Cap Group Growth EquityCGGRETF
13F holders, Q3 2025 (September 30)526holders +34
61new positions
22sold out
3famous investors
$43.93avg. 13F price*
At the end of Q3 2025, 526 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 34 from Q2 2025. 61 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($1.7B), Capital Group Private Client Services, Inc. ($1.0B) and Morgan Stanley ($606.7M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q3 2025)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $123.2M |
| Exits | 22 | $23.3M |
All 13F filers, Q2 2025 → Q3 2025: 38,823,292 shares bought and 3,131,244 shares sold, net +35,692,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| LPL Financial LLC | 0.49% | Add +28.5% | 38,596,360 | $1.7B |
| Capital Group Private Client Services, Inc. | 17.21% | Add +5.3% | 23,440,414 | $1.0B |
| Morgan Stanley | 0.04% | Add +16.4% | 13,812,724 | $606.7M |
| Bank of America Corp. | 0.04% | Add +11.5% | 12,800,968 | $562.2M |
| Commonwealth Equity Services, LLC | 0.72% | Add +2.2% | 12,707,821 | $558.1M |
| Envestnet Asset Management Inc. | 0.15% | Add +15.4% | 12,051,258 | $529.3M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +9.3% | 11,374,810 | $499.6M |
| Raymond James Financial Inc. | 0.16% | Add +31.7% | 11,144,965 | $489.5M |
| Wells Fargo & Company | 0.09% | Add +19.4% | 9,843,315 | $432.3M |
| Cetera Investment Advisers | 0.39% | Add +23.3% | 7,640,758 | $335.6M |
| Jones Financial Companies LLLP | 0.18% | Add +30.7% | 5,999,008 | $261.8M |
| Osaic Holdings, Inc. | 0.35% | Add +19.3% | 5,867,620 | $253.4M |
| Royal Bank of Canada | 0.04% | Add +20.5% | 5,365,132 | $235.6M |
| UBS Group AG | 0.04% | Add +21.9% | 4,952,682 | $217.5M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +15.9% | 3,753,708 | $164.9M |
| MML Investors Services, LLC | 0.39% | Add +2.3% | 3,338,111 | $146.6M |
| Signature Estate & Investment Advisors LLC | 2.54% | Reduce -3.3% | 2,703,045 | $118.7M |
| Kestra Advisory Services, LLC | 0.45% | Add +8.6% | 2,258,833 | $99.2M |
| Cwm, LLC | 0.29% | Add +22.7% | 2,186,889 | $96.0M |
| Financial Security Advisor, Inc. | 19.98% | Add +1.1% | 2,139,082 | $93.9M |
| WNY Asset Management, LLC | 8.91% | Add +1.7% | 2,105,722 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.5% | 2,062,976 | $91.1M |
| Private Advisor Group, LLC | 0.42% | Add +7.5% | 1,923,568 | $84.5M |
| Baird Financial Group, Inc. | 0.13% | Add +1.0% | 1,807,397 | $79.4M |
| Stifel Financial Corp. | 0.07% | Add +10.2% | 1,787,315 | $78.5M |
| Kestra Investment Management, LLC | 1.98% | Add +14.1% | 1,676,585 | $73.6M |
| &partners | 0.43% | Add +16.8% | 1,522,223 | $66.9M |
| Merit Financial Group, LLC | 0.61% | Add +474.3% | 1,510,100 | $66.3M |
| New England Capital Financial Advisors LLC | 26.97% | Add +0.1% | 1,444,730 | $63.5M |
| Sei Investments Co. | 0.06% | Add +17.1% | 1,362,101 | $59.8M |
| Johnson Bixby & Associates, LLC | 7.58% | Add +1.6% | 1,345,920 | $59.1M |
| JPMorgan Chase & Co. | 0.00% | Add +40.6% | 1,384,925 | $57.5M |
| NewEdge Advisors, LLC | 0.26% | Add +7.2% | 1,308,141 | $57.5M |
| Geneos Wealth Management Inc. | 1.32% | Add +54.0% | 1,188,986 | $52.2M |
| Prospera Financial Services Inc | 0.89% | Add +10.4% | 1,186,243 | $52.1M |
| Captrust Financial Advisors | 0.11% | Reduce -2.1% | 1,184,223 | $52.0M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +1.0% | 1,104,918 | $48.5M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -12.4% | 1,048,462 | $46.0M |
| Adamsbrown Wealth Consultants LLC | 12.61% | Add +1.3% | 1,042,361 | $45.8M |
| Confluence Wealth Services, Inc. | 2.19% | Add +6.6% | 1,013,280 | $44.5M |
| Wealthcare Advisory Partners LLC | 0.89% | Add +2.3% | 969,294 | $42.6M |
| JSF Financial, LLC | 8.60% | Reduce -3.6% | 882,565 | $38.8M |
| Advance Capital Management, Inc. | 1.59% | Add +10.5% | 836,450 | $36.7M |
| Global Retirement Partners, LLC | 0.81% | Reduce -1.5% | 827,476 | $36.3M |
