Vault-13

CAPITAL GROUP GROWTH ETF CGGR

SHS CREATION UNI · ETP · CUSIP 14020G101

652 institutional holders +50 vs Q1 2026
409,088,853409.1m shares reported held*
$19.3bnreported value*
80 new 370 added 134 reduced 31 sold out net bought ≈ $1.8bn (+38.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 94Q4 22: 124Q1 23: 144Q2 23: 173Q3 23: 202Q4 23: 265Q1 24: 292Q2 24: 330Q3 24: 353Q4 24: 438Q1 25: 452Q2 25: 494Q3 25: 527Q4 25: 609Q1 26: 602Q2 26: 652652Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202294
Q4 2022124
Q1 2023144
Q2 2023173
Q3 2023202
Q4 2023265
Q1 2024292
Q2 2024330
Q3 2024353
Q4 2024438
Q1 2025452
Q2 2025494
Q3 2025527
Q4 2025609
Q1 2026602
Q2 2026652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 258 bought or addedQ3 24: 75 cut or sold outQ4 24: 286 bought or addedQ4 24: 83 cut or sold outQ4 24Q1 25: 324 bought or addedQ1 25: 101 cut or sold outQ2 25: 345 bought or addedQ2 25: 119 cut or sold outQ2 25Q3 25: 365 bought or addedQ3 25: 128 cut or sold outQ4 25: 408 bought or addedQ4 25: 125 cut or sold outQ4 25Q1 26: 402 bought or addedQ1 26: 176 cut or sold outQ2 26: 450 bought or addedQ2 26: 165 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202425875
Q4 202428683
Q1 2025324101
Q2 2025345119
Q3 2025365128
Q4 2025408125
Q1 2026402176
Q2 2026450165

Biggest buyers

LPL Financial LLC Added +7,346,421+7.3m
Cambridge Investment Research Advisors, Inc. Added +5,635,768+5.6m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,080,998+5.1m
MORGAN STANLEY Added +2,646,518+2.6m
RAYMOND JAMES FINANCIAL INC Added +2,089,569+2.1m
JONES FINANCIAL COMPANIES LLLP Added +1,940,647+1.9m
WELLS FARGO & COMPANY/MN Added +1,813,794+1.8m
OSAIC HOLDINGS, INC. Added +1,455,967+1.5m
ENVESTNET ASSET MANAGEMENT INC Added +1,224,946+1.2m
Kestra Advisory Services, LLC Added +996,758+996.8k

Biggest sellers

Independent Advisor Alliance Sold out -2,196,342-2.2m
Kestra Investment Management, LLC Reduced -987,243-987.2k
NATIONAL BANK OF CANADA /FI/ Sold out -800,000-800.0k
JPMORGAN CHASE & CO Reduced -546,561-546.6k
OLD NATIONAL BANCORP /IN/ Sold out -443,655-443.7k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Reduced -262,614-262.6k
Mariner, LLC Reduced -231,439-231.4k
Qube Research & Technologies Ltd Sold out -206,516-206.5k
ROYAL BANK OF CANADA Reduced -159,930-159.9k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -120,368-120.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.64% of their portfolio FORT MILL, SC 59,907,99859.9m $2.8bn $2.8bn 0.64% Added +7.3m +7,346,421
2 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 32,389,02532.4m $1.5bn $1.5bn 0.08% Added +2.6m +2,646,518
3 Capital Group Private Client Services, Inc. 18.72% of their portfolio Los Angeles, CA 28,132,32528.1m $1.3bn $1.3bn 18.72% Added +974.3k +974,251
4 WELLS FARGO & COMPANY/MN 0.14% of their portfolio SAN FRANCISCO, CA 17,573,56617.6m $829.5m $829.5m 0.14% Added +1.8m +1,813,794
