CAPITAL GROUP EQUITY ETF TR (CGGG)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
31
Reporting holders
$62.9M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| GOLDMAN SACHS GROUP INC | $5.1M | 177,430 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 118,926 | 0.00% | 3q | +5.8%+$186.6K |
| 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 |
| 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 |
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $376.7K | 13,150 | 0.00% | new | NEW |
| 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% |
| Cambridge Investment Research Advisors, Inc. | $1.7K | 60,202 | 0.00% | 4q | +135.2% |
| Platt Wealth Management LLC | $1.1K | 37,346 | 0.86% | 3q | +116.4% |
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 | 31 | $62.9M | 2,195,540 | 8 | 12 | 4 | 0.0% |
| Q1 2026 | 25 | $50.1M | 1,978,295 | 6 | 10 | 3 | 0.0% |
| Q4 2025 | 21 | $47.2M | 1,653,250 | 9 | 6 | 1 | 0.0% |
| Q3 2025 | 11 | $31.7M | 1,115,344 | 8 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $26.8M | 1,022,187 | 3 | 0 | 0 | 0.0% |