Capital Group Growth ETF (CGGR) Institutional Ownership

$32.04
+0.45 (+1.42%)
(As of 05/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Capital Group Growth ETF (NYSEARCA:CGGR)

Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$929.66M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$44.40M
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CGGR Institutional Buying and Selling by Quarter

Capital Group Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Kestra Advisory Services LLC1,027,369$32.87M0.2%+22.1%0.604%
5/14/2024 Capital Group Private Client Services Inc.15,759,357$504.14M5.1%+14.5%9.259%
5/14/2024 Axxcess Wealth Management LLC53,271$1.70M0.0%+221.9%0.031%
5/14/2024 OLD Mission Capital LLC510,916$16.34M0.3%+18.0%0.300%
5/14/2024 CreativeOne Wealth LLC7,391$236K0.0%N/A0.004%
5/14/2024 Owen LaRue LLC81,090$2.59M1.6%+23.8%0.048%
5/13/2024 Signature Estate & Investment Advisors LLC2,280,061$72.94M2.1%+3.1%1.340%
5/10/2024 Osaic Holdings Inc.2,157,746$69.03M0.2%+1.9%1.268%
5/10/2024 Wintrust Investments LLC169,493$5.42M0.5%-21.0%0.100%
5/10/2024 Nwam LLC12,210$384K0.0%+16.1%0.007%
5/9/2024 Orion Portfolio Solutions LLC56,245$1.80M0.0%+16.7%0.033%
5/9/2024 Blair William & Co. IL117,406$3.76M0.0%+2.5%0.069%
5/9/2024 Kingsview Wealth Management LLC10,277$329K0.0%-20.9%0.006%
5/9/2024 Delta Investment Management LLC198,665$6.36M1.4%N/A0.117%
5/9/2024 Souders Financial Advisors213,476$6.83M1.1%-0.6%0.125%
5/9/2024 Koshinski Asset Management Inc.55,231$1.77M0.2%+440.2%0.032%
5/8/2024 Cozad Asset Management Inc.84,322$2.70M0.3%+53.9%0.050%
5/8/2024 Bleakley Financial Group LLC105,100$3.36M0.1%-2.1%0.062%
5/8/2024 Avantax Advisory Services Inc.250,083$8M0.1%+13.9%0.147%
5/7/2024 WNY Asset Management LLC73,620$2.36M0.4%+2.9%0.043%
5/7/2024 Bedel Financial Consulting Inc.274,562$8.78M1.4%+1.7%0.161%
5/7/2024 Oppenheimer & Co. Inc.23,104$739K0.0%+33.0%0.014%
5/7/2024 PFG Advisors379,033$12.13M0.9%+0.9%0.223%
5/6/2024 Envestnet Portfolio Solutions Inc.63,577$2.03M0.0%+10.2%0.037%
5/6/2024 Advisory Services Network LLC335,555$10.73M0.2%+6.1%0.197%
5/6/2024 Advisory Alpha LLC13,908$445K0.0%+10.4%0.008%
5/6/2024 Financial Council LLC396,341$12.68M7.5%+4.0%0.233%
5/4/2024 Geneos Wealth Management Inc.528,596$16.91M0.8%+17.8%0.311%
5/3/2024 Investments & Financial Planning LLC229,345$7.34M5.0%+2.5%0.137%
5/3/2024 WealthTrust Asset Management LLC25,321$810K0.6%+18.1%0.015%
5/3/2024 AA Financial Advisors LLC134,716$4.31M1.7%+1.1%0.080%
5/3/2024 Whittier Trust Co. of Nevada Inc.1,282$41K0.0%+146.5%0.001%
5/2/2024 New England Capital Financial Advisors LLC1,607,380$51.42M29.0%-1.1%0.958%
5/2/2024 Haverford Trust Co335,180$10.72M0.1%+170.8%0.200%
5/2/2024 Clear Investment Research LLC1,481$47K0.1%N/A0.001%
5/2/2024 Lincoln National Corp859,937$27.51M0.4%+23.0%0.513%
5/1/2024 Janney Montgomery Scott LLC591,701$18.93M0.1%-20.3%0.353%
5/1/2024 Retirement Group LLC33,046$1.06M0.4%N/A0.020%
4/30/2024 Private Advisor Group LLC524,761$16.79M0.1%+25.3%0.313%
4/30/2024 Lodestone Wealth Management LLC19,392$620K0.3%+4.3%0.012%
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4/30/2024 J.W. Cole Advisors Inc.10,402$333K0.0%+29.7%0.006%
4/30/2024 BlueChip Wealth Advisors LLC122,476$3.92M2.5%N/A0.073%
4/30/2024 Townsend Asset Management Corp NC ADV116,879$3.74M1.5%+3.8%0.070%
4/29/2024Commonwealth Equity Services LLC8,427,012$269.58M0.4%+8.6%5.025%
4/29/2024 Benjamin F. Edwards & Company Inc.193,298$6.18M0.1%+30.7%0.115%
4/26/2024 Trueblood Wealth Management LLC6,597$211K0.1%N/A0.004%
