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 |
| CLG LLC | 2.73% | Add +5.6% | 229,879 | $7.9M |
| Obsidian Personal Planning Solutions LLC | 3.43% | Add +4.7% | 220,613 | $7.7M |
| VestGen Advisors, LLC | 0.34% | — | 219,669 | $7.5M |
| Advisory Services Network, LLC | 0.14% | Reduce -57.8% | 216,420 | $7.4M |
| Weil Company, Inc. | 2.20% | Add +54.5% | 215,306 | $7.4M |
| Royal Harbor Partners, LLC | 2.86% | Reduce -49.0% | 215,268 | $7.4M |
| Founders Financial Securities LLC | 0.62% | Add +66.7% | 211,905 | $7.4M |
| Blair William & Co. | 0.02% | Add +13.8% | 214,801 | $7.4M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +26.1% | 207,756 | $7.1M |
| Colonial River Investments, LLC | 3.85% | Add +87.8% | 204,374 | $7.0M |
| Eq Wealth Advisors, LLC | 5.57% | Add +30.8% | 204,138 | $7.0M |
| Genesis Private Wealth, LLC | 3.70% | Add +5.2% | 203,489 | $7.0M |
| AA Financial Advisors, LLC | 1.64% | Add +4.1% | 196,634 | $6.7M |
| Beacon Financial Group | 0.72% | Reduce -4.7% | 192,789 | $6.6M |
| BetterWealth, LLC | 1.80% | Add +9.7% | 186,884 | $6.4M |
| Mason Investment Advisory Services, Inc. | 0.38% | Add +24.6% | 185,963 | $6.4M |
| Clearview Wealth Advisors LLC | 4.73% | Reduce -6.8% | 184,965 | $6.3M |
| Burford Brothers, Inc. | 3.08% | Add +3.0% | 184,955 | $6.3M |
| Farther Finance Advisors, LLC | 0.16% | Add +122.4% | 181,178 | $6.3M |
| Equitable Holdings, Inc. | 0.06% | Add +136.6% | 174,520 | $6.0M |
| Smith Thornton Advisors LLC | 3.71% | Add +133.8% | 174,260 | $6.0M |
| Good Life Advisors, LLC | 0.41% | Reduce -2.3% | 169,279 | $5.8M |
| Mutual Advisors, LLC | 0.17% | Add +151.7% | 166,203 | $5.8M |
| Flagship Harbor Advisors, LLC | 0.30% | Add +16.9% | 165,452 | $5.7M |
| Smartleaf Asset Management LLC | 0.53% | Add +10.4% | 161,611 | $5.5M |
| Flputnam Investment Management Co. | 0.10% | Reduce -2.1% | 157,987 | $5.4M |
| Legacy Solutions, LLC | 5.84% | Reduce -0.5% | 154,825 | $5.3M |
| Merit Financial Group, LLC | 0.08% | Add +29.7% | 153,966 | $5.3M |
| Principal Securities, Inc. | 0.12% | No change | 140,359 | $5.2M |
| Assetmark, Inc. | 0.01% | Add +7.5% | 151,200 | $5.2M |
| Vawter Financial, Ltd. | 2.86% | Reduce -0.1% | 149,125 | $5.1M |
| Independent Financial Group, LLC | 0.17% | Add +11.5% | 146,667 | $5.0M |
| 5T Wealth, LLC | 2.85% | Reduce -0.8% | 145,982 | $5.0M |
| Swisher Financial Concepts, Inc. | 4.11% | Add +1745.6% | 145,302 | $5.0M |
| BlueChip Wealth Advisors LLC | 2.43% | Add +3.2% | 144,444 | $4.9M |
| Investment Planning Advisors, Inc. | 2.01% | New | 144,357 | $4.9M |
| Bleakley Financial Group, LLC | 0.16% | Add +13.8% | 143,970 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +8.8% | 141,673 | $4.9M |
| Aptus Capital Advisors, LLC | 0.05% | Add +30.4% | 141,262 | $4.8M |
| Allworth Financial LP | 0.03% | Add +9.3% | 140,209 | $4.8M |
| Kera Capital Partners, Inc. | 1.42% | Add +12.1% | 139,577 | $4.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +16.7% | 139,573 | $4.8M |
| Cozad Asset Management Inc. | 0.48% | Add +10.2% | 138,895 | $4.8M |
| Capital Analysts, LLC | 0.17% | Add +369.0% | 136,159 | $4.7M |
| Total Clarity Wealth Management, Inc. | 1.52% | Reduce -0.7% | 125,020 | $4.6M |
| Western Wealth Management, LLC | 0.31% | Add +52.7% | 135,221 | $4.6M |
| Koshinski Asset Management, Inc. | 0.39% | Add +22.0% | 134,600 | $4.6M |
| Sagespring Wealth Partners, LLC | 0.12% | Add +26.8% | 134,163 | $4.6M |
