CAP GROUP GROWTH EQUITY (CGGR) Institutional Shareholders
CAP GROUP GROWTH EQUITY (CGGR) 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 $15.22B in CGGR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGGR tracked by InsiderSet, reporting ownership valued at approximately $2.11B in its March 31, 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 $2.36B, representing an estimated gain of +11.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
614
Total Reported Value
$15.22B
Largest Holder
Lpl Financial Llc
Largest Position
$2.11B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.56% | 52,561,577 | $2,112,449,712 | $2,357,386,728 | +$244,937,016 | +11.59% | |
| Morgan Stanley | 0.07% | 29,742,507 | $1,195,351,364 | $1,333,951,439 | +$138,600,075 | +11.59% | |
| Capital Group Private Client Services, Inc. | 18.40% | 27,158,074 | $1,091,483,141 | $1,218,039,619 | +$126,556,478 | +11.59% | |
| Envestnet Asset Management Inc | 0.18% | 16,561,408 | $781,698,436 | $742,779,149 | -$38,919,287 | -4.98% | |
| Commonwealth Equity Services, Llc | 0.83% | 13,948,665 | $658,376,964 | $625,597,625 | -$32,779,339 | -4.98% | |
| Wells Fargo & Company/Mn | 0.13% | 15,759,772 | $633,385,235 | $706,825,774 | +$73,440,539 | +11.59% | |
| Bank Of America Corp | 0.04% | 14,193,836 | $570,450,283 | $636,593,545 | +$66,143,262 | +11.59% | |
| Raymond James Financial Inc | 0.18% | 14,117,411 | $567,378,730 | $633,165,883 | +$65,787,153 | +11.59% | |
| Northwestern Mutual Wealth Management Co | 0.32% | 12,947,006 | $520,340,189 | $580,673,219 | +$60,333,030 | +11.59% | |
| Cetera Investment Advisers | 0.42% | 9,800,927 | $393,899,251 | $439,571,576 | +$45,672,325 | +11.59% | |
| Jones Financial Companies Lllp | 0.18% | 9,610,507 | $375,014,648 | $431,031,239 | +$56,016,591 | +14.94% | |
| Royal Bank Of Canada | 0.06% | 8,428,060 | $338,724,000 | $377,998,491 | +$39,274,491 | +11.59% | |
| Osaic Holdings, Inc. | 0.45% | 7,708,938 | $309,834,667 | $345,745,869 | +$35,911,202 | +11.59% | |
| Ubs Group Ag | 0.04% | 5,440,963 | $218,672,303 | $244,027,191 | +$25,354,888 | +11.59% | |
| Forge Financial Services Llc | 21.96% | 5,394,648 | $216,810,894 | $241,949,963 | +$25,139,069 | +11.59% | |
| Kestra Advisory Services, Llc | 0.61% | 4,018,181 | $189,658,164 | $180,215,418 | -$9,442,746 | -4.98% | |
| Kestra Investment Management, Llc | 2.64% | 3,811,756 | $153,194,493 | $170,957,257 | +$17,762,764 | +11.59% | |
| Mml Investors Services, Llc | 0.36% | 3,212,572 | $129,113,284 | $144,083,854 | +$14,970,570 | +11.59% | |
| Benjamin Edwards Inc | 1.18% | 2,733,600 | $129,024,166 | $122,601,960 | -$6,422,206 | -4.98% | |
| Advance Capital Management, Inc. | 4.36% | 2,860,148 | $114,949,354 | $128,277,638 | +$13,328,284 | +11.59% | |
| Signature Estate & Investment Advisors Llc | 1.89% | 2,228,768 | $105,197,854 | $99,960,245 | -$5,237,609 | -4.98% | |
| Stifel Financial Corp | 0.09% | 2,433,904 | $97,822,638 | $109,160,594 | +$11,337,956 | +11.59% | |
| Private Advisor Group, Llc | 0.44% | 2,055,511 | $97,020,095 | $92,189,668 | -$4,830,427 | -4.98% | |
