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 | 720,000 | 20,628 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 436,537 | 12,506 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 177,430 | 5,083 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 118,926 | 3,407 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 111,613 | 3,208 | 0.94% | 0.9% | 5 | +1,017 | 0.92% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,678 | 2,779 | 0.0% | 0.0% | 6 | +4,111 | 4.44% | Q3 2026 | Oct 30, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 82,814 | 2,380 | 2.01% | 1.9% | 7 | +2,487 | 3.1% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 80,281 | 2,300 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 68,296 | 1,956 | 0.24% | 0.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 58,656 | 1,686 | 0.0% | 0.0% | 10 | +28,555 | 94.86% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,766 | 1,373 | 0.0% | 0.0% | 11 | +3,243 | 7.28% | Q3 2026 | Nov 02, 2026 |
| RM Financial Services, LLC | History | Added to | 45,119 | 1,297 | 0.98% | 0.95% | 12 | +585 | 1.31% | Q3 2026 | Nov 03, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 41,568 | 1,195 | 0.22% | 0.23% | 13 | -1,226 | -2.86% | Q3 2026 | Nov 03, 2026 |
| Latitude Advisors, LLC | History | Added to | 31,833 | 915 | 0.28% | 0.09% | 14 | +24,196 | 316.83% | Q3 2026 | Oct 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 29,192 | 836 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 28,204 | 808 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,300 | 526 | 0.0% | 0.0% | 17 | +9,105 | 99.02% | Q3 2026 | Nov 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,000 | 488 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,200 | 464 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Junk Investment Group, LLC | History | No change | 15,909 | 457 | 0.19% | 0.2% | 20 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,150 | 376 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,339 | 353 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 10,851 | 310 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | New | 9,058 | 260 | 0.0% | — | 24 | +9,058 | New | Q3 2026 | Oct 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 | No change | 4,646 | 133 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,882 | 54 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NFSG Corp | History | New | 1,470 | 42 | 0.0% | — | 28 | +1,470 | New | Q3 2026 | Oct 15, 2026 |
| Financial Perspectives, Inc | History | New | 1,172 | 33 | 0.01% | — | 29 | +1,172 | New | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,000 | 28 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 900 | 25 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | New | 620 | 17 | 0.0% | — | 33 | +620 | New | Q3 2026 | Oct 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 300 | 8 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 139 | 3 | 0.0% | 0.0% | 35 | +4 | 2.96% | Q3 2026 | Nov 04, 2026 |
| Platt Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -37,346 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 28, 2026 |