Cap Group Growth EquityCGGRETF
13F holders, Q1 2026 (March 31)602holders −7
46new positions
47sold out
3famous investors
$40.18avg. 13F price*
At the end of Q1 2026, 602 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, down 7 from Q4 2025. 46 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($2.1B), Morgan Stanley ($1.2B) and Capital Group Private Client Services, Inc. ($1.1B). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q1 2026)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $236.1M |
| Exits | 47 | $87.1M |
All 13F filers, Q4 2025 → Q1 2026: 57,920,472 shares bought and 8,855,258 shares sold, net +49,065,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 602 holders
| LPL Financial LLC | 0.56% | Add +15.8% | 52,561,577 | $2.1B |
| Morgan Stanley | 0.07% | Add +10.7% | 29,742,507 | $1.2B |
| Capital Group Private Client Services, Inc. | 18.40% | Add +13.0% | 27,158,074 | $1.1B |
| Wells Fargo & Company | 0.13% | Add +26.9% | 15,759,772 | $633.4M |
| Envestnet Asset Management Inc. | 0.17% | Add +15.4% | 15,336,462 | $616.4M |
| Bank of America Corp. | 0.04% | Add +10.3% | 14,193,836 | $570.5M |
| Raymond James Financial Inc. | 0.17% | Add +13.7% | 14,117,411 | $567.4M |
| Commonwealth Equity Services, LLC | 0.76% | Add +2.7% | 13,552,564 | $544.7M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +6.7% | 12,947,006 | $520.3M |
| Cetera Investment Advisers | 0.42% | Add +19.4% | 9,800,927 | $393.9M |
| Jones Financial Companies LLLP | 0.18% | Add +27.7% | 9,610,507 | $375.0M |
| Royal Bank of Canada | 0.06% | Add +30.1% | 8,428,060 | $338.7M |
| Osaic Holdings, Inc. | 0.45% | Add +12.4% | 7,708,938 | $309.8M |
| UBS Group AG | 0.04% | Add +3.9% | 5,440,963 | $218.7M |
| Forge Financial Services LLC | 21.96% | Add +3175.4% | 5,394,648 | $216.8M |
| Cambridge Investment Research Advisors, Inc. | 0.47% | Add +4.5% | 4,557,813 | $183.2M |
| Kestra Investment Management, LLC | 2.64% | Add +81.5% | 3,811,756 | $153.2M |
| MML Investors Services, LLC | 0.36% | Reduce -11.8% | 3,212,572 | $129.1M |
| JPMorgan Chase & Co. | 0.01% | Add +46.2% | 3,148,672 | $121.9M |
| Kestra Advisory Services, LLC | 0.46% | Add +17.3% | 3,021,423 | $121.4M |
| Advance Capital Management, Inc. | 4.36% | Add +239.5% | 2,860,148 | $114.9M |
| Benjamin Edwards Inc. | 1.05% | Add +251.9% | 2,634,776 | $105.9M |
| Signature Estate & Investment Advisors LLC | 2.03% | Reduce -5.4% | 2,491,382 | $100.1M |
| Stifel Financial Corp. | 0.09% | Add +4.0% | 2,433,904 | $97.8M |
| &partners | 0.45% | Add +8.1% | 2,239,454 | $90.1M |
| Independent Advisor Alliance | 0.95% | New | 2,196,342 | $88.3M |
| Private Advisor Group, LLC | 0.39% | Add +5.6% | 2,093,186 | $84.1M |
| Cwm, LLC | 0.21% | Reduce -11.2% | 2,002,105 | $80.5M |
| Baird Financial Group, Inc. | 0.13% | Add +8.4% | 1,999,359 | $80.4M |
| Merit Financial Group, LLC | 0.57% | Add +6.0% | 1,910,571 | $76.8M |
| Sei Investments Co. | 0.07% | Add +15.3% | 1,836,814 | $73.8M |
| WNY Asset Management, LLC | 7.50% | — | 1,804,970 | $72.5M |
| Valmark Advisers, Inc. | 0.78% | Add +85.9% | 1,623,062 | $65.2M |
| NewEdge Advisors, LLC | 0.22% | Add +3.4% | 1,509,552 | $60.7M |
| Aprio Wealth Management, LLC | 3.19% | Add +12.5% | 1,453,353 | $58.4M |
| Prospera Financial Services Inc | 0.93% | Add +10.2% | 1,440,378 | $57.9M |
| Johnson Bixby & Associates, LLC | 7.10% | Add +2.1% | 1,424,119 | $57.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -34.0% | 1,400,678 | $56.6M |
| New England Capital Financial Advisors LLC | 15.33% | Reduce -2.0% | 1,393,637 | $56.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +7.8% | 1,389,920 | $55.9M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +10.0% | 1,324,519 | $53.2M |
| Captrust Financial Advisors | 0.09% | Add +10.2% | 1,311,860 | $52.7M |
| Janney Montgomery Scott LLC | 0.12% | Add +19.0% | 1,215,680 | $48.9M |
| Confluence Wealth Services, Inc. | 1.81% | Add +5.8% | 1,163,050 | $46.7M |
