Who Owns Capital Group Conservative Equity ETF (CGCV)?Hedge Fund & Institutional Holders

$30.38-0.07 (-0.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.020001200001138e+208T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$24.45$26.31$28.17$30.04$31.90Sep 24Jun 25Mar 26

CGCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+1.8M+$54.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+828K+$25.7M
Tribridge Partners Financial LLCNew Position+758K+$23.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+570K+$17.0M
JONES FINANCIAL COMPANIES LLLPNew Position+381K+$11.0M
Clearstead Trust, LLCNew Position+306K+$9.0M
Carson Advisory Inc.New Position+283K+$8.6M
RM Financial Services, LLCNew Position+282K+$8.6M
Confluence Wealth Services, Inc.New Position+267K+$8.1M
Troutman Wealth Management, LLCNew Position+246K+$7.5M
TRUIST FINANCIAL CORPNew Position+240K+$7.3M
Valmark Advisers, Inc.New Position+234K+$7.1M
FINANCIAL MANAGEMENT NETWORK INCNew Position+196K+$6.0M
Midwest Heritage Bank, FSBNew Position+143K+$4.4M
Janney Montgomery Scott LLCNew Position+144K+$4.0M

CGCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ST GERMAIN D J CO INCDecreased-485-$11.5B
CITADEL ADVISORS LLCDecreased-139K-$7.4B
JANE STREET GROUP, LLCClosed Position-61K-$1.8B
Advisory Services Network, LLCClosed Position-25K-$748.8M
Synergy Investment Management, LLCDecreased-4K-$700.2M
Perennial Investment Advisors, LLCDecreased-2K-$549.9M
NewEdge Advisors, LLCDecreased-3K-$280.8M
NBC SECURITIES, INC.Decreased-78-$46.0M
AMERIFLEX GROUP, INC.Decreased-700-$42.1M
IFP Advisors, IncClosed Position-874-$26.3M
UBS Group AGClosed Position-150-$4.5M
FLOW TRADERS U.S. LLCClosed Position-77K-$2.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital International Investors9,928,478$302.0M0.05%Share
2LPL Financial LLC3,942,987$120.0M0.03%Share
3Capital Group Private Client Services, Inc.3,732,528$113.8M1.81%Share
4RAYMOND JAMES FINANCIAL INC2,680,877$81.0M0.03%Share
5ENVESTNET ASSET MANAGEMENT INC1,798,458$54.0M0.02%Share
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO680,465$53.0M0.03%Share
7STIFEL FINANCIAL CORP937,867$28.0M0.03%Share
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC828,462$25.7M0.03%Share
9Cetera Investment Advisers792,326$24.0M0.03%Share
10Tribridge Partners Financial LLC757,961$23.1M9.69%Share
11Envision Financial Planning, LLC604,129$18.4M6.96%Share
12COMMONWEALTH EQUITY SERVICES, LLC570,040$17.0M0.02%Share
13ST GERMAIN D J CO INC383,222$11.7M0.45%Share
14JONES FINANCIAL COMPANIES LLLP381,068$11.0M0.01%Share
15WELLS FARGO & COMPANY/MN337,099$10.0M0.00%Share
16Cambridge Investment Research Advisors, Inc.320,279$9.0M0.02%Share
17Clearstead Trust, LLC306,094$9.0M1.42%Share
18MML INVESTORS SERVICES, LLC321,053$9.0M0.02%Share
19Carson Advisory Inc.283,201$8.6M4.49%Share
20RM Financial Services, LLC281,935$8.6M7.63%Share
21Confluence Wealth Services, Inc.267,062$8.1M0.34%Share
22RAYMOND JAMES FINANCIAL INC289,864$8.0M0.00%Share
23Evernest Financial Advisors, LLC249,878$7.9M1.66%Share
24Troutman Wealth Management, LLC246,257$7.5M6.21%Share
25TRUIST FINANCIAL CORP240,492$7.3M0.01%Share
26Valmark Advisers, Inc.233,971$7.1M0.09%Share
27FINANCIAL MANAGEMENT NETWORK INC196,025$6.0M0.95%Share
28Steward Partners Investment Advisory, LLC216,128$6.0M0.03%Share
29&PARTNERS214,096$6.0M0.03%Share
30OSAIC HOLDINGS, INC.202,930$6.0M0.01%Share
31Baird Financial Group, Inc.178,350$5.0M0.01%Share
32SUSQUEHANNA INTERNATIONAL GROUP, LLP186,717$5.0M0.00%Share
33OLD MISSION CAPITAL LLC158,463$4.8M0.11%Share
34Vestmark Advisory Solutions, Inc.145,608$4.4M0.06%Share
35Midwest Heritage Bank, FSB143,212$4.4M1.51%Share
36BANK OF AMERICA CORP /DE/134,589$4.0M0.00%Share
37Janney Montgomery Scott LLC143,502$4.0M0.01%Share
38ROYAL BANK OF CANADA146,701$4.0M0.00%Share
39GREAT VALLEY ADVISOR GROUP, INC.163,781$4.0M0.08%Share
40Apollon Wealth Management, LLC118,180$3.6M0.06%Share
41REGATTA CAPITAL GROUP, LLC111,520$3.4M0.51%Share
42CITADEL ADVISORS LLC107,351$3.0M0.00%Share
43Bulwark Capital Corp84,822$2.6M1.84%Share
44FOUNDERS FINANCIAL SECURITIES LLC74,459$2.3M0.13%Share
45Hartmann Taylor Wealth Management, LLC65,984$2.0M1.36%Share
46OSAIC HOLDINGS, INC.78,064$2.0M0.00%Share
47CAPTRUST FINANCIAL ADVISORS85,889$2.0M0.00%Share
48GTS SECURITIES LLC81,211$2.0M0.07%Share
49ASSETMARK, INC62,866$1.9M0.00%Share
50Pines Wealth Management, LLC59,145$1.8M0.58%Share

CGCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025126$1.1B+61
Q3 202565$673.2B-13
Q2 202578$179.8B+14
Q1 202564$242.3B+21
Q4 202443$10.4T+26
Q3 202417$49.7T+13
Q2 20244$11.2T—

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As of Q4 2025, 50 institutional investors hold CGCV (Capital Group Conservative Equity ETF). The largest holder is Capital International Investors with $302.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own CGCV?

As of Q4 2025, 50 institutional investors report holding CGCV (Capital Group Conservative Equity ETF) in their 13F filings.

Who is the largest institutional holder of CGCV?

The largest institutional holder of CGCV is Capital International Investors with $302.0M in shares.

Is institutional ownership of CGCV increasing or decreasing?

This quarter, 15 institutions opened new positions in CGCV and 5 closed their positions.