13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
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
—
▼ 3.0%
vs prior quarter
13F value held
$50M
59.0% inst. owned
of float
Holders
29
-62 QoQ
filers reporting
Activity
+93 / −52
+807 added · −849 reduced
this quarter
Concentration
50.19%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported CGGG in Q1 2026. Capital International Investors leads at 50.2% of the visible book. -62 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
$25M1.0M0.01%Q1 202602
Capital Group Private Client Services, Inc.
CIK 0001857666
$8M309K0.13%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M112K0.00%Q1 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$2M89K0.00%Q1 202605
Worthington Financial Partners, LLC
CIK 0002111427
$2M80K1.73%Q1 202606
Midwest Heritage Bank, FSB
CIK 0001906805
$2M79K0.64%Q1 202607
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$2M67K0.24%Q1 202608
RM Financial Services, LLC
CIK 0002109852
$1M46K1.01%Q1 202609
J. Derek Lewis & Associates Inc.
CIK 0002077884
$948,50437K0.21%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$799,95032K0.00%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$628,73825K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$568,57722K0.00%Q1 202613
CITADEL ADVISORS LLC
CIK 0001423053
$485,17617K0.00%Q4 202514
Prime Capital Investment Advisors, LLC
CIK 0001731446
$430,78017K0.01%Q1 202615
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$410,50816K0.02%Q1 202616
Junk Investment Group, LLC
CIK 0002112570
$403,13416K0.21%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$350,12314K0.00%Q1 202618
World Investment Advisors
CIK 0001652594
$207,5108K0.00%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$56,8382K0.00%Q1 202620
EverSource Wealth Advisors, LLC
CIK 0001710537
$47,6972K0.00%Q1 2026
Page 1 of 2
9 more holders available. Log in →