CAPITAL GROUP EQUITY ETF TR (CGGG)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
33
Reporting holders
$69.5M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $20.6M | 720,000 | 0.00% | 5q | -28.0%-$8.0M |
| Capital Group Private Client Services, Inc. | $12.5M | 436,537 | 0.18% | 4q | +41.3%+$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $6.8M | 237,852 | 0.00% | 3q | +111.6%+$3.6M |
| GOLDMAN SACHS GROUP INC | $5.1M | 177,430 | 0.00% | new | NEW |
| Midwest Heritage Bank, FSB | $3.2M | 110,596 | 0.90% | 2q | +40.8%+$918.6K |
| TRUIST FINANCIAL CORP | $2.7M | 92,567 | 0.00% | 3q | +3.9%+$100.2K |
| Worthington Financial Partners, LLC | $2.3M | 80,327 | 1.91% | 3q | +1.0%+$23.2K |
| OSAIC HOLDINGS, INC. | $2.3M | 80,281 | 0.00% | 4q | +257.8%+$1.7M |
| LaSalle St. Investment Advisors, LLC | $2.0M | 68,296 | 0.24% | 3q | +1.9%+$36.6K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 60,202 | 0.00% | 4q | +135.2%+$990.9K |
| RM Financial Services, LLC | $1.3M | 44,534 | 0.95% | 3q | -3.8%-$50.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,523 | 0.00% | 3q | +41.0%+$371.1K |
| J. Derek Lewis & Associates Inc. | $1.2M | 42,794 | 0.23% | 3q | +14.3%+$153.7K |
| Platt Wealth Management LLC | $1.1M | 37,346 | 0.86% | 3q | +116.4%+$575.0K |
| MML INVESTORS SERVICES, LLC | $836.4K | 29,192 | 0.00% | 2q | +17.7%+$125.5K |
| BENJAMIN EDWARDS INC | $808.0K | 28,204 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $753.5K | 26,300 | 0.00% | new | NEW |
| Prime Capital Investment Advisors, LLC | $487.1K | 17,000 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $464.1K | 16,200 | 0.02% | 2q | HELD |
| Junk Investment Group, LLC | $455.8K | 15,909 | 0.20% | 2q | HELD |
| JANE STREET GROUP, LLC | $353.5K | 12,339 | 0.00% | 3q | -10.7%-$42.3K |
| Valmark Advisers, Inc. | $310.9K | 10,851 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $263.4K | 9,195 | 0.00% | new | NEW |
| Latitude Advisors, LLC | $218.8K | 7,637 | 0.09% | new | NEW |
| World Investment Advisors | $207.5K | 8,189 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $133.1K | 4,646 | 0.00% | 4q | +107.1%+$68.8K |
| EverSource Wealth Advisors, LLC | $53.9K | 1,882 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $28.6K | 1,000 | 0.00% | new | NEW |
| CHILTON CAPITAL MANAGEMENT LLC | $28.6K | 1,000 | 0.00% | 3q | -18.8%-$6.6K |
| Lavaca Capital LLC | $28.6K | 1,000 | 0.00% | 2q | HELD |
| SITTNER & NELSON, LLC | $25.8K | 900 | 0.01% | new | NEW |
| AMERIFLEX GROUP, INC. | $8.6K | 300 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.9K | 135 | 0.00% | 3q | +17.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 33 | $69.5M | 2,425,164 | 8 | 14 | 4 | 0.0% |
| Q1 2026 | 27 | $51.2M | 2,021,154 | 6 | 12 | 3 | 0.0% |
| Q4 2025 | 24 | $49.6M | 1,737,334 | 10 | 7 | 1 | 0.0% |
| Q3 2025 | 12 | $32.0M | 1,126,869 | 9 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $26.8M | 1,022,187 | 3 | 0 | 0 | 0.0% |