증권 기록 · 과거 분기 (아카이브)
CGGR
Capital Group Growth ETF · Financial Services · Asset Management
57추적 보유자
+4Δ 보유자
235.76M보유 주식 수
$9.46B보고 가치
+7신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +7.5% ·
주식 흐름 +14.7% ·
순 신규 포지션 +7.0%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +1 | 259.82M | $12.25B | +6 | −5 |
| Q1 2026 | 57 | +4 | 235.76M | $9.46B | +7 | −3 |
| Q4 2025 | 53 | -2 | 205.62M | $9.14B | — | −2 |
| Q3 2025 | 9 | +1 | 17.27M | $751.66M | +2 | −1 |
| Q2 2025 | 5 | +3 | 711.69K | $28.93M | +3 | — |
| Q1 2025 | 1 | -1 | 26.51K | $907,865 | +1 | −2 |
| Q4 2024 | 2 | -1 | 307.13K | $11.42M | — | −1 |
| Q3 2024 | 3 | +1 | 176.59K | $6.14M | +2 | −1 |
| Q2 2024 | 2 | — | 56.13K | $1.85M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 52.56M | +15.8% | $2.11B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 29.74M | +10.7% | $1.20B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 29.74M | +10.7% | $1.20B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 29.74M | +10.7% | $1.20B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 29.74M | +10.7% | $1.20B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 29.74M | +10.7% | $1.20B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 15.76M | +26.9% | $633.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 15.76M | +26.9% | $633.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 15.76M | +26.9% | $633.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 15.76M | +26.9% | $633.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 15.34M | +15.4% | $616.37M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 14.19M | +10.3% | $570.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 14.19M | +10.3% | $570.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 14.19M | +10.3% | $570.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 14.19M | +10.3% | $570.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 14.12M | +13.7% | $567.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 14.12M | +13.7% | $567.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 14.12M | +13.7% | $567.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 13.55M | +2.7% | $544.68M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 12.95M | +6.7% | $520.34M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 9.80M | +19.4% | $393.90M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 9.61M | +27.7% | $375.01M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 9.61M | +27.7% | $375.01M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 7.71M | +12.4% | $309.83M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 7.71M | +12.4% | $309.83M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 7.71M | +12.4% | $309.83M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 5.44M | +3.9% | $218.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS Group AG | 5.44M | +3.9% | $218.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 5.44M | +3.9% | $218.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 3.21M | -11.8% | $129.11M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 2.43M | +4.0% | $97.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 2.43M | +4.0% | $97.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Cwm, Llc | 2.00M | -11.2% | $80.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 2.00M | +8.4% | $80.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 2.00M | +8.4% | $80.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Sei Investments Co | 1.84M | +15.3% | $73.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 1.40M | -34.0% | $56.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 1.39M | +7.8% | $55.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Captrust Financial Advisors | 1.31M | +10.2% | $52.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 837.38K | 신규 | $33.65M | 0.0% | New | 1 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 837.38K | 신규 | $33.65M | 0.0% | New | 1 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 800.00K | 신규 | $32.15M | 0.0% | New | 1 | SEC ↗ |
| 55 | Cerity Partners LLC | 741.53K | +593.1% | $29.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 703.38K | +26.3% | $28.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Truist Financial Corp | 688.88K | -14.6% | $27.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Truist Financial Corp | 688.88K | -14.6% | $27.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Barclays Plc | 661.87K | +206.9% | $26.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 602.18K | -0.8% | $24.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | HighTower Advisors, LLC | 485.58K | +3.0% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Blair William & Co/Il | 421.67K | +5.8% | $16.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mariner, LLC | 371.22K | +43.6% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mariner, LLC | 371.22K | +43.6% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Mariner, LLC | 371.22K | +43.6% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Jane Street Group, Llc | 283.38K | 신규 | $11.39M | 0.0% | New | 1 | SEC ↗ |
| 67 | Ameriprise Financial Inc | 235.55K | -12.2% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 206.52K | +264.5% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 105.96K | +24.6% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 105.96K | +24.6% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Two Sigma Investments ✦ | 81.70K | 신규 | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 72 | Fifth Third Bancorp | 76.45K | +11092.7% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Tudor Investment Corp Et Al | 72.76K | 신규 | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 74 | Quantinno Capital Management LP | 64.13K | -10.4% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Renaissance Technologies ✦ | 55.20K | +513.3% | $2.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 47.91K | +1677.7% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Creative Planning | 43.17K | -5.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Hrt Financial Lp | 30.46K | 신규 | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 28.23K | +62.0% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 24.67K | +89.2% | $991,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 24.67K | +89.2% | $991,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 24.67K | +89.2% | $991,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 23.97K | +40.4% | $963,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | First Trust Advisors Lp | 23.93K | -4.0% | $961,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Northern Trust Corp | 15.57K | +9.9% | $625,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Mercer Global Advisors Inc /Adv | 10.33K | -8.3% | $415,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 9.00K | -47.3% | $361,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 9.00K | -47.3% | $361,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 9.00K | -47.3% | $361,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Fidelity (FMR) ✦ | 8.13K | +100.0% | $326,702 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | Fidelity (FMR) ✦ | 8.13K | +100.0% | $326,702 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | Us Bancorp \De\ | 5.70K | -16.6% | $229,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Us Bancorp \De\ | 5.70K | -16.6% | $229,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 2.75K | -23.2% | $110,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 387 | +946.0% | $15,554 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Corient Private Wealth LP | 53.84K | -52.4% | $14,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | BlackRock ✦ (패시브) | 35 | 신규 | $1,407 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Susquehanna International… | $33.65M | 0.0% |
| Susquehanna International… | $33.65M | 0.0% |
| National Bank Of Canada /Fi/ | $32.15M | 0.0% |
| Jane Street Group, Llc | $11.39M | 0.0% |
| Two Sigma Investments | $3.28M | 0.0% |
| Tudor Investment Corp Et Al | $2.92M | 0.0% |
| Hrt Financial Lp | $1.22M | 0.0% |
| BlackRock | $1,407 | 0.0% |
청산됨
| Citadel Advisors | $2.17M | 이었음 0.0% |
| Franklin Resources Inc | $213,234 | 이었음 0.0% |
| Empower Advisory Group, LLC | $201,138 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 599 보유 기관, 367.59M 주식, $14.45B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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