CAPITAL GROUP EQUITY ETF TR
CUSIP 14022A300
Capital Group Equity Etf Tr has 31 institutional holders in Filings Flow’s 13F database, together reporting 2.90M shares worth $77M as of Q1 2026. The largest reported holders are Capital International Investors, Concurrent Investment Advisors, LLC, and Capital Group Private Client Services, Inc..
Institutional Holders
31
Q1 2026
Reported Value
$77M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VVR Holdings LLC$194M AUM | 5.07% | $10M | 366.6K | Q1 2026 |
| RM Financial Services, LLC$116M AUM | 4.32% | $5M | 187.4K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.28% | $458,495 | 17.1K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.19% | $12M | 430.1K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 0.19% | $567,769 | 21.2K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.16% | $15M | 559.2K | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.11% | $213,064 | 8.0K | Q1 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.11% | $491,078 | 18.4K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.03% | $80,250 | 3.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $668,750 | 25.0K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $25,092 | 938 | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.01% | $222,213 | 8.3K | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.01% | $27M | 1.00M | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $78,635 | 2.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 89.1K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $48,150 | 1.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $166,461 | 6.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $51,942 | 1.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $462,873 | 17.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $67,143 | 2.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $26,901 | 1.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $21,748 | 813 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $601,350 | 22.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $561,076 | 21.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $696,383 | 26.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $286,082 | 10.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $14,017 | 524 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $209,346 | 7.8K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $214 | 8 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $42,000 | 1.6K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.