Cap Group Large Growth (CGGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Midwest Heritage Bank, FSB

INCREASED

Shares111,613 from 110,596

Change+1,017 (+1%)

Value$3.2M (+$40.3K)

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares96,678 from 92,567

Change+4,111 (+4%)

Value$2.8M (+$127.4K)

Filed 2026-10-30

Worthington Financial Partners, LLC

INCREASED

Shares82,814 from 80,327

Change+2,487 (+3%)

Value$2.4M (+$79.5K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares58,656 from 30,101

Change+28,555 (+95%)

Value$1.7M (+$1.7M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares47,766 from 44,523

Change+3,243 (+7%)

Value$1.4M (+$97.7K)

Filed 2026-11-02

RM Financial Services, LLC

INCREASED

Shares45,119 from 44,534

Change+585 (+1%)

Value$1.3M (+$21.3K)

Filed 2026-11-03

J. Derek Lewis & Associates Inc.

DECREASED

Shares41,568 from 42,794

Change-1,226 (-3%)

Value$1.2M (-$30.9K)

Filed 2026-11-03

Latitude Advisors, LLC

INCREASED

Shares31,833 from 7,637

Change+24,196 (+317%)

Value$915.2K (+$696.4K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares18,300 from 9,195

Change+9,105 (+99%)

Value$526.1K (+$262.7K)

Filed 2026-11-02

Prime Capital Investment Advisors, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$488.8K (+$1.7K)

Filed 2026-10-20

Junk Investment Group, LLC

UNCHANGED

Shares15,909 from 15,909

Change0 (0%)

Value$457.4K (+$1.6K)

Filed 2026-10-19

D.A. Davidson & Co.

NEW

Shares9,058

Change+9,058

Value$260.4K

Filed 2026-10-28

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,882 from 1,882

Change0 (0%)

Value$54.1K (+$189)

Filed 2026-11-04

Nfsg Corp

NEW

Shares1,470

Change+1,470

Value$42.3K

Filed 2026-10-15

Financial Perspectives, Inc

NEW

Shares1,172

Change+1,172

Value$33.7K

Filed 2026-11-03

North Star Investment Management Corp.

NEW

Shares620

Change+620

Value$17.8K

Filed 2026-10-27

Creative Financial Designs Inc

INCREASED

Shares139 from 135

Change+4 (+3%)

Value$4.0K (+$129)

Filed 2026-11-04

Platt Wealth Management LLC

CLOSED

Shares0 from 37,346

Change-37,346 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-04

Chilton Capital Management LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$28.7K)

Filed 2026-10-28

Capital International Investors

N/A

Shares— from 720,000

Change-720,000 (-100%)

Value—

Capital Group Private Client Services, Inc.

N/A

Shares— from 436,537

Change-436,537 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 177,430

Change-177,430 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 118,926

Change-118,926 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 80,281

Change-80,281 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 68,296

Change-68,296 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 29,192

Change-29,192 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 28,204

Change-28,204 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 16,200

Change-16,200 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,150

Change-13,150 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,339

Change-12,339 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 10,851

Change-10,851 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 8,189

Change-8,189 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,646

Change-4,646 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

	Status
Midwest Heritage Bank, FSB	INCREASED	111,613	110,596	+1,017	+1%	$3.2M	$3.2M	+$40.3K	2026-10-26
Truist Financial Corp	INCREASED	96,678	92,567	+4,111	+4%	$2.7M	$2.8M	+$127.4K	2026-10-30
Worthington Financial Partners, LLC	INCREASED	82,814	80,327	+2,487	+3%	$2.3M	$2.4M	+$79.5K	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	58,656	30,101	+28,555	+95%	$862	$1.7M	+$1.7M	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	47,766	44,523	+3,243	+7%	$1.3M	$1.4M	+$97.7K	2026-11-02
RM Financial Services, LLC	INCREASED	45,119	44,534	+585	+1%	$1.3M	$1.3M	+$21.3K	2026-11-03
J. Derek Lewis & Associates Inc.	DECREASED	41,568	42,794	-1,226	-3%	$1.2M	$1.2M	-$30.9K	2026-11-03
Latitude Advisors, LLC	INCREASED	31,833	7,637	+24,196	+317%	$218.8K	$915.2K	+$696.4K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	18,300	9,195	+9,105	+99%	$263.4K	$526.1K	+$262.7K	2026-11-02
Prime Capital Investment Advisors, LLC	UNCHANGED	17,000	17,000	0	0%	$487.1K	$488.8K	+$1.7K	2026-10-20
Junk Investment Group, LLC	UNCHANGED	15,909	15,909	0	0%	$455.8K	$457.4K	+$1.6K	2026-10-19
D.A. Davidson & Co.	NEW	9,058	—	+9,058	—	—	$260.4K	—	2026-10-28
EverSource Wealth Advisors, LLC	UNCHANGED	1,882	1,882	0	0%	$53.9K	$54.1K	+$189	2026-11-04
Nfsg Corp	NEW	1,470	—	+1,470	—	—	$42.3K	—	2026-10-15
Financial Perspectives, Inc	NEW	1,172	—	+1,172	—	—	$33.7K	—	2026-11-03
North Star Investment Management Corp.	NEW	620	—	+620	—	—	$17.8K	—	2026-10-27
Creative Financial Designs Inc	INCREASED	139	135	+4	+3%	$3.9K	$4.0K	+$129	2026-11-04
Platt Wealth Management LLC	CLOSED	0	37,346	-37,346	-100%	$1.1M	$0	-$1.1M	2026-11-04
Chilton Capital Management LLC	CLOSED	0	1,000	-1,000	-100%	$28.7K	$0	-$28.7K	2026-10-28
Capital International Investors	N/A	—	720,000	-720,000	-100%	$20.6M	—	—	—
Capital Group Private Client Services, Inc.	N/A	—	436,537	-436,537	-100%	$12.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	177,430	-177,430	-100%	$5.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	118,926	-118,926	-100%	$3.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	80,281	-80,281	-100%	$2.3M	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	68,296	-68,296	-100%	$2.0M	—	—	—
MML Investors Services, LLC	N/A	—	29,192	-29,192	-100%	$836.4K	—	—	—
Benjamin Edwards Inc	N/A	—	28,204	-28,204	-100%	$808.0K	—	—	—
Rothschild Investment LLC	N/A	—	16,200	-16,200	-100%	$464.1K	—	—	—
Citadel Advisors LLC	N/A	—	13,150	-13,150	-100%	$376.7K	—	—	—
Jane Street Group, LLC	N/A	—	12,339	-12,339	-100%	$353.5K	—	—	—
Valmark Advisers, Inc.	N/A	—	10,851	-10,851	-100%	$310.9K	—	—	—
World Investment Advisors	N/A	—	8,189	-8,189	-100%	$207.5K	—	—	—
Harbour Investments, Inc.	N/A	—	4,646	-4,646	-100%	$133.1K	—	—	—
Lavaca Capital LLC	N/A	—	1,000	-1,000	-100%	$28.7K	—	—	—
Wells Fargo & Company	N/A	—	1,000	-1,000	-100%	$28.7K	—	—	—
Sittner & Nelson, LLC	N/A	—	900	-900	-100%	$25.8K	—	—	—
Ameriflex Group, Inc.	N/A	—	300	-300	-100%	$8.6K	—	—	—

Showing 37 of 37 institutions