CAPITAL GROUP EQUITY ETF TR CGGG
US LARGE GROWT · ETP · CUSIP 14022A201
27
institutional holders
+3 vs Q4 2025
2.0m
shares reported held*
$51.2mreported value*
6 new
12 added
3 reduced
4 sold out
net bought ≈ $6.8m (+267.9k 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. Holder counts are more reliable. Implied quarter-end price ≈ $25.34.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 4 |
| Q3 2025 | 12 |
| Q4 2025 | 24 |
| Q1 2026 | 27 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 10 | 1 |
| Q4 2025 | 17 | 3 |
| Q1 2026 | 18 | 7 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +79.6k |
| Midwest Heritage Bank, FSB | New | +78.5k |
| TRUIST FINANCIAL CORP | Added | +57.5k |
| MML INVESTORS SERVICES, LLC | New | +24.8k |
| ROTHSCHILD INVESTMENT LLC | New | +16.2k |
| J. Derek Lewis & Associates Inc. | Added | +13.1k |
| Cambridge Investment Research Advisors, Inc. | Added | +11.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +9.9k |
| LaSalle St. Investment Advisors, LLC | Added | +9.5k |
| Platt Wealth Management LLC | Added | +4.5k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -17.0k |
| GOLDMAN SACHS GROUP INC | Sold out | -13.5k |
| HighTower Advisors, LLC | Sold out | -10.7k |
| Worthington Financial Partners, LLC | Reduced | -2.1k |
| Kestra Advisory Services, LLC | Sold out | -1.9k |
| CHILTON CAPITAL MANAGEMENT LLC | Reduced | -1.1k |
| OSAIC HOLDINGS, INC. | Reduced | -643 |
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.01% of their portfolio | 1.0m $25.3m | Unchanged |
| Capital Group Private Client Services, Inc. 0.13% of their portfolio | 309.0k $7.8m | Added +2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 112.4k $2.8m | Added +79.6k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 89.1k $2.3m | Added +57.5k |
| Worthington Financial Partners, LLC 1.73% of their portfolio | 79.5k $2.0m | Reduced -2.1k |
| Midwest Heritage Bank, FSB 0.64% of their portfolio | 78.5k $2.0m | New |
| LaSalle St. Investment Advisors, LLC 0.24% of their portfolio | 67.0k $1.7m | Added +9.5k |
| RM Financial Services, LLC 1.01% of their portfolio | 46.3k $1.2m | Added +1.7k |
| J. Derek Lewis & Associates Inc. 0.21% of their portfolio | 37.4k $948.5k | Added +13.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.6k $800.0k | Added +9.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 25.6k $649.0k | Added +11.8k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 24.8k $628.7k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 22.4k $568.6k | Reduced -643 |
| Platt Wealth Management LLC 0.43% of their portfolio | 17.3k $437.0k | Added +4.5k |
| Prime Capital Investment Advisors, LLC 0.00% of their portfolio | 17.0k $430.8k | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio | 16.2k $410.5k | New |
| Junk Investment Group, LLC 0.21% of their portfolio | 15.9k $403.1k | First filing |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.8k $350.1k | Added +1.7k |
| World Investment Advisors 0.00% of their portfolio | 8.2k $207.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2.2k $56.8k | Added +989 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.9k $47.7k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 1.3k $34.0k | New |
| CHILTON CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2k $31.2k | Reduced -1.1k |
| Lavaca Capital LLC 0.00% of their portfolio | 1.0k $25.3k | New |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 930 $23.6k | Unchanged |
| AMERIFLEX GROUP, INC. 0.00% of their portfolio | 300 $7.6k | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 115 $2.9k | Added +12 |