Who owns Capital Group Conservative Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGCV from SEC Form 13F filings across 159 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 159 institutions disclosed 49.3M shares of Capital Group Conservative Equity ETF worth $1.62B — about 82.5% of shares outstanding; the largest disclosed holder is Capital International Investors. Source: SEC Form 13F filings, parsed by EvidInvest.
159
13F holders
$1.62B
value, 2026 filers
82.5%
of shares outstanding (49.3M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGCV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 10.0M | $327.4M | 0.1% | 16.7% | +0.5% |
| 2 | Capital Group Private Client Services, Inc. | 6.2M | $202.6M | 2.9% | 10.3% | +14.8% |
| 3 | LPL Financial LLC | 5.7M | $188.4M | 0.0% | 9.6% | +23.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 2.9M | $96.6M | 0.0% | 4.9% | +24.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2.5M | $81.4M | 0.0% | 4.2% | +16.2% |
| 6 | WELLS FARGO & COMPANY/MN | 2.1M | $67.7M | 0.0% | 3.5% | +209.8% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | $42.0M | 0.0% | 2.1% | +5.4% |
| 8 | Cetera Investment Advisers | 1.1M | $36.6M | 0.0% | 1.9% | +25.0% |
| 9 | DMKC Advisory Services, LLC | 951,600 | $31.2M | 5.9% | 1.6% | +1271.2% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 907,295 | $29.6M | 0.0% | 1.5% | +38.1% |
| 11 | STIFEL FINANCIAL CORP | 830,708 | $27.3M | 0.0% | 1.4% | -0.9% |
| 12 | Tribridge Partners Financial LLC | 783,414 | $25.9M | 10.2% | 1.3% | -1.3% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 646,077 | $21.4M | 0.0% | 1.1% | -22.3% |
| 14 | Envision Financial Planning, LLC | 639,031 | $21.0M | 6.8% | 1.1% | +1.6% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 638,323 | $20.9M | 0.0% | 1.1% | -10.6% |
| 16 | Clearstead Trust, LLC | 535,806 | $17.6M | 2.3% | 0.9% | +4.3% |
| 17 | Souders Financial Advisors | 510,787 | $16.8M | 1.7% | 0.9% | +8.8% |
| 18 | OSAIC HOLDINGS, INC. | 488,025 | $16.0M | 0.0% | 0.8% | +38.9% |
| 19 | HighPoint Advisor Group LLC | 458,403 | $15.0M | 0.5% | 0.8% | +0.3% |
| 20 | MML INVESTORS SERVICES, LLC | 451,251 | $14.8M | 0.0% | 0.8% | +24.8% |
| 21 | BANK OF AMERICA CORP /DE/ | 442,182 | $14.5M | 0.0% | 0.7% | +62.0% |
| 22 | Confluence Wealth Services, Inc. | 416,050 | $13.7M | 0.4% | 0.7% | +18.7% |
| 23 | ST GERMAIN D J CO INC | 377,878 | $12.4M | 0.4% | 0.6% | -0.7% |
| 24 | Cambridge Investment Research Advisors, Inc. | 375,434 | $12.3M | 0.0% | 0.6% | +7.8% |
| 25 | AdvisorNet Financial, Inc | 367,686 | $12.1M | 0.6% | 0.6% | +7.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.