Capital Group Conservative Equity ETF (CGCV) Institutional Ownership $32.16 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)Number ofInstitutional Buyers(last 12 months)121TotalInstitutional Inflows(last 12 months)$783.68MNumber ofInstitutional Sellers(last 12 months)15TotalInstitutional Outflows(last 12 months)$26.69M Get CGCV Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Group Conservative Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data CGCV Institutional Buying and Selling by Quarter Capital Group Conservative Equity ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2026 J. Derek Lewis & Associates Inc.281,856$8.40M1.9%+1.3%0.541% 5/19/2026 Western Wealth Management LLC24,546$732K0.0%+12.8%0.047% 5/19/2026 Bank of America Corp DE272,958$8.14M0.0%+63.7%0.524% 5/18/2026 EverSource Wealth Advisors LLC2,113$63K0.0%+31.0%0.004% 5/18/2026 Royal Bank of Canada183,485$5.47M0.0%+25.1%0.352% 5/18/2026 Envision Financial Planning LLC628,948$18.75M6.8%+4.1%1.207% 5/15/2026 Gateway Wealth Partners LLC68,135$2.03M0.1%+326.4%0.131% 5/13/2026 Cetera Investment Advisers892,128$26.59M0.0%+12.6%1.712% 5/7/2026 Carson Advisory Inc.292,429$8.72M4.5%+3.3%0.561% 5/6/2026 Advisortrust Partners LLC11,004$328K0.1%+39.0%0.021% Get the Latest News and Ratings for CGCV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Capital Group Conservative Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 5/6/2026 Assetmark Inc.66,367$1.98M0.0%+5.6%0.127% 5/6/2026 Clearstead Trust LLC513,754$15.32M2.5%+67.8%0.986% 5/6/2026 Independent Financial Group LLC19,344$577K0.0%N/A0.037% 5/5/2026 D.A. Davidson & CO.25,580$763K0.0%+14.7%0.049% 5/5/2026 Geneos Wealth Management Inc.1,884$56K0.0%+106.6%0.004% 5/5/2026 BlueChip Wealth Advisors LLC78,955$2.35M1.0%+310.1%0.152% 5/5/2026 Sigma Planning Corp32,890$983K0.0%+13.7%0.063% 5/4/2026 Evernest Financial Advisors LLC129,884$4.04M0.9%-48.0%0.249% 5/2/2026 Valmark Advisers Inc.280,706$8.37M0.1%+20.0%0.539% 5/1/2026 Simplicity Wealth LLC11,441$341K0.0%+9.6%0.022% 4/30/2026 Kestra Advisory Services LLC144,655$4.31M0.0%+213.9%0.280% 4/30/2026 IAG Wealth Partners LLC1,238$37K0.0%N/A0.002% 4/28/2026 Compton Financial Group LLC84,942$2.53M0.6%N/A0.168% 4/27/2026 World Investment Advisors30,807$918K0.0%+61.3%0.061% 4/27/2026 Private Advisor Group LLC63,164$1.88M0.0%+3.1%0.125% 4/23/2026 Continuum Advisory LLC39,966$1.19M0.1%+50.4%0.079% 4/23/2026 Apollon Wealth Management LLC162,865$4.86M0.1%+37.8%0.321% 4/22/2026 Hartmann Taylor Wealth Management LLC75,964$2.26M1.5%+15.1%0.150% 4/22/2026 Janney Montgomery Scott LLC180,061$5.37M0.0%+25.5%0.358% 4/21/2026 Main Line Retirement Advisors LLC25,062$747K0.4%+26.1%0.050% 4/17/2026 Aspire Growth Partners LLC7,176$214K0.1%N/A0.014% 4/17/2026 AdvisorNet Financial Inc341,835$10.19M0.5%+820.4%0.680% 4/17/2026 Financial Management Network Inc.210,506$6.51M1.0%+7.4%0.419% 4/17/2026 Brookstone Capital Management7,357$219K0.0%-86.7%0.015% 4/16/2026 Founders Financial Securities LLC95,431$2.95M0.2%+28.2%0.194% 4/15/2026 Nations Financial Group Inc. IA ADV10,020$299K0.0%+48.6%0.020% 4/15/2026 Midwest Heritage Bank FSB221,670$6.61M2.1%+54.8%0.451% 