Institutional Ownership
Capital Group Equity ETF Tr
CUSIP 14022A201US LARGE GROWTCGGGQ1 2026
Institutional Holders
27
13F filers
Shares Held
2.02M
Aggregate institutional
Institutional Value
$50.13M
Q1 2026
Net New Holders
+2
6 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased12
Decreased3
Sold out4
Institutional Holders
27 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 1.00M | $25.34M | 0 | Held |
| 2 | Capital Group Private Client Services, Inc. | 309.0K | $7.83M | +2.4K | Added |
| 3 | Envestnet Asset Management Inc | 112.4K | $2.85M | +79.6K | Added |
| 4 | Truist Financial Corp | 89.1K | $2.26M | +57.5K | Added |
| 5 | Worthington Financial Partners, LLC | 79.5K | $2.01M | −2.1K | Reduced |
| 6 | Midwest Heritage Bank, Fsb | 78.5K | $1.99M | +78.5K | New |
| 7 | Lasalle St. Investment Advisors, LLC | 67.0K | $1.70M | +9.5K | Added |
| 8 | Rm Financial Services, LLC | 46.3K | $1.17M | +1.7K | Added |
| 9 | J. Derek Lewis & Associates Inc. | 37.4K | $948.5K | +13.1K | Added |
| 10 | Commonwealth Equity Services, LLC | 31.6K | $800.0K | +9.9K | Added |
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