CAP GROUP GROWTH EQUITY (CGGR) Institutional Ownership Changes & 13F Activity
CAP GROUP GROWTH EQUITY (CGGR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Envestnet Asset Management Inc, Raymond James Financial Inc, Bank Of America Corp, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Private Client Services, Llc | Buy | +8,898 | +32.4% | 36,383 | $1.73M | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Sell | -3,330 | -82.6% | 701 | $33.00 | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Sell | -353 | -3.3% | 10,263 | $486.77K | Q3 2026 | Oct 02, 2026 |
| Stonebridge Financial Group, Llc | Buy | +26,343 | +5.9% | 469,504 | $22.27M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -16,561,408 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -138,348 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -67,512 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -190,242 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -695 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -57,262 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -21,573 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -6,023 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -133,747 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -19,868 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -5,572 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -1,715 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -78,702 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -10,838 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Sell | -1,986,506 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -888,354 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -186,851 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -8,562 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -6,846 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -17,573,566 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -16,206,980 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -14,478,055 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -11,551,154 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -9,164,905 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -8,268,130 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -5,918,375 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about CGGR activity
Which institutional owners are buying CGGR?
Institutional owners buying CGGR 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 CGGR activity?
"Buy" means an investor increased their reported position in CGGR compared to the prior reporting period. This reflects growing exposure to CAP GROUP GROWTH EQUITY (CGGR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CGGR increasing?
Institutional interest in CGGR 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.