16 institutions reported holding $19.9M of CAPITAL GROUP EQUITY ETF TR (CGGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($3.4M), Midwest Heritage Bank, FSB ($3.2M), TRUIST FINANCIAL CORP ($2.7M), Worthington Financial Partners, LLC ($2.3M), Cambridge Investment Research Advisors, Inc. ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 118,926 | Added |
| 2 | Midwest Heritage Bank, FSB | $3.2M | 110,596 | Added |
| 3 | TRUIST FINANCIAL CORP | $2.7M | 92,567 | Added |
| 4 | Worthington Financial Partners, LLC | $2.3M | 80,327 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.7M | 60,202 | Added |
| 6 | RM Financial Services, LLC | $1.3M | 44,534 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,523 | Added |
| 8 | J. Derek Lewis & Associates Inc. | $1.2M | 42,794 | Added |
| 9 | Platt Wealth Management LLC | $1.1M | 37,346 | Added |
| 10 | BENJAMIN EDWARDS INC | $808,021 | 28,204 | New |
| 11 | Junk Investment Group, LLC | $455,793 | 15,909 | Hold |
| 12 | Kestra Advisory Services, LLC | $263,428 | 9,195 | New |
| 13 | Latitude Advisors, LLC | $218,800 | 7,637 | New |
| 14 | EverSource Wealth Advisors, LLC | $53,927 | 1,882 | Hold |
| 15 | CHILTON CAPITAL MANAGEMENT LLC | $28,650 | 1,000 | Trimmed |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,870 | 135 | Added |
Source: SEC Form 13F filings · as of 2026-06-30