Capital Group Growth

CGGR • ARCA

Capital Group Growth is an exchange-traded fund on ARCA. As of Q3 2025, 514 institutional investors hold shares in this ETF, with total holdings valued at $12.2B. LPL Financial LLC is the largest holder with a position valued at $1.7B.

Overview

Overview of institutional ownership in CGGR as of Q3 2025

All Institutions

Institutions: 514
Value Held: $12.2B
Shares Held: 277.5M
Avg Position: $23.7M
Median Position: $2.3M

Hedge Funds

Hedge Funds: 7
Value Held: $20.9M
Shares Held: 476.1K
Avg Position: $3.0M
Median Position: $2.0M

Biggest Investors

Institutions with the largest positions in CGGR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$1.7B 0.50% of portfolio	38.6M shares	Q2 2022 Held for 3y 5m	$340.07B
C Capital Group Private Client Services, Inc. RIA/Wealth	Matthew Philip O'Connor Chairman	$1.0B 17.31% of portfolio	23.4M shares	Q1 2022 Held for 3y 8m	$5.9B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$606.7M 0.04% of portfolio	13.8M shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$562.2M 0.04% of portfolio	12.8M shares	Q2 2023 Held for 2y 5m	$1.33T
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$558.1M 0.78% of portfolio	12.7M shares	Q1 2022 Held for 3y 8m	$71.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$529.3M 0.15% of portfolio	12.1M shares	Q1 2022 Held for 3y 8m	$341.99B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$499.6M 0.33% of portfolio	11.4M shares	Q2 2022 Held for 3y 5m	$149.83B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$489.5M 0.16% of portfolio	11.1M shares	Q4 2024 Held for 11 months	$310.43B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$432.3M 0.09% of portfolio	9.8M shares	Q4 2022 Held for 2y 11m	$488.50B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$335.6M 0.39% of portfolio	7.6M shares	Q3 2022 Held for 3y 2m	$85.4B

Net Capital Flow

Institutional buying and selling activity for CGGR in Q3 2025

Traded: +$1.6B
Buyers: 367
Sellers: 120
Total Bought: +$1.7B
Total Sold: −$119.6M
Avg Position: $22.7M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$375.6M +8.6M shares	$1.7B 38.6M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$117.7M +2.7M shares	$489.5M 11.1M shares
MORGAN STANLEY RIA/Wealth	+$85.4M +1.9M shares	$606.7M 13.8M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$70.5M +1.6M shares	$529.3M 12.1M shares
WELLS FARGO & COMPANY/MN Institution	+$70.4M +1.6M shares	$432.3M 9.8M shares
Cetera Investment Advisers RIA/Wealth	+$63.4M +1.4M shares	$335.6M 7.6M shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$61.4M +1.4M shares	$261.8M 6.0M shares
BANK OF AMERICA CORP /DE/ Institution	+$58.1M +1.3M shares	$562.2M 12.8M shares
Merit Financial Group, LLC RIA/Wealth	+$54.8M +1.2M shares	$66.3M 1.5M shares
C Capital Group Private Client Services, Inc. RIA/Wealth	+$51.8M +1.2M shares	$1.0B 23.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
Mariner Wealth Advisors, LLC RIA/Wealth	−$13.9M −316.9K shares	$10.0M 228.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$12.7M −313.3K shares	Sold Off 0 shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$12.6M −288.0K shares	$4.0M 92.1K shares
Farther Finance Advisors, LLC RIA/Wealth	−$10.7M −244.7K shares	$15.6M 354.2K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$8.5M −193.3K shares	$4.9M 111.5K shares
Janney Montgomery Scott LLC RIA/Wealth	−$6.5M −148.2K shares	$46.0M 1.0M shares
CALTON & ASSOCIATES, INC. RIA/Wealth	−$4.9M −121.0K shares	Sold Off 0 shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC RIA/Wealth	−$4.1M −92.2K shares	$118.7M 2.7M shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$3.7M −84.4K shares	$13.5M 307.4K shares
GOLDMAN SACHS GROUP INC Institution	−$3.6M −82.2K shares	$4.6M 104.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CGGR in Q3 2025

