13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
CGGR

CAPITAL GROUP GROWTH ETF

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

CUSIP 14020G101·Exchange Traded Fund·631 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$10.3B
47.0% inst. owned
of float
Holders
631
+106 QoQ
filers reporting
Activity
+71 / −79
+972 added · −865 reduced
this quarter
Concentration
20.42%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

631 institutions reported CGGR in Q1 2026. LPL Financial LLC leads at 20.4% of the visible book. +106 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$2.1B52.6M0.56%Q1 202602
MORGAN STANLEY
CIK 0000895421
$1.2B29.7M0.07%Q1 202603
Capital Group Private Client Services, Inc.
CIK 0001857666
$1.1B27.2M18.40%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$633M15.8M0.12%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$616M15.3M0.17%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$570M14.2M0.04%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$567M14.1M0.17%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$545M13.6M0.76%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$520M12.9M0.32%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$394M9.8M0.42%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$375M9.6M0.18%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$339M8.4M0.06%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$310M7.7M0.45%Q1 202614
UBS Group AG
CIK 0001610520
$219M5.4M0.03%Q1 202615
Forge Financial Services LLC
CIK 0002055357
$217M5.4M21.96%Q1 202616
Kestra Investment Management, LLC
CIK 0001962449
$153M3.8M2.64%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$129M3.2M0.36%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$122M3.1M0.01%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$121M3.0M0.46%Q1 202620
Advance Capital Management, Inc.
CIK 0001536029
$115M2.9M4.36%Q1 2026
Page 1 of 32
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