DOSSIER · 13F Holders · Q1 2026
CGGG

CAPITAL GROUP EQUITY ETF TR

29 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 14022A201·29 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$52M
visible holders
Holders
29
filers reporting
Concentration
48.96%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported CGGG in Q1 2026. Capital International Investors leads at 49.0% 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
$25M1.0M0.01%Q1 2026
02
Capital Group Private Client Services, Inc.
CIK 0001857666
$8M309K0.13%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M112K0.00%Q1 2026
04
Worthington Financial Partners, LLC
CIK 0002111427
$2M80K1.91%Q2 2026
05
TRUIST FINANCIAL CORP
CIK 0000092230
$2M89K0.00%Q1 2026
06
Midwest Heritage Bank, FSB
CIK 0001906805
$2M79K0.64%Q1 2026
07
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$2M67K0.24%Q1 2026
08
RM Financial Services, LLC
CIK 0002109852
$1M46K1.01%Q1 2026
09
J. Derek Lewis & Associates Inc.
CIK 0002077884
$949K37K0.21%Q1 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$800K32K0.00%Q1 2026
11
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$649K26K0.00%Q1 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$629K25K0.00%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$569K22K0.00%Q1 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$485K17K0.00%Q4 2025
15
Platt Wealth Management LLC
CIK 0002109497
$437K17K0.43%Q1 2026
16
Prime Capital Investment Advisors, LLC
CIK 0001731446
$431K17K0.01%Q1 2026
17
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$411K16K0.02%Q1 2026
18
Junk Investment Group, LLC
CIK 0002112570
$403K16K0.21%Q1 2026
19
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$350K14K0.00%Q1 2026
20
World Investment Advisors
CIK 0001652594
$208K8K0.00%Q1 2026
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