Effectdossier · gearchiveerd kwartaal
CGGR
Capital Group Growth ETF · Financial Services · Asset Management
57Gevolgde houders
+4Δ houders
235.76MGehouden aandelen
$9.46BGerapporteerde waarde
+7Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.5% ·
aandelenstroom +14.7% ·
netto nieuwe posities +7.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.06M | $98.70M | n/a | −1 |
| Q2 2026 | 56 | +1 | 259.32M | $12.22B | +6 | −6 |
| Q1 2026 | 57 | +4 | 235.76M | $9.46B | +7 | −3 |
| Q4 2025 | 53 | -2 | 205.62M | $9.14B | n/a | −2 |
| Q3 2025 | 9 | +1 | 17.27M | $751.66M | +2 | −1 |
| Q2 2025 | 5 | +3 | 711.69K | $28.93M | +3 | n/a |
| Q1 2025 | 1 | -1 | 26.51K | $907,865 | +1 | −2 |
| Q4 2024 | 2 | -1 | 307.13K | $11.42M | n/a | −1 |
| Q3 2024 | 3 | +1 | 176.59K | $6.14M | +2 | −1 |
| Q2 2024 | 2 | n/a | 56.13K | $1.85M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 15.76M | +26.9% | $633.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Envestnet Asset Management Inc | 15.34M | +15.4% | $616.37M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 14.19M | +10.3% | $570.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Raymond James Financial Inc | 14.12M | +13.7% | $567.38M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 13.55M | +2.7% | $544.68M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 12.95M | +6.7% | $520.34M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 9.80M | +19.4% | $393.90M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 9.61M | +27.7% | $375.01M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 8.43M | +30.1% | $338.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Osaic Holdings, Inc. | 7.71M | +12.4% | $309.83M | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | UBS Group AG | 5.44M | +3.9% | $218.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Mml Investors Services, Llc | 3.21M | -11.8% | $129.11M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 3.15M | +46.2% | $121.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 16 | Stifel Financial Corp | 2.43M | +4.0% | $97.82M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cwm, Llc | 2.00M | -11.2% | $80.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 2.00M | +8.4% | $80.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Sei Investments Co | 1.84M | +15.3% | $73.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.40M | -34.0% | $56.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.39M | +7.8% | $55.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 1.31M | +10.2% | $52.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 837.38K | Nieuw | $33.65M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | National Bank Of Canada /Fi/ | 800.00K | Nieuw | $32.15M | 0.0% | New | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 741.53K | +593.1% | $29.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 703.38K | +26.3% | $28.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 688.88K | -14.6% | $27.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Barclays Plc | 661.87K | +206.9% | $26.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 602.18K | -0.8% | $24.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 485.58K | +3.0% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Blair William & Co/Il | 421.67K | +5.8% | $16.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 371.22K | +43.6% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Jane Street Group, Llc | 283.38K | Nieuw | $11.39M | 0.0% | New | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 235.55K | -12.2% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 206.52K | +264.5% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 105.96K | +24.6% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Two Sigma Investments ✦ | 81.70K | Nieuw | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 76.45K | +11092.7% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Tudor Investment Corp Et Al | 72.76K | Nieuw | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 64.13K | -10.4% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Renaissance Technologies ✦ | 55.20K | +513.3% | $2.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 47.91K | +1677.7% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Creative Planning | 43.17K | -5.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Hrt Financial Lp | 30.46K | Nieuw | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 45 | Citigroup Inc | 28.23K | +62.0% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 24.67K | +89.2% | $991,508 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | AQR Capital Management ✦ | 23.97K | +40.4% | $963,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 23.93K | -4.0% | $961,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 15.57K | +9.9% | $625,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 10.33K | -8.3% | $415,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 9.00K | -47.3% | $361,751 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Fidelity (FMR) ✦ | 8.13K | +100.0% | $326,702 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 53 | Us Bancorp \De\ | 5.70K | -16.6% | $229,045 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Pnc Financial Services Group, Inc. | 2.75K | -23.2% | $110,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 387 | +946.0% | $15,554 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Corient Private Wealth LP | 53.84K | -52.4% | $14,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (passief) | 35 | Nieuw | $1,407 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Citadel Advisors | $2.17M | was 0.0% |
| Franklin Resources Inc | $213,234 | was 0.0% |
| Empower Advisory Group, LLC | $201,138 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 599 houders, 367.59M aandelen, $14.45B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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