Who Owns Capital Group Conservative Equity ETF (CGCV)?Hedge Fund & Institutional Holders

$30.67+0.27 (+0.89%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -5

Price History

$24.45$26.31$28.17$30.04$31.90Sep 24Jun 25Mar 26

CGCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RAYMOND JAMES FINANCIAL INCIncreased+1.1M+$31.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+570K+$17.0B
Capital Group Private Client Services, Inc.Increased+453K+$15.1B
Envision Financial Planning, LLCIncreased+462K+$14.2B
JONES FINANCIAL COMPANIES LLLPNew Position+381K+$11.0B
Carson Advisory Inc.New Position+283K+$8.6B
WELLS FARGO & COMPANY/MNIncreased+304K+$8.2B
Confluence Wealth Services, Inc.New Position+267K+$8.1B
Valmark Advisers, Inc.New Position+234K+$7.1B
FINANCIAL MANAGEMENT NETWORK INCNew Position+196K+$6.0B
STIFEL FINANCIAL CORPIncreased+155K+$4.4B
Midwest Heritage Bank, FSBNew Position+143K+$4.4B
BANK OF AMERICA CORP /DE/Increased+129K+$4.0B
REGATTA CAPITAL GROUP, LLCNew Position+112K+$3.4B
Hartmann Taylor Wealth Management, LLCNew Position+66K+$2.0B

CGCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-139K-$4.4B
JANE STREET GROUP, LLCClosed Position-61K-$1.8B
Advisory Services Network, LLCClosed Position-25K-$748.8M
NewEdge Advisors, LLCDecreased-3K-$280.8M
Synergy Investment Management, LLCDecreased-4K-$122.8M
Perennial Investment Advisors, LLCDecreased-2K-$68.4M
IFP Advisors, IncClosed Position-874-$26.3M
AMERIFLEX GROUP, INC.Decreased-700-$21.2M
UBS Group AGClosed Position-150-$4.5M
FLOW TRADERS U.S. LLCClosed Position-77K-$2.3M
NBC SECURITIES, INC.Decreased-78-$2K
ST GERMAIN D J CO INCDecreased-485-$-130.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Group Private Client Services, Inc.3,732,528$113.8B1811.38%Share
2RAYMOND JAMES FINANCIAL INC2,680,877$81.0B25.20%Share
3STIFEL FINANCIAL CORP937,867$28.0B25.19%Share
4Envision Financial Planning, LLC604,129$18.4B6.96%Share
5COMMONWEALTH EQUITY SERVICES, LLC570,040$17.0B22.66%Share
6ST GERMAIN D J CO INC383,222$11.7B0.45%Share
7JONES FINANCIAL COMPANIES LLLP381,068$11.0B6.71%Share
8WELLS FARGO & COMPANY/MN337,099$10.0B1.82%Share
9Carson Advisory Inc.283,201$8.6B4.49%Share
10Confluence Wealth Services, Inc.267,062$8.1B0.34%Share
11RAYMOND JAMES FINANCIAL INC289,864$8.0B2.49%Share
12Evernest Financial Advisors, LLC249,878$7.9B1.66%Share
13Valmark Advisers, Inc.233,971$7.1B87.90%Share
14FINANCIAL MANAGEMENT NETWORK INC196,025$6.0B0.95%Share
15Steward Partners Investment Advisory, LLC216,128$6.0B32.90%Share
16OSAIC HOLDINGS, INC.202,930$6.0B8.77%Share
17Baird Financial Group, Inc.178,350$5.0B7.79%Share
18SUSQUEHANNA INTERNATIONAL GROUP, LLP186,717$5.0B0.58%Share
19OLD MISSION CAPITAL LLC158,463$4.8B0.11%Share
20Midwest Heritage Bank, FSB143,212$4.4B1.51%Share
21ROYAL BANK OF CANADA146,701$4.0B0.65%Share
22BANK OF AMERICA CORP /DE/134,589$4.0B0.29%Share
23REGATTA CAPITAL GROUP, LLC111,520$3.4B0.51%Share
24CITADEL ADVISORS LLC107,351$3.0B0.45%Share
25Bulwark Capital Corp84,822$2.6B1.84%Share
26Hartmann Taylor Wealth Management, LLC65,984$2.0B1.36%Share
27OSAIC HOLDINGS, INC.78,064$2.0B2.92%Share
28ASSETMARK, INC62,866$1.9B3.91%Share
29Pines Wealth Management, LLC59,145$1.8B0.58%Share
30DMKC Advisory Services, LLC58,725$1.8B0.79%Share
31CWS Financial Advisors, LLC55,349$1.7B0.46%Share
32Golden State Wealth Management, LLC55,296$1.7B0.18%Share
33Canandaigua National Trust Co of Florida47,725$1.5B0.91%Share
34CGN Advisors LLC43,427$1.3B0.10%Share
35AdvisorNet Financial, Inc37,141$1.1B0.06%Share
36Trademark Financial Management, LLC34,314$1.0B0.58%Share
37Orion Porfolio Solutions, LLC43,633$1.0B7.33%Share
38Private Advisor Group, LLC61,276$1.0B4.70%Share
39Sigma Planning Corp28,928$882.0M0.02%Share
40D.A. DAVIDSON & CO.22,295$679.0M4.16%Share
41Regal Investment Advisors LLC19,540$595.0M0.04%Share
42BlueChip Wealth Advisors LLC19,254$587.0M0.25%Share
43Synergy Investment Management, LLC18,975$578.0M0.20%Share
44Stratos Wealth Partners, LTD.18,874$575.0M6.50%Share
45A&I FINANCIAL SERVICES, LLC18,757$571.0M0.27%Share
46KWB Wealth17,329$528.0M0.05%Share
47Gateway Wealth Partners, LLC15,979$487.0M0.05%Share
48Perennial Investment Advisors, LLC15,840$482.0M0.04%Share
49Cyndeo Wealth Partners, LLC15,792$481.0M0.03%Share
50M.E. ALLISON & CO., INC.14,260$434.0M0.29%Share

CGCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025126$414.9B+61
Q3 202565$670.2B-12
Q2 202577$186.2B+13
Q1 202564$243.5B+21
Q4 202443$1.4T+26
Q3 202417$28.9T+13
Q2 20244$10.1T—

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As of Q4 2025, 50 institutional investors hold CGCV (Capital Group Conservative Equity ETF). The largest holder is Capital Group Private Client Services, Inc. with $113.8B in shares. This quarter, 9 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own CGCV?

As of Q4 2025, 50 institutional investors report holding CGCV (Capital Group Conservative Equity ETF) in their 13F filings.

Who is the largest institutional holder of CGCV?

The largest institutional holder of CGCV is Capital Group Private Client Services, Inc. with $113.8B in shares.

Is institutional ownership of CGCV increasing or decreasing?

This quarter, 9 institutions opened new positions in CGCV and 5 closed their positions.