CGGGCAPITAL GROUP EQUITY ETF TR
CUSIP 14022A201 · Yahoo Finance ↗ · Google Finance ↗
Capital Group Equity Etf Tr (CGGG) has 27 institutional holders in Filings Flow’s 13F database, together reporting 2.02M shares worth $51M as of Q1 2026. The largest reported holders are Capital International Investors, Capital Group Private Client Services, Inc., and Envestnet Asset Management Inc.
Institutional Holders
27
Q1 2026
Reported Value
$51M
Ticker
CGGG
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Capital International Investors$426.5B AUM | 0.01% | $25M | 1.00M | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.13% | $8M | 309.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 112.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 89.1K | Q1 2026 |
| Worthington Financial Partners, LLC$116M AUM | 1.73% | $2M | 79.5K | Q1 2026 |
| Midwest Heritage Bank, FSB$312M AUM | 0.64% | $2M | 78.5K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.24% | $2M | 67.0K | Q1 2026 |
| RM Financial Services, LLC$116M AUM | 1.01% | $1M | 46.3K | Q1 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.21% | $948,504 | 37.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $799,950 | 31.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $649,000 | 25.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $628,738 | 24.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $568,577 | 22.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $485,176 | 17.0K | Q4 2025OLDER |
| Platt Wealth Management LLC$103M AUM | 0.43% | $437,000 | 17.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $430,780 | 17.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $410,508 | 16.2K | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.21% | $403,134 | 15.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $385,266 | 13.5K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $350,123 | 13.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $306,270 | 10.7K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $207,510 | 8.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $107,000 | 3.8K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $56,838 | 2.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $54,303 | 1.9K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $47,697 | 1.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,015 | 1.3K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $31,219 | 1.2K | Q1 2026 |
| Lavaca Capital LLC$564M AUM | 0.00% | $25,340 | 1.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $23,557 | 930 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $7,602 | 300 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,916 | 115 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.