CGVV — Capital Group Equity ETF Tr Institutional Holders · Q2 2026

Name: Who Owns CGVV? 38 Institutions Hold $99M (Q2 2026)
Creator: ko.io

Who owns Capital Group Equity ETF Tr (CGVV)? 38 institutions reported holding $99.04M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Concurrent Investment Advisors, LLC ($18.6M), Capital International Investors ($17.0M), Capital Group Private Client Services, Inc. ($16.2M).

Rank	Institution	Value	Shares	Change
1	Concurrent Investment Advisors, LLC	$18.6M	600,703	Added
2	Capital International Investors	$17.0M	550,000	Trimmed
3	Capital Group Private Client Services, Inc.	$16.2M	525,336	Added
4	VVR Holdings LLC	$12.9M	417,651	Added
5	RM Financial Services, LLC	$7.1M	229,302	Added
6	OSAIC HOLDINGS, INC.	$4.7M	152,321	Added
7	ENVESTNET ASSET MANAGEMENT INC	$4.7M	151,970	Added
8	LPL Financial LLC	$4.5M	146,506	New
9	MML INVESTORS SERVICES, LLC	$4.0M	129,513	Added
10	J. Derek Lewis & Associates Inc.	$1.3M	42,095	Added
11	Fearless Solutions, LLC dba Best Invest	$1.0M	32,723	Added
12	Cambridge Investment Research Advisors, Inc.	$925,000	29,935	Added
13	Sigma Planning Corp	$834,838	27,000	Added
14	BHK Investment Advisors, LLC	$828,738	26,820	Added
15	COMMONWEALTH EQUITY SERVICES, LLC	$789,360	25,545	Added
16	GOLDMAN SACHS GROUP INC	$551,967	17,863	Trimmed
17	CMC Financial Group	$546,559	17,688	Trimmed
18	Beacon Financial Advisory LLC	$374,354	12,115	New
19	Kestra Advisory Services, LLC	$262,341	8,490	New
20	Confluence Wealth Services, Inc.	$256,965	8,316	Added
21	Junk Investment Group, LLC	$254,894	8,249	Added
22	Valmark Advisers, Inc.	$241,020	7,800	New
23	JANE STREET GROUP, LLC	$235,952	7,636	Trimmed
24	NWF Advisory Services Inc.	$210,336	6,807	New
25	Equitable Holdings, Inc.	$206,783	6,692	New

Source: SEC Form 13F filings · as of 2026-06-30