CGVV institutional holders

CAPITAL GROUP EQUITY ETF TR · 13F, 2026Q2

Managers holding37
Shares held3,239,226
Reported value$100.1m
Quarter flows10 new, 19 added, 5 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Concurrent Investment Advisors, LLC600,703$18.6m0.2%
Capital International Investors550,000$17.0m0.0%
Capital Group Private Client Services, Inc.525,336$16.2m0.2%
VVR Holdings LLC417,651$12.9m5.6%
RM Financial Services, LLC229,302$7.1m5.3%
OSAIC HOLDINGS, INC.152,321$4.7m0.0%
ENVESTNET ASSET MANAGEMENT INC151,970$4.7m0.0%
LPL Financial LLC146,506$4.5m0.0%
MML INVESTORS SERVICES, LLC129,513$4.0m0.0%
Cambridge Investment Research Advisors, Inc.59,870$1.9m0.0%
J. Derek Lewis & Associates Inc.42,095$1.3m0.2%
Fearless Solutions, LLC dba Best Invest32,723$1.0m0.5%
Sigma Planning Corp27,000$834,8380.0%
BHK Investment Advisors, LLC26,820$828,7380.2%
COMMONWEALTH EQUITY SERVICES, LLC25,545$789,3600.0%
GOLDMAN SACHS GROUP INC17,863$551,9670.0%
CMC Financial Group17,688$546,5591.1%
Beacon Financial Advisory LLC12,115$374,3540.1%
Kestra Advisory Services, LLC8,490$262,3410.0%
Confluence Wealth Services, Inc.8,316$256,9650.0%
Junk Investment Group, LLC8,249$254,8940.1%
Valmark Advisers, Inc.7,800$241,0200.0%
JANE STREET GROUP, LLC7,636$235,9520.0%
NWF Advisory Services Inc.6,807$210,3360.0%
Equitable Holdings, Inc.6,692$206,7830.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGVV"). CGVV price history · All 13F data

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