CUSIP 14022A300US LRG VALUE ETFCGVVQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Capital International Investors | 1.00M | $26.90M |
| 2 | Capital Group Private Client Services, Inc. | 213.5K | $5.74M |
| 3 | Rm Financial Services, LLC | 182.0K | $4.90M |
| 4 | Osaic Holdings, Inc. | 42.7K | $1.15M |
| 5 | Goldman Sachs Group Inc | 40.0K | $1.08M |
| 6 | Bhk Investment Advisors, LLC | 17.8K | $477.7K |
| 7 | Sigma Planning Corp | 15.0K | $403.5K |
| 8 | Commonwealth Equity Services, LLC | 15.0K | $403.3K |
| 9 |
| Fearless Solutions, LLC Dba Best Invest |
| 12.6K |
| $337.8K |
| 10 | Royal Bank Of Canada | 12.1K | $326.0K |