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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Raymond James Financial Inc, Wny Asset Management, Llc, Jones Financial Companies Lllp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,224,946+8.0%16,561,408$781.70MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+18,766+15.7%138,348$6.53MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+17,507+10.1%190,242$8.98MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+695—695$32.80KQ2 2026Sep 04, 2026
Corient Private Wealth LlcBuy+3,423+6.4%57,262$2.70MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-110-0.5%21,573$1.02MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+22,918+20.7%133,747$6.31MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+9,540+92.4%19,868$937.77KQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcBuy+5,572—5,572$261.83KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+26,364+50.4%78,702$3.71MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+1,986,506—1,986,506$93.76MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-92,457-9.4%888,354$41.93MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+19,276+11.5%186,851$8.82MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-15,306-69.1%6,846$323.17KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+2,525+41.8%8,562$404.38KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+5,080,998+606.8%5,918,375$279.35MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,089,569+14.8%16,206,980$764.97MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,940,647+20.2%11,551,154$528.83MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,813,794+11.5%17,573,566$829.47MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,455,967+18.9%9,164,905$432.60MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+489,207+456.9%596,270$28.14MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+284,219+2.0%14,478,055$683.36MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+227,039—227,039$10.72MQ2 2026Aug 14, 2026
Hsbc Holdings PlcBuy+222,317—222,317$10.48MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+197,050—197,050$9.30MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+191,144—191,144$9.03MQ2 2026Aug 14, 2026
Sei Investments CoBuy+185,931+10.1%2,022,745$95.47MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+178,400+49.6%537,947$25.39MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-159,930-1.9%8,268,130$390.25MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+153,394—153,394$7.24MQ2 2026Aug 14, 2026
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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.