| Adamsbrown Wealth Consultants LLC | 11.45% | Add +3.7% | 1,077,772 | $43.3M |
| Equitable Holdings, Inc. | 0.28% | Add +42.6% | 980,811 | $43.2M |
| JSF Financial, LLC | 8.38% | Add +21.8% | 1,063,800 | $42.8M |
| Concurrent Investment Advisors, LLC | 0.44% | Reduce -18.6% | 1,012,061 | $40.7M |
| Summit Investment Advisory Services, LLC | 13.89% | Add +8.3% | 930,119 | $37.4M |
| D.A. Davidson & Co. | 0.22% | Add +7.9% | 905,700 | $36.4M |
| Harbour Investments, Inc. | 0.54% | Add +34.1% | 874,408 | $35.1M |
| Susquehanna International Group, LLP | 0.04% | New | 837,377 | $33.7M |
| Barnes Pettey Financial Advisors, LLC | 14.45% | Add +2.0% | 824,935 | $33.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.03% | Add +4.0% | 808,098 | $32.5M |
| National Bank of Canada | 0.03% | New | 800,000 | $32.2M |
| Ergawealth Advisors, Inc. | 13.62% | Add +6.6% | 766,282 | $30.8M |
| Eclectic Associates Inc. | 4.08% | Add +8.1% | 764,300 | $30.7M |
| Haverford Trust Co | 0.27% | Add +2.1% | 743,743 | $29.9M |
| Cerity Partners LLC | 0.04% | Add +593.1% | 741,529 | $29.8M |
| Wealth Science Advisors LLC | 16.70% | No change | 667,396 | $29.7M |
| AA Financial Advisors, LLC | 4.15% | Add +95.6% | 733,484 | $29.5M |
| HighPoint Advisor Group LLC | 1.22% | Add +13.1% | 725,845 | $29.2M |
| Assetmark, Inc. | 0.06% | Add +26.3% | 703,381 | $28.3M |
| Truist Financial Corp. | 0.04% | Reduce -14.6% | 688,877 | $27.7M |
| Barclays PLC | 0.01% | Add +206.9% | 661,865 | $26.6M |
| Tribridge Partners Financial LLC | 10.96% | Add +3.6% | 655,495 | $26.5M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +5.8% | 647,731 | $26.0M |
| IAM Advisory, LLC | 5.57% | Reduce -1.9% | 618,177 | $24.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.8% | 602,177 | $24.2M |
| IFP Advisors, Inc | 0.48% | Add +28.6% | 570,490 | $22.9M |
| Valley National Advisers Inc. | 2.94% | New | 564,725 | $22.7M |
| Geneos Wealth Management Inc. | 0.52% | Reduce -53.8% | 554,586 | $22.3M |
| Sanctuary Advisors, LLC | 0.12% | Add +0.8% | 531,603 | $21.4M |
| J. Derek Lewis & Associates Inc. | 4.65% | Add +9.2% | 514,130 | $20.7M |
| Mutual Advisors, LLC | 0.44% | Add +24.1% | 513,200 | $20.6M |
| DAVENPORT & Co LLC | 0.11% | Add +8.8% | 505,438 | $20.3M |
| Greenbush Financial Group, LLC | 6.61% | Reduce -10.8% | 496,413 | $20.0M |
| Financial Council, LLC | 7.53% | Add +5.7% | 485,720 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Add +3.0% | 485,581 | $19.5M |
| Strategic Blueprint, LLC | 1.12% | Add +5.8% | 481,031 | $19.3M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -0.1% | 473,147 | $19.0M |
| AdvisorNet Financial, Inc | 0.98% | Reduce -9.0% | 471,321 | $18.9M |
| Challenger Wealth Management | 14.26% | Add +0.3% | 444,185 | $17.9M |
| Old National Bancorp | 0.30% | New | 443,655 | $17.8M |
| Stephens Inc. | 0.22% | Add +44.3% | 441,078 | $17.7M |
| Alpha Financial Advisors, LLC | 5.38% | Add +1.3% | 436,542 | $17.5M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -40.2% | 419,902 | $17.0M |
| Blair William & Co. | 0.05% | Add +5.8% | 421,674 | $16.9M |
| Hartmann Taylor Wealth Management, LLC | 10.93% | Add +2.8% | 411,209 | $16.5M |
| Kera Capital Partners, Inc. | 2.02% | Add +2.5% | 409,768 | $16.5M |
| Stonebridge Financial Group, LLC | 1.35% | Add +15.5% | 407,484 | $16.4M |
| Capital Analysts, LLC | 0.43% | Add +31.9% | 407,450 | $16.4M |
| Mission Wealth Management, LP | 0.34% | Reduce -2.0% | 404,367 | $16.3M |
| Exencial Wealth Advisors, LLC | 0.50% | Add +0.7% | 401,245 | $16.1M |
| Main Line Retirement Advisors, LLC | 7.82% | Add +1.9% | 389,628 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +2.8% | 388,819 | $15.6M |
| Kingswood Wealth Advisors, LLC | 0.74% | Reduce -16.8% | 387,536 | $15.6M |
| Souders Financial Advisors | 1.76% | Add +8.2% | 384,130 | $15.4M |
| Mariner, LLC | 0.02% | Add +43.6% | 371,217 | $14.9M |
| Founders Financial Securities LLC | 0.84% | Add +17.9% | 353,320 | $14.9M |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.