5 ENVESTNET ASSET MANAGEMENT INC 0.18% of their portfolio Berwyn, PA 16,561,40816.6m $781.7m $781.7m 0.18% Added +1.2m +1,224,946
6 RAYMOND JAMES FINANCIAL INC 0.21% of their portfolio ST. PETERSBURG, FL 16,206,98016.2m $765.0m $765.0m 0.21% Added +2.1m +2,089,569
7 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 14,478,05514.5m $683.4m $683.4m 0.04% Added +284.2k +284,219
8 COMMONWEALTH EQUITY SERVICES, LLC 0.83% of their portfolio WALTHAM, MA 13,948,66513.9m $658.4m $658.4m 0.83% Added +396.1k +396,101
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.33% of their portfolio MILWAUKEE, WI 13,105,47413.1m $618.6m $618.6m 0.33% Added +158.5k +158,468
10 JONES FINANCIAL COMPANIES LLLP 0.21% of their portfolio DES PERES, MO 11,551,15411.6m $528.8m $528.8m 0.21% Added +1.9m +1,940,647
11 Cetera Investment Advisers 0.46% of their portfolio SCHAUMBURG, IL 10,594,26710.6m $500.0m $500.0m 0.46% Added +793.3k +793,340
12 Cambridge Investment Research Advisors, Inc. 0.55% of their portfolio FAIRFIELD, IA 10,193,58110.2m $481.1m $481.1m 0.55% Added +5.6m +5,635,768
13 OSAIC HOLDINGS, INC. 0.51% of their portfolio SCOTTSDALE, AZ 9,164,9059.2m $432.6m $432.6m 0.51% Added +1.5m +1,455,967
14 ROYAL BANK OF CANADA 0.07% of their portfolio TORONTO, A6 8,268,1308.3m $390.3m $390.3m 0.07% Reduced -159.9k -159,930
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% of their portfolio BALA CYNWYD, PA 5,918,3755.9m $279.3m $279.3m 0.25% Added +5.1m +5,080,998
16 Forge Financial Services LLC 22.43% of their portfolio EDMOND, OK 5,516,7605.5m $260.4m $260.4m 22.43% Added +122.1k +122,112
17 UBS Group AG 0.04% of their portfolio ZURICH, V8 5,452,6035.5m $257.4m $257.4m 0.04% Added +11.6k +11,640
18 MML INVESTORS SERVICES, LLC 0.40% of their portfolio SPRINGFIELD, MA 4,179,3354.2m $197.3m $197.3m 0.40% Added +966.8k +966,763
19 Kestra Advisory Services, LLC 0.61% of their portfolio AUSTIN, TX 4,018,1814.0m $189.7m $189.7m 0.61% Added +996.8k +996,758
20 STIFEL FINANCIAL CORP 0.11% of their portfolio ST. LOUIS, MO 2,911,5842.9m $137.4m $137.4m 0.11% Added +477.7k +477,680
21 Advance Capital Management, Inc. 4.34% of their portfolio SOUTHFIELD, MI 2,846,7822.8m $134.4m $134.4m 4.34% Reduced -13.4k -13,366
22 Kestra Investment Management, LLC 2.58% of their portfolio AUSTIN, TX 2,824,5132.8m $133.3m $133.3m 2.58% Reduced -987.2k -987,243
23 BENJAMIN EDWARDS INC 1.18% of their portfolio Clayton, MO 2,733,6002.7m $129.0m $129.0m 1.18% Added +98.8k +98,824
24 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,602,1112.6m $121.8m $121.8m 0.01% Reduced -546.6k -546,561
25 &PARTNERS 0.44% of their portfolio NASHVILLE, TN 2,262,1172.3m $106.8m $106.8m 0.44% Added +22.7k +22,663
26 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1.89% of their portfolio LOS ANGELES, CA 2,228,7682.2m $105.2m $105.2m 1.89% Reduced -262.6k -262,614
27 Baird Financial Group, Inc. 0.14% of their portfolio MILWAUKEE, WI 2,187,4272.2m $103.2m $103.2m 0.14% Added +188.1k +188,068
