Cap Group Large ValueCGVVETF

13F holders, Q4 2025 (December 31)
22holders +14
13new positions
1sold out
1famous investor
$26.90avg. 13F price*

At the end of Q4 2025, 22 institutions reported holding Cap Group Large Value (CGVV) in their 13F filings, up 14 from Q3 2025. 13 opened new positions and 1 sold out. The largest holders were Capital International Investors ($26.9M), Capital Group Private Client Services, Inc. ($5.7M) and RM Financial Services, LLC ($4.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Cap Group Large Value
Filed as
CAPITAL GROUP EQUITY ETF TR (Q4 2025)
CUSIP
14022A300
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2025: 1Q2 2025Q3 2025: 8Q3 2025Q4 2025: 22Q4 2025Q1 2026: 31Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$3.5M
Exits1$181K

All 13F filers, Q3 2025 → Q4 2025: 180,508 shares bought and 6,844 shares sold, net +173,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Capital International Investors 0.00% No change 1,000,000 $26.9M
Capital Group Private Client Services, Inc. 0.09% Add +5.5% 213,462 $5.7M
RM Financial Services, LLC 4.35% — 182,030 $4.9M
Osaic Holdings, Inc. 0.00% Add +1015.5% 42,667 $1.1M
Goldman Sachs Group Inc. 0.00% No change 40,000 $1.1M
BHK Investment Advisors, LLC 0.16% New 17,760 $478K
J. Derek Lewis & Associates Inc. 0.10% — 16,518 $444K
Cambridge Investment Research Advisors, Inc. 0.00% New 15,297 $411K
Sigma Planning Corp 0.01% New 15,000 $404K
Commonwealth Equity Services, LLC 0.00% New 14,991 $403K
Fearless Solutions, LLC dba Best Invest 0.20% New 12,557 $338K
Royal Bank of Canada 0.00% New 12,113 $326K
Jane Street Group, LLC 0.00% New 11,913 $320K
Citadel Advisors 0.00% New 10,635 $286K
Envestnet Asset Management Inc. 0.00% New 9,138 $246K
Confluence Wealth Services, Inc. 0.01% New 7,595 $204K
Sunbelt Securities, Inc. 0.00% New 1,976 $53K
EverSource Wealth Advisors, LLC 0.00% No change 1,942 $52K
Harbour Investments, Inc. 0.00% Add +63.8% 1,715 $46K
Sittner & Nelson, LLC 0.01% New 938 $27K
Larson Financial Group LLC 0.00% Add +0.6% 1,006 $27K
Creative Financial Designs Inc. 0.00% New 2 $54

"% of holder's portfolio" is CGVV's weight in each manager's 13F, not the share of Cap Group Large Value the manager owns.