| Summit Investment Advisory Services, LLC | 14.45% | Add +1.6% | 826,198 | $36.3M |
| D.A. Davidson & Co. | 0.23% | Add +8.3% | 809,012 | $35.5M |
| Truist Financial Corp. | 0.05% | Add +51.9% | 796,539 | $35.0M |
| Barnes Pettey Financial Advisors, LLC | 18.94% | Add +4.0% | 786,838 | $34.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.16% | Reduce -9.2% | 767,749 | $33.7M |
| Eclectic Associates Inc. | 5.56% | Add +4.8% | 689,169 | $30.3M |
| SOL Capital Management CO | 2.67% | Add +1.5% | 678,317 | $29.8M |
| Haverford Trust Co | 0.27% | Add +0.5% | 674,664 | $29.6M |
| Ergawealth Advisors, Inc. | 13.67% | Add +5.1% | 668,167 | $29.3M |
| Sagespring Wealth Partners, LLC | 0.52% | Add +5.5% | 609,684 | $26.8M |
| Equitable Holdings, Inc. | 0.20% | Add +33.6% | 606,189 | $26.6M |
| Tribridge Partners Financial LLC | 12.12% | Add +16.1% | 596,424 | $26.4M |
| Focus Partners Wealth | 0.04% | Reduce -2.8% | 598,832 | $26.3M |
| Valmark Advisers, Inc. | 0.33% | Add +12.5% | 577,629 | $25.4M |
| Harbour Investments, Inc. | 0.56% | Add +11.8% | 565,952 | $24.9M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +41.8% | 565,299 | $24.8M |
| Per Stirling Capital Management, LLC. | 2.87% | Add +24.2% | 545,583 | $24.0M |
| Benjamin Edwards Inc. | 0.27% | Add +33.2% | 545,186 | $23.9M |
| Sanctuary Advisors, LLC | 0.14% | Add +6.9% | 542,578 | $23.8M |
| Greenbush Financial Group, LLC | 8.72% | Add +5.1% | 517,488 | $22.7M |
| AdvisorNet Financial, Inc | 1.25% | Add +1.5% | 502,814 | $22.1M |
| National Bank of Canada | 0.02% | Reduce -0.4% | 484,400 | $21.3M |
| PFG Advisors | 0.82% | Add +10.2% | 455,404 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +36.7% | 453,474 | $19.9M |
| DAVENPORT & Co LLC | 0.10% | Add +16.7% | 443,697 | $19.5M |
| IFP Advisors, Inc | 0.50% | Add +3.4% | 439,652 | $19.3M |
| Main Line Retirement Advisors, LLC | 9.90% | Add +3.2% | 439,373 | $19.3M |
| Financial Council, LLC | 8.48% | Add +0.6% | 435,240 | $19.1M |
| Challenger Wealth Management | 14.83% | Reduce -0.5% | 431,778 | $19.0M |
| Strategic Blueprint, LLC | 0.83% | Add +3.6% | 430,383 | $18.9M |
| Alpha Financial Advisors, LLC | 6.58% | Add +1.7% | 425,345 | $18.7M |
| Kera Capital Partners, Inc. | 2.70% | Add +128.8% | 410,544 | $18.0M |
| Mission Wealth Management, LP | 0.37% | Reduce -1.3% | 407,663 | $17.9M |
| Exencial Wealth Advisors, LLC | 0.58% | Reduce -1.7% | 403,917 | $17.7M |
| Mutual Advisors, LLC | 0.39% | Add +69.5% | 393,880 | $17.6M |
| Hartmann Taylor Wealth Management, LLC | 11.95% | Add +16.8% | 378,800 | $16.6M |
| Assetmark, Inc. | 0.03% | Add +94.5% | 367,501 | $16.1M |
| Axxcess Wealth Management, LLC | 0.34% | Add +7.6% | 365,785 | $16.1M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -40.9% | 354,189 | $15.6M |
| Souders Financial Advisors | 1.82% | Reduce -4.4% | 348,402 | $15.3M |
| IAM Advisory, LLC | 3.43% | Add +0.4% | 347,305 | $15.3M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -8.5% | 343,368 | $15.1M |
| Ferguson Shapiro LLC | 4.86% | Reduce -0.3% | 341,482 | $15.0M |
| Stonebridge Financial Group, LLC | 1.30% | Add +309.4% | 335,601 | $14.7M |
| Gutierrez Wealth Advisory, LLC | 9.19% | Reduce -5.8% | 327,133 | $14.4M |
| Mach-1 Financial Group, LLC | 2.26% | New | 322,727 | $14.2M |
| Integrity Advisory Solutions, LLC | 2.26% | — | 322,727 | $14.2M |
| Daymark Wealth Partners, LLC | 0.47% | Add +4.3% | 317,152 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -21.5% | 307,389 | $13.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +2879.6% | 304,905 | $13.4M |
| Brass Tax Wealth Management, Inc. | 2.21% | New | 302,039 | $13.3M |
| Beacon Financial Group | 1.30% | Add +21.6% | 300,583 | $13.2M |
| Ballew Advisors, Inc | 7.15% | Add +10.4% | 292,389 | $12.8M |
| Bedel Financial Consulting, Inc. | 1.61% | Add +3.0% | 287,390 | $12.6M |
| Stephens Inc. | 0.16% | Add +13.5% | 286,587 | $12.6M |
| Capital Analysts, LLC | 0.37% | Add +23.7% | 286,260 | $12.6M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.