28 Private Advisor Group, LLC 0.44% of their portfolio MORRISTOWN, NJ 2,055,5112.1m $97.0m $97.0m 0.44% Reduced -37.7k -37,675
29 SEI INVESTMENTS CO 0.08% of their portfolio OAKS, PA 2,022,7452.0m $95.5m $95.5m 0.08% Added +185.9k +185,931
30 WNY Asset Management, LLC 8.40% of their portfolio Williamsville, NY 1,986,5062.0m $93.8m $93.8m 8.40% Added +181.5k +181,536
31 Merit Financial Group, LLC 0.57% of their portfolio ALPHARETTA, GA 1,930,8141.9m $91.1m $91.1m 0.57% Added +20.2k +20,243
32 Valmark Advisers, Inc. 0.87% of their portfolio AKRON, OH 1,728,8251.7m $81.6m $81.6m 0.87% Added +105.8k +105,763
33 NewEdge Advisors, LLC 0.23% of their portfolio NEW ORLEANS, LA 1,604,9401.6m $75.8m $75.8m 0.23% Added +95.4k +95,388
34 New England Capital Financial Advisors LLC 17.29% of their portfolio MERIDEN, CT 1,531,8931.5m $72.3m $72.3m 17.29% Added +138.3k +138,256
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 1,444,8281.4m $68.0m $68.0m 0.11% Added +44.1k +44,150
36 JSF Financial, LLC 10.94% of their portfolio LOS ANGELES, CA 1,439,1791.4m $67.9m $67.9m 10.94% Added +375.4k +375,379
37 Johnson Bixby & Associates, LLC 7.54% of their portfolio VANCOUVER, WA 1,430,7861.4m $67.5m $67.5m 7.54% Added +6.7k +6,667
38 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 1,412,5271.4m $66.7m $66.7m 0.13% Added +196.8k +196,847
39 Prospera Financial Services Inc 0.96% of their portfolio Dallas, TX 1,405,3351.4m $66.3m $66.3m 0.96% Reduced -35.0k -35,043
40 GREAT VALLEY ADVISOR GROUP, INC. 1.04% of their portfolio WILMINGTON, DE 1,396,1661.4m $65.9m $65.9m 1.04% Added +71.6k +71,647
41 Confluence Wealth Services, Inc. 1.81% of their portfolio MCMURRAY, PA 1,340,3171.3m $63.3m $63.3m 1.81% Added +177.3k +177,267
42 Aprio Wealth Management, LLC 3.13% of their portfolio ATLANTA, GA 1,340,1311.3m $63.3m $63.3m 3.13% Reduced -113.2k -113,222
43 Rockefeller Capital Management L.P. 0.10% of their portfolio NEW YORK, NY 1,324,7361.3m $62.5m $62.5m 0.10% Reduced -65.2k -65,184
44 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 1,316,9371.3m $62.2m $62.2m 0.10% Added +5.1k +5,077
45 Concurrent Investment Advisors, LLC 0.45% of their portfolio Tampa, FL 1,116,8911.1m $52.7m $52.7m 0.45% Added +104.8k +104,830
46 ADAMSBROWN WEALTH CONSULTANTS LLC 9.91% of their portfolio WICHITA, KS 1,113,6001.1m $52.6m $52.6m 9.91% Added +35.8k +35,828
47 Summit Investment Advisory Services, LLC 11.06% of their portfolio ROSEVILLE, MN 934,072934.1k $44.1m $44.1m 11.06% Added +4.0k +3,953
48 HARBOUR INVESTMENTS, INC. 0.59% of their portfolio MADISON, WI 925,166925.2k $43.7m $43.7m 0.59% Added +50.8k +50,758
49 AA Financial Advisors, LLC 5.05% of their portfolio Columbus, OH 889,658889.7k $42.0m $42.0m 5.05% Added +156.2k +156,174
50 Equitable Holdings, Inc. 0.25% of their portfolio NEW YORK, NY 888,354888.4k $41.9m $41.9m 0.25% Reduced -92.5k -92,457
51 Global Retirement Partners, LLC 0.64% of their portfolio San Rafael, CA 885,322885.3k $41.8m $41.8m 0.64% First filing
