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 | No change | 1,000,000 | 25,340 | 0.01% | 0.0% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 309,032 | 7,830 | 0.13% | 0.14% | 2 | +2,399 | 0.78% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 112,414 | 2,848 | 0.0% | 0.0% | 3 | +79,564 | 242.2% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 89,071 | 2,257 | 0.0% | 0.0% | 4 | +57,500 | 182.13% | Q1 2026 | Apr 27, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 79,516 | 2,014 | 1.73% | 2.06% | 5 | -2,090 | -2.56% | Q1 2026 | Apr 21, 2026 |
| Midwest Heritage Bank, FSB | History | New | 78,532 | 1,990 | 0.64% | — | 6 | +78,532 | New | Q1 2026 | Apr 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 67,020 | 1,698 | 0.24% | 0.26% | 7 | +9,508 | 16.53% | Q1 2026 | May 08, 2026 |
| RM Financial Services, LLC | History | Added to | 46,302 | 1,173 | 1.01% | 1.13% | 8 | +1,683 | 3.77% | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 37,430 | 948 | 0.21% | 0.16% | 9 | +13,126 | 54.01% | Q1 2026 | May 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,569 | 799 | 0.0% | 0.0% | 10 | +9,859 | 45.41% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,600 | 649 | 0.0% | 0.0% | 11 | +11,814 | 85.7% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 24,812 | 628 | 0.0% | — | 12 | +24,812 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 22,438 | 568 | 0.0% | 0.0% | 13 | -643 | -2.79% | Q1 2026 | May 15, 2026 |
| Platt Wealth Management LLC | History | Added to | 17,259 | 437 | 0.43% | 0.36% | 14 | +4,473 | 34.98% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,000 | 430 | 0.0% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 16,200 | 410 | 0.02% | — | 16 | +16,200 | New | Q1 2026 | May 07, 2026 |
| Junk Investment Group, LLC | History | New | 15,909 | 403 | 0.21% | — | 17 | +15,909 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,817 | 350 | 0.0% | 0.0% | 18 | +1,687 | 13.91% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | No change | 8,189 | 207 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,243 | 56 | 0.0% | 0.0% | 20 | +989 | 78.87% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,882 | 47 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,342 | 34 | 0.0% | — | 22 | +1,342 | New | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,232 | 31 | 0.0% | 0.0% | 23 | -1,068 | -46.43% | Q1 2026 | May 11, 2026 |
| Lavaca Capital LLC | History | New | 1,000 | 25 | 0.0% | — | 24 | +1,000 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 930 | 23 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 300 | 7 | 0.0% | — | 26 | +300 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 115 | 2 | 0.0% | 0.0% | 27 | +12 | 11.65% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,982 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,485 | -100.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,720 | -100.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,901 | -100.0% | Q1 2026 | Apr 30, 2026 |