CGGR · Capital Group Growth ETF ETF

$47.18 -0.10 (-0.21%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 318

Total Value: $15,286,227,304

Total Shares: 323,860,751

Showing 1–100 of 318 holdings by value · page 1 of 4

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 318 13F filers · Δ vs Mar 31, 2026

Top Holder

18.5%

+4.3 pts

Top 5

47.7%

+9.8 pts

Top 10

68.1%

+12.8 pts

HHI

691

Broadly held+242

Quarterly Activity

vs Mar 31, 2026

New

Increased

174

Decreased

Sold Out

334

Unchanged

Holder count: -281

Institutional value: +2.5%

Shares held: -12.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega LPL Financial LLC	+7,346,421	59,907,998
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+5,080,998	5,918,375
Mega MORGAN STANLEY	+2,646,518	32,389,025
Mega RAYMOND JAMES FINANCIAL INC	+2,089,569	16,206,980
Large JONES FINANCIAL COMPANIES LLLP	+1,940,647	11,551,154

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Kestra Investment Management, LLC	−987,243	2,824,513
Mega JPMORGAN CHASE & CO	−546,561	2,602,111
Large Mariner, LLC	−231,439	139,778
Mega ROYAL BANK OF CANADA	−159,930	8,268,130
Mid Mutual Advisors, LLC	−113,404	399,796

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	1,604,940	$75,753,168
Mid Global Retirement Partners, LLC	885,322	$41,787,198
Large BESSEMER GROUP INC	618,015	$29,170,308
Micro Panoramic Capital Partners, LLC	284,658	$13,435,857
Mid Waverly Advisors, LLC	227,039	$10,716,240

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large COMMONWEALTH EQUITY SERVICES, LLC	13,552,564	$544,677,547
Large Cambridge Investment Research Advisors, Inc.	4,557,813	$183,178,504
Large Kestra Advisory Services, LLC	3,021,423	$121,430,990
Mid BENJAMIN EDWARDS INC	2,634,776	$105,891,646
Mid SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2,491,382	$100,128,642

Filter: New 53 Increased 174 Reduced 65 Sold out 334 Unchanged 26

Showing 100 of 318

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC

$2,827,657,505

18.50%

59,907,998

MORGAN STANLEY

$1,528,761,978

10.00%

32,389,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	1,256,820	$59,321,904	3.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	31,125,466	$1,469,121,994	96.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6,739	$318,080	0.0%	Defined

Capital Group Private Client Services, Inc.

$1,327,845,740

8.69%

28,132,325

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	28,132,325	$1,327,845,740	100.0%	Defined

WELLS FARGO & COMPANY/MN

$829,472,314

5.43%

17,573,566

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	355,763	$16,792,013	2.0%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	6,762,825	$319,205,340	38.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	10,448,897	$493,187,938	59.5%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	6,081	$287,023	0.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$781,698,457

5.11%

16,561,408

RAYMOND JAMES FINANCIAL INC

$764,969,455

5.00%

16,206,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	7,311,322	$345,094,398	45.1%	Defined
Raymond James Financial Services Advisors, Inc.	8,781,826	$414,502,187	54.2%	Defined
RAYMOND JAMES TRUST N.A.	113,832	$5,372,870	0.7%	Defined

BANK OF AMERICA CORP /DE/

$683,364,194

4.47%

14,478,055

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	181,155	$8,550,516	1.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	7,034,819	$332,043,456	48.6%	Defined
BOFA SECURITIES, INC.	365,804	$17,265,948	2.5%	Defined
MANAGED ACCOUNT ADVISORS LLC	6,896,277	$325,504,274	47.6%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$618,578,372

4.05%

13,105,474

JONES FINANCIAL COMPANIES LLLP

$545,214,468

3.57%

11,551,154

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	11,539,849	$544,680,872	99.9%	Sole
Edward Jones Trust Company	11,305	$533,596	0.1%	Sole

Cetera Investment Advisers

$500,049,402

3.27%

10,594,267

OSAIC HOLDINGS, INC.

