Institutional Ownership
Capital Group Equity ETF Tr
CUSIP 14022A300US LRG VALUE ETFCGVVQ1 2026
Institutional Holders
31
13F filers
Shares Held
2.90M
Aggregate institutional
Institutional Value
$77.01M
Q1 2026
Net New Holders
+8
9 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased14
Decreased3
Sold out1
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 1.00M | $26.75M | 0 | Held |
| 2 | Concurrent Investment Advisors, LLC | 559.2K | $14.96M | +559.2K | New |
| 3 | Capital Group Private Client Services, Inc. | 430.1K | $11.51M | +216.7K | Added |
| 4 | Vvr Holdings LLC | 366.6K | $9.81M | +366.6K | New |
| 5 | Rm Financial Services, LLC | 187.4K | $5.01M | +5.4K | Added |
| 6 | Osaic Holdings, Inc. | 89.1K | $2.38M | +46.5K | Added |
| 7 | Cmc Financial Group | 30.4K | $812.4K | +30.4K | New |
| 8 | Goldman Sachs Group Inc | 26.0K | $696.4K | −14.0K | Reduced |
| 9 | Sigma Planning Corp | 25.0K | $668.8K | +10.0K | Added |
| 10 | Commonwealth Equity Services, LLC | 22.5K | $601.4K | +7.5K | Added |
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