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CGGG Institutional Ownership

Capital Group U.S. Large Growth ETF
1W: -0.3% 1M: +2.1% 3M: +1.4% YTD: +1.7% 1Y: +1.8%
$29.06
+0.19 (+0.66%)
 
Weekly Expected Move ±2.3%
$28 $28 $29 $30 $30
ETF AMEX · AUM $40.3M

Institutional Ownership — CGGG

34
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
65M
Total Invested
8
New Positions
14
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (36 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Capital International Investors 720,000 21M -280,000 -28.0% 5Q SEC ↗
2 Capital Group Private Client Services, 436,537 13M +127,505 +41.3% 4Q SEC ↗
3 GOLDMAN SACHS GROUP INC NEW 177,430 5M — +0.0% 1Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 118,926 3M +6,512 +5.8% 3Q SEC ↗
5 Midwest Heritage Bank, FSB 110,596 3M +32,064 +40.8% 2Q SEC ↗
6 TRUIST FINANCIAL CORP 92,567 3M +3,496 +3.9% 3Q SEC ↗
7 Worthington Financial Partners, LLC 80,327 2M +811 +1.0% 3Q SEC ↗
8 OSAIC HOLDINGS, INC. 80,281 2M +57,843 +257.8% 4Q SEC ↗
9 LaSalle St. Investment Advisors, LLC 68,296 2M +1,276 +1.9% 3Q SEC ↗
10 RM Financial Services, LLC 44,534 1M -1,768 -3.8% 3Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 44,523 1M +12,954 +41.0% 3Q SEC ↗
12 J. Derek Lewis & Associates Inc. 42,794 1M +5,364 +14.3% 3Q SEC ↗
13 Platt Wealth Management LLC 37,346 1M +20,087 +116.4% 3Q SEC ↗
14 Cambridge Investment Research Advisors 30,101 875K +4,501 +17.6% 4Q SEC ↗
15 MML INVESTORS SERVICES, LLC 29,192 848K +4,380 +17.7% 2Q SEC ↗
16 BENJAMIN EDWARDS INC NEW 28,204 820K — +0.0% 1Q SEC ↗
17 Prime Capital Investment Advisors, LLC 17,000 494K — +0.0% 3Q SEC ↗
18 ROTHSCHILD INVESTMENT LLC 16,200 471K — +0.0% 2Q SEC ↗
19 Junk Investment Group, LLC 15,909 462K — +0.0% 2Q SEC ↗
20 CITADEL ADVISORS LLC NEW 13,150 382K — +0.0% 1Q SEC ↗
21 JANE STREET GROUP, LLC 12,339 359K -1,478 -10.7% 3Q SEC ↗
22 Valmark Advisers, Inc. NEW 10,851 315K — +0.0% 1Q SEC ↗
23 Kestra Advisory Services, LLC NEW 9,195 267K — +0.0% 1Q SEC ↗
24 World Investment Advisors 8,189 238K — +0.0% 4Q SEC ↗
25 Latitude Advisors, LLC NEW 7,637 222K — +0.0% 1Q SEC ↗
26 HARBOUR INVESTMENTS, INC. 4,646 135K +2,403 +107.1% 4Q SEC ↗
27 EverSource Wealth Advisors, LLC 1,882 55K — +0.0% 4Q SEC ↗
28 CHILTON CAPITAL MANAGEMENT LLC 1,000 29K -232 -18.8% 3Q SEC ↗
29 WELLS FARGO & COMPANY/MN NEW 1,000 29K — +0.0% 1Q SEC ↗
30 Lavaca Capital LLC 1,000 29K — +0.0% 2Q SEC ↗
31 Sunbelt Securities, Inc. 930 27K — +0.0% 3Q SEC ↗
32 SITTNER & NELSON, LLC NEW 900 26K — +0.0% 1Q SEC ↗
33 AMERIFLEX GROUP, INC. 300 9K — +0.0% 2Q SEC ↗
34 CREATIVE FINANCIAL DESIGNS INC /ADV 135 4K +20 +17.4% 3Q SEC ↗
35 HighTower Advisors, LLC 0 0K -10,720 -100.0% 2Q SEC ↗
36 Advisory Services Network, LLC 0 0K -1,342 -100.0% 1Q SEC ↗

Recent Activity

New Positions (8)
Sold Out (2)
HolderPrev SharesPrev Value
HighTower Advisors, LLC 10,720 312K
Advisory Services Network, LLC 1,342 39K
Biggest Increases (14)
HolderAddedChange %Total Shares
Capital Group Private Client Servic +127,505 +41.3% 436,537
OSAIC HOLDINGS, INC. +57,843 +257.8% 80,281
Midwest Heritage Bank, FSB +32,064 +40.8% 110,596
Platt Wealth Management LLC +20,087 +116.4% 37,346
COMMONWEALTH EQUITY SERVICES, LLC +12,954 +41.0% 44,523
ENVESTNET ASSET MANAGEMENT INC +6,512 +5.8% 118,926
J. Derek Lewis & Associates Inc. +5,364 +14.3% 42,794
Cambridge Investment Research Advis +4,501 +17.6% 30,101
MML INVESTORS SERVICES, LLC +4,380 +17.7% 29,192
TRUIST FINANCIAL CORP +3,496 +3.9% 92,567
HARBOUR INVESTMENTS, INC. +2,403 +107.1% 4,646
LaSalle St. Investment Advisors, LL +1,276 +1.9% 68,296
Worthington Financial Partners, LLC +811 +1.0% 80,327
CREATIVE FINANCIAL DESIGNS INC /ADV +20 +17.4% 135
Biggest Decreases (4)
HolderReducedChange %Total Shares
Capital International Investors -280,000 -28.0% 720,000
RM Financial Services, LLC -1,768 -3.8% 44,534
JANE STREET GROUP, LLC -1,478 -10.7% 12,339
CHILTON CAPITAL MANAGEMENT LLC -232 -18.8% 1,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms