CAP GROUP LARGE GROWTH (CGGG) Institutional Ownership Changes & 13F Activity
CAP GROUP LARGE GROWTH (CGGG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Capital International Investors, Goldman Sachs Group Inc, Capital Group Private Client Services, Inc., Osaic Holdings, Inc., and Midwest Heritage Bank, Fsb.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +6,512 | +5.8% | 118,926 | $3.41M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +13,150 | — | 13,150 | $376.75K | Q2 2026 | Sep 02, 2026 |
| Goldman Sachs Group Inc | Buy | +177,430 | — | 177,430 | $5.08M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +57,843 | +257.8% | 80,281 | $2.30M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -1,478 | -10.7% | 12,339 | $353.51K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,000 | — | 1,000 | $28.65K | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | Sell | -280,000 | -28.0% | 720,000 | $20.63M | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | Buy | +127,505 | +41.3% | 436,537 | $12.51M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +2,403 | +107.1% | 4,646 | $133.11K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +1,276 | +1.9% | 68,296 | $1.96M | Q2 2026 | Aug 11, 2026 |
| Mml Investors Services, Llc | Buy | +4,380 | +17.7% | 29,192 | $836.35K | Q2 2026 | Aug 07, 2026 |
| Sittner & Nelson, Llc | Buy | +900 | — | 900 | $25.79K | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | Buy | +10,851 | — | 10,851 | $310.88K | Q2 2026 | Aug 06, 2026 |
| Rm Financial Services, Llc | Sell | -1,768 | -3.8% | 44,534 | $1.28M | Q2 2026 | Aug 04, 2026 |
| Chilton Capital Management Llc | Sell | -232 | -18.8% | 1,000 | $28.65K | Q2 2026 | Aug 04, 2026 |
| Platt Wealth Management Llc | Buy | +20,087 | +116.4% | 37,346 | $1.07M | Q2 2026 | Aug 03, 2026 |
| J. Derek Lewis & Associates Inc. | Buy | +18,490 | +76.1% | 42,794 | $1.23M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +4,501 | +17.6% | 30,101 | $862.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +12,954 | +41.0% | 44,523 | $1.28M | Q2 2026 | Jul 29, 2026 |
| Midwest Heritage Bank, Fsb | Buy | +32,064 | +40.8% | 110,596 | $3.17M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Buy | +9,195 | — | 9,195 | $263.43K | Q2 2026 | Jul 28, 2026 |
| Latitude Advisors, Llc | Buy | +7,637 | — | 7,637 | $218.80K | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Buy | +3,496 | +3.9% | 92,567 | $2.65M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +20 | +17.4% | 135 | $3.87K | Q2 2026 | Jul 28, 2026 |
| Benjamin Edwards Inc | Buy | +28,204 | — | 28,204 | $808.02K | Q2 2026 | Jul 24, 2026 |
| Worthington Financial Partners, Llc | Buy | +811 | +1.0% | 80,327 | $2.30M | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | Sell | -930 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Advisory Services Network, Llc | Sell | -1,342 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -3,179 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
Frequently asked questions about CGGG activity
Which institutional owners are buying CGGG?
Institutional owners buying CGGG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CGGG activity?
"Buy" means an investor increased their reported position in CGGG compared to the prior reporting period. This reflects growing exposure to CAP GROUP LARGE GROWTH (CGGG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CGGG increasing?
Institutional interest in CGGG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.