Add +194.2% | 21,616 | $711K |
| Rehmann Capital Advisory Group | 0.05% | No change | 21,464 | $706K |
| WealthTrust Asset Management, LLC | 0.50% | Reduce -18.2% | 20,709 | $681K |
| 180 Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 20,097 | $676K |
| Comerica Bank | 0.00% | Add +35.3% | 20,200 | $664K |
| Lodestone Wealth Management LLC | 0.34% | Add +0.1% | 19,416 | $639K |
| First Heartland Consultants, Inc. | 0.06% | Add +97.1% | 19,379 | $637K |
| CGN Advisors LLC | 0.07% | Add +5.0% | 18,525 | $609K |
| Integrated Wealth Concepts LLC | 0.01% | Add +55.8% | 18,355 | $604K |
| Brown Miller Wealth Management, LLC | 0.25% | No change | 17,989 | $592K |
| Bill Few Associates, Inc. | 0.23% | Add +15.2% | 17,895 | $589K |
| Hunter Associates Investment Management LLC | 0.10% | No change | 17,600 | $579K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +4.9% | 17,207 | $567K |
| Faithward Advisors, LLC | 0.10% | Reduce -85.3% | 17,116 | $563K |
| Signature Wealth Management Group | 0.24% | Reduce -0.7% | 17,002 | $559K |
| Cerity Partners LLC | 0.00% | No change | 16,900 | $556K |
| Woodmont Investment Counsel LLC | 0.04% | Add +17.2% | 16,731 | $550K |
| LexAurum Advisors, LLC | 0.14% | Add +12.5% | 16,679 | $549K |
| Financial Management Network Inc. | 0.13% | Add +0.8% | 16,083 | $544K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +89.3% | 16,523 | $543K |
| Wealthgarden F.S. LLC | 0.57% | — | 16,345 | $538K |
| Sittner & Nelson, LLC | 0.26% | No change | 16,210 | $533K |
| Citadel Advisors | 0.00% | New | 16,131 | $531K |
| HFG Advisors, Inc. | 0.50% | No change | 16,127 | $530K |
| Seamount Financial Group Inc. | 0.43% | Add +64.5% | 16,002 | $526K |
| Park Avenue Securities LLC | 0.01% | Add +35.2% | 15,824 | $520K |
| Bison Wealth, LLC | 0.08% | No change | 16,191 | $518K |
| ORBA Wealth Advisors, L.L.C. | 0.26% | Add +11.6% | 15,230 | $501K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.3% | 14,923 | $491K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Add +9.8% | 14,644 | $481K |
| McCarthy Asset Management, Inc. | 0.28% | Add +40.8% | 14,457 | $475K |
| Kintra Wealth, LLC | 0.33% | New | 14,353 | $472K |
| Equitable Holdings, Inc. | 0.00% | Add +31.1% | 14,266 | $469K |
| Summit Global Investments | 0.03% | Add +34.9% | 14,273 | $469K |
| Capital Management Associates, Inc | 0.28% | New | 14,251 | $469K |
| Lynch & Associates | 0.11% | Add +9.2% | 14,216 | $468K |
| Saxony Capital Management, LLC | 0.51% | Add +29.1% | 14,021 | $461K |
| Advisory Alpha, LLC | 0.02% | No change | 13,908 | $457K |
| Retirement Guys Formula LLC | 0.22% | New | 13,795 | $454K |
| Total Clarity Wealth Management, Inc. | 0.15% | Add +14.4% | 13,222 | $435K |
| KOM Wealth Management Group, LLC | 0.41% | Add +20.8% | 13,221 | $435K |
| Baker Tilly Wealth Management, LLC | 0.18% | Reduce -36.2% | 13,205 | $434K |
| Northwest Financial Advisors | 0.44% | Add +13.6% | 13,112 | $431K |
| Belpointe Asset Management LLC | 0.03% | Add +4.6% | 13,087 | $430K |
| National Wealth Management Group, LLC | 0.33% | Add +1.9% | 13,051 | $429K |
| Qube Research & Technologies Ltd | 0.00% | Add +1706.7% | 12,918 | $425K |
| SteelPeak Wealth, LLC | 0.02% | New | 12,602 | $415K |
| Sard Wealth Management Group, LLC | 0.29% | No change | 12,586 | $414K |
| Founders Financial Alliance, LLC | 0.12% | No change | 12,560 | $413K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.16% | Add +0.1% | 12,547 | $404K |
| Harmony Asset Management LLC | 0.17% | Add +41.5% | 12,009 | $395K |
| Cim, LLC | 0.06% | Add +30.9% | 12,081 | $394K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +34.9% | 11,935 | $393K |
| Trilogy Capital Inc. | 0.02% | Add +13.9% | 11,931 | $392K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +4.5% | 11,731 | $386K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.2% | 11,363 | $374K |
| Mattern Wealth Management LLC | 0.09% | New | 11,274 | $371K |
| Apollon Wealth Management, LLC | 0.01% | New | 11,220 | $369K |
| Private Trust Co. NA | 0.04% | Add +3.5% | 11,108 | $365K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +27.0% | 11,084 | $365K |
