Cap Group Growth EquityCGGRETF
13F holders, Q4 2024 (December 31)438holders +85
51new positions
11sold out
1famous investor
$37.20avg. 13F price*
At the end of Q4 2024, 438 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 85 from Q3 2024. 51 opened new positions and 11 sold out. The largest holders were Capital Group Private Client Services, Inc. ($747.0M), LPL Financial LLC ($623.5M) and Bank of America Corp. ($385.1M). 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 (Q4 2024)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $126.5M |
| Exits | 11 | $17.8M |
All 13F filers, Q3 2024 → Q4 2024: 23,955,161 shares bought and 3,548,500 shares sold, net +20,406,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 438 holders
| Capital Group Private Client Services, Inc. | 6.87% | Add +3.7% | 20,095,652 | $747.0M |
| LPL Financial LLC | 0.25% | Add +34.9% | 16,775,326 | $623.5M |
| Bank of America Corp. | 0.04% | Add +2.6% | 10,359,956 | $385.1M |
| Commonwealth Equity Services, LLC | 0.56% | Add +10.1% | 10,261,756 | $381.4M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +16.0% | 7,908,041 | $293.9M |
| Morgan Stanley | 0.02% | Add +37.2% | 7,355,196 | $273.4M |
| Raymond James Financial Inc. | 0.10% | — | 6,938,080 | $257.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +9.6% | 6,924,105 | $257.4M |
| Wells Fargo & Company | 0.06% | Add +25.4% | 6,763,699 | $251.4M |
| Cetera Investment Advisers | 0.33% | Add +10.4% | 4,274,297 | $158.9M |
| UBS Group AG | 0.03% | Add +12.3% | 3,347,618 | $124.4M |
| Osaic Holdings, Inc. | 0.27% | Add +5.8% | 3,243,972 | $120.6M |
| Royal Bank of Canada | 0.03% | Add +21.9% | 3,117,210 | $115.9M |
| Signature Estate & Investment Advisors LLC | 2.50% | Reduce -9.1% | 2,687,640 | $99.9M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +10.3% | 2,508,892 | $93.3M |
| MML Investors Services, LLC | 0.32% | Reduce -8.1% | 2,471,356 | $91.9M |
| Jones Financial Companies LLLP | 0.08% | Add +49.7% | 2,225,640 | $82.7M |
| Financial Security Advisor, Inc. | 19.15% | Reduce -3.2% | 2,027,940 | $75.4M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +59.0% | 1,924,157 | $71.5M |
| Kestra Advisory Services, LLC | 0.37% | Reduce -0.6% | 1,794,600 | $66.7M |
| WNY Asset Management, LLC | 7.44% | Add +2003.1% | 1,613,840 | $60.0M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.5% | 1,448,583 | $53.8M |
| New England Capital Financial Advisors LLC | 25.27% | Reduce -9.1% | 1,392,555 | $51.8M |
| NewEdge Advisors, LLC | 0.28% | Add +10.3% | 1,258,089 | $46.8M |
| Independent Advisor Alliance | 0.61% | New | 1,232,205 | $45.8M |
| Stifel Financial Corp. | 0.04% | Add +11.8% | 1,160,409 | $43.1M |
| Kestra Investment Management, LLC | 1.66% | Add +3.5% | 1,138,267 | $42.3M |
| Private Advisor Group, LLC | 0.23% | Add +29.1% | 1,080,217 | $40.2M |
| Confluence Wealth Services, Inc. | 2.21% | Add +32.2% | 859,190 | $34.0M |
| Wealthcare Advisory Partners LLC | 0.94% | Add +5.6% | 908,484 | $33.8M |
| Captrust Financial Advisors | 0.10% | Add +5.5% | 898,002 | $33.4M |
| Sei Investments Co. | 0.04% | Add +4.5% | 886,279 | $32.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.4% | 878,713 | $32.7M |
| Sanctuary Advisors, LLC | 0.20% | Reduce -1.9% | 799,657 | $31.5M |
| Adamsbrown Wealth Consultants LLC | 10.51% | Add +0.7% | 829,997 | $30.9M |
| Johnson Bixby & Associates, LLC | 4.70% | Add +5.4% | 829,446 | $30.8M |
| Global Retirement Partners, LLC | 0.86% | Reduce -8.0% | 812,302 | $30.2M |
| Summit Investment Advisory Services, LLC | 15.43% | Add +3.4% | 805,259 | $29.9M |
| Gerber Kawasaki Wealth & Investment Management | 1.30% | Add +3.3% | 803,563 | $29.9M |
| Prospera Financial Services Inc | 0.68% | Add +45.4% | 782,493 | $29.1M |
| Cwm, LLC | 0.12% | Add +12.1% | 774,397 | $28.8M |
| Barnes Pettey Financial Advisors, LLC | 20.83% | Add +0.9% | 733,878 | $27.3M |
| Focus Partners Wealth | 0.06% | Add +0.4% | 647,973 | $24.1M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -13.8% | 636,553 | $23.7M |
