CAP GROUP GROWTH EQUITY CGGR
$46.53
-1.1% 52w: $38.62 – $47.77
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data38.6243.2047.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
600
-8 QoQ
13F value
$14.97B
+4.0% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $205K puts
Institutional value by quarter
Number of holders
Who owns CGGR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 52.6M | $2.11B | 0.6% | +15.7% |
| MORGAN STANLEY | Bank broker | 29.7M | $1.20B | 0.1% | +10.7% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 27.2M | $1.09B | 18.4% | +13.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 15.8M | $633.4M | 0.1% | +26.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 15.3M | $616.4M | 0.2% | +15.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 14.2M | $570.5M | 0.0% | +10.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 14.1M | $567.4M | 0.2% | +13.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.6M | $544.7M | 0.8% | +2.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 12.9M | $520.3M | 0.3% | +6.7% |
| Cetera Investment Advisers | Wealth advisor | 9.8M | $393.9M | 0.4% | +19.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 9.6M | $375.0M | 0.2% | +27.7% |
| ROYAL BANK OF CANADA | Bank broker | 8.4M | $338.7M | 0.1% | +30.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.7M | $309.8M | 0.5% | +12.4% |
| UBS Group AG | Bank broker | 5.4M | $218.7M | 0.0% | +3.9% |
| Forge Financial Services LLC | Wealth advisor | 5.4M | $216.8M | 22.0% | +3175.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 4.6M | $183.2M | 0.5% | +4.4% |
| Kestra Investment Management, LLC | Wealth advisor | 3.8M | $153.2M | 2.6% | +81.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.2M | $129.1M | 0.4% | -11.8% |
| JPMORGAN CHASE & CO | Bank broker | 3.1M | $121.9M | 0.0% | +46.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 3.0M | $121.4M | 0.5% | +17.3% |
| Advance Capital Management, Inc. | Wealth advisor | 2.9M | $114.9M | 4.4% | +239.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 2.6M | $105.9M | 1.1% | +252.0% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 2.5M | $100.1M | 2.0% | -5.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.4M | $97.8M | 0.1% | +4.0% |
| &PARTNERS | Diversified mechanical | 2.2M | $90.1M | 0.4% | +8.1% |
| Independent Advisor Alliance | Wealth advisor | 2.2M | $88.3M | 0.9% | New |
| Private Advisor Group, LLC | Wealth advisor | 2.1M | $84.1M | 0.4% | +5.6% |
| CWM, LLC | Wealth advisor | 2.0M | $80.5M | 0.2% | -11.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.0M | $80.4M | 0.1% | +8.4% |
| Merit Financial Group, LLC | Wealth advisor | 1.9M | $76.8M | 0.6% | +6.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.8M | $73.8M | 0.1% | +15.3% |
| WNY Asset Management, LLC | Wealth advisor | 1.8M | $72.5M | 7.5% | — |
| Valmark Advisers, Inc. | Wealth advisor | 1.6M | $65.2M | 0.8% | +85.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.5M | $60.7M | 0.2% | +3.4% |
| Aprio Wealth Management, LLC | Wealth advisor | 1.5M | $58.4M | 3.2% | +12.5% |
| Prospera Financial Services Inc | Diversified mechanical | 1.4M | $57.9M | 0.9% | +10.2% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 1.4M | $57.2M | 7.1% | +2.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.4M | $56.6M | 0.1% | -34.0% |
| New England Capital Financial Advisors LLC | Wealth advisor | 1.4M | $56.0M | 15.3% | -2.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.4M | $55.9M | 0.1% | +7.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.3M | $53.2M | 1.0% | +10.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.3M | $52.7M | 0.1% | +10.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.2M | $48.9M | 0.1% | +19.0% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.2M | $46.7M | 1.8% | +5.8% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 1.1M | $43.3M | 11.4% | +3.7% |
| Equitable Holdings, Inc. | Wealth advisor | 980.8K | $43.2M | 0.3% | +42.6% |
| JSF Financial, LLC | Wealth advisor | 1.1M | $42.8M | 8.4% | +21.8% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 1.0M | $40.7M | 0.4% | -18.6% |
| Summit Investment Advisory Services, LLC | Wealth advisor | 930.1K | $37.4M | 13.9% | +8.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 905.7K | $36.4M | 0.2% | +7.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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