| City Center Advisors, LLC | 0.43% | No change | 11,389 | $364K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.1% | 10,902 | $359K |
| Trueblood Wealth Management, LLC | 0.20% | Add +64.1% | 10,824 | $356K |
| Mason Investment Advisory Services, Inc. | 0.02% | New | 10,728 | $353K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 10,642 | $350K |
| Rather & Kittrell, Inc. | 0.09% | Add +33.2% | 10,391 | $342K |
| Creative Financial Designs Inc. | 0.03% | Add +62.5% | 10,222 | $336K |
| RFG Advisory, LLC | 0.01% | Add +47.0% | 9,505 | $313K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | New | 9,491 | $312K |
| Choreo, LLC | 0.01% | New | 9,186 | $302K |
| Rothschild Investment LLC | 0.02% | Add +58.3% | 8,904 | $293K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,724 | $287K |
| Private Client Services, LLC | 0.18% | Add +3.6% | 8,640 | $284K |
| Convergence Financial, LLC | 0.07% | New | 8,525 | $280K |
| Accel Wealth Management | 0.11% | New | 8,417 | $277K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -62.8% | 8,317 | $274K |
| Wealthcare Capital Management LLC | 0.03% | New | 8,263 | $272K |
| HRT Financial LP | 0.00% | New | 7,582 | $249K |
| Betterment LLC | 0.00% | Reduce -14.4% | 7,299 | $240K |
| McNamara Financial Services, Inc. | 0.05% | New | 7,205 | $237K |
| High Falls Advisors, Inc | 0.06% | New | 6,995 | $230K |
| Bridge Advisory, LLC | 0.11% | Reduce -10.8% | 6,877 | $226K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,721 | $221K |
| Transcendent Capital Group LLC | 0.12% | Add +449.6% | 6,452 | $212K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -13.0% | 6,431 | $212K |
| International Assets Investment Management, LLC | 0.02% | New | 6,444 | $212K |
| Kovack Advisors, Inc. | 0.02% | Reduce -5.9% | 6,405 | $211K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 6,391 | $210K |
| CRA Financial Services, LLC | 0.04% | New | 6,252 | $206K |
| Titleist Asset Management, LLC | 0.03% | New | 6,164 | $203K |
| Zions Bancorporation, N.A. | 0.01% | New | 5,000 | $164K |
| Bessemer Group Inc. | 0.00% | No change | 4,935 | $162K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -5.3% | 3,974 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,576 | $118K |
| Godsey & Gibb, Inc. | 0.01% | New | 3,544 | $117K |
| IFP Advisors, Inc | 0.00% | Add +54.8% | 3,335 | $110K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -61.8% | 3,068 | $101K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +37.5% | 2,750 | $90K |
| Mather Group, Llc. | 0.00% | No change | 2,761 | $88K |
| CoreCap Advisors, LLC | 0.01% | Add +24.7% | 2,582 | $85K |
| ICA Group Wealth Management, LLC | 0.05% | Reduce -79.0% | 2,360 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,950 | $66K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,864 | $61K |
| Hershey Financial Advisers, LLC | 0.05% | — | 1,764 | $58K |
| Parallel Advisors, LLC | 0.00% | No change | 1,600 | $53K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,500 | $49K |
| Clear Investment Research, LLC | 0.06% | No change | 1,481 | $49K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,463 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,282 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +112.7% | 1,278 | $42K |
| Fairscale Capital, LLC | 0.03% | — | 1,134 | $39K |
| GAMMA Investing LLC | 0.01% | New | 1,141 | $38K |
| Northwest Capital Management Inc | 0.01% | No change | 1,133 | $37K |
| Capital Analysts, LLC | 0.00% | Reduce -27.1% | 1,011 | $33K |
| FMR LLC | 0.00% | No change | 916 | $30K |
| Trust Co | 0.00% | New | 885 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.3% | 818 | $27K |
| Clear Point Advisors Inc. | 0.02% | New | 700 | $23K |
| Westside Investment Management, Inc. | 0.00% | New | 475 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | New | 450 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 422 | $14K |
| Hilltop National Bank | 0.00% | No change | 338 | $11K |
| Archer Investment Corp | 0.00% | New | 239 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 43 | $1K |
| Simplex Trading, LLC | 0.00% | No change | 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.