CAPITAL GROUP EQUITY ETF TR (CGVV)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
36
Reporting holders
$98.2M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | $18.6M | 600,703 | 0.16% | 2q | +7.4%+$1.3M |
| Capital International Investors | $17.0M | 550,000 | 0.00% | 5q | -45.0%-$13.9M |
| Capital Group Private Client Services, Inc. | $16.2M | 525,336 | 0.23% | 4q | +22.1%+$2.9M |
| VVR Holdings LLC | $12.9M | 417,651 | 5.58% | 2q | +13.9%+$1.6M |
| RM Financial Services, LLC | $7.1M | 229,302 | 5.26% | 3q | +22.4%+$1.3M |
| OSAIC HOLDINGS, INC. | $4.7M | 152,321 | 0.01% | 4q | +70.9%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 151,970 | 0.00% | 3q | +624.5%+$4.0M |
| LPL Financial LLC | $4.5M | 146,506 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $4.0M | 129,513 | 0.01% | 2q | +648.5%+$3.5M |
| J. Derek Lewis & Associates Inc. | $1.3M | 42,095 | 0.25% | 3q | +129.3%+$733.5K |
| Fearless Solutions, LLC dba Best Invest | $1.0M | 32,723 | 0.53% | 3q | +90.9%+$481.5K |
| Sigma Planning Corp | $834.8K | 27,000 | 0.02% | 3q | +8.0%+$61.8K |
| BHK Investment Advisors, LLC | $828.7K | 26,820 | 0.25% | 3q | +26.4%+$172.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $789.4K | 25,545 | 0.00% | 3q | +13.6%+$94.7K |
| GOLDMAN SACHS GROUP INC | $552.0K | 17,863 | 0.00% | 4q | -31.4%-$252.5K |
| CMC Financial Group | $546.6K | 17,688 | 1.06% | 2q | -41.8%-$391.8K |
| Beacon Financial Advisory LLC | $374.4K | 12,115 | 0.07% | new | NEW |
| Kestra Advisory Services, LLC | $262.3K | 8,490 | 0.00% | new | NEW |
| Confluence Wealth Services, Inc. | $257.0K | 8,316 | 0.01% | 3q | HELD |
| Junk Investment Group, LLC | $254.9K | 8,249 | 0.11% | 2q | +3.6%+$8.8K |
| Valmark Advisers, Inc. | $241.0K | 7,800 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $236.0K | 7,636 | 0.00% | 3q | -2.4%-$5.9K |
| NWF Advisory Services Inc. | $210.3K | 6,807 | 0.02% | new | NEW |
| Equitable Holdings, Inc. | $206.8K | 6,692 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $126.7K | 4,100 | 0.00% | new | NEW |
| BARRETT & COMPANY, INC. | $92.7K | 3,000 | 0.03% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $86.8K | 2,810 | 0.00% | 4q | +12.0%+$9.3K |
| Global Retirement Partners, LLC | $63.3K | 2,050 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $60.3K | 1,950 | 0.00% | 2q | +8.3%+$4.6K |
| EverSource Wealth Advisors, LLC | $60.0K | 1,942 | 0.00% | 4q | HELD |
| Capital Investment Advisory Services, LLC | $53.5K | 1,730 | 0.00% | new | NEW |
| Larson Financial Group LLC | $39.4K | 1,276 | 0.00% | 4q | +26.8%+$8.3K |
| SITTNER & NELSON, LLC | $29.0K | 938 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $11.0K | 367 | 0.00% | 3q | -76.7%-$36.1K |
| Cambridge Investment Research Advisors, Inc. | $1.9K | 59,870 | 0.00% | 3q | +197.6%+$1.2K |
| NewEdge Advisors, LLC | $1.1K | 36 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $495 | 16 | 0.00% | 3q | +100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | $98.2M | 3,179,356 | 10 | 17 | 5 | 0.0% |
| Q1 2026 | 30 | $77.0M | 2,878,716 | 9 | 13 | 3 | 0.0% |
| Q4 2025 | 21 | $43.4M | 1,613,958 | 12 | 4 | 0 | 0.0% |
| Q3 2025 | 8 | $33.2M | 1,257,043 | 7 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $25.5M | 1,000,000 | 1 | 0 | 0 | 0.0% |