CGGR Institutional Ownership & Shareholders
CAP GROUP GROWTH EQUITY (CGGR) is currently held by 649 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.17B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGGR tracked by InsiderSet, reporting ownership valued at approximately $2.83B 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 $2.73B, representing an estimated loss of -3.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CGGR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Capital Group Private Client Services, Inc., and several other long-term asset managers with concentrated positions in CAP GROUP GROWTH EQUITY (CGGR).
This page ranks the largest institutional CGGR 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
649
Total Reported Value
$18.17B
Largest Holder
Lpl Financial Llc
Largest Position
$2.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.64% | 59,907,998 | $2,827,657,448 | $2,734,201,029 | -$93,456,419 | -3.31% | |
| Morgan Stanley | 0.08% | 32,389,025 | $1,528,762,088 | $1,478,235,101 | -$50,526,987 | -3.31% | |
| Capital Group Private Client Services, Inc. | 18.72% | 28,132,325 | $1,327,845,957 | $1,283,959,313 | -$43,886,644 | -3.31% | |
| Wells Fargo & Company/Mn | 0.14% | 17,573,566 | $829,472,284 | $802,057,552 | -$27,414,732 | -3.31% | |
| Envestnet Asset Management Inc | 0.18% | 16,561,408 | $781,698,436 | $755,862,661 | -$25,835,775 | -3.31% | |
| Raymond James Financial Inc | 0.21% | 16,206,980 | $764,969,458 | $739,686,567 | -$25,282,891 | -3.31% | |
| Bank Of America Corp | 0.04% | 14,478,055 | $683,364,174 | $660,778,430 | -$22,585,744 | -3.31% | |
| Commonwealth Equity Services, Llc | 0.81% | 13,192,283 | $625,709,960 | $602,095,796 | -$23,614,164 | -3.77% | |
| Jones Financial Companies Lllp | 0.21% | 11,551,154 | $528,827,836 | $527,194,669 | -$1,633,167 | -0.31% | |
| Cetera Investment Advisers | 0.46% | 10,594,267 | $500,049,383 | $483,522,346 | -$16,527,037 | -3.31% | |
| Osaic Holdings, Inc. | 0.51% | 9,164,905 | $432,604,881 | $418,286,264 | -$14,318,617 | -3.31% | |
| Royal Bank Of Canada | 0.07% | 8,268,130 | $390,255,000 | $377,357,453 | -$12,897,547 | -3.30% | |
| Susquehanna International Group, Llp | 0.25% | 5,918,375 | $279,347,300 | $270,114,635 | -$9,232,665 | -3.31% | |
| Forge Financial Services Llc | 22.43% | 5,516,760 | $260,390,956 | $251,784,926 | -$8,606,030 | -3.31% | |
| Ubs Group Ag | 0.04% | 5,452,603 | $257,362,862 | $248,856,801 | -$8,506,061 | -3.31% | |
| Kestra Advisory Services, Llc | 0.66% | 4,873,101 | $231,131,190 | $222,408,330 | -$8,722,860 | -3.77% | |
| Mml Investors Services, Llc | 0.40% | 4,179,335 | $197,264,590 | $190,744,849 | -$6,519,741 | -3.31% | |
| Stifel Financial Corp | 0.11% | 2,911,584 | $137,431,421 | $132,884,694 | -$4,546,727 | -3.31% | |
| Advance Capital Management, Inc. | 4.34% | 2,846,782 | $134,368,102 | $129,927,130 | -$4,440,972 | -3.31% | |
| Benjamin Edwards Inc | 1.18% | 2,733,600 | $129,024,166 | $124,761,504 | -$4,262,662 | -3.30% | |
| Jpmorgan Chase & Co | 0.01% | 2,602,111 | $121,804,837 | $118,760,346 | -$3,044,491 | -2.50% | |
| &Partners | 0.44% | 2,262,117 | $106,822,767 | $103,243,020 | -$3,579,747 | -3.35% | |
| Baird Financial Group, Inc. | 0.14% | 2,187,427 | $103,246,555 | $99,834,168 | -$3,412,387 | -3.31% | |
| Signature Estate & Investment Advisors Llc | 1.80% | 2,148,013 | $101,880,277 | $98,035,313 | -$3,844,964 | -3.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 2,062,246 | $98,699,117 | $94,120,907 | -$4,578,210 | -4.64% | |
| Private Advisor Group, Llc | 0.44% | 2,055,511 | $97,020,095 | $93,813,522 | -$3,206,573 | -3.31% | |
| Sei Investments Co | 0.08% | 2,022,745 | $95,473,190 | $92,318,082 | -$3,155,108 | -3.30% | |
| Wny Asset Management, Llc | 8.40% | 1,986,506 | $93,763,083 | $90,664,134 | -$3,098,949 | -3.31% | |
