Cap Group Large ValueCGVVETF
13F holders, Q2 2026 (June 30)36holders +5
8new positions
2sold out
$30.90avg. 13F price*
At the end of Q2 2026, 36 institutions reported holding Cap Group Large Value (CGVV) in their 13F filings, up 5 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Concurrent Investment Advisors, LLC ($18.6M), Capital International Investors ($17.0M) and Capital Group Private Client Services, Inc. ($16.2M).
- Company
- Cap Group Large Value
- Filed as
- CAPITAL GROUP EQUITY ETF TR (Q2 2026)
- CUSIP
- 14022A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.9M |
| Exits | 2 | $188K |
All 13F filers, Q1 2026 → Q2 2026: 787,054 shares bought and 479,283 shares sold, net +307,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Concurrent Investment Advisors, LLC | 0.16% | Add +7.4% | 600,703 | $18.6M |
| Capital International Investors | 0.00% | Reduce -45.0% | 550,000 | $17.0M |
| Capital Group Private Client Services, Inc. | 0.23% | Add +22.1% | 525,336 | $16.2M |
| VVR Holdings LLC | 5.58% | Add +13.9% | 417,651 | $12.9M |
| RM Financial Services, LLC | 5.26% | Add +22.4% | 229,302 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +70.9% | 152,321 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +624.5% | 151,970 | $4.7M |
| LPL Financial LLC | 0.00% | New | 146,506 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +648.5% | 129,513 | $4.0M |
| J. Derek Lewis & Associates Inc. | 0.25% | Add +129.3% | 42,095 | $1.3M |
| Fearless Solutions, LLC dba Best Invest | 0.53% | Add +90.9% | 32,723 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +48.8% | 29,935 | $925K |
| Sigma Planning Corp | 0.02% | Add +8.0% | 27,000 | $835K |
| BHK Investment Advisors, LLC | 0.25% | Add +26.4% | 26,820 | $829K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 25,545 | $789K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.4% | 17,863 | $552K |
| CMC Financial Group | 1.06% | Reduce -41.8% | 17,688 | $547K |
| Beacon Financial Advisory LLC | 0.07% | New | 12,115 | $374K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,490 | $262K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.1% | 8,316 | $257K |
| Junk Investment Group, LLC | 0.11% | Add +3.6% | 8,249 | $255K |
| Valmark Advisers, Inc. | 0.00% | New | 7,800 | $241K |
| Jane Street Group, LLC | 0.00% | Reduce -2.4% | 7,636 | $236K |
| NWF Advisory Services Inc. | 0.02% | New | 6,807 | $210K |
| Equitable Holdings, Inc. | 0.00% | New | 6,692 | $207K |
| Barrett & Company, Inc. | 0.03% | No change | 3,000 | $93K |
| Harbour Investments, Inc. | 0.00% | Add +11.9% | 2,810 | $87K |
| Global Retirement Partners, LLC | 0.00% | — | 2,050 | $63K |
| Rothschild Investment LLC | 0.00% | Add +8.3% | 1,950 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,942 | $60K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,730 | $53K |
| Larson Financial Group LLC | 0.00% | Add +26.8% | 1,276 | $39K |
| Sittner & Nelson, LLC | 0.01% | No change | 938 | $29K |
| Royal Bank of Canada | 0.00% | Reduce -76.7% | 367 | $11K |
| NewEdge Advisors, LLC | 0.00% | New | 36 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +100.0% | 16 | $495 |
"% of holder's portfolio" is CGVV's weight in each manager's 13F, not the share of Cap Group Large Value the manager owns.