52 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 879,733879.7k $41.5m $41.5m 0.04% Added +277.6k +277,556
53 BARNES PETTEY FINANCIAL ADVISORS, LLC 12.60% of their portfolio CLARKSDALE, MS 852,025852.0k $40.2m $40.2m 12.60% Added +27.1k +27,090
54 Gerber Kawasaki Wealth & Investment Management 1.03% of their portfolio SANTA MONICA, CA 821,015821.0k $38.8m $38.8m 1.03% Added +12.9k +12,917
55 ASSETMARK, INC 0.07% of their portfolio CONCORD, CA 818,413818.4k $38.6m $38.6m 0.07% Added +115.0k +115,032
56 D.A. DAVIDSON & CO. 0.21% of their portfolio GREAT FALLS, MT 808,798808.8k $38.2m $38.2m 0.21% Reduced -96.9k -96,902
57 ECLECTIC ASSOCIATES INC /ADV 4.31% of their portfolio FULLERTON, CA 801,949801.9k $37.9m $37.9m 4.31% Added +37.6k +37,649
58 Ergawealth Advisors, Inc. 14.61% of their portfolio OAK BROOK, IL 796,941796.9k $37.6m $37.6m 14.61% Added +30.7k +30,659
59 HighPoint Advisor Group LLC 1.26% of their portfolio DOWNERS GROVE, IL 760,133760.1k $35.9m $35.9m 1.26% Added +34.3k +34,288
60 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 741,703741.7k $35.0m $35.0m 0.04% Added +174 +174
61 Haverford Trust Co 0.30% of their portfolio Radnor, PA 740,320740.3k $34.9m $34.9m 0.30% Reduced -3.4k -3,423
62 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 738,782738.8k $34.9m $34.9m 0.01% Added +76.9k +76,917
63 Wealth Science Advisors LLC 15.02% of their portfolio ALPHARETTA, GA 715,819715.8k $33.8m $33.8m 15.02% Added +48.4k +48,423
64 Wealthcare Advisory Partners LLC 0.62% of their portfolio WEST CHESTER, PA 688,721688.7k $32.5m $32.5m 0.62% Added +41.0k +40,990
65 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 671,322671.3k $31.7m $31.7m 0.04% Reduced -17.6k -17,555
66 Tribridge Partners Financial LLC 10.98% of their portfolio COLUMBIA, MD 628,455628.5k $28.0m $28.0m 10.98% Reduced -27.0k -27,040
67 BESSEMER GROUP INC 0.04% of their portfolio WOODBRIDGE, NJ 618,015618.0k $29.2m $29.2m 0.04% New
68 IAM Advisory, LLC 5.68% of their portfolio EASTON, PA 617,766617.8k $29.2m $29.2m 5.68% Reduced -411 -411
69 IFP Advisors, Inc 0.51% of their portfolio TAMPA, FL 604,049604.0k $28.5m $28.5m 0.51% Added +33.6k +33,559
70 DAVENPORT & Co LLC 0.14% of their portfolio RICHMOND, VA 600,338600.3k $28.3m $28.3m 0.14% Added +94.9k +94,900
71 Ameritas Advisory Services, LLC 0.57% of their portfolio Lincoln, NE 596,270596.3k $28.1m $28.1m 0.57% Added +489.2k +489,207
72 Geneos Wealth Management Inc. 0.57% of their portfolio ENGLEWOOD, CO 591,617591.6k $27.9m $27.9m 0.57% Added +37.0k +37,031
73 VALLEY NATIONAL ADVISERS INC 2.90% of their portfolio BETHLEHEM, PA 553,097553.1k $26.1m $26.1m 2.90% Reduced -11.6k -11,628
74 J. Derek Lewis & Associates Inc. 4.86% of their portfolio NEWPORT BEACH, CA 544,477544.5k $25.7m $25.7m 4.86% Added +30.3k +30,347
75 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 537,947537.9k $25.4m $25.4m 0.03% Added +178.4k +178,400
76 Financial Council, LLC 7.91% of their portfolio TOWSON, MD 516,393516.4k $24.4m $24.4m 7.91% Added +30.7k +30,673