| Merit Financial Group, Llc | 0.57% | 1,930,814 | $91,134,396 | $88,122,351 | -$3,012,045 | -3.31% | |
| Aprio Wealth Management, Llc | 3.85% | 1,779,873 | $84,419,383 | $81,233,404 | -$3,185,979 | -3.77% | |
| Valmark Advisers, Inc. | 0.87% | 1,728,825 | $81,600,529 | $78,903,573 | -$2,696,956 | -3.31% | |
| Cwm, Llc | 0.21% | 2,002,105 | $80,464,610 | $91,376,072 | +$10,911,462 | +13.56% | |
| Newedge Advisors, Llc | 0.23% | 1,604,940 | $75,753,166 | $73,249,462 | -$2,503,704 | -3.31% | |
| New England Capital Financial Advisors Llc | 17.29% | 1,531,893 | $72,305,356 | $69,915,597 | -$2,389,759 | -3.31% | |
| Jsf Financial, Llc | 10.95% | 1,486,734 | $70,515,783 | $67,854,540 | -$2,661,243 | -3.77% | |
| Johnson Bixby & Associates, Llc | 7.31% | 1,411,799 | $66,961,648 | $64,434,506 | -$2,527,142 | -3.77% | |
| Janney Montgomery Scott Llc | 0.13% | 1,412,527 | $66,671,000 | $64,467,732 | -$2,203,268 | -3.30% | |
| Prospera Financial Services Inc | 0.96% | 1,405,335 | $66,331,548 | $64,139,489 | -$2,192,059 | -3.30% | |
| Great Valley Advisor Group, Inc. | 1.04% | 1,396,166 | $65,898,735 | $63,721,016 | -$2,177,719 | -3.30% | |
| Confluence Wealth Services, Inc. | 1.81% | 1,340,317 | $63,262,935 | $61,172,068 | -$2,090,867 | -3.31% | |
| Rockefeller Capital Management L.P. | 0.10% | 1,324,736 | $62,527,565 | $60,460,951 | -$2,066,614 | -3.31% | |
| Captrust Financial Advisors | 0.10% | 1,316,937 | $62,159,438 | $60,105,005 | -$2,054,433 | -3.31% | |
| Wealthcare Advisory Partners Llc | 1.03% | 1,283,548 | $60,878,687 | $58,581,131 | -$2,297,556 | -3.77% | |
| Concurrent Investment Advisors, Llc | 0.37% | 1,115,207 | $52,894,280 | $50,898,047 | -$1,996,233 | -3.77% | |
| Assetmark, Inc | 0.08% | 1,001,593 | $47,505,556 | $45,712,705 | -$1,792,851 | -3.77% | |
| Aa Financial Advisors, Llc | 5.43% | 961,621 | $45,609,698 | $43,888,382 | -$1,721,316 | -3.77% | |
| Summit Investment Advisory Services, Llc | 11.06% | 934,072 | $44,088,196 | $42,631,046 | -$1,457,150 | -3.31% | |
| Harbour Investments, Inc. | 0.59% | 925,166 | $43,667,859 | $42,224,576 | -$1,443,283 | -3.31% | |
| Equitable Holdings, Inc. | 0.25% | 888,354 | $41,930,321 | $40,544,477 | -$1,385,844 | -3.31% | |
| Focus Partners Wealth | 0.04% | 879,733 | $41,523,409 | $40,151,014 | -$1,372,395 | -3.31% |
Frequently asked questions about CGGR
Who are the largest institutional holders of CGGR?
The largest institutional holders of CGGR reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Capital Group Private Client Services, Inc., Wells Fargo & Company/Mn, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported CGGR position.
What is CGGR institutional ownership?
This page tracks CGGR positions reported by institutional investment managers through SEC Form 13F. CAP GROUP GROWTH EQUITY (CGGR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGGR?
InsiderSet currently tracks 649 institutional managers reporting CGGR 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 CGGR shareholders.
How much CGGR stock do institutions own?
Institutional investment managers disclosed approximately $18.17B in CGGR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGGR institutional ownership last updated?
The latest CGGR 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 CGGR 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 CGGR position after the reporting date.
Are institutions buying or selling CGGR?
Institutional buying and selling can be analyzed by comparing CGGR positions across consecutive 13F reporting periods. InsiderSet's CGGR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGGR ownership changes.
How has CGGR institutional ownership changed over time?
InsiderSet tracks CGGR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.