13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
CGMM

CAPITAL GROUP EQUITY ETF TR

206 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 14022A102·206 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$1.3B
72.0% inst. owned
of float
Holders
206
0 QoQ
filers reporting
Activity
+26 / −48
+904 added · −872 reduced
this quarter
Concentration
29.75%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

206 institutions reported CGMM in Q1 2026. LPL Financial LLC leads at 29.7% of the visible book. +0 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
$388M13.2M0.10%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$268M9.1M0.07%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$89M3.0M0.02%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$49M1.7M0.07%Q1 202605
Pathstone Holdings, LLC
CIK 0002011612
$49M1.7M0.20%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$45M1.5M0.05%Q1 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$42M1.5M0.02%Q1 202608
Merit Financial Group, LLC
CIK 0001621225
$41M1.4M0.31%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$40M1.4M0.06%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$33M1.1M0.06%Q1 202611
Kestra Investment Management, LLC
CIK 0001962449
$32M1.1M0.55%Q1 202612
SEI INVESTMENTS CO
CIK 0000350894
$29M977K0.03%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$28M947K0.08%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$28M938K0.02%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$27M927K0.03%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$27M913K0.10%Q1 202617
Ergawealth Advisors, Inc.
CIK 0001973209
$23M794K10.31%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$23M794K0.00%Q1 202619
NewEdge Advisors, LLC
CIK 0001633516
$22M744K0.08%Q1 202620
Capital Group Private Client Services, Inc.
CIK 0001857666
$22M739K0.37%Q1 2026
Page 1 of 11
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