Cap Group Growth EquityCGGRETF
13F holders, Q2 2026 (June 30)653holders +51
80new positions
31sold out
5famous investors
$47.13avg. 13F price*
At the end of Q2 2026, 653 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 51 from Q1 2026. 80 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($2.8B), Morgan Stanley ($1.5B) and Capital Group Private Client Services, Inc. ($1.3B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q2 2026)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $141.7M |
| Exits | 31 | $162.1M |
All 13F filers, Q1 2026 → Q2 2026: 40,557,036 shares bought and 7,936,426 shares sold, net +32,620,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 653 holders
| LPL Financial LLC | 0.64% | Add +14.0% | 59,907,998 | $2.8B |
| Morgan Stanley | 0.08% | Add +8.9% | 32,389,025 | $1.5B |
| Capital Group Private Client Services, Inc. | 18.72% | Add +3.6% | 28,132,325 | $1.3B |
| Wells Fargo & Company | 0.14% | Add +11.5% | 17,573,566 | $829.5M |
| Envestnet Asset Management Inc. | 0.18% | Add +8.0% | 16,561,408 | $781.7M |
| Raymond James Financial Inc. | 0.21% | Add +14.8% | 16,206,980 | $765.0M |
| Bank of America Corp. | 0.04% | Add +2.0% | 14,478,055 | $683.4M |
| Commonwealth Equity Services, LLC | 0.83% | Add +2.9% | 13,948,665 | $658.4M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +1.2% | 13,105,474 | $618.6M |
| Jones Financial Companies LLLP | 0.21% | Add +20.2% | 11,551,154 | $528.8M |
| Cetera Investment Advisers | 0.46% | Add +8.1% | 10,594,267 | $500.0M |
| Osaic Holdings, Inc. | 0.51% | Add +18.9% | 9,164,905 | $432.6M |
| Royal Bank of Canada | 0.07% | Reduce -1.9% | 8,268,130 | $390.3M |
| Susquehanna International Group, LLP | 0.25% | Add +606.8% | 5,918,375 | $279.3M |
| Forge Financial Services LLC | 22.43% | Add +2.3% | 5,516,760 | $260.4M |
| UBS Group AG | 0.04% | Add +0.2% | 5,452,603 | $257.4M |
| Cambridge Investment Research Advisors, Inc. | 0.54% | Add +11.8% | 5,096,748 | $240.6M |
| MML Investors Services, LLC | 0.40% | Add +30.1% | 4,179,335 | $197.3M |
| Kestra Advisory Services, LLC | 0.61% | Add +33.0% | 4,018,181 | $189.7M |
| Stifel Financial Corp. | 0.11% | Add +19.6% | 2,911,584 | $137.4M |
| Advance Capital Management, Inc. | 4.34% | Reduce -0.5% | 2,846,782 | $134.4M |
| Kestra Investment Management, LLC | 2.58% | Reduce -25.9% | 2,824,513 | $133.3M |
| Benjamin Edwards Inc. | 1.18% | Add +3.8% | 2,733,600 | $129.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.4% | 2,602,111 | $121.8M |
| &partners | 0.44% | Add +1.0% | 2,262,117 | $106.8M |
| Signature Estate & Investment Advisors LLC | 1.89% | Reduce -10.5% | 2,228,768 | $105.2M |
| Baird Financial Group, Inc. | 0.14% | Add +9.4% | 2,187,427 | $103.2M |
| Private Advisor Group, LLC | 0.44% | Reduce -1.8% | 2,055,511 | $97.0M |
| Sei Investments Co. | 0.08% | Add +10.1% | 2,022,745 | $95.5M |
| WNY Asset Management, LLC | 8.40% | Add +10.1% | 1,986,506 | $93.8M |
| Merit Financial Group, LLC | 0.57% | Add +1.1% | 1,930,814 | $91.1M |
| Valmark Advisers, Inc. | 0.87% | Add +6.5% | 1,728,825 | $81.6M |
| NewEdge Advisors, LLC | 0.23% | Add +6.3% | 1,604,940 | $75.8M |
| New England Capital Financial Advisors LLC | 17.29% | Add +9.9% | 1,531,893 | $72.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +3.1% | 1,444,828 | $68.0M |
| JSF Financial, LLC | 10.94% | Add +35.3% | 1,439,179 | $67.9M |
| Johnson Bixby & Associates, LLC | 7.54% | Add +0.5% | 1,430,786 | $67.5M |
| Janney Montgomery Scott LLC | 0.13% | Add +16.2% | 1,412,527 | $66.7M |
| Prospera Financial Services Inc | 0.96% | Reduce -2.4% | 1,405,335 | $66.3M |
| Great Valley Advisor Group, Inc. | 1.04% | Add +5.4% | 1,396,166 | $65.9M |
| Confluence Wealth Services, Inc. | 1.81% | Add +15.2% | 1,340,317 | $63.3M |
| Aprio Wealth Management, LLC | 3.13% | Reduce -7.8% | 1,340,131 | $63.3M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -4.7% | 1,324,736 | $62.5M |
| Captrust Financial Advisors | 0.10% | Add +0.4% | 1,316,937 | $62.2M |