New Positions: 49
New Value: $115.5M
Exited Positions: 23
Exited Value: $24.5M

New Positions

Institution	Position Value
Mach-1 Financial Group, Inc. RIA/Wealth	$14.2M 322.7K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$14.2M 322.7K shares
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth	$13.3M 302.0K shares
MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth	$8.9M 203.2K shares
M McCollum Christoferson Group LLC RIA/Wealth	$6.8M 154.8K shares
WJ Wealth Management, LLC RIA/Wealth	$6.8M 150.8K shares
KPP Advisory Services LLC RIA/Wealth	$6.7M 152.5K shares
Aprio Wealth Management, LLC RIA/Wealth	$6.6M 151.0K shares
Harpswell Capital Advisors, LLC Fund of Funds	$5.8M 132.1K shares
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth	$5.6M 127.8K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$12.7M 313.3K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$4.9M 121.0K shares
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth	$1.3M 31.7K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$1.2M 28.6K shares
D D. E. Shaw & Co., Inc. Institution	$576.4K 14.2K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$448.5K 11.0K shares
Eqis Capital Management, Inc. RIA/Wealth	$417.2K 10.3K shares
HICKS CAPITAL MANAGEMENT LLC RIA/Wealth	$413.6K 10.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$413.5K 10.2K shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	$345.6K 8.5K shares

Options Activity

Institutions with the largest Call and Put options positions in CGGR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CGGR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N New England Capital Financial Advisors LLC Institution	-	27.14% $63.5M	1.4M shares	Q4 2022 Held for 2y 11m	$233.8M
F Financial Security Advisor, Inc. Institution	-	23.66% $93.9M	2.1M shares	Q3 2023 Held for 2y 2m	$397.0M
BARNES PETTEY FINANCIAL ADVISORS, LLC RIA/Wealth	Gerald Arthur Smith Managing Partner	18.94% $34.6M	786.8K shares	Q2 2022 Held for 3y 5m	$182.5M
C Capital Group Private Client Services, Inc. RIA/Wealth	Matthew Philip O'Connor Chairman	17.31% $1.0B	23.4M shares	Q1 2022 Held for 3y 8m	$5.9B
C Challenger Wealth Management RIA/Wealth	John Peter Gutfreund Managing Partner	14.83% $19.0M	431.8K shares	Q4 2024 Held for 11 months	$127.9M
Summit Investment Advisory Services, LLC RIA/Wealth	Sean Patrick Mcdermott CEO	14.44% $36.3M	826.2K shares	Q4 2022 Held for 2y 11m	$251.2M
Ergawealth Advisors, Inc. RIA/Wealth	Ian Leo Laterreur President	14.30% $29.3M	668.2K shares	Q4 2022 Held for 2y 11m	$205.2M
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	Justin Trent Mitchell Partner	12.61% $45.8M	1.0M shares	Q2 2022 Held for 3y 5m	$363.0M
T Tribridge Partners Financial LLC RIA/Wealth	Heath Anthony Hykes CEO	12.12% $26.4M	596.4K shares	Q2 2025 Held for 5 months	$217.7M
Hartmann Taylor Wealth Management, LLC RIA/Wealth	William Wade Taylor Managing Partner	11.95% $16.6M	378.8K shares	Q1 2025 Held for 8 months	$139.3M

Hedge Fund Spotlight

Discover hedge funds investing in CGGR

Core Wealth Partners LLC

Hedge Fund • Long/Short

Portfolio ManagerMichael John Hall

Portfolio Value: $217.4M
Positions: 177
Last Reported: Q3 2025

Sector Allocation

Position in Capital Group Growth

Market Value: $474.6K
Shares Held: 10.8K
Portfolio Weight: 0.22%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$16.5M	7.57%
2 Rockwell Automation ROK	Industrial - Machinery Industrials	$14.6M	6.70%
3 Microsoft MSFT	Software - Infrastructure Technology	$8.0M	3.70%