17 institutions reported holding $50.2M of CAPITAL GROUP EQUITY ETF TR (CGVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Concurrent Investment Advisors, LLC ($18.6M), VVR Holdings LLC ($12.9M), RM Financial Services, LLC ($7.1M), ENVESTNET ASSET MANAGEMENT INC ($4.7M), Cambridge Investment Research Advisors, Inc. ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Concurrent Investment Advisors, LLC | $18.6M | 600,703 | Added |
| 2 | VVR Holdings LLC | $12.9M | 417,651 | Added |
| 3 | RM Financial Services, LLC | $7.1M | 229,302 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 151,970 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.9M | 59,870 | Added |
| 6 | J. Derek Lewis & Associates Inc. | $1.3M | 42,095 | Added |
| 7 | Fearless Solutions, LLC dba Best Invest | $1.0M | 32,723 | Added |
| 8 | BHK Investment Advisors, LLC | $828,738 | 26,820 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $789,360 | 25,545 | Added |
| 10 | Kestra Advisory Services, LLC | $262,341 | 8,490 | New |
| 11 | Confluence Wealth Services, Inc. | $256,965 | 8,316 | Added |
| 12 | Junk Investment Group, LLC | $254,894 | 8,249 | Added |
| 13 | NWF Advisory Services Inc. | $210,336 | 6,807 | New |
| 14 | BARRETT & COMPANY, INC. | $92,700 | 3,000 | Hold |
| 15 | EverSource Wealth Advisors, LLC | $60,000 | 1,942 | Hold |
| 16 | Capital Investment Advisory Services, LLC | $53,457 | 1,730 | New |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $495 | 16 | Added |
Source: SEC Form 13F filings · as of 2026-06-30