Cap Group Growth EquityCGGRETF
13F holders, Q3 2024 (September 30)353holders +23
39new positions
12sold out
2famous investors
$34.80avg. 13F price*
At the end of Q3 2024, 353 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 23 from Q2 2024. 39 opened new positions and 12 sold out. The largest holders were Capital Group Private Client Services, Inc. ($674.3M), LPL Financial LLC ($432.7M) and Bank of America Corp. ($351.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q3 2024)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $97.4M |
| Exits | 12 | $17.6M |
All 13F filers, Q2 2024 → Q3 2024: 24,703,072 shares bought and 1,976,324 shares sold, net +22,726,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Capital Group Private Client Services, Inc. | 6.42% | Add +13.3% | 19,380,711 | $674.3M |
| LPL Financial LLC | 0.19% | Add +24.6% | 12,438,170 | $432.7M |
| Bank of America Corp. | 0.03% | Add +27.1% | 10,096,108 | $351.2M |
| Commonwealth Equity Services, LLC | 0.49% | Add +4.0% | 9,323,101 | $324.4M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +18.1% | 6,816,490 | $237.1M |
| Envestnet Asset Management Inc. | 0.07% | Add +24.4% | 6,318,094 | $219.8M |
| Wells Fargo & Company | 0.05% | Add +11.6% | 5,395,337 | $187.7M |
| Morgan Stanley | 0.01% | Add +46.5% | 5,360,275 | $186.5M |
| Raymond James & Associates | 0.08% | Add +15.3% | 3,895,362 | $135.5M |
| Cetera Investment Advisers | 0.29% | Add +22.8% | 3,871,896 | $134.7M |
| Osaic Holdings, Inc. | 0.24% | Add +10.1% | 3,066,737 | $106.7M |
| UBS Group AG | 0.03% | Add +17.9% | 2,980,684 | $103.7M |
| Signature Estate & Investment Advisors LLC | 2.37% | Add +24.7% | 2,957,191 | $102.9M |
| MML Investors Services, LLC | 0.34% | Add +20.5% | 2,688,825 | $93.5M |
| Royal Bank of Canada | 0.02% | Add +2.0% | 2,557,371 | $89.0M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +9.5% | 2,275,525 | $79.2M |
| Financial Security Advisor, Inc. | 18.17% | Add +1.5% | 2,095,736 | $72.9M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +21.6% | 2,088,784 | $72.7M |
| Kestra Advisory Services, LLC | 0.35% | Add +10.3% | 1,805,123 | $62.8M |
| New England Capital Financial Advisors LLC | 27.66% | Reduce -4.3% | 1,531,379 | $53.3M |
| Baird Financial Group, Inc. | 0.10% | Add +3.1% | 1,516,578 | $52.8M |
| Jones Financial Companies LLLP | 0.05% | Add +79.4% | 1,486,383 | $51.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +26.0% | 1,210,534 | $42.1M |
| NewEdge Advisors, LLC | 0.26% | Add +17.9% | 1,140,456 | $39.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +4172.7% | 1,106,324 | $38.5M |
| Kestra Investment Management, LLC | 1.64% | Reduce -18.6% | 1,099,493 | $38.3M |
| Stifel Financial Corp. | 0.04% | Reduce -1.1% | 1,037,776 | $36.1M |
| Global Retirement Partners, LLC | 0.93% | Add +1.4% | 882,503 | $30.7M |
| Sanctuary Advisors, LLC | 0.19% | Reduce -2.3% | 815,124 | $30.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +37.9% | 866,478 | $30.1M |
| Wealthcare Advisory Partners LLC | 0.85% | Add +3.0% | 860,568 | $29.9M |
| Captrust Financial Advisors | 0.09% | Add +29.5% | 851,068 | $29.6M |
| Sei Investments Co. | 0.04% | Add +8.4% | 848,113 | $29.5M |
| Private Advisor Group, LLC | 0.18% | Add +14.3% | 836,435 | $29.1M |
| Adamsbrown Wealth Consultants LLC | 9.95% | Add +0.5% | 824,295 | $28.7M |
| Johnson Bixby & Associates, LLC | 4.17% | Add +2.7% | 786,928 | $27.4M |
| Summit Investment Advisory Services, LLC | 14.37% | New | 778,923 | $27.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.25% | Reduce -3.4% | 777,784 | $27.1M |
| Atria Wealth Solutions, Inc. | 0.28% | Add +31.8% | 738,456 | $25.7M |
| Barnes Pettey Financial Advisors, LLC | 20.17% | Reduce -0.5% | 726,978 | $25.3M |
| Cwm, LLC | 0.10% | Add +22.2% | 690,668 | $24.0M |
| Confluence Wealth Services, Inc. | 1.65% | Add +3.8% | 649,916 | $22.6M |
| Focus Partners Wealth | 0.07% | New | 645,482 | $22.5M |
| Geneos Wealth Management Inc. | 0.85% | Reduce -1.2% | 641,384 | $22.3M |
