Capital Group Conservative Equity ETF - CGCV

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$1.617B

QoQ value delta ($000)

+$333.3M (+25.96%)

Implied price effect (QoQ)

+10.07%

Total shares

49,279,444

QoQ shares delta

+6,217,916 (+14.44%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 159 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%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21,378	646,077	0.04%
Envision Financial Planning, LLC	20,973	639,031	6.82%
COMMONWEALTH EQUITY SERVICES, LLC	20,949	638,323	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%
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%
AdvisorNet Financial, Inc	12,067	367,686	0.55%