Who Owns Capital Group Growth ETF (CGGR)?Hedge Fund & Institutional Holders

$41.41-0.45 (-1.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -6

Price History

$30.53$34.32$38.11$41.89$45.68Sep 24Jun 25Mar 26

CGGR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+13.2M+$586.0B
BANK OF AMERICA CORP /DE/Increased+72K+$569.4B
JONES FINANCIAL COMPANIES LLLPNew Position+7.5M+$334.0B
WELLS FARGO & COMPANY/MNIncreased+2.6M+$118.7B
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+2.6M+$117.1B
Financial Security Advisor, Inc.New Position+2.0M+$88.7B
New England Capital Financial Advisors LLCNew Position+1.4M+$63.3B
Johnson Bixby & Associates, LLCNew Position+1.4M+$62.0B
RAYMOND JAMES FINANCIAL INCIncreased+1.3M+$60.5B
Geneos Wealth Management Inc.New Position+1.2M+$53.4B
OSAIC HOLDINGS, INC.Increased+989K+$50.6B
ROYAL BANK OF CANADAIncreased+1.1M+$50.4B
Confluence Wealth Services, Inc.New Position+1.1M+$48.9B
Rockefeller Capital Management L.P.Increased+1.1M+$48.8B
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+1.0M+$46.2B

CGGR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-11.3M-$499.6B
WNY Asset Management, LLCClosed Position-2.1M-$92.5B
Wealthcare Advisory Partners LLCDecreased-357K-$15.4B
Mach-1 Financial Group, LLCClosed Position-323K-$14.2B
PFG AdvisorsDecreased-321K-$14.0B
Qube Research & Technologies LtdDecreased-248K-$13.4B
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-302K-$13.3B
Advisory Services Network, LLCDecreased-9K-$12.5B
OLD MISSION CAPITAL LLCClosed Position-259K-$11.4B
Obsidian Personal Planning Solutions LLCClosed Position-238K-$10.7B
MARSHALL WACE, LLPClosed Position-211K-$9.3B
VestGen Advisors, LLCDecreased-196K-$8.7B
CITADEL ADVISORS LLCDecreased-195K-$8.7B
Brookstone Capital ManagementDecreased-13K-$8.1B
LEIGH BALDWIN & CO., LLCDecreased-271K-$7.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Group Private Client Services, Inc.24,026,194$1.1T17.01%Share
2COMMONWEALTH EQUITY SERVICES, LLC13,193,475$586.0B0.78%Share
3JONES FINANCIAL COMPANIES LLLP7,514,524$334.0B0.20%Share
4WELLS FARGO & COMPANY/MN7,204,074$320.0B0.06%Share
5RAYMOND JAMES FINANCIAL INC6,542,954$290.0B0.09%Share
6BANK OF AMERICA CORP /DE/6,519,750$289.0B0.02%Share
7BANK OF AMERICA CORP /DE/6,067,926$269.0B0.02%Share
8ROYAL BANK OF CANADA5,874,118$261.0B0.04%Share
9RAYMOND JAMES FINANCIAL INC5,776,078$256.0B0.08%Share
10OSAIC HOLDINGS, INC.5,759,466$256.0B0.37%Share
11UBS Group AG5,229,711$232.6B0.04%Share
12WELLS FARGO & COMPANY/MN4,978,422$221.0B0.04%Share
13STIFEL FINANCIAL CORP2,233,336$99.0B0.09%Share
14Financial Security Advisor, Inc.1,994,948$88.7B17.17%Share
15Private Advisor Group, LLC1,982,001$88.0B0.41%Share
16SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1,874,185$83.3B1.68%Share
17Baird Financial Group, Inc.1,844,152$82.0B0.13%Share
18SEI INVESTMENTS CO1,593,398$70.0B0.07%Share
19New England Capital Financial Advisors LLC1,421,224$63.2B24.69%Share
20Johnson Bixby & Associates, LLC1,394,757$62.0B7.69%Share
21Rockefeller Capital Management L.P.1,289,258$57.0B0.10%Share
22JPMORGAN CHASE & CO1,371,915$56.0B0.00%Share
23Geneos Wealth Management Inc.1,201,039$53.4B1.31%Share
24Confluence Wealth Services, Inc.1,098,989$48.9B2.02%Share
25OSAIC HOLDINGS, INC.1,091,507$48.0B0.07%Share
26ADAMSBROWN WEALTH CONSULTANTS LLC1,039,294$46.2B12.87%Share
27JSF Financial, LLC873,717$38.9B8.05%Share
28Valmark Advisers, Inc.873,172$38.8B0.48%Share
29Summit Investment Advisory Services, LLC859,208$38.2B14.42%Share
30Advance Capital Management, Inc.842,498$37.5B1.59%Share
31D.A. DAVIDSON & CO.839,196$37.3B0.23%Share
32BARNES PETTEY FINANCIAL ADVISORS, LLC808,580$36.0B17.78%Share
33SIGNATURE ESTATE & INVESTMENT ADVISORS LLC759,477$33.8B0.68%Share
34Haverford Trust Co728,429$32.0B0.29%Share
35Ergawealth Advisors, Inc.718,735$32.0B14.71%Share
36ECLECTIC ASSOCIATES INC /ADV706,853$31.4B4.90%Share
37Farther Finance Advisors, LLC702,065$31.2B0.33%Share
38JPMORGAN CHASE & CO754,076$31.0B0.00%Share
39Equitable Holdings, Inc.687,647$30.0B0.21%Share
40SAGESPRING WEALTH PARTNERS, LLC638,044$28.4B0.52%Share
41IAM Advisory, LLC630,083$28.0B6.23%Share
42Wealthcare Advisory Partners LLC612,086$27.2B0.53%Share
43Focus Partners Wealth606,989$26.0B0.03%Share
44ROYAL BANK OF CANADA584,389$25.0B0.00%Share
45ASSETMARK, INC556,817$24.8B0.05%Share
46Greenbush Financial Group, LLC556,683$24.8B8.42%Share
47Per Stirling Capital Management, LLC.539,673$24.0B2.69%Share
48AdvisorNet Financial, Inc517,700$23.0B1.23%Share
49KINGSWOOD WEALTH ADVISORS, LLC465,652$20.7B1.00%Share
50Financial Council, LLC459,406$20.4B8.16%Share

CGGR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025586$7.3T+300
Q3 2025286$7.3T-161
Q2 2025447$7.0T+6
Q1 2025441$6.6T+99
Q4 2024342$152.8T+119
Q3 2024223$847.8T+21
Q2 2024202$365.4T+35
Q1 2024167$210.3T—

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As of Q4 2025, 50 institutional investors hold CGGR (Capital Group Growth ETF). The largest holder is Capital Group Private Client Services, Inc. with $1.1T in shares. This quarter, 9 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own CGGR?

As of Q4 2025, 50 institutional investors report holding CGGR (Capital Group Growth ETF) in their 13F filings.

Who is the largest institutional holder of CGGR?

The largest institutional holder of CGGR is Capital Group Private Client Services, Inc. with $1.1T in shares.

Is institutional ownership of CGGR increasing or decreasing?

This quarter, 9 institutions opened new positions in CGGR and 6 closed their positions.