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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)
71
Total
Institutional Inflows
(last 12 months)
$269.04M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$23.68M
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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
10/20/2025Hartmann Taylor Wealth Management LLC57,161$1.72M1.2%+89.3%0.176%
10/20/2025Main Line Retirement Advisors LLC15,984$481K0.2%+3.5%0.049%
10/20/2025Continuum Advisory LLC17,471$526K0.1%N/A0.054%
10/17/2025Regatta Capital Group LLC93,651$2.82M0.4%+43.5%0.289%
10/17/2025Apollon Wealth Management LLC96,839$2.92M0.1%+534.7%0.299%
10/15/2025 Brookstone Capital Management27,864$839K0.0%+21.8%0.087%
10/15/2025 Founders Financial Securities LLC44,142$1.33M0.1%+22.5%0.138%
10/14/2025 Bulwark Capital Corp69,639$2.10M1.6%+24.5%0.218%
10/9/2025 CGN Advisors LLC41,650$1.25M0.1%+39.1%0.130%
10/9/2025 AdvisorNet Financial Inc14,975$451K0.0%+37.4%0.047%
10/8/2025 M.E. Allison & CO. Inc.11,170$336K0.2%+7.2%0.035%
10/7/2025 ST Germain D J Co. Inc.383,707$11.55M0.5%+6.4%1.199%
9/4/2025Osaic Holdings Inc.160,995$4.61M0.0%+57.3%0.982%
8/27/2025Tribridge Partners Financial LLC543,225$15.54M9.1%N/A3.312%
8/19/2025Advisory Services Network LLC24,414$709K0.0%+26.6%0.149%
8/15/2025Captrust Financial Advisors49,826$1.43M0.0%+70.3%0.304%
8/15/2025MML Investors Services LLC135,789$3.88M0.0%+59.5%0.828%
8/15/2025Great Valley Advisor Group Inc.132,905$3.80M0.1%+39.1%0.810%
8/15/2025Envision Financial Planning LLC104,744$3.00M1.4%+26.0%0.639%
8/15/2025Benjamin Edwards Inc.16,299$466K0.0%+32.6%0.099%
8/15/2025Bank of America Corp DE1,638$47K0.0%N/A0.010%
8/14/2025Jane Street Group LLC67,164$1.92M0.0%-6.3%0.410%
8/14/2025Raymond James Financial Inc.1,397,337$39.96M0.0%+67.0%8.520%
8/14/2025NewEdge Advisors LLC5,510$158K0.0%+253.2%0.034%
8/14/2025Marshall Investment Management LLC7,445$213K1.0%-94.7%0.045%
8/13/2025Baird Financial Group Inc.160,234$4.58M0.0%+18.2%0.977%
8/13/2025Northwestern Mutual Wealth Management Co.6,082$174K0.0%N/A0.037%
8/12/2025Steward Partners Investment Advisory LLC7,829$224K0.0%+1,110.0%0.048%
8/12/2025JPMorgan Chase & Co.3,447$99K0.0%N/A0.022%
8/12/2025Lodestone Wealth Management LLC12,546$359K0.2%+29.6%0.081%
8/11/2025Perennial Investment Advisors LLC18,656$534K0.1%-21.1%0.120%
8/8/2025Cetera Investment Advisers204,172$5.84M0.0%+31.5%1.245%
8/8/2025CWS Financial Advisors LLC48,080$1.38M0.4%+14.8%0.293%
8/8/2025Meridian Wealth Management LLC59,494$1.70M0.1%N/A0.363%
8/8/2025Sittner & Nelson LLC4,000$114K0.0%N/A0.024%
8/4/2025 World Investment Advisors9,101$260K0.0%-66.2%0.059%
8/4/2025Daymark Wealth Partners LLC7,017$201K0.0%N/A0.045%
8/1/2025Envestnet Asset Management Inc.567,200$16.22M0.0%+65.6%3.654%
7/31/2025Moloney Securities Asset Management LLC14,225$407K0.1%+11.6%0.092%
7/30/2025 Brookstone Capital Management22,884$654K0.0%-2.6%0.147%
7/30/2025D.A. Davidson & CO.17,875$511K0.0%+55.0%0.115%
7/30/2025Cullen Frost Bankers Inc.14,442$413K0.0%+30.2%0.093%
7/28/2025Evernest Financial Advisors LLC216,995$6.21M2.0%+68.5%1.398%
7/28/2025Harbour Investments Inc.10,782$308K0.0%-42.9%0.069%
7/25/2025Atria 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%
7/25/2025Apollon Wealth Management LLC15,258$436K0.0%N/A0.098%
7/23/2025Valmark Advisers Inc.62,417$1.79M0.0%+255.3%0.402%
7/22/2025Confluence Wealth Services Inc.14,811$424K0.0%+3.5%0.095%
7/21/2025Ameriflex Group Inc.2,377$68K0.0%+116.9%0.015%
7/18/2025Truist Financial Corp11,245$322K0.0%+31.1%0.073%
7/17/2025Janney Montgomery Scott LLC43,629$1.25M0.0%+31.1%0.282%
7/16/2025Midwest 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%
7/15/2025Regatta Capital Group LLC65,278$1.87M0.3%N/A0.422%
7/15/2025Hartmann Taylor Wealth Management LLC30,200$864K0.7%N/A0.195%
7/14/2025 AdvisorNet Financial Inc10,899$312K0.0%+401.1%0.071%