| Townsend Asset Management Corp. /NC/ | 1.75% | Add +1.8% | 132,888 | $4.6M |
| Clear Creek Financial Management, LLC | 0.47% | Add +14.5% | 131,932 | $4.5M |
| Brookstone Capital Management | 0.06% | Reduce -11.3% | 128,334 | $4.4M |
| Forge Financial Services LLC | 3.86% | Add +0.2% | 127,739 | $4.4M |
| Cooper Financial Group | 0.57% | Add +9.8% | 127,407 | $4.4M |
| Bridgewealth Advisory Group, LLC | 5.73% | Reduce -27.9% | 127,274 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.27% | Add +53.2% | 126,883 | $4.3M |
| Centaurus Financial, Inc. | 0.26% | Add +118.2% | 124,293 | $4.3M |
| St Germain D J Co. Inc. | 0.20% | Add +1.4% | 123,556 | $4.2M |
| MRWM Advisors, LLC | 2.94% | Add +25.0% | 123,364 | $4.2M |
| RPg Family Wealth Advisory, LLC | 1.19% | New | 122,046 | $4.2M |
| Destiny Wealth Partners, LLC | 0.64% | Add +4.9% | 118,051 | $4.0M |
| HBW Advisory Services LLC | 0.57% | Add +15.2% | 117,158 | $4.0M |
| Calton & Associates, Inc. | 0.91% | Add +11.0% | 116,780 | $4.0M |
| Atria Investments, Inc | 0.05% | Reduce -4.4% | 114,622 | $3.9M |
| Olistico Wealth, LLC | 2.42% | Add +8.0% | 114,494 | $3.9M |
| Delta Investment Management, LLC | 0.77% | Reduce -20.3% | 111,178 | $3.8M |
| Kuhn & Co Investment Counsel | 3.18% | Add +5.3% | 110,091 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +25.8% | 109,556 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +25.8% | 109,556 | $3.8M |
| Advisor Resource Council | 0.30% | New | 107,306 | $3.7M |
| CWS Financial Advisors, LLC | 1.14% | Add +28.8% | 105,825 | $3.6M |
| Menora Mivtachim Holdings LTD. | 0.02% | New | 105,026 | $3.6M |
| Ridgeline Wealth Planning, LLC | 3.53% | Add +1.5% | 104,755 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.2% | 104,581 | $3.6M |
| Mgo One Seven LLC | 0.14% | Reduce -45.7% | 102,790 | $3.5M |
| IMG Wealth Management, Inc. | 3.14% | Add +1.2% | 102,062 | $3.5M |
| Magnus Financial Group LLC | 0.34% | Add +18.3% | 101,334 | $3.5M |
| tru Independence LLC | 1.07% | New | 100,843 | $3.5M |
| M.E. Allison & Co., Inc. | 3.38% | Add +19.8% | 99,858 | $3.4M |
| MAI Capital Management | 0.03% | Add +6.7% | 97,866 | $3.4M |
| Aurdan Capital Management, LLC | 1.26% | Add +168.0% | 97,541 | $3.3M |
| NWF Advisory Services Inc. | 0.46% | Add +4.0% | 96,589 | $3.3M |
| World Investment Advisors | 0.08% | Add +28.5% | 93,946 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +522.9% | 93,448 | $3.2M |
| Lantz Financial LLC | 0.87% | Add +5.1% | 92,921 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +5.9% | 92,462 | $3.2M |
| A&I Financial Services, LLC | 2.14% | Add +44.8% | 92,436 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +250.6% | 92,226 | $3.2M |
| Entruity Wealth, LLC | 2.93% | Reduce -3.9% | 90,673 | $3.1M |
| Wayfinding Financial, LLC | 1.34% | Add +53.8% | 89,162 | $3.1M |
| KWB Wealth | 0.37% | Add +212.0% | 81,561 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Add +8.7% | 88,058 | $3.0M |
| Signet Financial Management, LLC | 0.41% | Reduce -25.3% | 88,035 | $3.0M |
| GTS Securities LLC | 0.13% | New | 86,739 | $3.0M |
| Everpar Advisors LLC | 1.55% | Add +21.0% | 85,173 | $2.9M |
| Perennial Investment Advisors, LLC | 0.33% | Add +331.8% | 84,796 | $2.9M |
| Fearless Solutions, LLC dba Best Invest | 2.26% | Add +8.9% | 84,772 | $2.9M |
| Beacon Financial Advisory LLC | 0.87% | Add +35.7% | 84,138 | $2.9M |
| Stephens Inc. | 0.04% | Add +333.2% | 82,902 | $2.8M |
