CAP GROUP LARGE GROWTH (CGGG) Institutional Shareholders
CAP GROUP LARGE GROWTH (CGGG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $63.91M in CGGG holdings during the latest filing period.
Capital International Investors is currently the largest disclosed institutional shareholder of CGGG tracked by InsiderSet, reporting ownership valued at approximately $20.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.79M, representing an estimated gain of +0.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed CGGG value among the investors covered in this analysis. Major shareholders include Capital International Investors, Capital Group Private Client Services, Inc., Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in CAP GROUP LARGE GROWTH (CGGG).
This page ranks the largest institutional CGGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$63.91M
Largest Holder
Capital International Investors
Largest Position
$20.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.00% | 720,000 | $20,628,000 | $20,786,400 | +$158,400 | +0.77% | |
| Capital Group Private Client Services, Inc. | 0.18% | 436,537 | $12,506,785 | $12,602,823 | +$96,038 | +0.77% | |
| Goldman Sachs Group Inc | 0.00% | 177,430 | $5,083,370 | $5,122,404 | +$39,034 | +0.77% | |
| Envestnet Asset Management Inc | 0.00% | 118,926 | $3,407,230 | $3,433,394 | +$26,164 | +0.77% | |
| Midwest Heritage Bank, Fsb | 0.90% | 110,596 | $3,168,575 | $3,192,907 | +$24,332 | +0.77% | |
| Truist Financial Corp | 0.00% | 92,567 | $2,652,045 | $2,672,409 | +$20,364 | +0.77% | |
| Worthington Financial Partners, Llc | 1.91% | 80,327 | $2,301,369 | $2,319,040 | +$17,671 | +0.77% | |
| Osaic Holdings, Inc. | 0.00% | 80,281 | $2,300,042 | $2,317,712 | +$17,670 | +0.77% | |
| Lasalle St. Investment Advisors, Llc | 0.24% | 68,296 | $1,956,681 | $1,971,706 | +$15,025 | +0.77% | |
| Rm Financial Services, Llc | 0.95% | 44,534 | $1,275,899 | $1,285,697 | +$9,798 | +0.77% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,523 | $1,275,590 | $1,285,379 | +$9,789 | +0.77% | |
| J. Derek Lewis & Associates Inc. | 0.23% | 42,794 | $1,226,077 | $1,235,463 | +$9,386 | +0.77% | |
| Platt Wealth Management Llc | 0.86% | 37,346 | $1,069,000 | $1,078,179 | +$9,179 | +0.86% | |
| Mml Investors Services, Llc | 0.00% | 29,192 | $836,351 | $842,773 | +$6,422 | +0.77% | |
| Benjamin Edwards Inc | 0.01% | 28,204 | $808,021 | $814,249 | +$6,228 | +0.77% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 17,000 | $487,050 | $490,790 | +$3,740 | +0.77% | |
| Rothschild Investment Llc | 0.02% | 16,200 | $464,130 | $467,694 | +$3,564 | +0.77% | |
| Junk Investment Group, Llc | 0.20% | 15,909 | $455,793 | $459,293 | +$3,500 | +0.77% | |
| Citadel Advisors Llc | 0.00% | 13,150 | $376,748 | $379,641 | +$2,893 | +0.77% | |
| Jane Street Group, Llc | 0.00% | 12,339 | $353,512 | $356,227 | +$2,715 | +0.77% | |
| Valmark Advisers, Inc. | 0.00% | 10,851 | $310,881 | $313,268 | +$2,387 | +0.77% | |
| Kestra Advisory Services, Llc | 0.00% | 9,195 | $263,428 | $265,460 | +$2,032 | +0.77% | |
| Latitude Advisors, Llc | 0.09% | 7,637 | $218,800 | $220,480 | +$1,680 | +0.77% | |
| World Investment Advisors | 0.00% | 8,189 | $207,510 | $236,416 | +$28,906 | +13.93% | |
| Harbour Investments, Inc. | 0.00% | 4,646 | $133,108 | $134,130 | +$1,022 | +0.77% | |
| Chilton Capital Management Llc | 0.00% | 1,000 | $28,650 | $28,870 | +$220 | +0.77% | |
| Lavaca Capital Llc | 0.00% | 1,000 | $28,650 | $28,870 | +$220 | +0.77% | |
| Wells Fargo & Company/Mn | 0.00% | 1,000 | $28,650 | $28,870 | +$220 | +0.77% | |
| Sittner & Nelson, Llc | 0.01% | 900 | $25,785 | $25,983 | +$198 | +0.77% | |
| Sunbelt Securities, Inc. | 0.00% | 930 | $23,557 | $26,849 | +$3,292 | +13.98% | |
| Ameriflex Group, Inc. | 0.00% | 300 | $8,595 | $8,661 | +$66 | +0.77% | |
| Creative Financial Designs Inc | 0.00% | 135 | $3,870 | $3,897 | +$27 | +0.71% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 30,101 | $862 | $869,016 | +$868,154 | +100713.91% |
Frequently asked questions about CGGG
Who are the largest institutional holders of CGGG?
The largest institutional holders of CGGG reported in the latest SEC Form 13F filings include Capital International Investors, Capital Group Private Client Services, Inc., Goldman Sachs Group Inc, Envestnet Asset Management Inc, and Midwest Heritage Bank, Fsb. InsiderSet ranks institutional holders by their latest reported CGGG position.
What is CGGG institutional ownership?
This page tracks CGGG positions reported by institutional investment managers through SEC Form 13F. CAP GROUP LARGE GROWTH (CGGG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGGG?
InsiderSet currently tracks 33 institutional managers reporting CGGG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGGG shareholders.
How much CGGG stock do institutions own?
Institutional investment managers disclosed approximately $63.91M in CGGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGGG institutional ownership last updated?
The latest CGGG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGGG position after the reporting date.
Are institutions buying or selling CGGG?
Institutional buying and selling can be analyzed by comparing CGGG positions across consecutive 13F reporting periods. InsiderSet's CGGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGGG ownership changes.
How has CGGG institutional ownership changed over time?
InsiderSet tracks CGGG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.