DOSSIER · 13F Holders · Q1 2026

CAPITAL GROUP EQUITY ETF TR

34 institutions still hold CAPITAL GROUP EQUITY ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14022A300·34 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$81M
visible holders
Holders
34
filers reporting
Concentration
33.07%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

34 institutions reported CAPITAL GROUP EQUITY ETF TR in Q1 2026. Capital International Investors leads at 33.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$27M1.0M0.01%Q1 2026
02
Concurrent Investment Advisors, LLC
CIK 0002001015
$15M559K0.16%Q1 2026
03
VVR Holdings LLC
CIK 0002070884
$13M418K5.58%Q2 2026
04
Capital Group Private Client Services, Inc.
CIK 0001857666
$12M430K0.19%Q1 2026
05
RM Financial Services, LLC
CIK 0002109852
$5M187K4.32%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M89K0.00%Q1 2026
07
Fearless Solutions, LLC dba Best Invest
CIK 0002094159
$1M33K0.53%Q2 2026
08
CMC Financial Group
CIK 0001770940
$812K30K1.59%Q1 2026
09
GOLDMAN SACHS GROUP INC
CIK 0000886982
$696K26K0.00%Q1 2026
10
Sigma Planning Corp
CIK 0001449126
$669K25K0.02%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$601K22K0.00%Q1 2026
12
BHK Investment Advisors, LLC
CIK 0001710539
$568K21K0.19%Q1 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$561K21K0.00%Q1 2026
14
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$538K20K0.00%Q1 2026
15
J. Derek Lewis & Associates Inc.
CIK 0002077884
$491K18K0.11%Q1 2026
16
MML INVESTORS SERVICES, LLC
CIK 0000701059
$463K17K0.00%Q1 2026
17
CITADEL ADVISORS LLC
CIK 0001423053
$286K11K0.00%Q4 2025
18
Confluence Wealth Services, Inc.
CIK 0001910411
$257K8K0.01%Q2 2026
19
Junk Investment Group, LLC
CIK 0002112570
$213K8K0.11%Q1 2026
20
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$209K8K0.00%Q1 2026
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