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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$33.10 +0.16 (+0.47%)
As of 10:33 AM 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)
118
Total
Institutional Inflows
(last 12 months)
$756.28M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.47M
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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
10/13/2026Worthington Financial Partners LLC57,196$1.84M1.6%+2.7%0.090%
10/8/2026Farther Finance Advisors LLC1,779$57K0.0%-25.2%0.003%
10/7/2026Canandaigua National Trust Co of Florida45,908$1.47M0.8%N/A0.072%
10/2/2026 Private Client Services LLC45,388$1.46M0.4%+5.5%0.072%
9/23/2026Envestnet Portfolio Solutions Inc.36,883$1.21M0.0%+21.0%0.059%
9/9/2026Capital Analysts LLC19,789$649K0.0%+34.8%0.033%
9/9/2026Integrated Wealth Concepts LLC63,562$2.09M0.0%+48.7%0.107%
9/9/2026NewEdge Advisors LLC24,457$803K0.0%+62.0%0.041%
9/9/2026Baird Financial Group Inc.195,170$6.41M0.0%+2.3%0.329%
8/23/2026Ameritas Advisory Services LLC19,487$640K0.0%N/A0.033%
8/23/2026Kintra Wealth LLC14,272$482K0.0%+20.8%0.024%
8/23/2026Midwest Heritage Bank FSB232,205$7.62M2.2%+4.8%0.392%
8/23/2026HB Wealth Management LLC10,400$341K0.0%N/A0.018%
8/22/2026Concurrent Investment Advisors LLC11,021$362K0.0%N/A0.019%
8/21/2026Continuum Advisory LLC44,334$1.46M0.1%+10.9%0.075%
7/10/2026KWB Wealth23,272$764K0.1%+34.3%0.040%
7/10/2026A&I Financial Services LLC18,787$617K0.3%-9.9%0.032%
7/7/2026M.E. Allison & CO. Inc.17,665$576K0.3%+22.3%0.030%
7/7/2026DMKC Advisory Services LLC951,600$31.23M5.9%+1,271.2%1.669%
7/7/2026CGN Advisors LLC45,135$1.48M0.1%+2.4%0.079%
7/6/2026Bulwark 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%
6/3/2026NewEdge 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%
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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%
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%
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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%


CGCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 138 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 135 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 24,928,978 shares in the last 24 months. This purchase volume represents approximately $756.28M in transactions.

Of the 12 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 183,100 shares in the last 24 months. This volume of shares sold represents approximately $5.47M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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