Capital Group Conservative Equity ETF - CGCV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.123B

QoQ value delta ($000)

+$300.2M (+36.48%)

Implied price effect (QoQ)

+1.36%

Total shares

36,803,478

QoQ shares delta

+9,470,617 (+34.65%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 28 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Capital International Investors	302,719	9,928,478	0.05%
LPL Financial LLC	120,221	3,942,987	0.03%
Capital Group Private Client Services, Inc.	113,804	3,732,528	1.81%
RAYMOND JAMES FINANCIAL INC	90,577	2,970,741	0.03%
ENVESTNET ASSET MANAGEMENT INC	54,834	1,798,458	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	32,903	1,079,169	0.02%
STIFEL FINANCIAL CORP	28,595	937,867	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	25,682	828,462	0.03%
Cetera Investment Advisers	24,158	792,326	0.03%
Tribridge Partners Financial LLC	23,110	757,961	9.69%
Envision Financial Planning, LLC	18,419	604,129	6.96%
COMMONWEALTH EQUITY SERVICES, LLC	17,380	570,040	0.02%
ST GERMAIN D J CO INC	11,684	383,222	0.45%
JONES FINANCIAL COMPANIES LLLP	11,618	381,068	0.01%
WELLS FARGO & COMPANY/MN	11,115	364,550	0.0%
MML INVESTORS SERVICES, LLC	9,788	321,053	0.02%
Cambridge Investment Research Advisors, Inc.	9,765	320,279	0.03%
Clearstead Trust, LLC	9,332	306,094	1.47%
Carson Advisory Inc.	8,634	283,201	4.49%
RM Financial Services, LLC	8,596	281,935	7.63%
OSAIC HOLDINGS, INC.	8,581	281,449	0.01%
J. Derek Lewis & Associates Inc.	8,482	278,205	1.99%
Confluence Wealth Services, Inc.	8,142	267,062	0.34%
Evernest Financial Advisors, LLC	7,911	249,878	1.66%
Troutman Wealth Management, LLC	7,508	246,257	6.21%