Cap Group Growth EquityCGGRETF
13F holders, Q4 2025 (December 31)609holders +83
56new positions
17sold out
3famous investors
$44.46avg. 13F price*
At the end of Q4 2025, 609 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 83 from Q3 2025. 56 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($2.0B), Morgan Stanley ($1.2B) and Capital Group Private Client Services, Inc. ($1.1B). 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 (Q4 2025)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $104.7M |
| Exits | 17 | $76.4M |
All 13F filers, Q3 2025 → Q4 2025: 47,914,450 shares bought and 4,350,551 shares sold, net +43,563,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 609 holders
| LPL Financial LLC | 0.55% | Add +17.7% | 45,411,053 | $2.0B |
| Morgan Stanley | 0.07% | Add +94.6% | 26,878,644 | $1.2B |
| Capital Group Private Client Services, Inc. | 17.01% | Add +2.5% | 24,026,194 | $1.1B |
| Envestnet Asset Management Inc. | 0.18% | Add +10.2% | 13,284,377 | $590.8M |
| Commonwealth Equity Services, LLC | 0.78% | Add +3.8% | 13,193,475 | $586.7M |
| Bank of America Corp. | 0.04% | Add +0.6% | 12,873,150 | $572.5M |
| Wells Fargo & Company | 0.11% | Add +26.2% | 12,423,660 | $552.5M |
| Raymond James Financial Inc. | 0.17% | Add +11.4% | 12,416,934 | $552.2M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Add +6.7% | 12,136,612 | $539.7M |
| Cetera Investment Advisers | 0.40% | Add +7.4% | 8,207,815 | $365.0M |
| Jones Financial Companies LLLP | 0.20% | Add +25.5% | 7,527,486 | $334.8M |
| Osaic Holdings, Inc. | 0.45% | Add +16.9% | 6,857,066 | $305.0M |
| Royal Bank of Canada | 0.05% | Add +20.7% | 6,476,059 | $288.0M |
| UBS Group AG | 0.05% | Add +5.7% | 5,235,698 | $232.8M |
| Cambridge Investment Research Advisors, Inc. | 0.51% | Add +16.3% | 4,363,808 | $194.1M |
| MML Investors Services, LLC | 0.39% | Add +9.2% | 3,643,866 | $162.0M |
| Signature Estate & Investment Advisors LLC | 2.36% | Reduce -2.6% | 2,633,662 | $117.1M |
| Kestra Advisory Services, LLC | 0.47% | Add +14.1% | 2,576,150 | $114.6M |
| Stifel Financial Corp. | 0.09% | Add +30.9% | 2,340,568 | $104.1M |
| Cwm, LLC | 0.27% | Add +3.1% | 2,255,337 | $100.3M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.9% | 2,123,336 | $96.5M |
| Kestra Investment Management, LLC | 2.28% | Add +25.2% | 2,099,816 | $93.4M |
| &partners | 0.48% | Add +36.1% | 2,071,713 | $92.3M |
| JPMorgan Chase & Co. | 0.01% | Add +55.5% | 2,153,080 | $89.4M |
| Financial Security Advisor, Inc. | 17.17% | Reduce -6.7% | 1,994,948 | $88.7M |
| Private Advisor Group, LLC | 0.41% | Add +3.0% | 1,982,001 | $88.1M |
| Baird Financial Group, Inc. | 0.13% | Add +2.0% | 1,844,152 | $82.0M |
| Merit Financial Group, LLC | 0.64% | Add +19.4% | 1,802,258 | $80.1M |
| Sei Investments Co. | 0.07% | Add +17.0% | 1,593,398 | $70.9M |
| NewEdge Advisors, LLC | 0.24% | Add +11.6% | 1,459,912 | $64.9M |
| New England Capital Financial Advisors LLC | 24.71% | Reduce -1.6% | 1,422,344 | $63.3M |
| Johnson Bixby & Associates, LLC | 7.69% | Add +3.6% | 1,394,757 | $62.0M |
| Prospera Financial Services Inc | 0.96% | Add +10.2% | 1,307,483 | $58.2M |
| Aprio Wealth Management, LLC | 3.30% | Add +755.5% | 1,291,423 | $57.4M |
| Rockefeller Capital Management L.P. | 0.10% | Add +593.2% | 1,289,258 | $57.3M |
| Concurrent Investment Advisors, LLC | 0.63% | Add +119.9% | 1,243,134 | $55.3M |
| Great Valley Advisor Group, Inc. | 1.03% | Add +8.9% | 1,203,656 | $53.5M |
| Geneos Wealth Management Inc. | 1.31% | Add +1.0% | 1,201,039 | $53.4M |
| Captrust Financial Advisors | 0.10% | Add +0.5% | 1,190,095 | $52.9M |
| Confluence Wealth Services, Inc. | 2.02% | Add +8.5% | 1,098,989 | $48.9M |
| Adamsbrown Wealth Consultants LLC | 12.87% | Reduce -0.3% | 1,039,294 | $46.2M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -2.6% | 1,021,342 | $45.4M |
| Global Retirement Partners, LLC | 0.69% | Add +6.3% | 879,221 | $39.1M |
| JSF Financial, LLC | 8.05% | Reduce -1.0% | 873,717 | $38.9M |