3/23/2026 J. Derek Lewis & Associates Inc.278,205$8.48M2.0%N/A0.615% 3/13/2026 World Investment Advisors19,095$582K0.0%+116.0%0.042% 3/10/2026 Advisortrust Partners LLC7,916$241K0.1%N/A0.018% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis3/5/2026 Worthington Financial Partners LLC54,334$1.66M1.5%N/A0.120% 2/23/2026 Continental Investors Services Inc.6,921$214K0.3%-4.5%0.015% 2/19/2026 Birchwood Financial Partners Inc.6,766$206K0.2%N/A0.015% 2/18/2026 Troutman Wealth Management LLC246,257$7.51M6.2%N/A0.545% 2/18/2026 NewEdge Advisors LLC5,921$181K0.0%-36.5%0.013% 2/18/2026 OLD Mission Capital LLC158,463$4.83M0.1%+51.0%0.351% 2/17/2026 Cetera Investment Advisers792,326$24.16M0.0%+91.6%1.753% 2/17/2026 Envision Financial Planning LLC604,129$18.42M7.0%+326.3%1.337% 2/17/2026 Equitable Holdings Inc.12,624$385K0.0%N/A0.028% 2/17/2026 Regal Investment Advisors LLC19,540$596K0.0%+7.8%0.043% 2/17/2026 Osaic Holdings Inc.281,449$8.58M0.0%+26.3%0.623% 2/17/2026 Captrust Financial Advisors85,889$2.62M0.0%+29.2%0.190% 2/17/2026 &PARTNERS214,096$6.92M0.0%+1,397.0%0.474% 2/17/2026 Royal Bank of Canada146,701$4.47M0.0%+25.1%0.325% 2/16/2026 MML Investors Services LLC321,053$9.79M0.0%+19.0%0.710% 2/16/2026 Mariner LLC10,832$330K0.0%N/A0.024% 2/16/2026 Evernest Financial Advisors LLC249,878$7.91M1.7%+2.2%0.553% 2/13/2026 Kestra Advisory Services LLC46,077$1.41M0.0%+37.4%0.102% 2/13/2026 Transamerica Financial Advisors LLC8,766$267K0.0%+15.6%0.019% 2/13/2026 Stifel Financial Corp937,867$28.60M0.0%+19.7%2.075% 2/13/2026 Smartleaf Asset Management LLC5,017$154K0.0%+82.6%0.011% 2/13/2026 Integrated Wealth Concepts LLC30,956$944K0.0%+32.2%0.068% 2/13/2026 Golden State Wealth Management LLC55,296$1.69M0.2%N/A0.122% 2/13/2026 Wells Fargo & Company MN364,550$11.12M0.0%+504.6%0.807% 2/12/2026 Orion Porfolio Solutions LLC43,633$1.33M0.0%+4.8%0.097% 2/12/2026 Carson Advisory Inc.283,201$8.64M4.5%+1.9%0.627% 2/12/2026 Commonwealth Equity Services LLC570,040$17.38M0.0%+16.9%1.261% 2/12/2026 Steward Partners Investment Advisory LLC216,128$6.59M0.0%+7.7%0.478% 2/12/2026 Principal Securities Inc.35,679$1.09M0.0%+74.2%0.079% 2/12/2026 Great Valley Advisor Group Inc.163,781$4.99M0.1%+5.1%0.362% 2/11/2026 Gateway Wealth Partners LLC15,979$487K0.1%+87.8%0.035% 2/11/2026 RM Financial Services LLC281,935$8.60M7.6%N/A0.624% 2/11/2026 Janney Montgomery Scott LLC143,502$4.38M0.0%+26.4%0.317% 2/11/2026 Capital Analysts LLC8,517$260K0.0%+30.2%0.019% 2/11/2026 LPL Financial LLC3,942,987$120.22M0.0%+53.9%8.723% 2/11/2026 Capital International Investors9,928,478$302.72M0.0%+0.7%21.966% 2/11/2026 Capital Group Private Client Services Inc.3,732,528$113.81M1.8%+13.8%8.258% 2/11/2026 OneAscent Financial Services LLC9,505$290K0.0%+9.6%0.021% 2/11/2026 J.W. Cole Advisors Inc.7,983$243K0.0%N/A0.018% 2/11/2026 Continuum Advisory LLC26,566$810K0.1%+52.1%0.059% 2/11/2026 Sittner & Nelson LLC7,240$229K0.1%+81.0%0.016% 2/10/2026 Natixis Advisors LLC12,070$368K0.0%N/A0.027% 2/10/2026 Founders Financial Securities LLC74,459$2.27M0.1%+68.7%0.165% 2/10/2026 Northwestern Mutual Wealth Management Co.1,079,169$32.90M0.0%+502.1%2.388% 2/9/2026 Kingsview