| Ergawealth Advisors, Inc. | 11.03% | Add +0.9% | 600,421 | $22.3M |
| Geneos Wealth Management Inc. | 0.78% | Reduce -7.0% | 596,418 | $22.2M |
| Haverford Trust Co | 0.22% | Add +9.1% | 585,358 | $21.8M |
| Truist Financial Corp. | 0.03% | Add +0.5% | 556,945 | $20.7M |
| Alpha Financial Advisors, LLC | 9.25% | New | 549,667 | $20.4M |
| &partners | 0.24% | Add +16.7% | 527,051 | $19.6M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 520,533 | $19.3M |
| Advisory Services Network, LLC | 0.36% | Reduce -0.8% | 512,896 | $19.1M |
| Eclectic Associates Inc. | 5.23% | Add +107.3% | 475,769 | $17.7M |
| Greenbush Financial Group, LLC | 9.08% | — | 463,471 | $17.2M |
| SOL Capital Management CO | 1.91% | Add +52.9% | 462,354 | $17.2M |
| Financial Council, LLC | 8.11% | Add +0.4% | 423,218 | $15.7M |
| Royal Harbor Partners, LLC | 5.92% | New | 421,991 | $15.7M |
| Exencial Wealth Advisors, LLC | 0.56% | Reduce -2.2% | 412,871 | $15.3M |
| Valmark Advisers, Inc. | 0.23% | Add +15.5% | 401,552 | $14.9M |
| Avantax Advisory Services, Inc. | 0.09% | Add +18.9% | 397,941 | $14.8M |
| Ameritas Advisory Services, LLC | 0.50% | Add +30.4% | 390,714 | $14.5M |
| Harbour Investments, Inc. | 0.42% | Add +12.1% | 389,188 | $14.5M |
| Advance Capital Management, Inc. | 0.65% | Add +1.2% | 384,059 | $14.3M |
| Main Line Retirement Advisors, LLC | 9.35% | Add +5.4% | 382,010 | $14.2M |
| PFG Advisors | 0.82% | Reduce -2.9% | 361,273 | $13.4M |
| D.A. Davidson & Co. | 0.11% | Add +56.1% | 350,392 | $13.0M |
| Gutierrez Wealth Advisory, LLC | 10.62% | — | 346,473 | $12.9M |
| Cary Street Partners Financial LLC | 0.39% | — | 321,154 | $11.9M |
| DAVENPORT & Co LLC | 0.07% | Add +9.0% | 307,568 | $11.4M |
| LongView Wealth Management | 3.38% | Add +4.9% | 298,455 | $11.1M |
| Bedel Financial Consulting, Inc. | 1.54% | Add +3.0% | 279,888 | $11.1M |
| Atlas Legacy Advisors, LLC | 2.67% | — | 297,019 | $11.0M |
| Benjamin Edwards Inc. | 0.16% | Add +13.2% | 294,822 | $11.0M |
| Centerline Wealth Advisors, LLC | 6.39% | — | 294,261 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +2.1% | 277,454 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Add +16.5% | 271,082 | $10.1M |
| Strategic Family Wealth Counselors, L.L.C. | 3.26% | Add +1.4% | 269,719 | $10.0M |
| Souders Financial Advisors | 1.40% | Add +22.1% | 269,033 | $10.0M |
| AdvisorNet Financial, Inc | 0.83% | Add +26.0% | 265,134 | $9.9M |
| Acas, LLC | 7.20% | Add +5.6% | 245,979 | $9.7M |
| Per Stirling Capital Management, LLC. | 1.37% | Add +0.4% | 259,578 | $9.6M |
| Armor Investment Advisors, LLC | 3.95% | Add +2.9% | 258,696 | $9.6M |
| Ballew Advisors, Inc | 5.78% | Add +2.1% | 242,828 | $9.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.33% | Add +15.7% | 241,991 | $9.0M |
| Investments & Financial Planning, LLC | 5.51% | Add +3.7% | 240,713 | $8.9M |
| Mariner, LLC | 0.01% | Add +24.3% | 235,770 | $8.8M |
| Investmark Advisory Group LLC | 4.29% | Reduce -0.3% | 235,608 | $8.8M |
| Bellevue Asset Management, LLC | 4.39% | Reduce -0.2% | 228,716 | $8.5M |
| Daymark Wealth Partners, LLC | 0.36% | Reduce -2.0% | 226,300 | $8.4M |
| Marshall Wace, LLP | 0.01% | Add +59.2% | 226,127 | $8.4M |
| Obsidian Personal Planning Solutions LLC | 4.00% | Add +5.8% | 210,771 | $8.3M |
| Smith, Moore & Co. | 0.75% | Add +21.6% | 220,476 | $8.2M |
| CLG LLC | 2.89% | — | 217,657 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +30.1% | 207,461 | $7.7M |
| Challenger Wealth Management | 6.61% | — | 206,358 | $7.7M |
| Sovran Advisors, LLC | 1.09% | — | 204,951 | $7.6M |
| Beacon Financial Group | 0.81% | Add +10.2% | 202,256 | $7.5M |
| Clearview Wealth Advisors LLC | 5.61% | Add +1.4% | 198,457 | $7.4M |
| Midwest Heritage Bank, FSB | 3.38% | Add +20.9% | 196,053 | $7.3M |
| Axxcess Wealth Management, LLC | 0.18% | Add +4.2% | 193,525 | $7.2M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.