Funds holding Capital Group Growth ETF
ISIN US14020G1013 · United States · LEI 549300KE3DOPDPXHTD25
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 2.2M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| LVIP American Funds Vanguard Active Passive Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 51,024 | 2.1M $ | 10.01 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,555 | 110.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| LVIP American Funds Vanguard Active Passive Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10.01 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.02 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 53,579 | +72.2 % |
| 2026Q1 | 2 | 0 | 31,112 | +66.8 % |
| 2025Q4 | 2 | -4 | 18,655 | +1,177.7 % |
| 2025Q3 | 6 | +5 | 1,460 | +500.8 % |
| 2024Q2 | 1 | 243 |
Institutional managers
601 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 52,561,577 | 2.1B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 29,742,507 | 1.2B $ | as of Mar 31, 2026 |
| Capital Group Private Client Services, Inc. | 27,158,074 | 1.1B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 15,759,772 | 633.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 15,336,462 | 616.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 14,193,836 | 570.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 14,117,411 | 567.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,552,564 | 544.7M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,947,006 | 520.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 9,800,927 | 393.9M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 9,610,507 | 375M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 8,428,060 | 338.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 7,708,938 | 309.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 5,440,963 | 218.7M $ | as of Mar 31, 2026 |
| Forge Financial Services LLC | 5,394,648 | 216.8M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 4,557,813 | 183.2K $ | as of Mar 31, 2026 |
| Kestra Investment Management, LLC | 3,811,756 | 153.2M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 3,212,572 | 129.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,148,672 | 121.9M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 3,021,423 | 121.4M $ | as of Mar 31, 2026 |
| Advance Capital Management, Inc. | 2,860,148 | 114.9M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 2,634,776 | 105.9M $ | as of Mar 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,491,382 | 100.1M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 2,433,904 | 97.8M $ | as of Mar 31, 2026 |
| &PARTNERS | 2,239,454 | 90.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Capital Group Growth ETF". https://titelia.com/en/stocks/capital-group-growth-etf-US14020G1013