CGGR · Capital Group Growth ETF · Holdings ETF

$47.25 -0.18 (-0.38%)

Volume · Sep 30 2.77M Avg daily vol (3M) 2.59M

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 →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 654

Total Value: $19,069,459,549

Total Shares: 404,013,980

Showing 1–100 of 654 holdings by value · page 1 of 7

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 654 13F filers · Δ vs Mar 31, 2026

Top Holder

14.8%

+0.7 pts

Top 5

38.3%

+0.5 pts

Top 10

55.4%

+0.3 pts

HHI

461

Broadly held+17

Quarterly Activity

vs Mar 31, 2026

New

Increased

369

Decreased

134

Sold Out

Unchanged

Holder count: +52

Institutional value: +27.3%

Shares held: +8.4%

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
Mega 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
Mid SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	−262,614	2,228,768
Large Mariner, LLC	−231,439	139,778
Mega ROYAL BANK OF CANADA	−159,930	8,268,130

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Global Retirement Partners, LLC	885,322	$41,787,198
Large BESSEMER GROUP INC	618,015	$29,170,308
Small Panoramic Capital Partners, LLC	284,658	$13,435,857
Small QUANTUM FINANCIAL PARTNERS LLC	247,649	$11,689,032
Large Waverly Advisors, LLC	227,039	$10,716,240

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Independent Advisor Alliance	2,196,342	$88,270,984
Large CWM, LLC	2,002,105	$80,464,599
Mega NATIONAL BANK OF CANADA /FI/	800,000	$32,152,000
Mid OLD NATIONAL BANCORP /IN/	443,655	$17,830,494
Mid EXENCIAL WEALTH ADVISORS, LLC	401,245	$16,126,036

Filter: New 92 Increased 369 Reduced 134 Sold out 40 Unchanged 59

Showing 100 of 654

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC

$2,827,657,505

14.83%

59,907,998

MORGAN STANLEY

$1,528,761,978

8.02%

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

6.96%

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

4.35%

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

4.10%

16,561,408

RAYMOND JAMES FINANCIAL INC

$764,969,455

4.01%

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

3.58%

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

COMMONWEALTH EQUITY SERVICES, LLC

$658,376,988

3.45%

13,948,665

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$618,578,372

3.24%

13,105,474

JONES FINANCIAL COMPANIES LLLP

$545,214,468

2.86%

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

2.62%

10,594,267

OSAIC HOLDINGS, INC.

$432,583,515

2.27%

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

2.05%

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

1.46%

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

1.37%

5,516,760

UBS Group AG

$257,362,861

1.35%

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

Cambridge Investment Research Advisors, Inc.

$240,566,505

1.26%

5,096,748

MML INVESTORS SERVICES, LLC

$197,264,612

1.03%

4,179,335

Kestra Advisory Services, LLC

$189,658,143

0.99%

4,018,181

STIFEL FINANCIAL CORP

$137,426,764

0.72%

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

0.70%

2,846,782

Kestra Investment Management, LLC

$133,317,013

0.70%

2,824,513

BENJAMIN EDWARDS INC

$129,025,919

0.68%

2,733,600

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

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	2,726,324	$128,682,492	99.7%	Defined
Benjamin F. Edwards Wealth Management, LLC	7,276	$343,427	0.3%	Defined

JPMORGAN CHASE & CO

$122,819,637

0.64%

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

0.56%

2,262,117

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

$105,197,848

0.55%

2,228,768

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

Manager	Shares	Value (USD)	% of position	Discretion
SIGNATURE INVESTMENT ADVISORS LLC	1,601,794	$75,604,676	71.9%	Defined
Held directly	626,974	$29,593,172	28.1%	Sole

Baird Financial Group, Inc.

$103,246,553

0.54%

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

Private Advisor Group, LLC

$97,020,119

0.51%

2,055,511

SEI INVESTMENTS CO

$95,473,564

0.50%

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

0.49%

1,986,506

Merit Financial Group, LLC

$91,134,419

0.48%

1,930,814

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

Manager	Shares	Value (USD)	% of position	Discretion
Orion Custom Indexing	4,438	$209,473	0.2%	Other
ACM (Advisor Capital Management)	74	$3,492	0.0%	Other
AQR Capital Management	660	$31,152	0.0%	Other
Held directly	1,925,642	$90,890,302	99.7%	Sole

Valmark Advisers, Inc.

$81,600,540

0.43%

1,728,825

NewEdge Advisors, LLC

$75,753,168

0.40%

1,604,940

New England Capital Financial Advisors LLC

$72,305,349

0.38%

1,531,893

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$68,195,881

0.36%

1,444,828

JSF Financial, LLC

$67,929,248

0.36%

1,439,179

Johnson Bixby & Associates, LLC

$67,533,099

0.35%

1,430,786

Janney Montgomery Scott LLC

$66,671,274

0.35%

1,412,527

Prospera Financial Services Inc

$66,331,812

0.35%

1,405,335

GREAT VALLEY ADVISOR GROUP, INC.

$65,899,035

0.35%

1,396,166

Confluence Wealth Services, Inc.

$63,262,962

0.33%

1,340,317

Aprio Wealth Management, LLC

$63,254,183

0.33%

1,340,131

Rockefeller Capital Management L.P.

$62,527,539

0.33%

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

0.33%

1,316,937

Concurrent Investment Advisors, LLC

$52,717,255

0.28%

1,116,891

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

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	556,681	$26,275,343	49.8%	Sole
Held directly	560,210	$26,441,912	50.2%	Sole

ADAMSBROWN WEALTH CONSULTANTS LLC

$52,561,920

0.28%

1,113,600

Summit Investment Advisory Services, LLC

$44,088,198

0.23%

934,072

HARBOUR INVESTMENTS, INC.

$43,667,835

0.23%

925,166

AA Financial Advisors, LLC

$41,991,857

0.22%

889,658

Equitable Holdings, Inc.

$41,930,308

0.22%

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

0.22%

885,322

Focus Partners Wealth

$41,523,397

0.22%

879,733

BARNES PETTEY FINANCIAL ADVISORS, LLC

$40,215,580

0.21%

852,025

Gerber Kawasaki Wealth & Investment Management

$38,751,908

0.20%

821,015

ASSETMARK, INC

$38,629,093

0.20%

818,413

D.A. DAVIDSON & CO.

$38,175,265

0.20%

808,798

ECLECTIC ASSOCIATES INC /ADV

$37,851,992

0.20%

801,949

Ergawealth Advisors, Inc.

$37,615,615

0.20%

796,941

HighPoint Advisor Group LLC

$35,878,277

0.19%

760,133

Cerity Partners LLC

$35,008,381

0.18%

741,703

Haverford Trust Co

$34,943,104

0.18%

740,320

BARCLAYS PLC

$34,870,510

0.18%

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

Wealth Science Advisors LLC

$33,786,656

0.18%

715,819

Wealthcare Advisory Partners LLC

$32,507,631

0.17%

688,721

TRUIST FINANCIAL CORP

$31,686,397

0.17%

671,322

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

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	2,654	$125,268	0.4%	Defined
Truist Advisory Services, Inc.	668,668	$31,561,129	99.6%	Defined

Tribridge Partners Financial LLC

$29,663,076

0.16%

628,455

BESSEMER GROUP INC

$29,170,308

0.15%

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

IAM Advisory, LLC

$29,158,555

0.15%

617,766

IFP Advisors, Inc

$28,511,112

0.15%

604,049

DAVENPORT & Co LLC

$28,335,953

0.15%

600,338

Ameritas Advisory Services, LLC

$28,143,944

0.15%

596,270

Geneos Wealth Management Inc.

$27,924,322

0.15%

591,617

VALLEY NATIONAL ADVISERS INC

$26,106,178

0.14%

553,097

J. Derek Lewis & Associates Inc.

$25,699,314

0.13%

544,477

NATIXIS ADVISORS, LLC

$25,391,098

0.13%

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

0.13%

516,393

HighTower Advisors, LLC

$23,803,573

0.12%

504,313

Strategic Blueprint, LLC

$23,629,075

0.12%

500,616

Greenbush Financial Group, LLC

$23,441,455

0.12%

496,641

STEPHENS INC /AR/

$22,962,044

0.12%

486,484

AdvisorNet Financial, Inc

$22,959,071

0.12%

486,421

Capital Analysts, LLC

$22,908,566

0.12%

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

0.12%

480,715

BLAIR WILLIAM & CO/IL

$21,963,953

0.12%

465,338

Souders Financial Advisors

$21,517,111

0.11%

455,871

Stonebridge Financial Group, LLC

$20,917,199

0.11%

443,161

Farther Finance Advisors, LLC

$20,697,672

0.11%

438,510

Alpha Financial Advisors, LLC

$20,646,460

0.11%

437,425

Challenger Wealth Management

$20,265,178

0.11%

429,347

Kera Capital Partners, Inc.

$19,836,319

0.10%

420,261

Mason Investment Advisory Services, Inc.

$19,574,170

0.10%

414,707

Hartmann Taylor Wealth Management, LLC

$19,349,781

0.10%

409,953

MISSION WEALTH MANAGEMENT, LP

$19,158,480

0.10%

405,900

JANE STREET GROUP, LLC

$18,880,000

0.10%

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

0.10%

399,796

Per Stirling Capital Management, LLC.

$18,854,889

0.10%

399,468

Savant Capital, LLC

$18,824,115

0.10%

398,816

Steward Partners Investment Advisory, LLC

$18,814,911

0.10%

398,621

Main Line Retirement Advisors, LLC

$18,278,813

0.10%

387,263

EverSource Wealth Advisors, LLC

$18,003,165

0.09%

381,423