Who Owns CGCV?
Capital Group Conservative Equity ETF — Institutional Ownership & 13F Holdings
$31.05
-0.04 (-0.14%)
Market Cap
$1.5B
Shares Outstanding
51,592,007
Institutional Holders
64
Total Inst. Value
$221.1M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $58.2M | 1,748,854 |
| 2 | Capital Group Private Client Services, Inc. | $48.2M | 1,778,648 |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.7M | 836,523 |
| 4 | Main Line Retirement Advisors, LLC | $14.1M | 520,663 |
| 5 | Capital International Investors | $12.6M | 464,548 |
| 6 | ST GERMAIN D J CO INC | $11.7M | 430,736 |
| 7 | Cetera Investment Advisers | $4.2M | 155,245 |
| 8 | MARSHALL INVESTMENT MANAGEMENT, LLC | $3.8M | 141,042 |
| 9 | Baird Financial Group, Inc. | $3.7M | 135,529 |
| 10 | Evernest Financial Advisors, LLC | $3.5M | 128,794 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Group Private Client Services, Inc. | +504K | $48.2M |
| RAYMOND JAMES FINANCIAL INC | +47K | $22.7M |
| ST GERMAIN D J CO INC | +145K | $11.7M |
| Cetera Investment Advisers | +144K | $4.2M |
| Baird Financial Group, Inc. | +126K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capital International Investors | -519K | $12.6M |
| Brookstone Capital Management | -23K | $637K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -16K | $211K |
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Frequently Asked Questions
How many institutional investors hold CGCV?
As of Q1 2025, 64 institutional investors report holding CGCV (Capital Group Conservative Equity ETF) in their 13F filings.
Which hedge fund owns the most CGCV?
The largest institutional holder of CGCV is JONES FINANCIAL COMPANIES LLLP with $58.2M in shares.
Are institutions buying or selling CGCV?
This quarter, 26 institutions opened new positions in CGCV and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.