Cap Group Large Growth (CGGG)

CUSIP: 14022A201 | NYSE | 42 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Midwest Heritage Bank, FSB111,613

0.9% of portfolio$3.2M

Truist Financial Corp96,678

0.0% of portfolio$2.8M

Worthington Financial Partners, LLC82,814

2.0% of portfolio$2.4M

Cambridge Investment Research Advisors, Inc.58,656

0.0% of portfolio$1.7M

Commonwealth Equity Services, LLC47,766

0.0% of portfolio$1.4M

RM Financial Services, LLC45,119

1.0% of portfolio$1.3M

J. Derek Lewis & Associates Inc.41,568

0.2% of portfolio$1.2M

Latitude Advisors, LLC31,833

0.3% of portfolio$915.2K

Kestra Advisory Services, LLC18,300

0.0% of portfolio$526.1K

Prime Capital Investment Advisors, LLC17,000

0.0% of portfolio$488.8K

Junk Investment Group, LLC15,909

0.2% of portfolio$457.4K

D.A. Davidson & Co.9,058

0.0% of portfolio$260.4K

EverSource Wealth Advisors, LLC1,882

0.0% of portfolio$54.1K

0.0% of portfolio$42.3K

Financial Perspectives, Inc1,172

0.0% of portfolio$33.7K

North Star Investment Management Corp.620

0.0% of portfolio$17.8K

Creative Financial Designs Inc139

0.0% of portfolio$4.0K

				Style	Turnover	Location	Filed
Midwest Heritage Bank, FSB	111,613	$3.2M	0.9%	ETF	Very Low	West Des Moines, IA	2026-10-26
Truist Financial Corp	96,678	$2.8M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Worthington Financial Partners, LLC	82,814	$2.4M	2.0%	Growth	Low	Worthington, OH	2026-10-13
Cambridge Investment Research Advisors, Inc.	58,656	$1.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Commonwealth Equity Services, LLC	47,766	$1.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
RM Financial Services, LLC	45,119	$1.3M	1.0%	ETF	Very Low	Falmouth, ME	2026-11-03
J. Derek Lewis & Associates Inc.	41,568	$1.2M	0.2%	ETF	Low	Newport Beach, CA	2026-11-03
Latitude Advisors, LLC	31,833	$915.2K	0.3%	ETF	Low	Yorkville, IL	2026-10-27
Kestra Advisory Services, LLC	18,300	$526.1K	0.0%	Core	Low	Austin, TX	2026-11-02
Prime Capital Investment Advisors, LLC	17,000	$488.8K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Junk Investment Group, LLC	15,909	$457.4K	0.2%	ETF	Very Low	Hunt Valley, MD	2026-10-19
D.A. Davidson & Co.	9,058	$260.4K	0.0%	Core	Low	Great Falls, MT	2026-10-28
EverSource Wealth Advisors, LLC	1,882	$54.1K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Nfsg Corp	1,470	$42.3K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Financial Perspectives, Inc	1,172	$33.7K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
North Star Investment Management Corp.	620	$17.8K	0.0%	Core	Low	Chicago, IL	2026-10-27
Creative Financial Designs Inc	139	$4.0K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04