| Continuum Advisory, LLC | 0.36% | Add +10.0% | 81,875 | $2.8M |
| Stonebridge Financial Group, LLC | 0.30% | Add +174.7% | 81,860 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +63.3% | 81,053 | $2.8M |
| LeClair Wealth Partners LLC | 1.98% | Reduce -5.0% | 80,383 | $2.8M |
| Natixis Advisors, LLC | 0.01% | Add +30.4% | 80,105 | $2.7M |
| Parkside Investments, LLC | 0.40% | No change | 80,000 | $2.7M |
| Hopwood Financial Services, Inc. | 2.08% | Add +5.9% | 78,717 | $2.7M |
| Sunbelt Securities, Inc. | 0.23% | Reduce -4.5% | 76,667 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +325.9% | 76,032 | $2.6M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -0.3% | 72,514 | $2.5M |
| Leigh Baldwin & Co., LLC | 2.00% | Add +57.5% | 72,490 | $2.5M |
| Transcendent Capital Group LLC | 1.36% | Add +9.0% | 70,594 | $2.4M |
| Synergy Investment Management, LLC | 0.99% | Add +11.5% | 69,432 | $2.4M |
| Spire Wealth Management | 0.07% | Add +0.8% | 68,004 | $2.3M |
| CapWealth Advisors, LLC | 0.24% | Reduce -2.7% | 65,381 | $2.2M |
| Signature Resources Capital Management, LLC | 1.88% | Add +12.7% | 63,798 | $2.2M |
| Anchor Investment Management, LLC | 0.20% | No change | 63,652 | $2.2M |
| IAM Advisory, LLC | 0.57% | Reduce -0.8% | 63,571 | $2.2M |
| CENTRAL TRUST Co | 0.05% | Add +3.3% | 63,430 | $2.2M |
| Fjell Capital, LLC | 2.15% | Reduce -7.5% | 61,901 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +102.0% | 61,486 | $2.1M |
| Convergence Financial, LLC | 0.41% | Add +876.8% | 61,061 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +58.6% | 60,239 | $2.1M |
| Capital Planning LLC | 0.57% | Reduce -2.4% | 59,503 | $2.0M |
| Atlas Legacy Advisors, LLC | 0.51% | Reduce -81.5% | 55,038 | $2.0M |
| Barrett & Company, Inc. | 0.85% | Add +2.1% | 57,698 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +30.1% | 56,948 | $2.0M |
| Lanark Financial, Inc. | 0.16% | — | 56,207 | $1.9M |
| RFG Advisory, LLC | 0.05% | Reduce -33.8% | 55,146 | $1.9M |
| Capital Management Associates, Inc | 0.43% | Add +144.7% | 54,860 | $1.9M |
| Tempus Wealth Planning, LLC | 0.56% | Add +12.3% | 54,709 | $1.9M |
| Carolinas Wealth Consulting LLC | 0.40% | Add +10.4% | 54,043 | $1.9M |
| AlphaCore Capital LLC | 0.16% | New | 53,660 | $1.8M |
| Lincoln Capital LLC | 0.38% | Add +35.7% | 56,253 | $1.8M |
| Latitude Advisors, LLC | 1.05% | Add +25.8% | 52,663 | $1.8M |
| Tyler-Stone Wealth Management | 0.32% | Add +33.6% | 52,598 | $1.8M |
| GWN Securities Inc. | 0.10% | New | 51,792 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +23.1% | 51,383 | $1.8M |
| Wood Tarver Financial Group, LLC | 0.56% | Add +137.0% | 50,546 | $1.7M |
| Integrity Alliance, Llc. | 0.07% | Add +214.3% | 49,531 | $1.7M |
| Financial Perspectives, Inc | 0.57% | Add +0.8% | 48,308 | $1.7M |
| Absolute Capital Management, LLC | 0.95% | Reduce -7.0% | 47,884 | $1.6M |
| Gemmer Asset Management LLC | 0.16% | No change | 47,484 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +8.4% | 45,876 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.7% | 45,344 | $1.6M |
| Moloney Securities Asset Management, LLC | 0.21% | Add +31.3% | 45,344 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +96.8% | 44,152 | $1.5M |
| Accel Wealth Management | 0.54% | Add +61.9% | 43,393 | $1.5M |
| Endeavor Private Wealth, Inc. | 0.78% | Add +29.5% | 41,915 | $1.4M |
| Kintra Wealth, LLC | 0.97% | Add +8.2% | 41,888 | $1.4M |
| PKS Advisory Services, LLC | 0.39% | Add +17.9% | 41,633 | $1.4M |
| Investment Advisory Services Inc. /TX | 0.51% | Add +11.5% | 41,384 | $1.4M |
| Fermata Advisors, LLC | 0.25% | Add +69.5% | 40,235 | $1.4M |
| Seamount Financial Group Inc. | 0.93% | Add +31.9% | 39,993 | $1.4M |
| IFG Advisory, LLC | 0.07% | Add +61.8% | 39,333 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Add +3.7% | 39,131 | $1.3M |
| Owen LaRue, LLC | 0.66% | Add +54.6% | 38,807 | $1.3M |
| Richards, Merrill & Peterson, Inc. | 0.69% | Add +11.3% | 38,549 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | Add +61.4% | 35,157 | $1.2M |
| Warner Financial, Inc. | 0.53% | Add +5.2% | 34,991 | $1.2M |
| Tradition Wealth Management, LLC | 0.10% | Add +0.1% | 34,557 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | No change | 34,182 | $1.2M |
| Financial Management Network Inc. | 0.26% | Add +62.3% | 37,643 | $1.2M |
| Nicholson Meyer Capital Management, Inc. | 1.07% | — | 33,839 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +19.8% | 33,818 | $1.2M |
| Peak Planning Group, LLC | 0.47% | Reduce -1.3% | 32,489 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Add +51.6% | 31,771 | $1.1M |
| Comerica Bank | 0.00% | Add +15.8% | 31,506 | $1.1M |
| LexAurum Advisors, LLC | 0.21% | Reduce -2.1% | 31,368 | $1.1M |
| Trueblood Wealth Management, LLC | 0.49% | Add +55.3% | 31,068 | $1.1M |
| Pines Wealth Management, LLC | 0.49% | Add +44.1% | 34,699 | $1.1M |
| Professional Financial Advisors, LLC | 0.27% | Reduce -1.9% | 30,779 | $1.1M |
| Aspire Growth Partners LLC | 0.91% | Add +4.1% | 28,925 | $1.0M |
| Bill Few Associates, Inc. | 0.36% | Add +19.6% | 29,711 | $1.0M |
| Arax Advisory Partners | 0.06% | Add +283.3% | 29,214 | $1.0M |
| MSH Capital Advisors LLC | 0.31% | Reduce -0.7% | 29,178 | $999K |
| Rothschild Investment LLC | 0.07% | Add +15.5% | 28,973 | $992K |
| Ameriflex Group, Inc. | 0.40% | Add +378.6% | 28,388 | $972K |
| Woodmont Investment Counsel LLC | 0.07% | Add +18.8% | 27,928 | $957K |
| Virtue Capital Management, LLC | 0.11% | Add +102.9% | 27,709 | $948K |
| Lifeworks Advisors, LLC | 0.16% | New | 27,405 | $939K |
| D. E. Shaw & Co. | 0.00% | New | 26,507 | $908K |
| Kovack Advisors, Inc. | 0.10% | Add +19.1% | 26,401 | $904K |
| NavPoint Financial, Inc. | 0.63% | Add +0.4% | 26,091 | $894K |
| Lynch & Associates | 0.19% | Add +48.2% | 25,901 | $887K |
| Lodestone Wealth Management LLC | 0.46% | Add +1.3% | 25,235 | $864K |
| Creative Planning | 0.00% | Add +3.9% | 24,985 | $856K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +3.3% | 24,941 | $854K |
| First Heartland Consultants, Inc. | 0.09% | Add +5.5% | 24,923 | $854K |
| Townsquare Capital LLC | 0.01% | Add +4.7% | 24,625 | $843K |
| Essex Financial Services, Inc. | 0.06% | New | 24,558 | $841K |
| Ameriprise Financial Inc. | 0.00% | Reduce -53.3% | 24,386 | $835K |
| Uptick Partners, LLC | 0.28% | Reduce -1.8% | 24,299 | $832K |
| Norden Group LLC | 0.10% | Add +4.0% | 24,175 | $828K |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 24,130 | $826K |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -9.1% | 23,093 | $791K |
| SteelPeak Wealth, LLC | 0.03% | Add +30.0% | 23,077 | $790K |
| Silverlake Wealth Management LLC | 0.30% | Reduce -0.5% | 22,469 | $770K |
| Sittner & Nelson, LLC | 0.33% | Add +14.3% | 22,441 | $769K |
| Arkadios Wealth Advisors | 0.03% | No change | 21,899 | $750K |