Wealth Management LLC35,493$1.08M0.0%N/A0.079% 2/9/2026 Harbour Investments Inc.50,153$1.53M0.0%+38.0%0.111% 2/9/2026 Clearstead Trust LLC306,094$9.33M1.5%N/A0.677% 2/6/2026 EverSource Wealth Advisors LLC1,613$49K0.0%+26.5%0.004% 2/6/2026Global Retirement Partners LLC8,456$258K0.0%+21.4%0.019% 2/6/2026 CWS Financial Advisors LLC55,349$1.69M0.5%+4.8%0.122% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis2/6/2026 Cullen Frost Bankers Inc.30,486$930K0.0%+21.2%0.067% 2/6/2026 HighTower Advisors LLC29,474$899K0.0%+23.1%0.065% 2/6/2026 Synergy Investment Management LLC18,975$579K0.2%-18.5%0.042% 2/6/2026 Envestnet Portfolio Solutions Inc.36,377$1.11M0.0%+11.1%0.080% 2/5/2026 Northwestern Mutual Wealth Management Co.680,465$20.75M0.0%+279.7%1.505% 2/5/2026 Western Wealth Management LLC21,760$663K0.0%+65.4%0.048% 2/4/2026 Midwest Heritage Bank FSB143,212$4.37M1.5%+7.1%0.323% 2/4/2026 World Investment Advisors19,095$582K0.0%+116.0%0.043% 2/4/2026 JSF Financial LLC10,215$311K0.1%N/A0.023% 2/2/2026 Truist Financial Corp240,492$7.33M0.0%+6.6%0.543% CGCV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CGCV shares? During the previous two years, 132 institutional investors and hedge funds held shares of Capital Group Conservative Equity ETF. The most heavily invested institutionals were Capital International Investors ($302.72M), LPL Financial LLC ($120.22M), Capital Group Private Client Services Inc. ($113.81M), Raymond James Financial Inc. ($57.51M), Envestnet Asset Management Inc. ($47.61M), Northwestern Mutual Wealth Management Co. ($32.90M), and Stifel Financial Corp ($28.60M).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 130 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: Capital International Investors ($9.86M), Raymond James Financial Inc. ($2.70M), Capital Group Private Client Services Inc. ($1.91M), Jones Financial Companies Lllp ($1.84M), LPL Financial LLC ($1.77M), Envestnet Asset Management Inc. ($1.58M), and Northwestern Mutual Wealth Management Co. ($1.58M). How much institutional buying is happening at Capital Group Conservative Equity ETF? Institutional investors have bought a total of 26,044,061 shares in the last 24 months. This purchase volume represents approximately $783.68M in transactions. Which of Capital Group Conservative Equity ETF's major shareholders have been selling company stock? Of the 15 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), Evernest Financial Advisors LLC ($119.99K), ST Germain D J Co. Inc. ($70.61K), Brookstone Capital Management ($48.66K), World Investment Advisors ($17.84K), 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 925,476 shares in the last 24 months. This volume of shares sold represents approximately $26.69M in transactions. Related Companies JPEF Major Shareholders XOVR Major Shareholders KLMN Major Shareholders EMCS Major Shareholders JDVI Major Shareholders LSVD Major Shareholders EFAA Major Shareholders GGUS Major Shareholders GVUS Major Shareholders RUNN Major Shareholders This page (NYSEARCA:CGCV) was last updated on 5/25/2026 by MarketBeat.com Staff. 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