# CAPITAL GROUP EQUITY ETF TR (CGVV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGVV/

- Reporting holders: 37
- Reported value: $104.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $18.6M | 600,703 | 0.2% | 2 |
| [Capital International Investors](https://holderbook.com/funds/1562230-capital-international-investors/) | $17.0M | 550,000 | 0.0% | 5 |
| [Capital Group Private Client Services, Inc.](https://holderbook.com/funds/1857666-capital-group-private-client-services-inc/) | $16.2M | 525,336 | 0.2% | 4 |
| [VVR Holdings LLC](https://holderbook.com/funds/2070884-vvr-holdings-llc/) | $12.9M | 417,651 | 5.6% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $9.4M | 303,940 | 0.0% | 3 |
| [RM Financial Services, LLC](https://holderbook.com/funds/2109852-rm-financial-services-llc/) | $7.1M | 229,302 | 5.3% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $4.7M | 152,321 | 0.0% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $4.5M | 146,506 | 0.0% | 1 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $4.0M | 129,513 | 0.0% | 2 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.9M | 59,870 | 0.0% | 3 |
| [J. Derek Lewis & Associates Inc.](https://holderbook.com/funds/2077884-j-derek-lewis-associates-inc/) | $1.3M | 42,095 | 0.2% | 3 |
| [Fearless Solutions, LLC dba Best Invest](https://holderbook.com/funds/2094159-fearless-solutions-llc-dba-best-invest/) | $1.0M | 32,723 | 0.5% | 3 |
| [Sigma Planning Corp](https://holderbook.com/funds/1449126-sigma-planning-corp/) | $834.8K | 27,000 | 0.0% | 3 |
| [BHK Investment Advisors, LLC](https://holderbook.com/funds/1710539-bhk-investment-advisors-llc/) | $828.7K | 26,820 | 0.2% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $789.4K | 25,545 | 0.0% | 3 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $552.0K | 17,863 | 0.0% | 4 |
| [CMC Financial Group](https://holderbook.com/funds/1770940-cmc-financial-group/) | $546.6K | 17,688 | 1.1% | 2 |
| [Beacon Financial Advisory LLC](https://holderbook.com/funds/1800502-beacon-financial-advisory-llc/) | $374.4K | 12,115 | 0.1% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $262.3K | 8,490 | 0.0% | 1 |
| [Confluence Wealth Services, Inc.](https://holderbook.com/funds/1910411-confluence-wealth-services-inc/) | $257.0K | 8,316 | 0.0% | 3 |
| [Junk Investment Group, LLC](https://holderbook.com/funds/2112570-junk-investment-group-llc/) | $254.9K | 8,249 | 0.1% | 2 |
| [Valmark Advisers, Inc.](https://holderbook.com/funds/1380443-valmark-advisers-inc/) | $241.0K | 7,800 | 0.0% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $236.0K | 7,636 | 0.0% | 3 |
| [NWF Advisory Services Inc.](https://holderbook.com/funds/2045735-nwf-advisory-services-inc/) | $210.3K | 6,807 | 0.0% | 1 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $206.8K | 6,692 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 37 | $104.8M |
| Q1 2026 | 31 | $77.5M |
| Q4 2025 | 22 | $43.8M |
| Q3 2025 | 8 | $33.2M |
| Q2 2025 | 1 | $25.5M |