Vault-13

CAPITAL GROUP EQUITY ETF TR CGGG

US LARGE GROWT · ETP · CUSIP 14022A201

33 institutional holders +6 vs Q1 2026
2,293,0882.3m shares reported held*
$65.7mreported value*
8 new 14 added 4 reduced 1 sold out net bought ≈ $7.8m (+272.9k 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 ≈ $28.64.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q2 25: 4Q3 25: 12Q4 25: 24Q1 26: 27Q2 26: 3333Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20254
Q3 202512
Q4 202524
Q1 202627
Q2 202633

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 25: 10 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 17 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 18 bought or addedQ1 26: 7 cut or sold outQ1 26Q2 26: 22 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025101
Q4 2025173
Q1 2026187
Q2 2026225

Biggest buyers

GOLDMAN SACHS GROUP INC New +177,430+177.4k
Capital Group Private Client Services, Inc. Added +127,505+127.5k
OSAIC HOLDINGS, INC. Added +57,843+57.8k
Cambridge Investment Research Advisors, Inc. Added +34,602+34.6k
Midwest Heritage Bank, FSB Added +32,064+32.1k
BENJAMIN EDWARDS INC New +28,204+28.2k
Platt Wealth Management LLC Added +20,087+20.1k
CITADEL ADVISORS LLC New +13,150+13.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +12,954+13.0k
Valmark Advisers, Inc. New +10,851+10.9k

Biggest sellers

Capital International Investors Reduced -280,000-280.0k
RM Financial Services, LLC Reduced -1,768-1.8k
JANE STREET GROUP, LLC Reduced -1,478-1.5k
Advisory Services Network, LLC Sold out -1,342-1.3k
CHILTON CAPITAL MANAGEMENT LLC Reduced -232-232

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital International Investors 0.00% of their portfolio Los Angeles, CA 720,000720.0k $20.6m $20.6m 0.00% Reduced -280.0k -280,000
2 Capital Group Private Client Services, Inc. 0.18% of their portfolio Los Angeles, CA 436,537436.5k $12.5m $12.5m 0.18% Added +127.5k +127,505
3 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 177,430177.4k $5.1m $5.1m 0.00% New
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,926118.9k $3.4m $3.4m 0.00% Added +6.5k +6,512
5 Midwest Heritage Bank, FSB 0.90% of their portfolio WEST DES MOINES, IA 110,596110.6k $3.2m $3.2m 0.90% Added +32.1k +32,064
6 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 92,56792.6k $2.7m $2.7m 0.00% Added +3.5k +3,496
7 Worthington Financial Partners, LLC 1.91% of their portfolio WORTHINGTON, OH 80,32780.3k $2.3m $2.3m 1.91% Added +811 +811
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 80,28180.3k $2.3m $2.3m 0.00% Added +57.8k +57,843
9 LaSalle St. Investment Advisors, LLC 0.24% of their portfolio ELMHURST, IL 68,29668.3k $2.0m $2.0m 0.24% Added +1.3k +1,276
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 60,20260.2k $1.7m $1.7m 0.00% Added +34.6k +34,602
11 RM Financial Services, LLC 0.95% of their portfolio FALMOUTH, ME 44,53444.5k $1.3m $1.3m 0.95% Reduced -1.8k -1,768
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 44,52344.5k $1.3m $1.3m 0.00% Added +13.0k +12,954
13 J. Derek Lewis & Associates Inc. 0.23% of their portfolio NEWPORT BEACH, CA 42,79442.8k $1.2m $1.2m 0.23% Added +5.4k +5,364
14 Platt Wealth Management LLC 0.86% of their portfolio SAN DIEGO, CA 37,34637.3k $1.1m $1.1m 0.86% Added +20.1k +20,087
15 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,19229.2k $836.4k $836.4k 0.00% Added +4.4k +4,380
16 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 28,20428.2k $808.0k $808.0k 0.01% New
17 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 17,00017.0k $487.1k $487.1k 0.00% Unchanged
18 ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio CHICAGO, IL 16,20016.2k $464.1k $464.1k 0.02% Unchanged
19 Junk Investment Group, LLC 0.20% of their portfolio HUNT VALLEY, MD 15,90915.9k $455.8k $455.8k 0.20% Unchanged
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,15013.2k $376.7k $376.7k 0.00% New
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,33912.3k $353.5k $353.5k 0.00% Reduced -1.5k -1,478
22 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 10,85110.9k $310.9k $310.9k 0.00% New
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,1959.2k $263.4k $263.4k 0.00% New
24 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 8,1898.2k $207.5k $207.5k 0.00% Unchanged
25 Latitude Advisors, LLC 0.09% of their portfolio YORKVILLE, IL 7,6377.6k $218.8k $218.8k 0.09% New
26 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,6464.6k $133.1k $133.1k 0.00% Added +2.4k +2,403
27 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,8821.9k $53.9k $53.9k 0.00% Unchanged
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $28.6k $28.6k 0.00% New
29 CHILTON CAPITAL MANAGEMENT LLC 0.00% of their portfolio HOUSTON, TX 1,0001.0k $28.6k $28.6k 0.00% Reduced -232 -232
30 Lavaca Capital LLC 0.00% of their portfolio HOUSTON, TX 1,0001.0k $28.6k $28.6k 0.00% Unchanged
31 SITTNER & NELSON, LLC 0.01% of their portfolio EUGENE, OR 900900 $25.8k $25.8k 0.01% New
32 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 300300 $8.6k $8.6k 0.00% Unchanged
33 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 135135 $3.9k $3.9k 0.00% Added +20 +20