Cap Group Growth EquityCGGRETF
13F holders, Q2 2025 (June 30)492holders +41
57new positions
23sold out
4famous investors
$40.65avg. 13F price*
At the end of Q2 2025, 492 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 41 from Q1 2025. 57 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($1.2B), Capital Group Private Client Services, Inc. ($904.9M) and Commonwealth Equity Services, LLC ($505.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q2 2025)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $91.2M |
| Exits | 23 | $23.9M |
All 13F filers, Q1 2025 → Q2 2025: 34,243,552 shares bought and 5,521,824 shares sold, net +28,721,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 492 holders
| LPL Financial LLC | 0.41% | Add +31.6% | 30,043,695 | $1.2B |
| Capital Group Private Client Services, Inc. | 7.84% | Add +2.0% | 22,261,894 | $904.9M |
| Commonwealth Equity Services, LLC | 0.67% | Add +6.5% | 12,435,851 | $505.5M |
| Morgan Stanley | 0.03% | Add +24.4% | 11,867,415 | $482.4M |
| Bank of America Corp. | 0.04% | Add +0.6% | 11,478,224 | $466.6M |
| Envestnet Asset Management Inc. | 0.12% | Add +29.0% | 10,446,012 | $424.6M |
| Northwestern Mutual Wealth Management Co. | 0.31% | Add +14.7% | 10,407,693 | $423.1M |
| Raymond James Financial Inc. | 0.12% | Add +8.8% | 8,464,909 | $344.1M |
| Wells Fargo & Company | 0.07% | Add +5.2% | 8,240,751 | $335.0M |
| Cetera Investment Advisers | 0.43% | Add +25.2% | 6,196,806 | $251.9M |
| Osaic Holdings, Inc. | 0.36% | Add +17.8% | 4,919,729 | $199.8M |
| Jones Financial Companies LLLP | 0.14% | Add +38.2% | 4,591,124 | $185.7M |
| Royal Bank of Canada | 0.04% | Add +21.2% | 4,450,735 | $180.9M |
| UBS Group AG | 0.03% | Add +12.8% | 4,061,328 | $165.1M |
| MML Investors Services, LLC | 0.38% | Add +16.5% | 3,262,607 | $132.6M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +17.8% | 3,237,945 | $131.6M |
| Signature Estate & Investment Advisors LLC | 2.62% | Add +7.7% | 2,795,286 | $113.6M |
| Financial Security Advisor, Inc. | 19.81% | Add +3.3% | 2,116,092 | $86.0M |
| Kestra Advisory Services, LLC | 0.41% | Add +13.8% | 2,079,960 | $84.6M |
| WNY Asset Management, LLC | 9.27% | Add +1.2% | 2,070,237 | $84.2M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.2% | 2,032,202 | $83.0M |
| Baird Financial Group, Inc. | 0.13% | Add +21.7% | 1,789,782 | $72.8M |
| Private Advisor Group, LLC | 0.39% | Add +19.5% | 1,789,017 | $72.7M |
| Cwm, LLC | 0.26% | Add +10.1% | 1,782,638 | $72.5M |
| Stifel Financial Corp. | 0.06% | Add +9.3% | 1,622,271 | $65.9M |
| Kestra Investment Management, LLC | 1.81% | Reduce -58.8% | 1,469,931 | $59.8M |
| New England Capital Financial Advisors LLC | 26.84% | Add +1.5% | 1,442,572 | $58.6M |
| Johnson Bixby & Associates, LLC | 7.39% | Add +1.8% | 1,324,486 | $53.8M |
| &partners | 0.41% | Add +27.7% | 1,303,527 | $53.0M |
| NewEdge Advisors, LLC | 0.26% | Reduce -10.9% | 1,220,320 | $49.6M |
| Captrust Financial Advisors | 0.11% | Add +16.8% | 1,209,719 | $49.2M |
| Janney Montgomery Scott LLC | 0.13% | Add +30.0% | 1,196,678 | $48.6M |
| Sei Investments Co. | 0.05% | Add +19.5% | 1,163,011 | $47.3M |
| Great Valley Advisor Group, Inc. | 0.98% | Add +1086.2% | 1,093,942 | $44.5M |
| Prospera Financial Services Inc | 0.81% | Add +8.6% | 1,074,317 | $43.7M |
| Adamsbrown Wealth Consultants LLC | 12.14% | Add +12.2% | 1,029,371 | $41.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 984,817 | $40.0M |
| Confluence Wealth Services, Inc. | 2.11% | Add +3.9% | 950,466 | $38.6M |
| Wealthcare Advisory Partners LLC | 0.88% | Add +7.7% | 947,838 | $38.5M |
| JSF Financial, LLC | 8.84% | Reduce -2.5% | 915,194 | $37.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +8.0% | 845,883 | $34.4M |
| Global Retirement Partners, LLC | 0.85% | — | 840,284 | $34.2M |
| Summit Investment Advisory Services, LLC | 14.38% | Add +5.3% | 813,441 | $33.1M |
| Geneos Wealth Management Inc. | 0.77% | Add +19.4% | 771,867 | $31.4M |
