13F Insight
DOSSIER · 13F Holders · Q3 2026

CAPITAL GROUP EQUITY ETF TR

39 institutions still hold CAPITAL GROUP EQUITY ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14022A300·39 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$102M
visible holders
Holders
39
filers reporting
Concentration
19.38%
Concurrent Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

39 institutions reported CAPITAL GROUP EQUITY ETF TR in Q3 2026. Concurrent Investment Advisors, LLC leads at 19.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Concurrent Investment Advisors, LLC
CIK 0002001015
$20M637K0.14%Q3 202602
Capital International Investors
CIK 0001562230
$17M550K0.00%Q2 202603
Capital Group Private Client Services, Inc.
CIK 0001857666
$16M525K0.23%Q2 202604
VVR Holdings LLC
CIK 0002070884
$16M513K6.54%Q3 202605
RM Financial Services, LLC
CIK 0002109852
$7M229K5.26%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M152K0.01%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M152K0.00%Q2 202608
LPL Financial LLC
CIK 0001403438
$5M147K0.00%Q2 202609
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M130K0.01%Q2 202610
Fearless Solutions, LLC dba Best Invest
CIK 0002094159
$1M46K0.73%Q3 202611
J. Derek Lewis & Associates Inc.
CIK 0002077884
$1M42K0.25%Q2 202612
Sigma Planning Corp
CIK 0001449126
$835K27K0.02%Q2 202613
BHK Investment Advisors, LLC
CIK 0001710539
$829K27K0.25%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$789K26K0.00%Q2 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$552K18K0.00%Q2 202616
CMC Financial Group
CIK 0001770940
$547K18K1.06%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$538K20K0.00%Q1 202618
DAVENPORT & Co LLC
CIK 0000887777
$433K14K0.00%Q3 202619
Junk Investment Group, LLC
CIK 0002112570
$353K11K0.15%Q3 202620
Kestra Advisory Services, LLC
CIK 0001830819
$262K8K0.00%Q2 2026
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