Capital Group Equity ETF Trust I - CGGG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Reduced | 720,000 | 20,628 | 0.0% | 0.01% | 1 | -280,000 | -28.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 436,537 | 12,506 | 0.18% | 0.13% | 2 | +127,505 | 41.26% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 177,430 | 5,083 | 0.0% | — | 3 | +177,430 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 118,926 | 3,407 | 0.0% | 0.0% | 4 | +6,512 | 5.79% | Q2 2026 | Aug 03, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 110,596 | 3,168 | 0.9% | 0.64% | 5 | +32,064 | 40.83% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,567 | 2,652 | 0.0% | 0.0% | 6 | +3,496 | 3.92% | Q2 2026 | Jul 28, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 80,327 | 2,301 | 1.9% | 1.73% | 7 | +811 | 1.02% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 80,281 | 2,300 | 0.0% | 0.0% | 8 | +57,843 | 257.79% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 68,296 | 1,956 | 0.24% | 0.24% | 9 | +1,276 | 1.9% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,523 | 1,275 | 0.0% | 0.0% | 10 | +12,954 | 41.03% | Q2 2026 | Jul 29, 2026 |
| RM Financial Services, LLC | History | Reduced | 44,534 | 1,275 | 0.95% | 1.01% | 11 | -1,768 | -3.82% | Q2 2026 | Aug 04, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 42,794 | 1,226 | 0.23% | 0.21% | 12 | +5,364 | 14.33% | Q2 2026 | Jul 31, 2026 |
| Platt Wealth Management LLC | History | Added to | 37,346 | 1,069 | 0.86% | 0.43% | 13 | +20,087 | 116.39% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,101 | 862 | 0.0% | 0.0% | 14 | +4,501 | 17.58% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,192 | 836 | 0.0% | 0.0% | 15 | +4,380 | 17.65% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | New | 28,204 | 808 | 0.01% | — | 16 | +28,204 | New | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,000 | 487 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,200 | 464 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Junk Investment Group, LLC | History | No change | 15,909 | 455 | 0.2% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,150 | 376 | 0.0% | — | 20 | +13,150 | New | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,339 | 353 | 0.0% | 0.0% | 21 | -1,478 | -10.7% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | New | 10,851 | 310 | 0.0% | — | 22 | +10,851 | New | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,195 | 263 | 0.0% | — | 23 | +9,195 | New | Q2 2026 | Jul 28, 2026 |
| Latitude Advisors, LLC | History | New | 7,637 | 218 | 0.09% | — | 24 | +7,637 | New | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 8,189 | 207 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,646 | 133 | 0.0% | 0.0% | 26 | +2,403 | 107.13% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,882 | 53 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,000 | 28 | 0.0% | — | 30 | +1,000 | New | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,000 | 28 | 0.0% | 0.0% | 28 | -232 | -18.83% | Q2 2026 | Aug 04, 2026 |
| Lavaca Capital LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | New | 900 | 25 | 0.01% | — | 31 | +900 | New | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 930 | 23 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 300 | 8 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 135 | 3 | 0.0% | 0.0% | 34 | +20 | 17.39% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,342 | -100.0% | Q2 2026 | Aug 12, 2026 |