4/26/2024 Bellevue Asset Management LLC230,306$7.37M4.2%+11.1%0.137%
4/26/2024 Clear Creek Financial Management LLC48,995$1.57M0.2%N/A0.029%
4/26/2024 Latitude Advisors LLC30,761$984K0.6%+144.2%0.018%
4/25/2024 Professional Financial Advisors LLC30,081$962K0.3%+3.4%0.018%
4/25/2024 Investment Advisory Services Inc. TX ADV23,173$741K0.3%+10.8%0.014%
4/25/2024 Armor Investment Advisors LLC208,135$6.66M3.2%+4.5%0.124%
4/25/2024 Olistico Wealth LLC64,100$2.05M1.5%+28.3%0.038%
4/25/2024 Cambridge Investment Research Advisors Inc.2,481,505$79.38M0.3%+5.3%1.480%
4/24/2024 CENTRAL TRUST Co64,367$2.06M0.1%-14.0%0.038%
4/24/2024 Fulcrum Equity Management11,389$364K0.4%N/A0.007%
4/24/2024 SOL Capital Management CO63,001$2.02M0.3%+124.5%0.038%
4/24/2024 Simplicity Wealth LLC105,100$3.36M0.1%N/A0.063%
4/24/2024 Spire Wealth Management39,270$1.26M0.1%+6.8%0.023%
4/24/2024 Midwest Heritage Bank FSB138,449$4.43M2.3%+42.2%0.083%
4/23/2024 Global Retirement Partners LLC822,269$26.30M1.0%-0.7%0.490%
4/23/2024 Nations Financial Group Inc. IA ADV8,725$279K0.0%+18.8%0.005%
4/23/2024 Warner Financial Inc.16,460$527K0.3%N/A0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.1,758,131$56.24M0.1%+10.6%1.048%
4/22/2024 Confluence Wealth Services Inc.560,601$17.93M1.6%+12.3%0.334%
4/22/2024 Johnson Bixby & Associates LLC714,348$22.85M4.0%+2,095.6%0.426%
4/22/2024 Raymond James & Associates2,374,962$75.98M0.1%+18.1%1.416%
4/22/2024 Everpar Advisors LLC33,364$1.07M0.6%+48.8%0.020%
4/22/2024Ashton Thomas Private Wealth LLC22,359$715K0.0%-8.4%0.013%
4/19/2024 Tempus Wealth Planning LLC34,681$1.11M0.5%N/A0.021%
4/19/2024 Cornerstone Wealth Management LLC31,906$1.02M0.1%-3.3%0.019%
4/19/2024 Kovack Advisors Inc.6,804$218K0.0%N/A0.004%
4/18/2024 Silverlake Wealth Management LLC25,931$830K0.4%+21.7%0.015%
4/18/2024 Summit Investment Advisory Services LLC741,981$23.74M14.1%-7.8%0.442%
4/18/2024 Financial Security Advisor Inc.2,040,227$65.27M22.8%+0.8%1.217%
4/18/2024 Woodmont Investment Counsel LLC14,280$457K0.0%+76.3%0.009%
4/18/2024 Main Line Retirement Advisors LLC342,685$10.96M8.6%+4.5%0.204%
4/18/2024 Bridgewealth Advisory Group LLC141,606$4.53M2.2%+48.9%0.084%
4/18/2024 HFG Advisors Inc.16,127$516K0.5%+67.3%0.010%
4/17/2024 Trilogy Capital Inc.10,476$335K0.0%N/A0.011%
4/17/2024 Founders Financial Securities LLC79,428$2.54M0.3%+31.8%0.081%
4/16/2024 Bridge Advisory LLC7,708$247K0.1%-13.1%0.008%
4/16/2024 Calton & Associates Inc.102,049$3.27M1.6%+1.2%0.104%
4/16/2024 Pinnacle Bancorp Inc.2,000$64K0.0%+33.3%0.002%
4/16/2024 LongView Wealth Management219,241$7.01M2.8%+36.8%0.224%
4/16/2024 180 Wealth Advisors LLC20,272$648K0.1%+4.0%0.021%
4/16/2024 Lincoln Capital LLC24,972$799K0.2%+14.8%0.026%
4/16/2024 Wealth Enhancement Advisory Services LLC703,358$22.50M0.1%+5.9%0.719%
4/15/2024 Sar Wealth Management Group LLC12,586$403K0.4%-7.7%0.013%
4/15/2024 WealthCare Investment Partners LLC30,043$961K0.5%+3.9%0.031%
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4/15/2024 Wealthcare Advisory Partners LLC784,174$25.09M0.8%+8.7%0.802%
4/15/2024 Sunbelt Securities Inc.92,113$2.95M0.3%+86.9%0.094%
4/15/2024 IAM Advisory LLC7,075$226K0.1%-25.2%0.007%
4/12/2024 CGN Advisors LLC17,652$565K0.1%+18.2%0.018%
4/12/2024 Capital Planning LLC62,603$2.00M0.7%-3.2%0.064%
4/12/2024 AdvisorNet Financial Inc50,479$1.62M0.2%+51.6%0.052%
4/11/2024 Cooper Financial Group72,960$2.33M0.4%N/A0.075%
4/11/2024 &PARTNERS431,873$13.80M1.9%+8.1%0.442%
4/11/2024 Ballew Advisors Inc224,994$7.15M5.0%+5.1%0.230%
4/11/2024 RFG Advisory LLC6,467$207K0.0%N/A0.007%
(Data available from 1/1/2016 forward)

CGGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGGR shares?

During the previous two years, 260 institutional investors and hedge funds held shares of Capital Group Growth ETF. The most heavily invested institutionals were Capital Group Private Client Services Inc. ($504.14M), Commonwealth Equity Services LLC ($269.58M), LPL Financial LLC ($109.77M), Envestnet Asset Management Inc. ($93.86M), Cambridge Investment Research Advisors Inc. ($79.38M), Northwestern Mutual Wealth Management Co. ($77.07M), and Raymond James & Associates ($75.98M).Learn more on CGGR's institutional investors.

Which institutional investors have been buying Capital Group Growth ETF stock?

Of the 257 institutional investors that purchased Capital Group Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($7.95M), LPL Financial LLC ($3.36M), Envestnet Asset Management Inc. ($3.31M), Northwestern Mutual Wealth Management Co. ($2.96M), Capital Group Private Client Services Inc. ($2.85M), Signature Estate & Investment Advisors LLC ($2.52M), and Cambridge Investment Research Advisors Inc. ($2.44M).

How much institutional buying is happening at Capital Group Growth ETF?

Institutional investors have bought a total of 67,145,293 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Which Capital Group Growth ETF major shareholders have been selling company stock?

Of the 58 institutional investors that sold Capital Group Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Signature Estate & Investment Advisors LLC ($241.73K), New England Capital Financial Advisors LLC ($212.17K), Capital Analysts LLC ($173.45K), CFS Investment Advisory Services LLC ($172.98K), Financial Council Asset Management Inc ($156.82K), Janney Montgomery Scott LLC ($151.04K), and Adamsbrown Wealth Consultants LLC ($140.41K).

How much institutional selling is happening at Capital Group Growth ETF?

Institutional investors have sold a total of 2,249,740 shares in the last 24 months. This volume of shares sold represents approximately $56.84M in transactions.


This page (NYSEARCA:CGGR) was last updated on 5/15/2024 by MarketBeat.com Staff

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