# CAPITAL GROUP EQUITY ETF TR (CGGG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGGG/

- Reporting holders: 33
- Reported value: $69.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Capital International Investors](https://holderbook.com/funds/1562230-capital-international-investors/) | $20.6M | 720,000 | 0.0% | 5 |
| [Capital Group Private Client Services, Inc.](https://holderbook.com/funds/1857666-capital-group-private-client-services-inc/) | $12.5M | 436,537 | 0.2% | 4 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $6.8M | 237,852 | 0.0% | 3 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $5.1M | 177,430 | 0.0% | 1 |
| [Midwest Heritage Bank, FSB](https://holderbook.com/funds/1906805-midwest-heritage-bank-fsb/) | $3.2M | 110,596 | 0.9% | 2 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $2.7M | 92,567 | 0.0% | 3 |
| [Worthington Financial Partners, LLC](https://holderbook.com/funds/2111427-worthington-financial-partners-llc/) | $2.3M | 80,327 | 1.9% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $2.3M | 80,281 | 0.0% | 4 |
| [LaSalle St. Investment Advisors, LLC](https://holderbook.com/funds/1966193-lasalle-st-investment-advisors-llc/) | $2.0M | 68,296 | 0.2% | 3 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.7M | 60,202 | 0.0% | 4 |
| [RM Financial Services, LLC](https://holderbook.com/funds/2109852-rm-financial-services-llc/) | $1.3M | 44,534 | 0.9% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.3M | 44,523 | 0.0% | 3 |
| [J. Derek Lewis & Associates Inc.](https://holderbook.com/funds/2077884-j-derek-lewis-associates-inc/) | $1.2M | 42,794 | 0.2% | 3 |
| [Platt Wealth Management LLC](https://holderbook.com/funds/2109497-platt-wealth-management-llc/) | $1.1M | 37,346 | 0.9% | 3 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $836.4K | 29,192 | 0.0% | 2 |
| [BENJAMIN EDWARDS INC](https://holderbook.com/funds/1451623-benjamin-edwards-inc/) | $808.0K | 28,204 | 0.0% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $753.5K | 26,300 | 0.0% | 1 |
| [Prime Capital Investment Advisors, LLC](https://holderbook.com/funds/1731446-prime-capital-investment-advisors-llc/) | $487.1K | 17,000 | 0.0% | 3 |
| [ROTHSCHILD INVESTMENT LLC](https://holderbook.com/funds/85338-rothschild-investment-llc/) | $464.1K | 16,200 | 0.0% | 2 |
| [Junk Investment Group, LLC](https://holderbook.com/funds/2112570-junk-investment-group-llc/) | $455.8K | 15,909 | 0.2% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $353.5K | 12,339 | 0.0% | 3 |
| [Valmark Advisers, Inc.](https://holderbook.com/funds/1380443-valmark-advisers-inc/) | $310.9K | 10,851 | 0.0% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $263.4K | 9,195 | 0.0% | 1 |
| [Latitude Advisors, LLC](https://holderbook.com/funds/1843715-latitude-advisors-llc/) | $218.8K | 7,637 | 0.1% | 1 |
| [World Investment Advisors](https://holderbook.com/funds/1652594-world-investment-advisors/) | $207.5K | 8,189 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 33 | $69.5M |
| Q1 2026 | 27 | $51.2M |
| Q4 2025 | 24 | $49.6M |
| Q3 2025 | 12 | $32.0M |
| Q2 2025 | 3 | $26.8M |