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Wednesday, July 29, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
⌕
Research
Markets
13F
Insiders
Press Releases
Companies
People
Real Estate
Yacht
AI Agents + MCP
Business
Economy
Markets & Finance
Research Reports
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13F
/
CUSIP
/
14022A201
CUSIP 14022A201
CAPITAL GROUP EQUITY ETF TR
25 institutions · $44.3M total · 1,635,087 shares
#
Manager
Shares
Value
% of Total
Period
1
Capital International Investors
1,000,000
$28.6M
61.15%
2025-12-31
2
Capital Group Private Client Services, Inc.
306,633
$8.8M
18.75%
2025-12-31
3
RM Financial Services, LLC
44,619
$1.3M
2.72%
2025-12-31
4
ENVESTNET ASSET MANAGEMENT INC
32,850
$938.5K
2.00%
2025-12-31
5
TRUIST FINANCIAL CORP
31,571
$902.0K
1.93%
2025-12-31
6
COMMONWEALTH EQUITY SERVICES, LLC
21,710
$620.3K
1.32%
2025-12-31
7
ADVISOR GROUP HOLDINGS, INC.
21,376
$610.7K
1.30%
2025-12-31
8
Prime Capital Investment Advisors, LLC
17,000
$485.7K
1.03%
2025-12-31
9
CITADEL ADVISORS LLC
16,982
$485.2K
1.03%
2025-12-31
10
GOLDMAN SACHS GROUP INC
13,485
$385.3K
0.82%
2025-12-31
11
JANE STREET GROUP, LLC
12,130
$346.6K
0.74%
2025-12-31
12
HighTower Advisors, LLC
10,720
$306.3K
0.65%
2025-12-31
13
Pensionmark Financial Group, LLC
8,189
$234.0K
0.50%
2025-12-31
14
Royal Bank of Canada
3,759
$107.0K
0.22%
2025-09-30
15
CHILTON CAPITAL MANAGEMENT LLC
2,300
$65.7K
0.14%
2025-12-31
16
Kestra Advisory Services, LLC
1,901
$54.3K
0.11%
2025-12-31
17
EverSource Wealth Advisors, LLC
1,882
$53.8K
0.11%
2025-12-31
18
Advisory Services Network, LLC
1,609
$45.7K
0.09%
2025-09-30
19
HARBOUR INVESTMENTS, INC.
1,254
$35.8K
0.07%
2025-12-31
20
Sunbelt Securities, Inc.
930
$26.6K
0.05%
2025-12-31
21
CREATIVE FINANCIAL DESIGNS INC /ADV
103
$2.9K
0.00%
2025-12-31
22
LaSalle St. Investment Advisors, LLC
57,512
$1.6K
3.51%
2025-12-31
23
Cambridge Investment Research Advisors, Inc.
13,786
$394
0.84%
2025-12-31
24
Platt Wealth Management LLC
12,786
$365
0.78%
2025-12-31
25
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0
$0
0.00%
2025-06-30