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CGVV CAPITAL GROUP EQUITY ETF TR

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US LRG VALUE ETF (fund)

31 managers (31 13F filers) reported a position in CGVV shares at 2026-03-31, 2,898,834 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
31
13F filers
31
New
9
Added
14
Reduced
3
Sold out
1
Shares held by filers
2,898,834

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$26.8M0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…559,215$15M0.16%new13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…430,123$11.5M0.19%+216,66113F-HRTimelineGroup
VVR Holdings LLC366,575$9.81M5.07%new13F-HRTimeline
RM Financial Services, LLC187,412$5.01M4.32%+5,38213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,132$2.38M<0.01%+46,46513F-HRTimelineGroup
CMC Financial Group30,369$812K1.65%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,033$696K<0.01%-13,96713F-HRTimelineGroup
Sigma Planning Corp25,000$669K0.02%+10,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,480$601K<0.01%+7,48913F-HRTimeline
BHK Investment Advisors, LLC21,225$568K0.19%+3,46513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,975$561K<0.01%+11,83713F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,118$538K<0.01%+4,82113F-HRTimeline
J. Derek Lewis & Associates Inc.18,358$491K0.11%+1,84013F-HR/ATimeline
MML INVESTORS SERVICES, LLC17,304$463K<0.01%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest17,140$458K0.28%+4,58313F-HRTimeline
Confluence Wealth Services, Inc.8,307$222K0.01%+71213F-HRTimeline
Junk Investment Group, LLC7,965$213K0.11%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,826$209K<0.01%-4,08713F-HRTimelineGroup
Advisory Services Network, LLC6,223$166K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.3,000$80.2K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.2,940$78.6K<0.01%+96413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,510$67.1K<0.01%+79513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,942$51.9K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC1,800$48.1K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,573$42K<0.01%-10,54013F-HRTimelineGroup
Larson Financial Group LLC1,006$26.9K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC938$25.1K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…813$21.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC524$14K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8$214<0.01%+613F-HRTimeline