CGGE

Cap Group Global EqETF
UnclassifiedUSCUSIP 14020R107◍ Confluence graph
Tracked 13F Holders
166
-33 QoQ
13F Value (tracked)
$1.7B
13F Moves · latest Q
40 added
10 trimmed
Recent Filings
0

Who owns CGGE?

166 tracked 13F filers

166 tracked 13F filers disclose a position in CGGE as of the latest SEC 13F filings, a combined $1.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1ENVESTNET ASSET MANAGEMENT INC
$429.9M
14.1M
+16%
Added · +2.0M sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$144.4M
4.7M
+103%
Added · +2.4M sh
Q1 2026
3LPL Financial LLC
$120.3M
3.9M
+44%
Added · +1.2M sh
Q1 2026
4Cetera Investment Advisers
$100.2M
3.3M
+16%
Added · +459K sh
Q1 2026
5MML INVESTORS SERVICES, LLC
$65.8M
1.9M
+18%
Added · +290K sh
Q2 2026
6Larson Financial Group LLC
$48.1M
1.6M
+16%
Added · +215K sh
Q1 2026
7ASSETMARK, INC
$54.1M
1.5M
+7.4%
Added · +106K sh
Q2 2026
8BENJAMIN EDWARDS INC
$52.5M
1.5M
+15%
Added · +192K sh
Q2 2026
9Clearstead Advisors, LLC
$47.5M
1.3M
−51%
Reduced · −1.4M sh
Q2 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$37.4M
1.2M
+87%
Added · +571K sh
Q1 2026
11ROYAL BANK OF CANADA
$36.5M
1.2M
+8.6%
Added · +95K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$29.5M
967K
+59%
Added · +358K sh
Q1 2026
13NewEdge Advisors, LLC
$33.7M
958K
+12%
Added · +103K sh
Q2 2026
14Vestmark Advisory Solutions, Inc.
$32.3M
917K
+3.5%
Added · +31K sh
Q2 2026
15&PARTNERS
$28.0M
793K
+5.1%
Added · +39K sh
Q2 2026
16Compton Financial Group, LLC
$22.4M
636K
+75%
Added · +273K sh
Q2 2026
17James Reed Financial Services, Inc.
$20.8M
592K
+0.9%
Added · +5K sh
Q2 2026
18RAYMOND JAMES FINANCIAL INC
$18.0M
589K
+15%
Added · +76K sh
Q1 2026
19Orion Porfolio Solutions, LLC
$16.0M
523K
+23%
Added · +99K sh
Q1 2026
20Panoramic Capital Partners, LLC
$17.7M
502K
New
+502K sh
Q2 2026
21JANE STREET GROUP, LLC
$14.8M
486K
+22%
Added · +86K sh
Q1 2026
22TD Waterhouse Canada Inc.
$14.6M
418K
+29%
Added · +93K sh
Q2 2026
23TRUIST FINANCIAL CORP
$12.3M
403K
+14%
Added · +49K sh
Q1 2026
24Smartleaf Asset Management LLC
$13.7M
394K
Held
Q2 2026
25JONES FINANCIAL COMPANIES LLLP
$10.3M
348K
+81%
Added · +156K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CGGE being bought or sold by institutions?

Last quarter, 4 funds opened a new position in CGGE and 36 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
36
funds
Reduced
10
funds
Exited
0
funds

Funds that own CGGE also own

CompanyCo-held byCombined value
APPLE INCAAPL94 funds$34.9B
MICROSOFT CORPMSFT94 funds$28.1B
AMAZON.COM INCAMZN93 funds$19.2B
NVIDIA CORPNVDA92 funds$41.5B
ALPHABET INC-CL AGOOGL91 funds$16.3B
JPMORGAN CHASE & COJPM90 funds$7.6B
JOHNSON & JOHNSONJNJ90 funds$6.1B
ALPHABET INC-CL CGOOG89 funds$11.3B
TESLA INCTSLA89 funds$8.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B89 funds$6.0B
ISHARES CORE S&P 500 ETFIVV89 funds$5.9B
WALMART INCWMT89 funds$4.9B

Ranked by how many of CGGE's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

115 funds+110 since Q3 2024
074148Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $630.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in CGGE

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CGGE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CGGE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CGGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.