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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$32.97 0.00 (0.00%)
As of 07/2/2026 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)
121
Total
Institutional Inflows
(last 12 months)
$784.03M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$26.69M
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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
6/18/2026Western Wealth Management LLC24,546$732K0.0%+12.8%0.047%
6/3/2026NewEdge Advisors LLC15,096$450K0.0%+155.0%0.029%
5/21/2026J. 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%
5/18/2026EverSource 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%
5/15/2026Gateway Wealth Partners LLC68,135$2.03M0.1%+326.4%0.131%
5/13/2026Cetera Investment Advisers892,128$26.59M0.0%+12.6%1.712%
5/7/2026Carson Advisory Inc.292,429$8.72M4.5%+3.3%0.561%
5/6/2026Advisortrust Partners LLC11,004$328K0.1%+39.0%0.021%
5/6/2026Assetmark Inc.66,367$1.98M0.0%+5.6%0.127%
5/6/2026Clearstead Trust LLC513,754$15.32M2.5%+67.8%0.986%
5/6/2026Independent Financial Group LLC19,344$577K0.0%N/A0.037%
5/5/2026D.A. Davidson & CO.25,580$763K0.0%+14.7%0.049%
5/5/2026Geneos Wealth Management Inc.1,884$56K0.0%+106.6%0.004%
5/5/2026BlueChip Wealth Advisors LLC78,955$2.35M1.0%+310.1%0.152%
5/5/2026Sigma Planning Corp32,890$983K0.0%+13.7%0.063%
5/4/2026Evernest Financial Advisors LLC129,884$4.04M0.9%-48.0%0.249%
5/2/2026Valmark Advisers Inc.280,706$8.37M0.1%+20.0%0.539%
5/1/2026Simplicity Wealth LLC11,441$341K0.0%+9.6%0.022%
4/30/2026Kestra Advisory Services LLC144,655$4.31M0.0%+213.9%0.280%
4/30/2026IAG Wealth Partners LLC1,238$37K0.0%N/A0.002%
4/28/2026Compton Financial Group LLC84,942$2.53M0.6%N/A0.168%
4/27/2026World Investment Advisors30,807$918K0.0%+61.3%0.061%
4/27/2026Private Advisor Group LLC63,164$1.88M0.0%+3.1%0.125%
4/23/2026Continuum Advisory LLC39,966$1.19M0.1%+50.4%0.079%
4/23/2026Apollon Wealth Management LLC162,865$4.86M0.1%+37.8%0.321%
4/22/2026Hartmann Taylor Wealth Management LLC75,964$2.26M1.5%+15.1%0.150%
4/22/2026Janney Montgomery Scott LLC180,061$5.37M0.0%+25.5%0.358%
4/21/2026Main Line Retirement Advisors LLC25,062$747K0.4%+26.1%0.050%
4/17/2026Aspire Growth Partners LLC7,176$214K0.1%N/A0.014%
4/17/2026AdvisorNet Financial Inc341,835$10.19M0.5%+820.4%0.680%
4/17/2026Financial Management Network Inc.210,506$6.51M1.0%+7.4%0.419%
4/17/2026Brookstone Capital Management7,357$219K0.0%-86.7%0.015%
4/16/2026Founders Financial Securities LLC95,431$2.95M0.2%+28.2%0.194%
4/15/2026Nations Financial Group Inc. IA ADV10,020$299K0.0%+48.6%0.020%
4/15/2026Midwest Heritage Bank FSB221,670$6.61M2.1%+54.8%0.451%
3/23/2026J. Derek Lewis & Associates Inc.278,205$8.48M2.0%N/A0.615%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
3/13/2026World Investment Advisors19,095$582K0.0%+116.0%0.042%
3/10/2026Advisortrust Partners LLC7,916$241K0.1%N/A0.018%
3/5/2026Worthington Financial Partners LLC54,334$1.66M1.5%N/A0.120%
2/23/2026Continental Investors Services Inc.6,921$214K0.3%-4.5%0.015%
2/19/2026Birchwood Financial Partners Inc.6,766$206K0.2%N/A0.015%
2/18/2026Troutman Wealth Management LLC246,257$7.51M6.2%N/A0.545%
2/18/2026NewEdge Advisors LLC5,921$181K0.0%-36.5%0.013%
2/18/2026OLD Mission Capital LLC158,463$4.83M0.1%+51.0%0.351%
2/17/2026Cetera 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%
