Who owns CGCV?
Capital Group Conservative Equity ETF · Capital Group
159 institutions reported holding CGCV, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital International Investors | Los Angeles, CA | $327.4M | 9,974,763 | +44,788 shares |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $202.6M | 6,173,813 | +795,041 shares |
| LPL Financial LLC | Fort Mill, SC | $188.4M | 5,739,104 | +1,074,751 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $96.6M | 2,944,594 | +571,784 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $81.4M | 2,480,604 | +345,170 shares |
| Wells Fargo & Company | San Francisco, CA | $67.7M | 2,062,800 | +1,396,927 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $42.0M | 1,279,141 | +65,446 shares |
| Cetera Investment Advisers | Schaumburg, IL | $36.6M | 1,115,546 | +223,418 shares |
| DMKC Advisory Services, LLC | Des Moines, IA | $31.2M | 951,600 | +882,200 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $29.6M | 907,295 | +250,328 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGCV?
159 institutional managers reported holding CGCV in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by Capital International Investors, at $327.4M.
Did institutions buy or sell CGCV last quarter?
Reported 13F value rose 27.1% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.