77 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 504,313504.3k $23.8m $23.8m 0.02% Added +18.7k +18,732
78 Strategic Blueprint, LLC 1.18% of their portfolio ATLANTA, GA 500,616500.6k $23.6m $23.6m 1.18% Added +19.6k +19,585
79 Greenbush Financial Group, LLC 6.89% of their portfolio ALBANY, NY 496,641496.6k $23.4m $23.4m 6.89% Added +228 +228
80 STEPHENS INC /AR/ 0.26% of their portfolio LITTLE ROCK, AR 486,484486.5k $23.0m $23.0m 0.26% Added +45.4k +45,406
81 AdvisorNet Financial, Inc 1.05% of their portfolio MINNETONKA, MN 486,421486.4k $23.0m $23.0m 1.05% Added +15.1k +15,100
82 Capital Analysts, LLC 0.53% of their portfolio FORT WASHINGTON, PA 485,351485.4k $22.9m $22.9m 0.53% Added +77.9k +77,901
83 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 480,715480.7k $22.7m $22.7m 0.11% Reduced -50.9k -50,888
84 BLAIR WILLIAM & CO/IL 0.06% of their portfolio CHICAGO, IL 465,338465.3k $22.0m $22.0m 0.06% Added +43.7k +43,664
85 Souders Financial Advisors 2.16% of their portfolio CINCINNATI, OH 455,871455.9k $21.5m $21.5m 2.16% Added +71.7k +71,741
86 Stonebridge Financial Group, LLC 1.59% of their portfolio Wormleysburg, PA 443,161443.2k $20.9m $20.9m 1.59% Added +35.7k +35,677
87 Farther Finance Advisors, LLC 0.16% of their portfolio SAN FRANCISCO, CA 438,510438.5k $20.7m $20.7m 0.16% Added +18.6k +18,608
88 Alpha Financial Advisors, LLC 5.76% of their portfolio CHARLOTTE, NC 437,425437.4k $20.6m $20.6m 5.76% Added +883 +883
89 Challenger Wealth Management 14.92% of their portfolio ALISO VIEJO, CA 429,347429.3k $20.3m $20.3m 14.92% Reduced -14.8k -14,838
90 Kera Capital Partners, Inc. 1.91% of their portfolio SACRAMENTO, CA 420,261420.3k $19.8m $19.8m 1.91% Added +10.5k +10,493
91 Mason Investment Advisory Services, Inc. 0.74% of their portfolio RESTON, VA 414,707414.7k $19.6m $19.6m 0.74% Added +49.6k +49,632
92 Hartmann Taylor Wealth Management, LLC 10.91% of their portfolio DALLAS, TX 409,953410.0k $16.5m $16.5m 10.91% Reduced -1.3k -1,256
93 MISSION WEALTH MANAGEMENT, LP 0.24% of their portfolio Santa Barbara, CA 405,900405.9k $19.2m $19.2m 0.24% Added +1.5k +1,533
94 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 400,000400.0k $18.9m $18.9m 0.01% Added +116.6k +116,615
95 Mutual Advisors, LLC 0.36% of their portfolio OMAHA, NE 399,796399.8k $18.9m $18.9m 0.36% Reduced -113.4k -113,404
96 Per Stirling Capital Management, LLC. 1.80% of their portfolio AUSTIN, TX 399,468399.5k $18.9m $18.9m 1.80% Added +83.7k +83,728
97 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 398,816398.8k $18.6m $18.6m 0.05% Added +391.3k +391,270
98 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 398,621398.6k $18.8m $18.8m 0.10% Added +9.8k +9,802
99 Main Line Retirement Advisors, LLC 8.38% of their portfolio WHITEFISH, MT 387,263387.3k $18.3m $18.3m 8.38% Reduced -2.4k -2,365
100 EverSource Wealth Advisors, LLC 0.61% of their portfolio BIRMINGHAM, AL 381,423381.4k $18.0m $18.0m 0.61% Added +60.2k +60,154