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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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.284B

QoQ value delta ($000)

+$161M (+14.34%)

Implied price effect (QoQ)

-2.31%

Total shares

43,072,784

QoQ shares delta

+6,269,306 (+17.03%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 144 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	296,012	9,929,975	0.07%
Capital Group Private Client Services, Inc.	160,341	5,378,772	2.7%
LPL Financial LLC	139,044	4,664,353	0.04%
RAYMOND JAMES FINANCIAL INC	70,733	2,372,810	0.02%
ENVESTNET ASSET MANAGEMENT INC	63,657	2,135,434	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	36,180	1,213,695	0.02%
Cetera Investment Advisers	26,594	892,128	0.03%
STIFEL FINANCIAL CORP	24,991	838,352	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24,792	831,115	0.05%
Tribridge Partners Financial LLC	23,684	793,969	9.8%
COMMONWEALTH EQUITY SERVICES, LLC	21,284	714,017	0.03%
WELLS FARGO & COMPANY/MN	19,849	665,873	0.0%
JONES FINANCIAL COMPANIES LLLP	19,321	656,967	0.01%
CITADEL ADVISORS LLC	19,302	647,506	0.0%
Envision Financial Planning, LLC	18,748	628,948	6.78%
Clearstead Trust, LLC	15,315	513,754	2.5%
Souders Financial Advisors	13,990	469,338	1.6%
HighPoint Advisor Group LLC	13,630	457,244	0.57%
ST GERMAIN D J CO INC	11,339	380,384	0.45%
MML INVESTORS SERVICES, LLC	10,777	361,544	0.03%
OSAIC HOLDINGS, INC.	10,473	351,334	0.02%
Confluence Wealth Services, Inc.	10,451	350,607	0.41%
Cambridge Investment Research Advisors, Inc.	10,377	348,118	0.03%
AdvisorNet Financial, Inc	10,190	341,835	0.53%
&PARTNERS	9,241	310,027	0.05%