| National Wealth Management Group, LLC | 0.49% | Add +10.9% | 21,811 | $747K |
| Park Avenue Securities LLC | 0.01% | Add +9.5% | 21,793 | $746K |
| Rehmann Capital Advisory Group | 0.05% | No change | 21,479 | $736K |
| 180 Wealth Advisors, LLC | 0.11% | Reduce -7.5% | 20,985 | $719K |
| J Hagan Capital, Inc. | 0.57% | — | 18,786 | $698K |
| Nwam LLC | 0.06% | Add +18.6% | 20,350 | $697K |
| Ashton Thomas Securities, LLC | 0.19% | Add +8.5% | 19,911 | $682K |
| Rather & Kittrell, Inc. | 0.15% | Add +6.5% | 19,900 | $682K |
| Gateway Wealth Partners, LLC | 0.15% | Add +33.5% | 19,838 | $679K |
| Oak Hill Wealth Advisors, LLC | 0.16% | Add +30.9% | 19,766 | $677K |
| Capital International Investors | 0.00% | Reduce -13.9% | 19,314 | $662K |
| Nautilus Advisors LLC | 0.54% | Add +17.4% | 19,193 | $657K |
| McCarthy Asset Management, Inc. | 0.48% | Add +2.8% | 19,176 | $657K |
| Hunter Associates Investment Management LLC | 0.10% | Add +8.5% | 19,100 | $654K |
| Kingsview Wealth Management, LLC | 0.01% | Add +35.9% | 19,057 | $653K |
| Brown Miller Wealth Management, LLC | 0.22% | No change | 18,666 | $639K |
| Strategic Financial Concepts, LLC | 0.12% | Add +70.5% | 18,594 | $637K |
| Certior Financial Group, LLC | 0.52% | Add +17.5% | 18,285 | $626K |
| Harmony Asset Management LLC | 0.26% | Add +21.3% | 18,241 | $625K |
| Venture Visionary Partners LLC | 0.03% | Add +76.7% | 18,111 | $620K |
| IHT Wealth Management, LLC | 0.02% | Add +80.0% | 17,997 | $616K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +23.9% | 17,986 | $616K |
| Saxony Capital Management, LLC | 0.53% | Add +10.8% | 17,662 | $605K |
| Trinity Wealth Management, LLC | 0.28% | Add +39.5% | 17,638 | $604K |
| Keystone Financial Group | 0.06% | Add +43.1% | 17,268 | $591K |
| Summit Global Investments | 0.04% | Add +13.9% | 17,129 | $587K |
| CGN Advisors LLC | 0.06% | Add +3.5% | 17,134 | $587K |
| Private Trust Co. NA | 0.06% | Reduce -8.0% | 17,069 | $585K |
| KOM Wealth Management Group, LLC | 0.51% | Add +7.0% | 16,889 | $578K |
| FinDec Wealth Services, Inc. | 0.56% | Reduce -85.3% | 16,459 | $564K |
| Mattern Wealth Management LLC | 0.12% | Add +25.8% | 16,341 | $560K |
| HFG Advisors, Inc. | 0.47% | No change | 16,127 | $552K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -4.7% | 16,118 | $552K |
| Fourpath Capital Management, LLC | 0.10% | Add +166.0% | 16,083 | $551K |
| Oxinas Partners, LLC | 0.32% | Add +4.4% | 16,001 | $548K |
| Avantax Planning Partners, Inc. | 0.02% | Add +3.5% | 15,995 | $548K |
| Signature Wealth Management Group | 0.21% | Reduce -4.0% | 15,972 | $547K |
| CPR Investments Inc. | 0.48% | Reduce -19.9% | 15,875 | $544K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 15,776 | $540K |
| Bank of Montreal | 0.00% | Add +1.7% | 15,366 | $526K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.0% | 15,340 | $525K |
| ORBA Wealth Advisors, L.L.C. | 0.26% | No change | 15,230 | $522K |
| Northwest Financial Advisors | 0.42% | No change | 14,892 | $510K |
| Wealthgarden F.S. LLC | 0.49% | Reduce -7.0% | 14,867 | $509K |
| Weatherly Asset Management L. P. | 0.05% | No change | 14,695 | $503K |
| Bison Wealth, LLC | 0.05% | New | 14,407 | $502K |
| Belpointe Asset Management LLC | 0.03% | Add +11.8% | 14,631 | $501K |
| Mascagni Wealth Management, Inc. | 0.49% | No change | 14,493 | $496K |
| Quantinno Capital Management LP | 0.00% | Reduce -17.8% | 14,366 | $492K |
