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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)
52
Total
Institutional Inflows
(last 12 months)
$210.03M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$16.82M
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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
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%
7/10/2025 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%
5/21/2025Main 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%
5/7/2025 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%
5/6/2025Cetera 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%
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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%
4/11/2025 Pines Wealth Management LLC55,640$1.51M0.6%+2.3%0.544%
4/10/2025CGN Advisors LLC30,003$814K0.1%+3.8%0.294%
4/9/2025ST Germain D J Co. Inc.430,736$11.68M0.5%+51.0%4.256%
4/7/2025AdvisorNet Financial Inc2,175$59K0.0%+286.3%0.021%
2/18/2025GTS Securities LLC19,821$526K0.0%N/A0.000%
2/17/2025Cetera 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%
2/13/2025Envestnet Asset Management Inc.19,788$525K0.0%N/A0.000%
2/12/2025World 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%
2/10/2025Harbour Investments Inc.11,104$295K0.0%+468.0%0.000%
2/10/2025Commonwealth Equity Services LLC140,599$3.73M0.0%+39.3%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors54,124$1.44M0.2%-12.2%0.000%
2/6/2025Midwest 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%
2/5/2025A&I Financial Services LLC8,988$239K0.2%N/A0.000%
2/4/2025CWS Financial Advisors LLC14,985$398K0.1%N/A0.000%
2/3/2025 Financial Management Network Inc.30,002$801K0.2%+66.9%0.000%
1/31/2025D.A. Davidson & CO.10,310$274K0.0%N/A0.000%
1/27/2025Stratos Wealth Partners LTD.9,317$247K0.0%N/A0.000%
1/23/2025Evernest Financial Advisors LLC99,329$2.64M0.7%+8.4%0.000%
1/22/2025Main Line Retirement Advisors LLC507,767$13.48M8.9%N/A0.000%
1/17/2025Janney Montgomery Scott LLC21,764$578K0.0%N/A0.000%
1/15/2025CGN Advisors LLC28,912$767K0.1%+2.4%0.000%
1/14/2025 Pines Wealth Management LLC54,366$1.43M0.6%N/A0.000%
1/13/2025Brookstone Capital Management47,001$1.25M0.0%-49.4%0.000%
1/10/2025ST Germain D J Co. Inc.285,349$7.57M0.3%+9,695.7%0.000%
11/25/2024World Investment Advisors LLC7,585$207K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors8,500$232K0.0%N/A0.000%
11/7/2024Envision Financial Planning LLC29,339$800K0.4%N/A0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors61,638$1.68M0.3%N/A0.000%
10/23/2024 Financial Management Network Inc.17,975$490K0.1%N/A0.000%
10/21/2024Evernest Financial Advisors LLC91,619$2.50M0.7%N/A0.000%
10/18/2024ST Germain D J Co. Inc.2,913$79K0.0%N/A0.000%
10/10/2024Concourse Financial Group Securities Inc.1,755$48K0.0%N/A0.000%
10/8/2024Brookstone Capital Management92,896$2.53M0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC10,859$270K0.0%N/A0.000%
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Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% worldwide. Now he’s applying the same expertise to the Bitcoin market. His system tracks 19 indicators to find quick Bitcoin profit opportunities.

Now he’s revealing the entire thing… FREE.
(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, 54 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), ST Germain D J Co. Inc. ($11.68M), LPL Financial LLC ($10.49M), and Envestnet Asset Management Inc. ($9.29M).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 52 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), Main Line Retirement Advisors LLC ($520.66K), ST Germain D J Co. Inc. ($430.74K), LPL Financial LLC ($386.84K), and Envestnet Asset Management Inc. ($342.52K).

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

Institutional investors have bought a total of 7,813,141 shares in the last 24 months. This purchase volume represents approximately $210.03M 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), Brookstone Capital Management ($45.90K), Capital International Investors ($20K), Kestra Private Wealth Services LLC ($15.55K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($7.51K).

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

Institutional investors have sold a total of 594,179 shares in the last 24 months. This volume of shares sold represents approximately $16.82M in transactions.


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This page (NYSEARCA:CGCV) was last updated on 7/14/2025 by MarketBeat.com Staff
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