32 institutions reported holding $77.5M of CAPITAL GROUP EQUITY ETF TR (CGVV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital International Investors ($26.8M), Concurrent Investment Advisors, LLC ($15.0M), Capital Group Private Client Services, Inc. ($11.5M), VVR Holdings LLC ($9.8M), RM Financial Services, LLC ($5.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital International Investors | $26.8M | 1.0M | Hold |
| 2 | Concurrent Investment Advisors, LLC | $15.0M | 559,215 | New |
| 3 | Capital Group Private Client Services, Inc. | $11.5M | 430,123 | Added |
| 4 | VVR Holdings LLC | $9.8M | 366,575 | New |
| 5 | RM Financial Services, LLC | $5.0M | 187,412 | Added |
| 6 | OSAIC HOLDINGS, INC. | $2.4M | 89,132 | Added |
| 7 | CMC Financial Group | $812,371 | 30,369 | New |
| 8 | GOLDMAN SACHS GROUP INC | $696,383 | 26,033 | Trimmed |
| 9 | Sigma Planning Corp | $668,750 | 25,000 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $601,350 | 22,480 | Added |
| 11 | BHK Investment Advisors, LLC | $567,769 | 21,225 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $561,076 | 20,975 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $538,000 | 20,118 | Added |
| 14 | J. Derek Lewis & Associates Inc. | $491,078 | 18,358 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $462,873 | 17,304 | New |
| 16 | Fearless Solutions, LLC dba Best Invest | $458,495 | 17,140 | Added |
| 17 | Confluence Wealth Services, Inc. | $222,213 | 8,307 | Added |
| 18 | Junk Investment Group, LLC | $213,064 | 7,965 | New |
| 19 | JANE STREET GROUP, LLC | $209,346 | 7,826 | Trimmed |
| 20 | Advisory Services Network, LLC | $166,461 | 6,223 | New |
| 21 | BARRETT & COMPANY, INC. | $80,250 | 3,000 | New |
| 22 | Sunbelt Securities, Inc. | $78,635 | 2,940 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $67,143 | 2,510 | Added |
| 24 | EverSource Wealth Advisors, LLC | $51,942 | 1,942 | Hold |
| 25 | ROTHSCHILD INVESTMENT LLC | $48,150 | 1,800 | New |
Source: SEC Form 13F filings · as of 2026-03-31