CAPITAL GROUP EQUITY ETF TR

Ticker: CGGG CUSIP: 14022A201 Class: US LARGE GROWT

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Capital International Investors1,000,000$28,570
Capital Group Private Client Services, Inc.306,633$8,761
Worthington Financial Partners, LLC81,606$2,331
LaSalle St. Investment Advisors, LLC57,512$2
RM Financial Services, LLC44,619$1,275
ENVESTNET ASSET MANAGEMENT INC32,850$939
TRUIST FINANCIAL CORP31,571$902
J. Derek Lewis & Associates Inc.24,304$694
OSAIC HOLDINGS, INC.23,081$659
COMMONWEALTH EQUITY SERVICES, LLC21,710$620
Prime Capital Investment Advisors, LLC17,000$486
CITADEL ADVISORS LLC16,982$485
Cambridge Investment Research Advisors, Inc.13,786$0
GOLDMAN SACHS GROUP INC13,485$385
Platt Wealth Management LLC12,786$0
JANE STREET GROUP, LLC12,130$347
HighTower Advisors, LLC10,720$306
World Investment Advisors8,189$234
CHILTON CAPITAL MANAGEMENT LLC2,300$66
Kestra Advisory Services, LLC1,901$54
EverSource Wealth Advisors, LLC1,882$54
HARBOUR INVESTMENTS, INC.1,254$36
Sunbelt Securities, Inc.930$27
CREATIVE FINANCIAL DESIGNS INC /ADV103$3
Total (24 institutions)1,737,334$47,236