| Advance Capital Management, Inc. | 1.40% | Reduce -4.7% | 757,244 | $30.8M |
| Barnes Pettey Financial Advisors, LLC | 20.56% | Add +3.9% | 756,831 | $30.8M |
| D.A. Davidson & Co. | 0.21% | Add +52.9% | 747,006 | $30.4M |
| Haverford Trust Co | 0.26% | Add +2.4% | 671,563 | $27.3M |
| SOL Capital Management CO | 2.63% | Add +1.4% | 668,065 | $27.2M |
| Eclectic Associates Inc. | 5.81% | Add +12.7% | 657,431 | $26.7M |
| Ergawealth Advisors, Inc. | 11.63% | Add +4.4% | 635,729 | $25.8M |
| Focus Partners Wealth | 0.05% | Reduce -4.1% | 615,985 | $25.0M |
| Farther Finance Advisors, LLC | 0.49% | Add +230.6% | 598,921 | $24.3M |
| Avantax Advisory Services, Inc. | 0.13% | Add +37.7% | 583,425 | $23.7M |
| Sagespring Wealth Partners, LLC | 0.51% | Add +330.6% | 577,712 | $23.5M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -25.8% | 568,085 | $23.2M |
| Mariner, LLC | 0.03% | Add +53.7% | 545,674 | $22.2M |
| Truist Financial Corp. | 0.03% | Reduce -10.7% | 524,427 | $21.3M |
| Tribridge Partners Financial LLC | 12.25% | — | 513,617 | $20.9M |
| Valmark Advisers, Inc. | 0.29% | Add +2.6% | 513,604 | $20.9M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -17.3% | 507,384 | $20.6M |
| Harbour Investments, Inc. | 0.52% | Add +6.8% | 506,074 | $20.6M |
| AdvisorNet Financial, Inc | 1.30% | Add +4.2% | 495,516 | $20.1M |
| Greenbush Financial Group, LLC | 8.72% | Reduce -1.2% | 492,414 | $20.0M |
| National Bank of Canada | 0.02% | New | 486,500 | $19.8M |
| Equitable Holdings, Inc. | 0.15% | Add +160.1% | 453,874 | $18.4M |
| Per Stirling Capital Management, LLC. | 2.33% | Add +70.8% | 439,321 | $17.9M |
| Challenger Wealth Management | 12.23% | Add +11.2% | 433,728 | $17.6M |
| Financial Council, LLC | 8.48% | Add +1.1% | 432,606 | $17.6M |
| Main Line Retirement Advisors, LLC | 9.86% | Add +8.5% | 425,787 | $17.3M |
| IFP Advisors, Inc | 0.49% | Add +11.2% | 425,110 | $17.3M |
| Alpha Financial Advisors, LLC | 6.57% | Reduce -32.2% | 418,278 | $17.0M |
| Strategic Blueprint, LLC | 0.83% | Add +44.5% | 415,294 | $16.9M |
| PFG Advisors | 0.78% | Add +13.0% | 413,340 | $16.8M |
| Mission Wealth Management, LP | 0.37% | Reduce -0.1% | 412,884 | $16.8M |
| Exencial Wealth Advisors, LLC | 0.59% | Add +1.0% | 411,088 | $16.7M |
| Benjamin Edwards Inc. | 0.21% | Add +19.6% | 409,183 | $16.6M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +39.8% | 398,740 | $16.2M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +27.0% | 391,757 | $15.9M |
| DAVENPORT & Co LLC | 0.09% | Add +7.8% | 380,279 | $15.5M |
| Two Sigma Investments, LP | 0.03% | New | 380,100 | $15.5M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +19.4% | 375,397 | $15.3M |
| Souders Financial Advisors | 1.89% | Add +10.0% | 364,518 | $14.8M |
| Gutierrez Wealth Advisory, LLC | 9.46% | Reduce -3.0% | 347,156 | $14.1M |
| IAM Advisory, LLC | 3.37% | Add +444.0% | 345,835 | $14.1M |
| Ferguson Shapiro LLC | 4.69% | New | 342,583 | $13.9M |
| Axxcess Wealth Management, LLC | 0.33% | Add +35.4% | 339,826 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +27.4% | 331,794 | $13.5M |
| Hartmann Taylor Wealth Management, LLC | 10.98% | Add +15.2% | 324,452 | $13.2M |
| Susquehanna International Group, LLP | 0.02% | Add +1942.4% | 313,311 | $12.7M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +115.1% | 304,746 | $12.4M |
| Daymark Wealth Partners, LLC | 0.47% | Reduce -2.2% | 304,055 | $12.4M |
| CLG LLC | 3.85% | Add +32.2% | 303,824 | $12.4M |
| Acas, LLC | 8.11% | Add +4.9% | 285,443 | $12.1M |
| Advisory Services Network, LLC | 0.19% | Add +28.0% | 277,003 | $11.6M |
| Midwest Heritage Bank, FSB | 4.28% | Add +18.3% | 280,082 | $11.4M |
| Bedel Financial Consulting, Inc. | 1.55% | Reduce -1.2% | 278,912 | $11.3M |
| Sovran Advisors, LLC | 1.18% | Reduce -7.6% | 278,742 | $11.3M |
| WealthCare Investment Partners, LLC | 4.03% | Reduce -5.4% | 274,830 | $11.2M |
| Strategic Family Wealth Counselors, L.L.C. | 3.19% | Add +0.3% | 275,852 | $11.2M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.