Who Owns CAPITAL (CGVV)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $99.0M of CAPITAL (CGVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Concurrent Investment Advisors, LLC ($18.6M), Capital International Investors ($17.0M), Capital Group Private Client Services, Inc. ($16.2M), VVR Holdings LLC ($12.9M), RM Financial Services, LLC ($7.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Concurrent Investment Advisors, LLC$18.6M600,703Added
2Capital International Investors$17.0M550,000Trimmed
3Capital Group Private Client Services, Inc.$16.2M525,336Added
4VVR Holdings LLC$12.9M417,651Added
5RM Financial Services, LLC$7.1M229,302Added
6OSAIC HOLDINGS, INC.$4.7M152,321Added
7ENVESTNET ASSET MANAGEMENT INC$4.7M151,970Added
8LPL Financial LLC$4.5M146,506New
9MML INVESTORS SERVICES, LLC$4.0M129,513Added
10J. Derek Lewis & Associates Inc.$1.3M42,095Added
11Fearless Solutions, LLC dba Best Invest$1.0M32,723Added
12Cambridge Investment Research Advisors, Inc.$925,00029,935Added
13Sigma Planning Corp$834,83827,000Added
14BHK Investment Advisors, LLC$828,73826,820Added
15COMMONWEALTH EQUITY SERVICES, LLC$789,36025,545Added
16GOLDMAN SACHS GROUP INC$551,96717,863Trimmed
17CMC Financial Group$546,55917,688Trimmed
18Beacon Financial Advisory LLC$374,35412,115New
19Kestra Advisory Services, LLC$262,3418,490New
20Confluence Wealth Services, Inc.$256,9658,316Added
21Junk Investment Group, LLC$254,8948,249Added
22Valmark Advisers, Inc.$241,0207,800New
23JANE STREET GROUP, LLC$235,9527,636Trimmed
24NWF Advisory Services Inc.$210,3366,807New
25Equitable Holdings, Inc.$206,7836,692New

Source: SEC Form 13F filings · as of 2026-06-30