CGGR

Cap Group Growth EquityETF
UnclassifiedUSCUSIP 14020G101◍ Confluence graph
Tracked 13F Holders
593
-58 QoQ
13F Value (tracked)
$14.3B
13F Moves · latest Q
32 added
10 trimmed
Recent Filings
0

Who owns CGGR?

593 tracked 13F filers

593 tracked 13F filers disclose a position in CGGR as of the latest SEC 13F filings, a combined $14.3B 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.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$2.1B
52.6M
+16%
Added · +7.2M sh
Q1 2026
2MORGAN STANLEY
$1.2B
29.7M
+11%
Added · +2.9M sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$633.4M
15.8M
+27%
Added · +3.3M sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$616.4M
15.3M
+15%
Added · +2.1M sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$570.5M
14.2M
+10%
Added · +1.3M sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$567.4M
14.1M
+14%
Added · +1.7M sh
Q1 2026
7COMMONWEALTH EQUITY SERVICES, LLC
$544.7M
13.6M
+2.7%
Added · +359K sh
Q1 2026
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$520.3M
12.9M
+6.7%
Added · +810K sh
Q1 2026
9Cetera Investment Advisers
$393.9M
9.8M
+19%
Added · +1.6M sh
Q1 2026
10JONES FINANCIAL COMPANIES LLLP
$375.0M
9.6M
+28%
Added · +2.1M sh
Q1 2026
11ROYAL BANK OF CANADA
$338.7M
8.4M
+30%
Added · +2.0M sh
Q1 2026
12OSAIC HOLDINGS, INC.
$309.8M
7.7M
+12%
Added · +852K sh
Q1 2026
13Forge Financial Services LLC
$260.4M
5.5M
+2.3%
Added · +122K sh
Q2 2026
14UBS Group AG
$218.7M
5.4M
+3.9%
Added · +205K sh
Q1 2026
15MML INVESTORS SERVICES, LLC
$197.3M
4.2M
+30%
Added · +967K sh
Q2 2026
16Kestra Advisory Services, LLC
$189.7M
4.0M
+33%
Added · +997K sh
Q2 2026
17JPMORGAN CHASE & CO
$121.9M
3.1M
+46%
Added · +996K sh
Q1 2026
18Advance Capital Management, Inc.
$114.9M
2.9M
+239%
Added · +2.0M sh
Q1 2026
19Kestra Investment Management, LLC
$133.3M
2.8M
−26%
Reduced · −987K sh
Q2 2026
20BENJAMIN EDWARDS INC
$129.0M
2.7M
+3.8%
Added · +99K sh
Q2 2026
21STIFEL FINANCIAL CORP
$97.8M
2.4M
+4.0%
Added · +93K sh
Q1 2026
22&PARTNERS
$106.8M
2.3M
+1.0%
Added · +23K sh
Q2 2026
23SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$105.2M
2.2M
−11%
Reduced · −263K sh
Q2 2026
24Private Advisor Group, LLC
$97.0M
2.1M
−1.8%
Reduced · −38K sh
Q2 2026
25CWM, LLC
$80.5M
2.0M
−11%
Reduced · −253K 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 CGGR being bought or sold by institutions?

Last quarter, 0 funds opened a new position in CGGR and 32 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)
0
funds
Added
32
funds
Reduced
10
funds
Exited
0
funds

Funds that own CGGR also own

CompanyCo-held byCombined value
APPLE INCAAPL366 funds$65.9B
MICROSOFT CORPMSFT362 funds$48.2B
AMAZON.COM INCAMZN360 funds$35.4B
NVIDIA CORPNVDA357 funds$72.4B
ALPHABET INC-CL AGOOGL347 funds$29.9B
JPMORGAN CHASE & COJPM341 funds$15.0B
ALPHABET INC-CL CGOOG335 funds$21.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B333 funds$11.8B
VANGUARD S&P 500 ETFVOO332 funds$11.8B
JOHNSON & JOHNSONJNJ329 funds$10.5B
TESLA INCTSLA328 funds$15.1B
SS SPDR S&P 500 ETF TRUST-USSPY328 funds$11.9B

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

Institutional ownership over time

465 funds+219 since Q3 2024
0262523Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.7B

Recent filings

0 shown

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

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Connected entities for CGGR

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Ask your agent what changed in CGGR

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/CGGR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CGGR.
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 CGGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.