13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

CAPITAL GROUP EQUITY ETF TR

33 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 14022A300·33 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$77M
70.0% inst. owned
of float
Holders
33
-33 QoQ
filers reporting
Activity
+8 / −21
+833 added · −782 reduced
this quarter
Concentration
34.81%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported CAPITAL GROUP EQUITY ETF TR in Q1 2026. Capital International Investors leads at 34.8% of the visible book. -33 net institutions QoQ — distribution reading.

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 202602
Concurrent Investment Advisors, LLC
CIK 0002001015
$15M559K0.16%Q1 202603
Capital Group Private Client Services, Inc.
CIK 0001857666
$12M430K0.19%Q1 202604
VVR Holdings LLC
CIK 0002070884
$10M367K5.07%Q1 202605
RM Financial Services, LLC
CIK 0002109852
$5M187K4.32%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M89K0.00%Q1 202607
CMC Financial Group
CIK 0001770940
$812,37130K1.59%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$696,38326K0.00%Q1 202609
Sigma Planning Corp
CIK 0001449126
$668,75025K0.02%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$601,35022K0.00%Q1 202611
BHK Investment Advisors, LLC
CIK 0001710539
$567,76921K0.19%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$561,07621K0.00%Q1 202613
J. Derek Lewis & Associates Inc.
CIK 0002077884
$491,07818K0.11%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$462,87317K0.00%Q1 202615
Fearless Solutions, LLC dba Best Invest
CIK 0002094159
$458,49517K0.28%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$286,08211K0.00%Q4 202517
Confluence Wealth Services, Inc.
CIK 0001910411
$222,2138K0.01%Q1 202618
Junk Investment Group, LLC
CIK 0002112570
$213,0648K0.11%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$209,3468K0.00%Q1 202620
Advisory Services Network, LLC
CIK 0001573876
$166,4616K0.00%Q1 2026
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