7/14/2025Main Line Retirement Advisors LLC15,439$442K0.3%-97.0%0.101%
7/14/2025A&I Financial Services LLC15,867$454K0.3%+34.3%0.104%
7/10/2025Financial Management Network Inc.141,692$4.10M0.7%+102.9%0.958%
7/9/2025Pines Wealth Management LLC58,246$1.69M0.6%+4.7%0.394%
7/9/2025 Bulwark Capital Corp55,947$1.60M1.3%N/A0.378%
5/21/2025Main 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%
5/14/2025CWS 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%
5/12/2025Evernest Financial Advisors LLC128,794$3.49M1.3%+29.7%1.130%
5/9/2025Atria Wealth Solutions Inc.238,165$6.48M0.1%+912.7%2.089%
5/8/2025Harbour Investments Inc.18,884$512K0.0%+70.1%0.166%
5/8/2025Marshall Investment Management LLC141,042$3.82M2.4%N/A1.237%
5/7/2025Financial 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%
5/6/2025Cetera Investment Advisers155,245$4.21M0.0%+1,287.7%1.362%
5/5/2025IFP Advisors Inc924$25K0.0%N/A0.008%
5/5/2025Kestra Private Wealth Services LLC7,785$211K0.0%-66.6%0.068%
5/5/2025Private Advisor Group LLC41,855$1.14M0.0%N/A0.367%
5/2/2025Midwest Heritage Bank FSB116,816$3.17M1.3%+115.3%1.025%
5/2/2025Cullen Frost Bankers Inc.11,094$301K0.0%N/A0.097%
5/1/2025A&I Financial Services LLC11,813$320K0.2%+31.4%0.116%
4/30/2025Moloney Securities Asset Management LLC12,741$345K0.0%N/A0.125%
4/30/2025Synergy Investment Management LLC18,850$511K0.2%+423.6%0.184%
4/29/2025Envestnet Asset Management Inc.342,520$9.29M0.0%+1,630.9%3.351%
4/29/2025World Investment Advisors26,943$731K0.0%+35.5%0.264%
4/28/2025D.A. Davidson & CO.11,535$313K0.0%+11.9%0.113%
4/28/2025Lodestone Wealth Management LLC9,682$263K0.1%N/A0.095%
4/28/2025Private Trust Co. NA1,908$52K0.0%N/A0.019%
4/24/2025Confluence Wealth Services Inc.14,317$370K0.0%N/A0.140%
4/24/2025Sunbelt Securities Inc.1,000$27K0.0%N/A0.010%
4/23/2025Valmark Advisers Inc.17,567$476K0.0%N/A0.172%
4/22/2025Cambridge Investment Research Advisors Inc.102,973$2.79M0.0%+191.7%1.008%
4/17/2025Janney Montgomery Scott LLC33,284$902K0.0%+52.9%0.326%
(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, 74 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), Raymond James Financial Inc. ($39.96M), Capital Group Private Client Services Inc. ($33.82M), Capital International Investors ($26.12M), Envestnet Asset Management Inc. ($16.22M), Tribridge Partners Financial LLC ($15.54M), and ST Germain D J Co. Inc. ($11.55M).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 71 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: Raymond James Financial Inc. ($2.19M), Jones Financial Companies Lllp ($1.75M), Capital Group Private Client Services Inc. ($624.15K), Envestnet Asset Management Inc. ($567.20K), Tribridge Partners Financial LLC ($543.23K), Main Line Retirement Advisors LLC ($521.21K), and ST Germain D J Co. Inc. ($453.83K).

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

Institutional investors have bought a total of 9,854,212 shares in the last 24 months. This purchase volume represents approximately $269.04M in transactions.

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

Of the 11 institutional investors that sold Capital Group Conservative Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Main Line Retirement Advisors LLC ($505.22K), Marshall Investment Management LLC ($133.60K), ST Germain D J Co. Inc. ($70.12K), Brookstone Capital Management ($46.52K), Capital International Investors ($20K), World Investment Advisors ($17.84K), and Kestra Private Wealth Services LLC ($15.55K).

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

Institutional investors have sold a total of 834,000 shares in the last 24 months. This volume of shares sold represents approximately $23.68M in transactions.


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This page (NYSEARCA:CGCV) was last updated on 10/21/2025 by MarketBeat.com Staff
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