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Disclosery

CGVV CAPITAL GROUP EQUITY ETF TR

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US LRG VALUE ETF (fund)

8 managers (8 13F filers) reported a position in CGVV shares at 2025-09-30, 1,257,043 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
8
13F filers
8
New
7
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,257,043

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital International Investorsin group Capital International Investo…1,000,000$26.4M<0.01%013F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…202,385$5.35M0.09%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,000$1.06M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC6,844$181K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,825$101K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,942$51.3K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,047$27.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,000$26.4K<0.01%new13F-HRTimeline