$432,583,515

2.83%

9,164,905

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,907,655	$373,241,316	86.3%	Defined
OSAIC INSTITUTIONS, INC.	1,216	$57,395	0.0%	Defined
CW Advisors, LLC	5,998	$283,105	0.1%	Sole
Osaic Advisory Services, LLC	1,250,036	$59,001,699	13.6%	Defined

ROYAL BANK OF CANADA

$390,255,734

2.55%

8,268,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	7,082,356	$334,287,203	85.7%	Defined
RBC Dominion Securities Inc.	700	$33,040	0.0%	Defined
RBC Private Counsel (USA) Inc.	5,850	$276,120	0.1%	Defined
RBC Trust Co (Delaware) Ltd	4,108	$193,897	0.0%	Defined
RBC Rochdale, LLC	6,777	$319,874	0.1%	Defined
ENVESTNET ASSET MANAGEMENT INC joint	280	$13,216	0.0%	Other
Held directly	1,168,059	$55,132,384	14.1%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$279,347,300

1.83%

5,918,375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	5,918,375	$279,347,300	100.0%	Other

Forge Financial Services LLC

$260,391,072

1.70%

5,516,760

UBS Group AG

$257,362,861

1.68%

5,452,603

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	5,452,603	$257,362,861	100.0%	Defined

MML INVESTORS SERVICES, LLC

$197,264,612

1.29%

4,179,335

STIFEL FINANCIAL CORP

$137,426,764

0.90%

2,911,584

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	2,887,168	$136,274,329	99.2%	Defined
Stifel Independent Advisors, LLC	17,676	$834,307	0.6%	Defined
Stifel Trust Company, N.A.	6,740	$318,128	0.2%	Defined

Advance Capital Management, Inc.

$134,368,110

0.88%

2,846,782

Kestra Investment Management, LLC

$133,317,013

0.87%

2,824,513

JPMORGAN CHASE & CO

$122,819,637

0.80%

2,602,111

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	44,923	$2,120,365	1.7%	Defined
J.P. Morgan Investment Management Inc.	1,066	$50,315	0.0%	Defined
J.P. Morgan Securities LLC	1,663,196	$78,502,851	63.9%	Defined
55I, LLC	892,926	$42,146,106	34.3%	Other

&PARTNERS

$106,771,922

0.70%

2,262,117

Baird Financial Group, Inc.

$103,246,553

0.68%

2,187,427

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	2,179,528	$102,873,721	99.6%	Defined
BAIRD TRUST Co	7,899	$372,832	0.4%	Defined

SEI INVESTMENTS CO

$95,473,564

0.62%

2,022,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	2,022,745	$95,473,564	100.0%	Sole

WNY Asset Management, LLC

$93,763,083

0.61%

1,986,506

Valmark Advisers, Inc.

$81,600,540

0.53%

1,728,825

NewEdge Advisors, LLC

$75,753,168

0.50%

1,604,940

Janney Montgomery Scott LLC

$66,671,274

0.44%

1,412,527

GREAT VALLEY ADVISOR GROUP, INC.

$65,899,035

0.43%

1,396,166

Rockefeller Capital Management L.P.

$62,527,539

0.41%

1,324,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,324,736	$62,527,539	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS

$62,159,426

0.41%

1,316,937

HARBOUR INVESTMENTS, INC.

$43,667,835

0.29%

925,166

Equitable Holdings, Inc.

$41,930,308

0.27%

888,354

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	888,354	$41,930,308	100.0%	Defined

Global Retirement Partners, LLC

$41,787,198

0.27%

885,322

Focus Partners Wealth

$41,523,397

0.27%

879,733

Gerber Kawasaki Wealth & Investment Management

$38,751,908

0.25%

821,015

Ergawealth Advisors, Inc.

$37,615,615

0.25%

796,941

HighPoint Advisor Group LLC

$35,878,277

0.23%

760,133

Cerity Partners LLC

$35,008,381

0.23%

741,703

Haverford Trust Co

$34,943,104

0.23%

740,320

BARCLAYS PLC

$34,870,510

0.23%

738,782

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	738,782	$34,870,510	100.0%	Defined

Tribridge Partners Financial LLC

$29,663,076

0.19%

628,455

BESSEMER GROUP INC

$29,170,308

0.19%

618,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	618,015	$29,170,308	100.0%	Defined

Ameritas Advisory Services, LLC

$28,143,944

0.18%

596,270

Geneos Wealth Management Inc.

$27,924,322

0.18%

591,617

NATIXIS ADVISORS, LLC

$25,391,098

0.17%

537,947

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	537,947	$25,391,098	100.0%	Defined

Financial Council, LLC

$24,373,749

0.16%

516,393

HighTower Advisors, LLC

$23,803,573

0.16%

504,313

Capital Analysts, LLC

$22,908,566

0.15%

485,351

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	196,764	$9,287,260	40.5%	Defined
Held directly	288,587	$13,621,306	59.5%	Defined

Sanctuary Advisors, LLC

$22,689,748

0.15%

480,715

BLAIR WILLIAM & CO/IL

$21,963,953

0.14%

465,338

Souders Financial Advisors

$21,517,111

0.14%

455,871

Alpha Financial Advisors, LLC

$20,646,460

0.14%

437,425

Kera Capital Partners, Inc.