| Keystone Financial Services, LLC | 0.42% | Add +13.5% | 14,328 | $491K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +18.2% | 14,877 | $484K |
| Advisory Alpha, LLC | 0.02% | Add +1.5% | 14,130 | $484K |
| RIA Advisory Group LLC | 0.15% | Add +0.4% | 13,780 | $472K |
| United Advisor Group, LLC | 0.09% | Add +32.0% | 13,194 | $452K |
| Trilogy Capital Inc. | 0.02% | Reduce -55.2% | 13,061 | $447K |
| Retirement Guys Formula LLC | 0.22% | Reduce -2.0% | 12,988 | $445K |
| International Assets Investment Management, LLC | 0.04% | Add +15.9% | 12,981 | $445K |
| Carnegie Lake Advisors LLC | 0.18% | Add +10.7% | 12,881 | $441K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.5% | 12,748 | $437K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 12,701 | $435K |
| Sard Wealth Management Group, LLC | 0.29% | No change | 12,629 | $433K |
| Westside Investment Management, Inc. | 0.09% | Add +158.5% | 12,600 | $432K |
| McNamara Financial Services, Inc. | 0.09% | New | 12,383 | $424K |
| Visionary Wealth Advisors | 0.03% | Add +69.7% | 12,243 | $419K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +6.3% | 12,243 | $419K |
| Cim, LLC | 0.06% | Reduce -15.9% | 12,173 | $417K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +50.8% | 11,241 | $385K |
| Faithward Advisors, LLC | 0.07% | Reduce -21.3% | 11,216 | $384K |
| Cushing Capital Partners, LLC | 0.34% | No change | 11,075 | $379K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -12.7% | 10,960 | $375K |
| RiverFront Investment Group, LLC | 0.01% | No change | 10,870 | $372K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -26.4% | 10,800 | $370K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 9,983 | $342K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +48.6% | 9,972 | $342K |
| Tudor Financial Inc. | 0.20% | Add +20.8% | 9,798 | $336K |
| XTX Topco Ltd | 0.02% | New | 9,717 | $333K |
| Titleist Asset Management, LLC | 0.04% | Add +0.3% | 9,542 | $327K |
| High Falls Advisors, Inc | 0.08% | Add +23.0% | 9,482 | $325K |
| Commerce Bank | 0.00% | Reduce -2.1% | 9,241 | $317K |
| Mission Financial Group, LLC | 0.29% | — | 7,793 | $313K |
| Private Client Services, LLC | 0.15% | No change | 8,988 | $308K |
| Betterment LLC | 0.00% | Add +4.8% | 8,862 | $304K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +24.5% | 8,873 | $304K |
| Choreo, LLC | 0.00% | Reduce -3.6% | 8,859 | $303K |
| StoneX Group Inc. | 0.01% | Reduce -11.7% | 7,809 | $267K |
| Wealthcare Capital Management LLC | 0.03% | Add +0.7% | 7,718 | $264K |
| Wealthcare Capital Partners, LLC | 0.13% | New | 7,526 | $258K |
| Regal Investment Advisors LLC | 0.02% | New | 7,447 | $255K |
| Prosperity Wealth Management, Inc. | 0.12% | Add +29.2% | 7,446 | $255K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.5% | 7,412 | $254K |
| PCG Wealth Advisors, LLC | 0.09% | New | 7,351 | $252K |
| Arthur M. Cohen & Associates, LLC | 0.05% | New | 7,258 | $249K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 7,205 | $247K |
| Pathstone Holdings, LLC | 0.00% | Add +22.6% | 7,203 | $247K |
| ORG Partners LLC | 0.06% | Reduce -8.3% | 7,137 | $246K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -7.6% | 7,115 | $244K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | Add +14.4% | 11,950 | $243K |
| CVFG LLC | 0.22% | Add +25.9% | 7,055 | $242K |
