Cap Group Growth EquityCGGRETF
13F holders, Q1 2025 (March 31)451holders +13
35new positions
18sold out
1famous investor
$34.17avg. 13F price*
At the end of Q1 2025, 451 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 13 from Q4 2024. 35 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($782.1M), Capital Group Private Client Services, Inc. ($747.6M) and Commonwealth Equity Services, LLC ($400.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q1 2025)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $59.8M |
| Exits | 18 | $66.5M |
All 13F filers, Q4 2024 → Q1 2025: 37,529,864 shares bought and 3,540,919 shares sold, net +33,988,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| LPL Financial LLC | 0.30% | Add +36.1% | 22,834,860 | $782.1M |
| Capital Group Private Client Services, Inc. | 7.30% | Add +8.6% | 21,827,172 | $747.6M |
| Commonwealth Equity Services, LLC | 0.57% | Add +13.8% | 11,677,554 | $400.0M |
| Bank of America Corp. | 0.03% | Add +10.1% | 11,405,413 | $390.6M |
| Morgan Stanley | 0.02% | Add +29.7% | 9,540,493 | $326.8M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +14.8% | 9,074,492 | $310.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +17.0% | 8,099,224 | $277.4M |
| Wells Fargo & Company | 0.06% | Add +15.9% | 7,836,553 | $268.4M |
| Raymond James Financial Inc. | 0.10% | Add +12.1% | 7,777,757 | $266.4M |
| Cetera Investment Advisers | 0.33% | Add +15.8% | 4,949,248 | $169.5M |
| Osaic Holdings, Inc. | 0.32% | Add +28.8% | 4,176,654 | $143.1M |
| Royal Bank of Canada | 0.03% | Add +17.8% | 3,673,424 | $125.8M |
| UBS Group AG | 0.03% | Add +7.5% | 3,600,190 | $123.3M |
| Jones Financial Companies LLLP | 0.10% | Add +49.3% | 3,322,912 | $114.0M |
| Kestra Investment Management, LLC | 2.02% | Add +213.2% | 3,564,718 | $105.0M |
| MML Investors Services, LLC | 0.32% | Add +13.3% | 2,800,681 | $95.9M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +9.5% | 2,747,942 | $94.1M |
| Signature Estate & Investment Advisors LLC | 2.34% | Reduce -3.4% | 2,595,192 | $88.9M |
| Financial Security Advisor, Inc. | 17.80% | Add +1.0% | 2,049,121 | $70.2M |
| WNY Asset Management, LLC | 8.33% | Add +26.7% | 2,045,331 | $70.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +4.4% | 2,007,955 | $68.8M |
| Kestra Advisory Services, LLC | 0.30% | Add +1.9% | 1,828,246 | $62.6M |
| Cwm, LLC | 0.22% | Add +109.1% | 1,619,028 | $55.5M |
| Private Advisor Group, LLC | 0.31% | Add +38.6% | 1,497,116 | $51.3M |
| Stifel Financial Corp. | 0.05% | Add +27.9% | 1,483,907 | $50.8M |
| Baird Financial Group, Inc. | 0.10% | Add +1.5% | 1,470,200 | $50.4M |
| New England Capital Financial Advisors LLC | 24.77% | Add +2.1% | 1,421,750 | $48.7M |
| NewEdge Advisors, LLC | 0.28% | Add +8.8% | 1,368,922 | $46.9M |
| Johnson Bixby & Associates, LLC | 6.66% | Add +56.8% | 1,300,674 | $44.5M |
| JPMorgan Chase & Co. | 0.00% | Add +99.1% | 1,036,382 | $35.5M |
| Captrust Financial Advisors | 0.09% | Add +15.4% | 1,036,170 | $35.5M |
| &partners | 0.37% | Add +93.6% | 1,020,422 | $35.0M |
| Prospera Financial Services Inc | 0.78% | Add +26.5% | 989,668 | $33.9M |
| Sei Investments Co. | 0.04% | Add +9.8% | 973,078 | $33.3M |
| JSF Financial, LLC | 8.48% | Add +3486.1% | 938,778 | $32.2M |
| Janney Montgomery Scott LLC | 0.09% | Add +4.7% | 920,237 | $31.5M |
| Adamsbrown Wealth Consultants LLC | 9.87% | Add +10.5% | 917,387 | $31.4M |
| Confluence Wealth Services, Inc. | 1.92% | Add +6.5% | 915,092 | $30.5M |
| Wealthcare Advisory Partners LLC | 0.81% | Reduce -3.1% | 880,007 | $30.1M |
| Advance Capital Management, Inc. | 1.30% | Add +107.0% | 794,795 | $27.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.21% | Reduce -2.5% | 783,548 | $26.8M |
| Summit Investment Advisory Services, LLC | 12.96% | Reduce -4.1% | 772,161 | $26.4M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +20.2% | 765,355 | $26.2M |
| Barnes Pettey Financial Advisors, LLC | 19.41% | Reduce -0.8% | 728,181 | $24.9M |