$19,836,319

0.13%

420,261

Mason Investment Advisory Services, Inc.

$19,574,170

0.13%

414,707

JANE STREET GROUP, LLC

$18,880,000

0.12%

400,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	400,000	$18,880,000	100.0%	Defined

Mutual Advisors, LLC

$18,870,371

0.12%

399,796

Per Stirling Capital Management, LLC.

$18,854,889

0.12%

399,468

Savant Capital, LLC

$18,824,115

0.12%

398,816

Steward Partners Investment Advisory, LLC

$18,814,911

0.12%

398,621

Integrated Wealth Concepts LLC

$17,311,308

0.11%

366,765

OPPENHEIMER & CO INC

$17,183,254

0.11%

364,052

Michael Brady & Co., LLC

$16,354,705

0.11%

346,498

SMITH, MOORE & CO.

$15,587,705

0.10%

330,248

THOROUGHBRED FINANCIAL SERVICES, LLC

$15,387,813

0.10%

326,013

Gutierrez Wealth Advisory, LLC

$14,831,844

0.10%

314,234

WealthCare Investment Partners, LLC

$14,058,142

0.09%

297,842

Strategic Family Wealth Counselors, L.L.C.

$13,872,552

0.09%

293,910

Panoramic Capital Partners, LLC

$13,435,857

0.09%

284,658

Armor Investment Advisors, LLC

$13,306,293

0.09%

281,913

Compton Financial Group, LLC

$13,174,180

0.09%

279,114

Investments & Financial Planning, LLC

$12,351,296

0.08%

261,680

Financial Security Advisor, Inc.

$12,275,540

0.08%

260,075

Advisory Services Network, LLC

$12,025,709

0.08%

254,782

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aptus Capital Advisors, LLC	10,544	$497,676	4.1%	Other
Held directly	244,238	$11,528,033	95.9%	Sole

BELLEVUE ASSET MANAGEMENT, LLC

$11,826,620

0.08%

250,564

Orion Porfolio Solutions, LLC

$11,682,330

0.08%

247,507

Smartleaf Asset Management LLC

$11,596,048

0.08%

245,679

Aptus Capital Advisors, LLC

$11,188,004

0.07%

237,034

Vestmark Advisory Solutions, Inc.

$11,167,189

0.07%

236,593

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
World Investment Advisors	55,237	$2,607,186	23.3%	Other
Held directly	181,356	$8,560,003	76.7%	Sole

Western Wealth Management, LLC

$10,982,589

0.07%

232,682

Bleakley Financial Group, LLC

$10,846,229

0.07%

229,793

MAI Capital Management

$10,836,506

0.07%

229,587

Waverly Advisors, LLC

$10,716,240

0.07%

227,039

tru Independence LLC

$10,556,799

0.07%

223,661

HSBC HOLDINGS PLC

$10,493,362

0.07%

222,317

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	222,317	$10,493,362	100.0%	Defined

PRINCIPAL SECURITIES, INC.

$10,412,461

0.07%

220,603

SAGESPRING WEALTH PARTNERS, LLC

$10,404,248

0.07%

220,429

McCarthy Asset Management, Inc.

$10,130,960

0.07%

214,639

Stratos Wealth Partners, LTD.

$9,918,466

0.06%

210,137

MENORA MIVTACHIM HOLDINGS LTD.

$9,888,966

0.06%

209,512

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Menora Mivtachim Insurance Ltd. joint	209,512	$9,888,966	100.0%	Defined

EP Wealth Advisors, LLC

$9,725,418

0.06%

206,047

Investmark Advisory Group LLC

$9,664,955

0.06%

204,766

TUDOR INVESTMENT CORP ET AL

$9,029,265

0.06%

191,298

AMERIPRISE FINANCIAL INC

$9,021,996

0.06%

191,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	191,144	$9,021,996	100.0%	Defined

Troutman Wealth Management, LLC

$9,014,586

0.06%

190,987

Wayfinding Financial, LLC

$8,961,392

0.06%

189,860

World Investment Advisors

$8,931,703

0.06%

189,231

CENTAURUS FINANCIAL, INC.

$8,819,367

0.06%

186,851

Perennial Investment Advisors, LLC

$8,735,776

0.06%

185,080

Swisher Financial Concepts, Inc.

$8,538,668

0.06%

180,904

Sigma Planning Corp

$8,279,399

0.05%

175,411