| Ascentis Independent Advisors | 0.05% | New | 6,834 | $234K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.7% | 6,771 | $232K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,721 | $230K |
| CRA Financial Services, LLC | 0.04% | Add +7.6% | 6,639 | $227K |
| Cora Capital Advisors LLC | 0.11% | New | 6,514 | $223K |
| West Michigan Advisors, LLC | 0.07% | No change | 6,489 | $222K |
| Florida Financial Advisors, LLC | 0.09% | New | 6,455 | $221K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +8.7% | 6,261 | $214K |
| Prosperity Financial Group, Inc. | 0.11% | New | 6,244 | $214K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -24.3% | 6,184 | $212K |
| Carson Advisory Inc. | 0.14% | New | 6,016 | $206K |
| Zions Bancorporation, National Association | 0.01% | — | 5,000 | $171K |
| Bessemer Group Inc. | 0.00% | No change | 4,935 | $169K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +10.6% | 4,074 | $141K |
| Harbor Investment Advisory, LLC | 0.01% | Add +84.2% | 3,960 | $136K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | New | 3,921 | $134K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,266 | $112K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +8.3% | 3,250 | $111K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,073 | $105K |
| Mather Group, Llc. | 0.00% | No change | 2,761 | $95K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.4% | 2,388 | $82K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,174 | $74K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +1312.7% | 1,893 | $65K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,864 | $64K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,606 | $55K |
| MPWM Advisory Solutions, LLC | 0.04% | New | 1,597 | $55K |
| Chilton Capital Management LLC | 0.00% | New | 1,546 | $53K |
| Clear Investment Research, LLC | 0.07% | Add +1.2% | 1,504 | $52K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,463 | $50K |
| CX Institutional | 0.00% | New | 1,389 | $48K |
| Archer Investment Corp | 0.01% | No change | 1,320 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.6% | 1,450 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,282 | $44K |
| GAMMA Investing LLC | 0.00% | No change | 1,141 | $39K |
| Fairscale Capital, LLC | 0.04% | No change | 1,134 | $39K |
| Northwest Capital Management Inc | 0.02% | No change | 1,133 | $39K |
| Larson Financial Group LLC | 0.00% | No change | 1,013 | $35K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,000 | $34K |
| Rossby Financial, LCC | 0.01% | New | 904 | $31K |
| FMR LLC | 0.00% | Reduce -2.1% | 915 | $31K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -2.9% | 870 | $31K |
| Trust Co | 0.00% | No change | 885 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 875 | $30K |
| Capital A Wealth Management, LLC | 0.03% | Reduce -8.3% | 829 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 602 | $21K |
| IAG Wealth Partners, LLC | 0.00% | Add +182.5% | 596 | $20K |
| MCF Advisors LLC | 0.00% | Reduce -7.1% | 573 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 564 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 422 | $14K |
| US Bancorp \de | 0.00% | Reduce -39.3% | 414 | $14K |
| Coldstream Capital Management Inc. | 0.00% | New | 329 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 60 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 62 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 43 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.