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Capital Group Conservative Equity ETF (CGCV) Institutional Ownership

$31.45 +0.17 (+0.54%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Conservative Equity ETF (NYSEARCA:CGCV)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$850.35M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$26.69M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
3/10/2026Advisortrust Partners LLC7,916$241K0.1%N/A0.018%
3/5/2026 Worthington 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%
2/16/2026 MML Investors Services LLC321,053$9.79M0.0%+19.0%0.710%
2/16/2026Mariner 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%
2/13/2026Stifel 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%
2/13/2026 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%
2/12/2026Carson 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%
2/12/2026Steward 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%
2/11/2026 Janney 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%
2/11/2026 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%
2/11/2026Sittner & Nelson LLC7,240$229K0.1%+81.0%0.016%
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%
2/10/2026Northwestern 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%
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%
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%
2/6/2026 Envestnet 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%
2/4/2026 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%
2/4/2026JSF Financial LLC10,215$311K0.1%N/A0.023%
2/2/2026 Truist Financial Corp240,492$7.33M0.0%+6.6%0.543%
2/2/2026Benjamin Edwards Inc.38,156$1.16M0.0%+61.5%0.086%
2/2/2026 Pines Wealth Management LLC59,145$1.80M0.6%+2.0%0.134%
1/30/2026 Sigma Planning Corp28,928$882K0.0%+52.8%0.065%
1/30/2026 Canandaigua National Trust Co of Florida47,725$1.46M0.9%N/A0.107%
1/30/2026 DMKC Advisory Services LLC58,725$1.79M0.8%N/A0.132%
1/29/2026D.A. Davidson & CO.22,295$680K0.0%+20.0%0.051%
1/29/2026 ST Germain D J Co. Inc.383,222$11.68M0.5%-0.1%0.881%
1/28/2026Geneos Wealth Management Inc.912$28K0.0%N/A0.002%
1/28/2026 A&I Financial Services LLC18,757$572K0.3%+3.7%0.043%
1/28/2026Confluence Wealth Services Inc.267,062$8.14M0.3%+1,678.5%0.614%
1/28/2026 Trademark Financial Management LLC34,314$1.05M0.6%N/A0.079%
1/26/2026 Private Trust Co. NA3,253$99K0.0%+70.5%0.007%
1/26/2026 Valmark Advisers Inc.233,971$7.13M0.1%+191.3%0.538%
1/26/2026 Tribridge Partners Financial LLC757,961$23.11M9.7%+9.2%1.742%


CGCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCV shares?

During the previous two years, 131 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 129 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 28,560,527 shares in the last 24 months. This purchase volume represents approximately $850.35M 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.


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