| Valmark Advisers, Inc. | 0.48% | Add +51.2% | 873,172 | $38.8M |
| Summit Investment Advisory Services, LLC | 14.42% | Add +4.0% | 859,208 | $38.2M |
| Advance Capital Management, Inc. | 1.59% | Add +0.7% | 842,498 | $37.5M |
| D.A. Davidson & Co. | 0.23% | Add +3.7% | 839,196 | $37.3M |
| Barnes Pettey Financial Advisors, LLC | 17.78% | Add +2.8% | 808,580 | $36.0M |
| Truist Financial Corp. | 0.05% | Add +1.3% | 807,029 | $35.9M |
| Gerber Kawasaki Wealth & Investment Management | 1.21% | Add +1.2% | 776,868 | $34.5M |
| Benjamin Edwards Inc. | 0.37% | Add +37.3% | 748,621 | $33.3M |
| Haverford Trust Co | 0.29% | Add +8.0% | 728,429 | $32.4M |
| Ergawealth Advisors, Inc. | 14.71% | Add +7.6% | 718,735 | $32.0M |
| Eclectic Associates Inc. | 4.90% | Add +2.6% | 706,853 | $31.4M |
| Farther Finance Advisors, LLC | 0.34% | Add +98.2% | 702,065 | $31.2M |
| Equitable Holdings, Inc. | 0.21% | Add +13.4% | 687,647 | $30.6M |
| Wealth Science Advisors LLC | 17.12% | — | 667,396 | $29.7M |
| Harbour Investments, Inc. | 0.59% | Add +15.2% | 651,832 | $29.0M |
| HighPoint Advisor Group LLC | 0.63% | New | 641,545 | $28.5M |
| Sagespring Wealth Partners, LLC | 0.52% | Add +4.7% | 638,044 | $28.4M |
| SOL Capital Management CO | 2.54% | Reduce -6.3% | 635,354 | $28.3M |
| Tribridge Partners Financial LLC | 11.80% | Add +6.0% | 632,479 | $28.1M |
| IAM Advisory, LLC | 6.23% | Add +81.4% | 630,083 | $28.0M |
| Wealthcare Advisory Partners LLC | 0.53% | Reduce -36.9% | 612,086 | $27.2M |
| Focus Partners Wealth | 0.03% | Add +1.4% | 606,989 | $27.0M |
| Assetmark, Inc. | 0.05% | Add +51.5% | 556,817 | $24.8M |
| Greenbush Financial Group, LLC | 8.42% | Add +7.6% | 556,683 | $24.8M |
| Per Stirling Capital Management, LLC. | 2.69% | Reduce -1.1% | 539,673 | $24.0M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -2.8% | 527,223 | $23.4M |
| AdvisorNet Financial, Inc | 1.23% | Add +3.0% | 517,700 | $23.0M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +38.0% | 473,869 | $21.1M |
| HighTower Advisors, LLC | 0.02% | Add +3.9% | 471,317 | $21.0M |
| J. Derek Lewis & Associates Inc. | 4.91% | — | 471,036 | $20.9M |
| Kingswood Wealth Advisors, LLC | 1.00% | New | 465,652 | $20.7M |
| DAVENPORT & Co LLC | 0.11% | Add +4.7% | 464,503 | $20.7M |
| Financial Council, LLC | 8.16% | Add +5.5% | 459,406 | $20.4M |
| Strategic Blueprint, LLC | 1.20% | Add +5.7% | 454,697 | $20.2M |
| IFP Advisors, Inc | 0.44% | Add +0.9% | 443,735 | $19.7M |
| Challenger Wealth Management | 15.02% | Add +2.5% | 442,679 | $19.7M |
| Axxcess Wealth Management, LLC | 0.35% | Add +20.3% | 439,959 | $19.6M |
| Alpha Financial Advisors, LLC | 5.86% | Add +1.3% | 430,933 | $19.2M |
| Mutual Advisors, LLC | 0.39% | Add +5.0% | 413,560 | $18.4M |
| Mission Wealth Management, LP | 0.37% | Add +1.3% | 412,811 | $18.4M |
| Hartmann Taylor Wealth Management, LLC | 12.01% | Add +5.6% | 399,876 | $17.8M |
| Kera Capital Partners, Inc. | 2.19% | Reduce -2.7% | 399,599 | $17.8M |
| Blair William & Co. | 0.05% | Add +39.3% | 398,534 | $17.7M |
| Exencial Wealth Advisors, LLC | 0.56% | Reduce -1.3% | 398,533 | $17.7M |
| Main Line Retirement Advisors, LLC | 8.60% | Reduce -13.0% | 382,257 | $17.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +23.0% | 378,181 | $16.8M |
| AA Financial Advisors, LLC | 3.08% | Add +82.0% | 375,012 | $16.7M |
| Michael Brady & Co., LLC | 16.40% | — | 369,494 | $16.4M |
| Souders Financial Advisors | 1.81% | Add +1.9% | 355,065 | $15.8M |
| Daymark Wealth Partners, LLC | 0.50% | Add +11.7% | 354,286 | $15.8M |
| Stonebridge Financial Group, LLC | 1.34% | Add +5.1% | 352,831 | $15.7M |
| CLG LLC | 3.82% | Add +35.8% | 345,359 | $15.4M |
| Integrity Advisory Solutions, LLC | 2.16% | Add +4.5% | 337,182 | $15.0M |
| Ferguson Shapiro LLC | 4.48% | Reduce -4.0% | 327,732 | $14.6M |
| Gutierrez Wealth Advisory, LLC | 8.92% | Reduce -2.4% | 319,254 | $14.2M |
| Smith, Moore & Co. | 1.05% | Add +18.4% | 313,016 | $13.9M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.