| Merit Financial Group, Llc | 0.57% | 1,930,813 | $91,134,396 | $86,596,963 | -$4,537,433 | -4.98% | |
| &Partners | 0.45% | 2,239,454 | $90,111,463 | $100,439,512 | +$10,328,049 | +11.46% | |
| Independent Advisor Alliance | 0.95% | 2,196,342 | $88,271,022 | $98,505,939 | +$10,234,917 | +11.59% | |
| Cwm, Llc | 0.21% | 2,002,105 | $80,464,610 | $89,794,409 | +$9,329,799 | +11.59% | |
| Baird Financial Group, Inc. | 0.13% | 1,999,359 | $80,354,238 | $89,671,251 | +$9,317,013 | +11.59% | |
| Sei Investments Co | 0.07% | 1,836,814 | $73,821,800 | $82,381,108 | +$8,559,308 | +11.59% | |
| New England Capital Financial Advisors Llc | 17.29% | 1,531,893 | $72,305,356 | $68,705,401 | -$3,599,955 | -4.98% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 1,444,828 | $67,993,623 | $64,800,536 | -$3,193,087 | -4.70% | |
| Jsf Financial, Llc | 10.94% | 1,439,179 | $67,929,245 | $64,547,178 | -$3,382,067 | -4.98% | |
| Johnson Bixby & Associates, Llc | 7.54% | 1,430,786 | $67,533,098 | $64,170,752 | -$3,362,346 | -4.98% | |
| Prospera Financial Services Inc | 0.96% | 1,405,335 | $66,331,548 | $63,029,275 | -$3,302,273 | -4.98% | |
| Valmark Advisers, Inc. | 0.78% | 1,623,062 | $65,230,852 | $72,794,331 | +$7,563,479 | +11.59% | |
| Confluence Wealth Services, Inc. | 1.81% | 1,340,317 | $63,262,935 | $60,113,217 | -$3,149,718 | -4.98% | |
| Aprio Wealth Management, Llc | 3.13% | 1,340,131 | $63,254,174 | $60,104,875 | -$3,149,299 | -4.98% | |
| Rockefeller Capital Management L.P. | 0.10% | 1,389,920 | $55,860,886 | $62,337,912 | +$6,477,026 | +11.59% | |
| Great Valley Advisor Group, Inc. | 0.97% | 1,324,519 | $53,232,394 | $59,404,677 | +$6,172,283 | +11.59% | |
| Captrust Financial Advisors | 0.09% | 1,311,860 | $52,723,634 | $58,836,921 | +$6,113,287 | +11.59% | |
| Concurrent Investment Advisors, Llc | 0.45% | 1,116,891 | $52,717,276 | $50,092,561 | -$2,624,715 | -4.98% | |
| Adamsbrown Wealth Consultants Llc | 9.91% | 1,113,600 | $52,561,927 | $49,944,960 | -$2,616,967 | -4.98% | |
| Summit Investment Advisory Services, Llc | 11.06% | 934,072 | $44,088,196 | $41,893,129 | -$2,195,067 | -4.98% | |
| Equitable Holdings, Inc. | 0.28% | 980,811 | $43,159,064 | $43,989,373 | +$830,309 | +1.92% | |
| Aa Financial Advisors, Llc | 5.05% | 889,658 | $41,991,852 | $39,901,161 | -$2,090,691 | -4.98% | |
| Barnes Pettey Financial Advisors, Llc | 12.60% | 852,025 | $40,215,491 | $38,213,321 | -$2,002,170 | -4.98% | |
| Assetmark, Inc | 0.07% | 818,413 | $38,629,094 | $36,705,823 | -$1,923,271 | -4.98% | |
| D.A. Davidson & Co. | 0.21% | 808,798 | $38,175,310 | $36,274,590 | -$1,900,720 | -4.98% | |
| Eclectic Associates Inc | 4.31% | 801,949 | $37,851,497 | $35,967,413 | -$1,884,084 | -4.98% | |
| Harbour Investments, Inc. | 0.54% | 874,408 | $35,142,476 | $39,217,199 | +$4,074,723 | +11.59% |
Frequently asked questions about CGGR
Who owns the most CGGR stock?
The largest holders of CGGR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP GROWTH EQUITY (CGGR).
Is CGGR widely held by superinvestors?
Many widely followed stocks like CGGR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGGR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.