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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$228.86M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$19.58M
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CGCV Institutional Buying and Selling by Quarter

Capital Group Conservative Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers204,172$5.84M0.0%+31.5%1.245%
8/8/2025 CWS Financial Advisors LLC48,080$1.38M0.4%+14.8%0.293%
8/8/2025 Meridian Wealth Management LLC59,494$1.70M0.1%N/A0.363%
8/8/2025 Sittner & Nelson LLC4,000$114K0.0%N/A0.024%
8/4/2025 World Investment Advisors9,101$260K0.0%-66.2%0.059%
8/4/2025 Daymark Wealth Partners LLC7,017$201K0.0%N/A0.045%
8/1/2025 Envestnet Asset Management Inc.567,200$16.22M0.0%+65.6%3.654%
7/31/2025 Moloney Securities Asset Management LLC14,225$407K0.1%+11.6%0.092%
7/30/2025 Brookstone Capital Management22,884$654K0.0%-2.6%0.147%
7/30/2025 D.A. Davidson & CO.17,875$511K0.0%+55.0%0.115%
7/30/2025 Cullen Frost Bankers Inc.14,442$413K0.0%+30.2%0.093%
7/28/2025 Evernest Financial Advisors LLC216,995$6.21M2.0%+68.5%1.398%
7/28/2025 Harbour Investments Inc.10,782$308K0.0%-42.9%0.069%
7/25/2025 Atria Wealth Solutions Inc.255,585$7.34M0.2%+7.3%1.646%
7/25/2025 M.E. Allison & CO. Inc.10,420$298K0.2%N/A0.067%
7/25/2025 Apollon Wealth Management LLC15,258$436K0.0%N/A0.098%
7/23/2025 Valmark Advisers Inc.62,417$1.79M0.0%+255.3%0.402%
7/22/2025 Confluence Wealth Services Inc.14,811$424K0.0%+3.5%0.095%
7/21/2025 Ameriflex Group Inc.2,377$68K0.0%+116.9%0.015%
7/18/2025 Truist Financial Corp11,245$322K0.0%+31.1%0.073%
7/17/2025 Janney Montgomery Scott LLC43,629$1.25M0.0%+31.1%0.282%
7/16/2025 Midwest Heritage Bank FSB128,035$3.66M1.4%+9.6%0.828%
7/16/2025 ST Germain D J Co. Inc.360,615$10.31M0.4%-16.3%2.332%
7/15/2025 Regatta Capital Group LLC65,278$1.87M0.3%N/A0.422%
7/15/2025 Hartmann Taylor Wealth Management LLC30,200$864K0.7%N/A0.195%
7/14/2025 AdvisorNet Financial Inc10,899$312K0.0%+401.1%0.071%
7/14/2025 Main Line Retirement Advisors LLC15,439$442K0.3%-97.0%0.101%
7/14/2025 A&I Financial Services LLC15,867$454K0.3%+34.3%0.104%
7/10/2025 Financial Management Network Inc.141,692$4.10M0.7%+102.9%0.958%
7/9/2025 Pines Wealth Management LLC58,246$1.69M0.6%+4.7%0.394%
7/9/2025 Bulwark Capital Corp55,947$1.60M1.3%N/A0.378%
5/21/2025 Main Line Retirement Advisors LLC520,663$14.12M9.2%+2.5%4.567%
5/21/2025Geneos Wealth Management Inc.1,127$31K0.0%N/A0.010%
5/19/2025Jane Street Group LLC71,702$1.94M0.0%+742.1%0.629%
5/16/2025Jones Financial Companies Lllp1,748,854$47.42M0.0%N/A15.341%
5/16/2025NewEdge Advisors LLC1,560$42K0.0%N/A0.014%
5/15/2025Royal Bank of Canada10,623$288K0.0%+1,424.1%0.093%
5/15/2025Baird Financial Group Inc.135,529$3.68M0.0%+1,255.3%1.189%
5/15/2025OLD Mission Capital LLC101,610$2.76M0.0%+183.7%0.891%
5/14/2025Envision Financial Planning LLC83,098$2.25M1.1%+45.5%0.729%
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5/14/2025 CWS Financial Advisors LLC41,866$1.14M0.4%+179.4%0.367%
5/13/2025Raymond James Financial Inc.836,523$22.68M0.0%+6.0%7.338%
5/12/2025Virtu Financial LLC81,224$2.20M0.1%N/A0.712%
5/12/2025Benjamin Edwards Inc.12,290$333K0.0%N/A0.108%
5/12/2025 Evernest Financial Advisors LLC128,794$3.49M1.3%+29.7%1.130%
5/9/2025 Atria Wealth Solutions Inc.238,165$6.48M0.1%+912.7%2.089%
5/8/2025 Harbour Investments Inc.18,884$512K0.0%+70.1%0.166%
5/8/2025Marshall Investment Management LLC141,042$3.82M2.4%N/A1.237%
5/7/2025 Financial Management Network Inc.69,838$1.72M0.4%+132.8%0.613%
5/7/2025LPL Financial LLC386,835$10.49M0.0%+299.6%3.393%
5/6/2025 Cetera Investment Advisers155,245$4.21M0.0%+1,287.7%1.362%
5/5/2025 IFP Advisors Inc924$25K0.0%N/A0.008%
5/5/2025 Kestra Private Wealth Services LLC7,785$211K0.0%-66.6%0.068%
5/5/2025Private Advisor Group LLC41,855$1.14M0.0%N/A0.367%
5/2/2025 Midwest Heritage Bank FSB116,816$3.17M1.3%+115.3%1.025%
5/2/2025 Cullen Frost Bankers Inc.11,094$301K0.0%N/A0.097%
5/1/2025 A&I Financial Services LLC11,813$320K0.2%+31.4%0.116%
4/30/2025 Moloney Securities Asset Management LLC12,741$345K0.0%N/A0.125%
4/30/2025Synergy Investment Management LLC18,850$511K0.2%+423.6%0.184%
4/29/2025 Envestnet Asset Management Inc.342,520$9.29M0.0%+1,630.9%3.351%
4/29/2025 World Investment Advisors26,943$731K0.0%+35.5%0.264%
4/28/2025 D.A. Davidson & CO.11,535$313K0.0%+11.9%0.113%
4/28/2025Lodestone Wealth Management LLC9,682$263K0.1%N/A0.095%
4/28/2025 Private Trust Co. NA1,908$52K0.0%N/A0.019%
4/24/2025 Confluence Wealth Services Inc.14,317$370K0.0%N/A0.140%
4/24/2025Sunbelt Securities Inc.1,000$27K0.0%N/A0.010%
4/23/2025 Valmark Advisers Inc.17,567$476K0.0%N/A0.172%
4/22/2025 Cambridge Investment Research Advisors Inc.102,973$2.79M0.0%+191.7%1.008%
4/17/2025 Janney Montgomery Scott LLC33,284$902K0.0%+52.9%0.326%
4/11/2025 Pines Wealth Management LLC55,640$1.51M0.6%+2.3%0.544%
4/10/2025 CGN Advisors LLC30,003$814K0.1%+3.8%0.294%
4/9/2025 ST Germain D J Co. Inc.430,736$11.68M0.5%+51.0%4.256%
4/7/2025 AdvisorNet Financial Inc2,175$59K0.0%+286.3%0.021%
2/18/2025 GTS Securities LLC19,821$526K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers11,187$297K0.0%N/A0.000%
2/17/2025Captrust Financial Advisors20,626$547K0.0%+142.7%0.000%
2/17/2025Baird Financial Group Inc.10,000$265K0.0%N/A0.000%
2/14/2025Jane Street Group LLC8,515$226K0.0%N/A0.000%
2/14/2025Concourse Financial Group Securities Inc.5,038$138K0.0%+187.1%0.000%
2/14/2025Capital Group Private Client Services Inc.1,274,293$33.82M0.3%+96.0%0.000%
2/14/2025Capital International Investors984,000$26.12M0.0%-2.0%0.000%
2/13/2025Envision Financial Planning LLC57,114$1.52M0.8%+94.7%0.000%
2/13/2025Raymond James Financial Inc.789,302$20.95M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC15,814$420K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.19,788$525K0.0%N/A0.000%
2/12/2025 World Investment Advisors19,885$528K0.0%+162.2%0.000%
2/12/2025OLD Mission Capital LLC35,810$950K0.0%N/A0.000%
2/11/2025LPL Financial LLC96,809$2.57M0.0%N/A0.000%
2/10/2025 Harbour Investments Inc.11,104$295K0.0%+468.0%0.000%
2/10/2025 Commonwealth Equity Services LLC140,599$3.73M0.0%+39.3%0.000%
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2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors54,124$1.44M0.2%-12.2%0.000%
2/6/2025 Midwest Heritage Bank FSB54,248$1.44M0.7%N/A0.000%
2/6/2025Raymond James Financial Inc.789,302$20.95M0.0%N/A0.000%
2/6/2025Synergy Investment Management LLC3,600$96K0.0%N/A0.000%
2/5/2025 A&I Financial Services LLC8,988$239K0.2%N/A0.000%
2/4/2025 CWS Financial Advisors LLC14,985$398K0.1%N/A0.000%
2/3/2025 Financial Management Network Inc.30,002$801K0.2%+66.9%0.000%
1/31/2025 D.A. Davidson & CO.10,310$274K0.0%N/A0.000%
1/27/2025 Stratos Wealth Partners LTD.9,317$247K0.0%N/A0.000%
1/23/2025 Evernest Financial Advisors LLC99,329$2.64M0.7%+8.4%0.000%
(Data available from 1/1/2016 forward)

CGCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCV shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Capital Group Conservative Equity ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($47.42M), Capital Group Private Client Services Inc. ($33.82M), Capital International Investors ($26.12M), Raymond James Financial Inc. ($22.68M), Envestnet Asset Management Inc. ($16.22M), LPL Financial LLC ($10.49M), and ST Germain D J Co. Inc. ($10.31M).Learn more on Capital Group Conservative Equity ETF's institutional investors.

Which institutional investors have been buying Capital Group Conservative Equity ETF's stock?

Of the 61 institutional investors that purchased Capital Group Conservative Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($1.75M), Raymond James Financial Inc. ($1.63M), Capital Group Private Client Services Inc. ($624.15K), Envestnet Asset Management Inc. ($567.20K), Main Line Retirement Advisors LLC ($520.66K), ST Germain D J Co. Inc. ($430.74K), and LPL Financial LLC ($386.84K).

How much institutional buying is happening at Capital Group Conservative Equity ETF?

Institutional investors have bought a total of 8,470,144 shares in the last 24 months. This purchase volume represents approximately $228.86M in transactions.

Which of Capital Group Conservative Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Conservative Equity ETF stock in the last 24 months: Main Line Retirement Advisors LLC ($505.22K), ST Germain D J Co. Inc. ($70.12K), Brookstone Capital Management ($46.52K), Capital International Investors ($20K), World Investment Advisors ($17.84K), Kestra Private Wealth Services LLC ($15.55K), and Harbour Investments Inc. ($8.10K).

How much institutional selling is happening at Capital Group Conservative Equity ETF?

Institutional investors have sold a total of 690,864 shares in the last 24 months. This volume of shares sold represents approximately $19.58M in transactions.


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This page (NYSEARCA:CGCV) was last updated on 8/11/2025 by MarketBeat.com Staff
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