Who owns Capital Group U.S. Large Value ETF?
Institutional ownership of CGVV from SEC Form 13F filings across 30 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.
30
13F holders
$59.2M
value, 2026 filers
152.3%
of shares outstanding (2.0M sh)
9
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 CGVV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Concurrent Investment Advisors, LLC | 600,703 | $18.6M | 0.2% | 46.3% | +7.4% |
| 2 | Capital International Investors | 550,000 | $17.0M | 0.0% | 42.4% | -45.0% |
| 3 | OSAIC HOLDINGS, INC. | 152,321 | $4.7M | 0.0% | 11.7% | +70.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 151,970 | $4.7M | 0.0% | 11.7% | +624.5% |
| 5 | LPL Financial LLCNEW | 146,506 | $4.5M | 0.0% | 11.3% | new |
| 6 | MML INVESTORS SERVICES, LLC | 129,513 | $4.0M | 0.0% | 10% | +648.5% |
| 7 | Cambridge Investment Research Advisors, Inc. | 59,870 | $1,850 | 0.0% | 4.6% | +197.6% |
| 8 | Sigma Planning Corp | 27,000 | $834,838 | 0.0% | 2.1% | +8.0% |
| 9 | BHK Investment Advisors, LLC | 26,820 | $828,738 | 0.2% | 2.1% | +26.4% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 25,545 | $789,360 | 0.0% | 2% | +13.6% |
| 11 | GOLDMAN SACHS GROUP INC | 17,863 | $551,967 | 0.0% | 1.4% | -31.4% |
| 12 | CMC Financial Group | 17,688 | $546,559 | 1.1% | 1.4% | -41.8% |
| 13 | Beacon Financial Advisory LLCNEW | 12,115 | $374,354 | 0.1% | 0.9% | new |
| 14 | Kestra Advisory Services, LLCNEW | 8,490 | $262,341 | 0.0% | 0.7% | new |
| 15 | Confluence Wealth Services, Inc. | 8,316 | $256,965 | 0.0% | 0.6% | +0.1% |
| 16 | Valmark Advisers, Inc.NEW | 7,800 | $241,020 | 0.0% | 0.6% | new |
| 17 | JANE STREET GROUP, LLC | 7,636 | $235,952 | 0.0% | 0.6% | -2.4% |
| 18 | NWF Advisory Services Inc.NEW | 6,807 | $210,336 | 0.0% | 0.5% | new |
| 19 | Integrated Wealth Concepts LLCNEW | 4,100 | $126,690 | 0.0% | 0.3% | new |
| 20 | BARRETT & COMPANY, INC. | 3,000 | $92,700 | 0.0% | 0.2% | 0.0% |
| 21 | HARBOUR INVESTMENTS, INC. | 2,810 | $86,829 | 0.0% | 0.2% | +12.0% |
| 22 | Global Retirement Partners, LLCNEW | 2,050 | $63,345 | 0.0% | 0.2% | new |
| 23 | ROTHSCHILD INVESTMENT LLC | 1,950 | $60,255 | 0.0% | 0.2% | +8.3% |
| 24 | EverSource Wealth Advisors, LLC | 1,942 | $60,000 | 0.0% | 0.1% | -89.4% |
| 25 | Capital Investment Advisory Services, LLCNEW | 1,730 | $53,457 | 0.0% | 0.1% | new |
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.