Capital Group Conservative Equity ETF - CGCV

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.62B
QoQ value delta ($000)
+$3.388M (+0.21%)
Implied price effect (QoQ)
-0.08%
Shares
Total shares
49,411,904
QoQ shares delta
+142,526 (+0.29%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (CGCV)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 43 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Capital International Investors 327,371 9,974,763 0.07%
Capital Group Private Client Services, Inc. 202,624 6,173,813 2.86%
LPL Financial LLC 188,357 5,739,104 0.04%
RAYMOND JAMES FINANCIAL INC 96,641 2,944,594 0.03%
ENVESTNET ASSET MANAGEMENT INC 81,413 2,480,604 0.02%
WELLS FARGO & COMPANY/MN 67,701 2,062,800 0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41,981 1,279,141 0.02%
Cetera Investment Advisers 36,612 1,115,546 0.03%
DMKC Advisory Services, LLC 31,231 951,600 5.9%
JONES FINANCIAL COMPANIES LLLP 29,577 907,295 0.01%
STIFEL FINANCIAL CORP 27,263 830,708 0.02%
Tribridge Partners Financial LLC 25,946 783,414 10.17%
Envision Financial Planning, LLC 20,973 639,031 6.82%
COMMONWEALTH EQUITY SERVICES, LLC 20,949 638,323 0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,523 627,425 0.03%
Clearstead Trust, LLC 17,585 535,806 2.3%
Souders Financial Advisors 16,764 510,787 1.69%
OSAIC HOLDINGS, INC. 16,017 488,025 0.02%
HighPoint Advisor Group LLC 15,044 458,403 0.53%
MML INVESTORS SERVICES, LLC 14,810 451,251 0.03%
BANK OF AMERICA CORP /DE/ 14,512 442,182 0.0%
AdvisorNet Financial, Inc 13,960 423,813 0.63%
Confluence Wealth Services, Inc. 13,654 416,050 0.39%
ST GERMAIN D J CO INC 12,401 377,878 0.45%
Cambridge Investment Research Advisors, Inc. 12,322 375,434 0.03%