Who owns CGVV?
Capital Group U.S. Large Value ETF · Capital Group
37 institutions reported holding CGVV, worth $100.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGVV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | Tampa, FL | $18.6M | 600,703 | +41,488 shares |
| Capital International Investors | Los Angeles, CA | $17.0M | 550,000 | −450,000 shares |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $16.2M | 525,336 | +95,213 shares |
| VVR Holdings LLC | Bellingham, WA | $12.9M | 417,651 | +51,076 shares |
| RM Financial Services, LLC | Falmouth, ME | $7.1M | 229,302 | +41,890 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.7M | 152,321 | +63,189 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.7M | 151,970 | +130,995 shares |
| LPL Financial LLC | Fort Mill, SC | $4.5M | 146,506 | New position |
| MML Investors Services, LLC | Springfield, MA | $4.0M | 129,513 | +112,209 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.9M | 59,870 | +39,752 shares |
From 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 CGVV?
37 institutional managers reported holding CGVV in Form 13F filings for June 30, 2026, worth $100.1M in total. The largest reported position was held by Concurrent Investment Advisors, LLC, at $18.6M.
Did institutions buy or sell CGVV last quarter?
Reported 13F value rose 29.2% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 2 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 CGVV 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.