31 institutions reported holding $51.2M of CAPITAL GROUP EQUITY ETF TR (CGGG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital International Investors ($25.3M), Capital Group Private Client Services, Inc. ($7.8M), ENVESTNET ASSET MANAGEMENT INC ($2.8M), TRUIST FINANCIAL CORP ($2.3M), Worthington Financial Partners, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital International Investors | $25.3M | 1.0M | Hold |
| 2 | Capital Group Private Client Services, Inc. | $7.8M | 309,032 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 112,414 | Added |
| 4 | TRUIST FINANCIAL CORP | $2.3M | 89,071 | Added |
| 5 | Worthington Financial Partners, LLC | $2.0M | 79,516 | Trimmed |
| 6 | Midwest Heritage Bank, FSB | $2.0M | 78,532 | New |
| 7 | LaSalle St. Investment Advisors, LLC | $1.7M | 67,020 | Added |
| 8 | RM Financial Services, LLC | $1.2M | 46,302 | Added |
| 9 | J. Derek Lewis & Associates Inc. | $948,504 | 37,430 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $799,950 | 31,569 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $649,000 | 25,600 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $628,738 | 24,812 | New |
| 13 | OSAIC HOLDINGS, INC. | $568,577 | 22,438 | Trimmed |
| 14 | Platt Wealth Management LLC | $437,000 | 17,259 | Added |
| 15 | Prime Capital Investment Advisors, LLC | $430,780 | 17,000 | Hold |
| 16 | ROTHSCHILD INVESTMENT LLC | $410,508 | 16,200 | New |
| 17 | Junk Investment Group, LLC | $403,134 | 15,909 | New |
| 18 | JANE STREET GROUP, LLC | $350,123 | 13,817 | Added |
| 19 | World Investment Advisors | $207,510 | 8,189 | Hold |
| 20 | HARBOUR INVESTMENTS, INC. | $56,838 | 2,243 | Added |
| 21 | EverSource Wealth Advisors, LLC | $47,697 | 1,882 | Hold |
| 22 | Advisory Services Network, LLC | $34,015 | 1,342 | New |
| 23 | CHILTON CAPITAL MANAGEMENT LLC | $31,219 | 1,232 | Trimmed |
| 24 | Lavaca Capital LLC | $25,340 | 1,000 | New |
| 25 | Sunbelt Securities, Inc. | $23,557 | 930 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31