| Concurrent Investment Advisors, LLC | 0.45% | Add +10.4% | 1,116,891 | $52.7M |
| Adamsbrown Wealth Consultants LLC | 9.91% | Add +3.3% | 1,113,600 | $52.6M |
| Summit Investment Advisory Services, LLC | 11.06% | Add +0.4% | 934,072 | $44.1M |
| Harbour Investments, Inc. | 0.59% | Add +5.8% | 925,166 | $43.7M |
| AA Financial Advisors, LLC | 5.05% | Add +21.3% | 889,658 | $42.0M |
| Equitable Holdings, Inc. | 0.25% | Reduce -9.4% | 888,354 | $41.9M |
| Global Retirement Partners, LLC | 0.64% | — | 885,322 | $41.8M |
| Focus Partners Wealth | 0.04% | Add +46.1% | 879,733 | $41.5M |
| Barnes Pettey Financial Advisors, LLC | 12.60% | Add +3.3% | 852,025 | $40.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.03% | Add +1.6% | 821,015 | $38.8M |
| Assetmark, Inc. | 0.07% | Add +16.4% | 818,413 | $38.6M |
| D.A. Davidson & Co. | 0.21% | Reduce -10.7% | 808,798 | $38.2M |
| Eclectic Associates Inc. | 4.31% | Add +4.9% | 801,949 | $37.9M |
| Ergawealth Advisors, Inc. | 14.61% | Add +4.0% | 796,941 | $37.6M |
| HighPoint Advisor Group LLC | 1.26% | Add +4.7% | 760,133 | $35.9M |
| Cerity Partners LLC | 0.04% | Add +0.0% | 741,703 | $35.0M |
| Haverford Trust Co | 0.30% | Reduce -0.5% | 740,320 | $34.9M |
| Barclays PLC | 0.01% | Add +11.6% | 738,782 | $34.9M |
| Wealth Science Advisors LLC | 15.02% | Add +7.3% | 715,819 | $33.8M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +6.3% | 688,721 | $32.5M |
| Truist Financial Corp. | 0.04% | Reduce -2.5% | 671,322 | $31.7M |
| Bessemer Group Inc. | 0.04% | New | 618,015 | $29.2M |
| IAM Advisory, LLC | 5.68% | Reduce -0.1% | 617,766 | $29.2M |
| IFP Advisors, Inc | 0.51% | Add +5.9% | 604,049 | $28.5M |
| DAVENPORT & Co LLC | 0.14% | Add +18.8% | 600,338 | $28.3M |
| Ameritas Advisory Services, LLC | 0.57% | Add +456.9% | 596,270 | $28.1M |
| Tribridge Partners Financial LLC | 10.98% | Reduce -4.1% | 628,455 | $28.0M |
| Geneos Wealth Management Inc. | 0.57% | Add +6.7% | 591,617 | $27.9M |
| Valley National Advisers Inc. | 2.90% | Reduce -2.1% | 553,097 | $26.1M |
| J. Derek Lewis & Associates Inc. | 4.86% | Add +5.9% | 544,477 | $25.7M |
| Natixis Advisors, LLC | 0.03% | Add +49.6% | 537,947 | $25.4M |
| Financial Council, LLC | 7.91% | Add +6.3% | 516,393 | $24.4M |
| HighTower Advisors, LLC | 0.02% | Add +3.9% | 504,313 | $23.8M |
| Strategic Blueprint, LLC | 1.18% | Add +4.1% | 500,616 | $23.6M |
| Greenbush Financial Group, LLC | 6.89% | Add +0.1% | 496,641 | $23.4M |
| Stephens Inc. | 0.26% | Add +10.3% | 486,484 | $23.0M |
| AdvisorNet Financial, Inc | 1.05% | Add +3.2% | 486,421 | $23.0M |
| Capital Analysts, LLC | 0.53% | Add +19.1% | 485,351 | $22.9M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -9.6% | 480,715 | $22.7M |
| Blair William & Co. | 0.06% | Add +10.3% | 465,338 | $22.0M |
| Souders Financial Advisors | 2.16% | Add +18.7% | 455,871 | $21.5M |
| Stonebridge Financial Group, LLC | 1.59% | Add +8.8% | 443,161 | $20.9M |
| Farther Finance Advisors, LLC | 0.16% | Add +4.4% | 438,510 | $20.7M |
| Alpha Financial Advisors, LLC | 5.76% | Add +0.2% | 437,425 | $20.6M |
| Challenger Wealth Management | 14.92% | Reduce -3.3% | 429,347 | $20.3M |
| Kera Capital Partners, Inc. | 1.91% | Add +2.6% | 420,261 | $19.8M |
| Mason Investment Advisory Services, Inc. | 0.74% | Add +13.6% | 414,707 | $19.6M |
| Mission Wealth Management, LP | 0.24% | Add +0.4% | 405,900 | $19.2M |
| Jane Street Group, LLC | 0.01% | Add +41.1% | 400,000 | $18.9M |
| Mutual Advisors, LLC | 0.36% | Reduce -22.1% | 399,796 | $18.9M |
| Per Stirling Capital Management, LLC. | 1.80% | Add +26.5% | 399,468 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +2.5% | 398,621 | $18.8M |
| Savant Capital, LLC | 0.05% | Add +5185.1% | 398,816 | $18.6M |
| Main Line Retirement Advisors, LLC | 8.38% | Reduce -0.6% | 387,263 | $18.3M |
| EverSource Wealth Advisors, LLC | 0.61% | Add +18.7% | 381,423 | $18.0M |
| Ferguson Shapiro LLC | 5.27% | Add +5.4% | 377,053 | $17.8M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.