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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$33.65 -0.14 (-0.41%)
As of 08/14/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$770.61M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.45M
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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
7/10/2026 KWB Wealth23,272$764K0.1%+34.3%0.040%
7/10/2026 A&I Financial Services LLC18,787$617K0.3%-9.9%0.032%
7/7/2026 M.E. Allison & CO. Inc.17,665$576K0.3%+22.3%0.031%
7/7/2026 DMKC Advisory Services LLC951,600$31.23M5.9%+1,271.2%1.669%
7/7/2026 CGN Advisors LLC45,135$1.48M0.1%+2.4%0.079%
7/6/2026 Bulwark Capital Corp83,884$2.75M1.5%+5.0%0.147%
7/6/2026 Private Client Services LLC43,017$1.41M0.4%N/A0.075%
6/18/2026Western Wealth Management LLC24,546$732K0.0%+12.8%0.047%
6/3/2026 NewEdge Advisors LLC15,096$450K0.0%+155.0%0.029%
5/21/2026 J. Derek Lewis & Associates Inc.281,856$8.40M1.9%+1.3%0.541%
5/19/2026Western Wealth Management LLC24,546$732K0.0%+12.8%0.047%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada183,485$5.47M0.0%+25.1%0.352%
5/18/2026Envision 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%
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%
4/27/2026World 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%
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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%
3/13/2026World Investment Advisors19,095$582K0.0%+116.0%0.042%
3/10/2026 Advisortrust Partners LLC7,916$241K0.1%N/A0.018%
3/5/2026 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%
2/18/2026OLD 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%
2/17/2026Envision Financial Planning LLC604,129$18.42M7.0%+326.3%1.337%
2/17/2026Equitable Holdings Inc.12,624$385K0.0%N/A0.028%
2/17/2026Regal Investment Advisors LLC19,540$596K0.0%+7.8%0.043%
2/17/2026Osaic 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%
2/17/2026Royal 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%
2/13/2026Transamerica 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%
2/13/2026Wells Fargo & Company MN364,550$11.12M0.0%+504.6%0.807%
2/12/2026Orion 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%
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2/10/2026Natixis 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%
2/9/2026Kingsview 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%
2/6/2026 Global 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%
2/6/2026 Cullen Frost Bankers Inc.30,486$930K0.0%+21.2%0.067%


CGCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 DMKC Advisory Services LLC ($31.23M).Learn more on Capital Group Conservative Equity ETF's institutional investors.

Of the 131 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).

Institutional investors have bought a total of 25,448,236 shares in the last 24 months. This purchase volume represents approximately $770.61M in transactions.

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: Evernest Financial Advisors LLC ($119.99K), Brookstone Capital Management ($48.04K), Synergy Investment Management LLC ($4.30K), NewEdge Advisors LLC ($3.41K), A&I Financial Services LLC ($2.07K), Meridian Wealth Management LLC ($1.82K), and Ameriflex Group Inc. ($977.00).

Institutional investors have sold a total of 182,501 shares in the last 24 months. This volume of shares sold represents approximately $5.45M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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