2/17/2026Captrust 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%
2/16/2026MML Investors Services LLC321,053$9.79M0.0%+19.0%0.710%
2/16/2026Mariner LLC10,832$330K0.0%N/A0.024%
2/16/2026Evernest Financial Advisors LLC249,878$7.91M1.7%+2.2%0.553%
2/13/2026Kestra Advisory Services LLC46,077$1.41M0.0%+37.4%0.102%
2/13/2026Transamerica Financial Advisors LLC8,766$267K0.0%+15.6%0.019%
2/13/2026Stifel Financial Corp937,867$28.60M0.0%+19.7%2.075%
2/13/2026Smartleaf Asset Management LLC5,017$154K0.0%+82.6%0.011%
2/13/2026Integrated Wealth Concepts LLC30,956$944K0.0%+32.2%0.068%
2/13/2026Golden 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%
2/12/2026Carson Advisory Inc.283,201$8.64M4.5%+1.9%0.627%
2/12/2026Commonwealth Equity Services LLC570,040$17.38M0.0%+16.9%1.261%
2/12/2026Steward Partners Investment Advisory LLC216,128$6.59M0.0%+7.7%0.478%
2/12/2026Principal Securities Inc.35,679$1.09M0.0%+74.2%0.079%
2/12/2026Great Valley Advisor Group Inc.163,781$4.99M0.1%+5.1%0.362%
2/11/2026Gateway Wealth Partners LLC15,979$487K0.1%+87.8%0.035%
2/11/2026RM Financial Services LLC281,935$8.60M7.6%N/A0.624%
2/11/2026Janney Montgomery Scott LLC143,502$4.38M0.0%+26.4%0.317%
2/11/2026Capital Analysts LLC8,517$260K0.0%+30.2%0.019%
2/11/2026LPL Financial LLC3,942,987$120.22M0.0%+53.9%8.723%
2/11/2026Capital International Investors9,928,478$302.72M0.0%+0.7%21.966%
2/11/2026Capital Group Private Client Services Inc.3,732,528$113.81M1.8%+13.8%8.258%
2/11/2026OneAscent Financial Services LLC9,505$290K0.0%+9.6%0.021%
2/11/2026J.W. Cole Advisors Inc.7,983$243K0.0%N/A0.018%
2/11/2026Continuum Advisory LLC26,566$810K0.1%+52.1%0.059%
2/11/2026Sittner & Nelson LLC7,240$229K0.1%+81.0%0.016%
2/10/2026Natixis Advisors LLC12,070$368K0.0%N/A0.027%
2/10/2026Founders Financial Securities LLC74,459$2.27M0.1%+68.7%0.165%
2/10/2026Northwestern 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%
2/9/2026Harbour Investments Inc.50,153$1.53M0.0%+38.0%0.111%
2/9/2026Clearstead Trust LLC306,094$9.33M1.5%N/A0.677%
2/6/2026EverSource Wealth Advisors LLC1,613$49K0.0%+26.5%0.004%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/6/2026Global Retirement Partners LLC8,456$258K0.0%+21.4%0.019%
2/6/2026CWS Financial Advisors LLC55,349$1.69M0.5%+4.8%0.122%
2/6/2026Cullen Frost Bankers Inc.30,486$930K0.0%+21.2%0.067%
2/6/2026HighTower Advisors LLC29,474$899K0.0%+23.1%0.065%
2/6/2026Synergy Investment Management LLC18,975$579K0.2%-18.5%0.042%
2/6/2026Envestnet Portfolio Solutions Inc.36,377$1.11M0.0%+11.1%0.080%
2/5/2026Northwestern Mutual Wealth Management Co.680,465$20.75M0.0%+279.7%1.505%
2/5/2026Western Wealth Management LLC21,760$663K0.0%+65.4%0.048%
2/4/2026Midwest Heritage Bank FSB143,212$4.37M1.5%+7.1%0.323%
2/4/2026World Investment Advisors19,095$582K0.0%+116.0%0.043%


CGCV Institutional Ownership - Frequently Asked Questions

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.

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).

Institutional investors have bought a total of 26,056,022 shares in the last 24 months. This purchase volume represents approximately $784.03M in transactions.

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).

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.


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This page (NYSEARCA:CGCV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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