| SOL Capital Management CO | 2.49% | Add +42.5% | 658,785 | $22.6M |
| Haverford Trust Co | 0.23% | Add +12.0% | 655,737 | $22.5M |
| Geneos Wealth Management Inc. | 0.74% | Add +8.4% | 646,511 | $22.1M |
| Focus Partners Wealth | 0.06% | Reduce -0.8% | 642,473 | $22.0M |
| Alpha Financial Advisors, LLC | 9.39% | Add +12.2% | 616,869 | $21.1M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -23.3% | 613,466 | $21.0M |
| Ergawealth Advisors, Inc. | 10.33% | Add +1.4% | 608,694 | $20.8M |
| Truist Financial Corp. | 0.03% | Add +5.4% | 586,991 | $20.1M |
| Eclectic Associates Inc. | 5.35% | Add +22.6% | 583,218 | $20.0M |
| Valmark Advisers, Inc. | 0.26% | Add +24.7% | 500,718 | $17.1M |
| Greenbush Financial Group, LLC | 8.49% | Add +7.5% | 498,474 | $17.1M |
| D.A. Davidson & Co. | 0.13% | Add +39.4% | 488,568 | $16.7M |
| AdvisorNet Financial, Inc | 1.21% | Add +79.4% | 475,568 | $16.3M |
| Harbour Investments, Inc. | 0.46% | Add +21.7% | 473,736 | $16.2M |
| Financial Council, LLC | 7.90% | Add +1.1% | 427,727 | $14.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +6.5% | 423,803 | $14.5M |
| Mission Wealth Management, LP | 0.36% | New | 413,133 | $14.1M |
| Exencial Wealth Advisors, LLC | 0.52% | Reduce -1.5% | 406,847 | $13.9M |
| Ameritas Advisory Services, LLC | 0.56% | Reduce -1.2% | 386,176 | $13.8M |
| Main Line Retirement Advisors, LLC | 8.73% | Add +2.7% | 392,406 | $13.4M |
| Challenger Wealth Management | 10.59% | Add +89.0% | 390,123 | $13.4M |
| IFP Advisors, Inc | 0.40% | Add +8496.2% | 382,358 | $13.1M |
| Old Mission Capital LLC | 0.24% | New | 366,909 | $12.6M |
| PFG Advisors | 0.70% | Add +1.2% | 365,745 | $12.5M |
| Gutierrez Wealth Advisory, LLC | 9.95% | Add +3.3% | 357,730 | $12.3M |
| Mariner, LLC | 0.02% | Add +50.5% | 354,922 | $12.2M |
| DAVENPORT & Co LLC | 0.07% | Add +14.7% | 352,673 | $12.1M |
| Benjamin Edwards Inc. | 0.16% | Add +16.1% | 342,194 | $11.7M |
| Souders Financial Advisors | 1.58% | Add +23.1% | 331,274 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +174.1% | 319,824 | $11.0M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +120.5% | 314,342 | $10.8M |
| LongView Wealth Management | 3.22% | Add +5.0% | 313,451 | $10.7M |
| Daymark Wealth Partners, LLC | 0.46% | Add +37.4% | 310,863 | $10.6M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +11.2% | 308,381 | $10.6M |
| Bedel Financial Consulting, Inc. | 1.44% | Add +0.8% | 282,203 | $10.0M |
| Strategic Blueprint, LLC | 0.54% | Add +204.8% | 287,468 | $9.8M |
| Sovran Advisors, LLC | 1.27% | Add +47.2% | 301,671 | $9.8M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +139.9% | 285,179 | $9.8M |
| Hartmann Taylor Wealth Management, LLC | 8.64% | — | 281,622 | $9.6M |
| Acas, LLC | 7.29% | Add +10.6% | 272,043 | $9.6M |
| Cary Street Partners Financial LLC | 0.30% | Reduce -13.8% | 276,914 | $9.5M |
| Strategic Family Wealth Counselors, L.L.C. | 3.06% | Add +2.0% | 275,037 | $9.4M |
| Centerline Wealth Advisors, LLC | 5.59% | Reduce -6.9% | 273,851 | $9.4M |
| WealthCare Investment Partners, LLC | 3.90% | Add +851.8% | 290,497 | $9.2M |
| Bellevue Asset Management, LLC | 4.91% | Add +14.8% | 262,689 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.9% | 260,404 | $8.9M |
| Armor Investment Advisors, LLC | 3.67% | Add +0.1% | 258,822 | $8.9M |
| Per Stirling Capital Management, LLC. | 1.27% | Reduce -0.9% | 257,263 | $8.8M |
| Axxcess Wealth Management, LLC | 0.23% | Add +29.7% | 251,031 | $8.6M |
| Ballew Advisors, Inc | 5.72% | Add +6.4% | 258,373 | $8.5M |
| Investments & Financial Planning, LLC | 5.53% | Add +3.4% | 248,817 | $8.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.29% | Add +1.7% | 246,111 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +17.3% | 243,247 | $8.3M |
| Investmark Advisory Group LLC | 4.06% | Add +1.9% | 240,053 | $8.2M |
| Smith, Moore & Co. | 0.76% | Add +8.8% | 239,827 | $8.2M |
| Midwest Heritage Bank, FSB | 3.34% | Add +20.8% | 236,746 | $8.1M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.