| Ergawealth Advisors, Inc. | 10.26% | Add +3.4% | 594,905 | $20.7M |
| Truist Financial Corp. | 0.03% | Add +42.9% | 554,126 | $19.3M |
| Prospera Financial Services Inc | 0.48% | Add +35.1% | 538,081 | $18.7M |
| Haverford Trust Co | 0.18% | Add +13.9% | 536,418 | $18.7M |
| Advisory Services Network, LLC | 0.35% | No change | 516,988 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +17.9% | 484,569 | $16.9M |
| &partners | 0.30% | Add +1.4% | 451,725 | $15.7M |
| Susquehanna International Group, LLP | 0.03% | New | 429,827 | $15.0M |
| Exencial Wealth Advisors, LLC | 0.53% | Add +0.4% | 422,320 | $14.7M |
| Financial Council, LLC | 7.64% | Add +2.0% | 421,643 | $14.7M |
| Advance Capital Management, Inc. | 0.58% | Reduce -28.0% | 379,346 | $13.2M |
| PFG Advisors | 0.82% | Reduce -1.0% | 372,085 | $12.9M |
| Main Line Retirement Advisors, LLC | 8.64% | Add +3.5% | 362,305 | $12.6M |
| Valmark Advisers, Inc. | 0.19% | Add +5.5% | 347,623 | $12.1M |
| Harbour Investments, Inc. | 0.36% | Add +12.4% | 347,287 | $12.1M |
| Avantax Advisory Services, Inc. | 0.08% | Add +13.9% | 334,756 | $11.6M |
| Cary Street Partners Investment Advisory LLC | 0.42% | Add +9.6% | 332,014 | $11.6M |
| SOL Capital Management CO | 1.17% | Add +83.2% | 302,329 | $10.5M |
| Good Life Advisors, LLC | 0.65% | Add +131.3% | 301,272 | $10.5M |
| Ameritas Advisory Services, LLC | 0.45% | Reduce -6.3% | 299,640 | $10.4M |
| LongView Wealth Management | 3.16% | Add +14.2% | 284,498 | $9.9M |
| Allworth Financial LP | 0.06% | Reduce -4.0% | 282,533 | $9.8M |
| DAVENPORT & Co LLC | 0.06% | Add +98.2% | 282,121 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +59.1% | 271,726 | $9.5M |
| Bedel Financial Consulting, Inc. | 1.33% | Add +0.3% | 271,707 | $9.5M |
| Strategic Family Wealth Counselors, L.L.C. | 3.24% | Reduce -1.8% | 266,029 | $9.3M |
| WR Wealth Planners, LLC | 2.55% | Reduce -11.5% | 263,087 | $9.2M |
| Benjamin Edwards Inc. | 0.13% | New | 260,525 | $9.1M |
| Per Stirling Capital Management, LLC. | 1.25% | Add +163.0% | 258,558 | $9.0M |
| Armor Investment Advisors, LLC | 3.62% | Add +13.4% | 251,394 | $8.7M |
| Ballew Advisors, Inc | 5.63% | Add +1.0% | 237,863 | $8.4M |
| Investmark Advisory Group LLC | 3.99% | Add +2.6% | 236,187 | $8.2M |
| Acas, LLC | 6.69% | Add +5.1% | 232,941 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Add +14.8% | 232,656 | $8.1M |
| Investments & Financial Planning, LLC | 5.11% | Reduce -1.4% | 232,143 | $8.1M |
| Daymark Wealth Partners, LLC | 0.34% | Add +10.7% | 230,843 | $8.0M |
| Eclectic Associates Inc. | 3.15% | Add +22.2% | 229,552 | $8.0M |
| Bellevue Asset Management, LLC | 4.10% | Reduce -0.2% | 229,213 | $8.0M |
| D.A. Davidson & Co. | 0.06% | Add +32.8% | 224,416 | $7.8M |
| Souders Financial Advisors | 1.07% | Add +0.2% | 220,400 | $7.7M |
| AdvisorNet Financial, Inc | 0.55% | Add +254.7% | 210,400 | $7.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.10% | Add +828.0% | 209,149 | $7.3M |
| Obsidian Personal Planning Solutions LLC | 3.62% | Add +8.7% | 199,135 | $6.9M |
| Clearview Wealth Advisors LLC | 5.25% | Add +14.5% | 195,799 | $6.8M |
| AA Financial Advisors, LLC | 1.92% | Add +22.2% | 190,299 | $6.6M |
| Mariner, LLC | 0.01% | Add +52.2% | 189,683 | $6.6M |
| Axxcess Wealth Management, LLC | 0.16% | Add +1.2% | 185,690 | $6.5M |
| Beacon Financial Group | 0.70% | Reduce -6.7% | 183,617 | $6.4M |
| Smith, Moore & Co. | 0.60% | Add +11.6% | 181,311 | $6.3M |
| Mgo One Seven LLC | 0.26% | Add +5.6% | 174,445 | $6.1M |
| Burford Brothers, Inc. | 3.06% | Add +6.2% | 168,972 | $5.9M |
| Bridgewealth Advisory Group, LLC | 2.13% | Add +3.6% | 168,085 | $5.8M |
| Blair William & Co. | 0.02% | Add +19.6% | 166,285 | $5.8M |
| Midwest Heritage Bank, FSB | 2.64% | Add +2.7% | 162,159 | $5.6M |
| Flputnam Investment Management Co. | 0.10% | Reduce -2.0% | 161,381 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +52.9% | 159,488 | $5.5M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.