Who Owns Capital Group U.S. Large Value ETF (CGVV)?Hedge Fund & Institutional Holders

$26.94-0.00 (-0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$5.74200010000001e+67T

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$24.76$25.83$26.89$27.96$29.02Jun 25Oct 25Mar 26

CGVV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OSAIC HOLDINGS, INC.Increased+39K+$899.2M
BHK Investment Advisors, LLCNew Position+18K+$477.0M
Sigma Planning CorpNew Position+15K+$403.0M
Capital Group Private Client Services, Inc.Increased+11K+$391.8M
Fearless Solutions, LLC dba Best InvestNew Position+13K+$337.0M
Confluence Wealth Services, Inc.New Position+8K+$204.0M
Sunbelt Securities, Inc.New Position+2K+$53.0M
SITTNER & NELSON, LLCNew Position+938+$27.0M
RM Financial Services, LLCNew Position+182K+$4.9M
ROYAL BANK OF CANADANew Position+12K+$0
ENVESTNET ASSET MANAGEMENT INCNew Position+9K+$0
Cambridge Investment Research Advisors, Inc.New Position+15K+$0
CITADEL ADVISORS LLCNew Position+11K+$0
JANE STREET GROUP, LLCNew Position+12K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+15K+$0

CGVV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisory Services Network, LLCClosed Position-7K-$180.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Group Private Client Services, Inc.213,462$5.7B0.09%Share
2GOLDMAN SACHS GROUP INC40,000$1.0B0.00%Share
3OSAIC HOLDINGS, INC.39,250$1.0B0.00%Share
4BHK Investment Advisors, LLC17,760$477.0M0.16%Share
5Sigma Planning Corp15,000$403.0M0.01%Share
6Fearless Solutions, LLC dba Best Invest12,557$337.0M0.20%Share
7Confluence Wealth Services, Inc.7,595$204.0M0.01%Share
8Sunbelt Securities, Inc.1,976$53.0M0.00%Share
9SITTNER & NELSON, LLC938$27.0M0.01%Share
10Capital International Investors1,000,000$26.0M0.00%Share
11RM Financial Services, LLC182,030$4.9M4.35%Share
12EverSource Wealth Advisors, LLC1,942$52K0.00%Share
13HARBOUR INVESTMENTS, INC.1,715$46K0.00%Share
14Larson Financial Group LLC1,006$00.00%Share
15ROYAL BANK OF CANADA12,113$00.00%Share
16CREATIVE FINANCIAL DESIGNS INC /ADV2$00.00%Share
17JANE STREET GROUP, LLC11,913$00.00%Share
18COMMONWEALTH EQUITY SERVICES, LLC14,991$00.00%Share
19Cambridge Investment Research Advisors, Inc.15,297$00.00%Share
20CITADEL ADVISORS LLC10,635$00.00%Share
21ENVESTNET ASSET MANAGEMENT INC9,138$00.00%Share
22OSAIC HOLDINGS, INC.3,417$00.00%Share

CGVV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$9.3B+13
Q3 20258$33.2B+7
Q2 20251$0—

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As of Q4 2025, 22 institutional investors hold CGVV (Capital Group U.S. Large Value ETF). The largest holder is Capital Group Private Client Services, Inc. with $5.7B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CGVV?

As of Q4 2025, 22 institutional investors report holding CGVV (Capital Group U.S. Large Value ETF) in their 13F filings.

Who is the largest institutional holder of CGVV?

The largest institutional holder of CGVV is Capital Group Private Client Services, Inc. with $5.7B in shares.

Is institutional ownership of CGVV increasing or decreasing?

This quarter, 13 institutions opened new positions in CGVV and 1 closed their positions.