Cap Group Large ValueCGVVETF
13F holders, Q1 2026 (March 31)31holders +9
9new positions
1sold out
$26.75avg. 13F price*
At the end of Q1 2026, 31 institutions reported holding Cap Group Large Value (CGVV) in their 13F filings, up 9 from Q4 2025. 9 opened new positions and 1 sold out. The largest holders were Capital International Investors ($26.8M), Concurrent Investment Advisors, LLC ($15.0M) and Capital Group Private Client Services, Inc. ($11.5M).
- Company
- Cap Group Large Value
- Filed as
- CAPITAL GROUP EQUITY ETF TR (Q1 2026)
- CUSIP
- 14022A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $26.4M |
| Exits | 1 | $286K |
All 13F filers, Q4 2025 → Q1 2026: 1,300,843 shares bought and 39,229 shares sold, net +1,261,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Capital International Investors | 0.01% | No change | 1,000,000 | $26.8M |
| Concurrent Investment Advisors, LLC | 0.16% | New | 559,215 | $15.0M |
| Capital Group Private Client Services, Inc. | 0.19% | Add +101.5% | 430,123 | $11.5M |
| VVR Holdings LLC | 5.07% | New | 366,575 | $9.8M |
| RM Financial Services, LLC | 4.32% | Add +3.0% | 187,412 | $5.0M |
| Osaic Holdings, Inc. | 0.00% | Add +108.9% | 89,132 | $2.4M |
| CMC Financial Group | 1.65% | New | 30,369 | $812K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.9% | 26,033 | $696K |
| Sigma Planning Corp | 0.02% | Add +66.7% | 25,000 | $669K |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.0% | 22,480 | $601K |
| BHK Investment Advisors, LLC | 0.19% | Add +19.5% | 21,225 | $568K |
| Envestnet Asset Management Inc. | 0.00% | Add +129.5% | 20,975 | $561K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.5% | 20,118 | $538K |
| J. Derek Lewis & Associates Inc. | 0.11% | Add +11.1% | 18,358 | $491K |
| MML Investors Services, LLC | 0.00% | New | 17,304 | $463K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Add +36.5% | 17,140 | $458K |
| Confluence Wealth Services, Inc. | 0.01% | Add +9.4% | 8,307 | $222K |
| Junk Investment Group, LLC | 0.11% | — | 7,965 | $213K |
| Jane Street Group, LLC | 0.00% | Reduce -34.3% | 7,826 | $209K |
| Advisory Services Network, LLC | 0.00% | New | 6,223 | $166K |
| Barrett & Company, Inc. | 0.03% | New | 3,000 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Add +48.8% | 2,940 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +46.4% | 2,510 | $67K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,942 | $52K |
| Rothschild Investment LLC | 0.00% | New | 1,800 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -87.0% | 1,573 | $42K |
| Larson Financial Group LLC | 0.00% | No change | 1,006 | $27K |
| Sittner & Nelson, LLC | 0.01% | No change | 938 | $25K |
| Ameritas Advisory Services, LLC | 0.00% | New | 813 | $22K |
| Cwm, LLC | 0.00% | New | 524 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +300.0% | 8 | $214 |
"% of holder's portfolio" is CGVV's weight in each manager's 13F, not the share of Cap Group Large Value the manager owns.