Capital Group Equity ETF Trust I - CGVV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | No change | 1,000,000 | 26,750 | 0.01% | 0.0% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 559,215 | 14,959 | 0.16% | — | 2 | +559,215 | New | Q1 2026 | Apr 20, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 430,123 | 11,505 | 0.19% | 0.09% | 3 | +216,661 | 101.5% | Q1 2026 | May 13, 2026 |
| VVR Holdings LLC | History | New | 366,575 | 9,805 | 5.07% | — | 4 | +366,575 | New | Q1 2026 | Apr 16, 2026 |
| RM Financial Services, LLC | History | Added to | 187,412 | 5,013 | 4.32% | 4.35% | 5 | +5,382 | 2.96% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,132 | 2,384 | 0.0% | 0.0% | 6 | +46,465 | 108.9% | Q1 2026 | May 15, 2026 |
| CMC Financial Group | History | New | 30,369 | 812 | 1.59% | — | 7 | +30,369 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,033 | 696 | 0.0% | 0.0% | 8 | -13,967 | -34.92% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 25,000 | 668 | 0.02% | 0.01% | 9 | +10,000 | 66.67% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,480 | 601 | 0.0% | 0.0% | 10 | +7,489 | 49.96% | Q1 2026 | Apr 27, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 21,225 | 567 | 0.19% | 0.16% | 11 | +3,465 | 19.51% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,975 | 561 | 0.0% | 0.0% | 12 | +11,837 | 129.54% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,118 | 538 | 0.0% | 0.0% | 13 | +4,821 | 31.52% | Q1 2026 | Apr 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 18,358 | 491 | 0.11% | 0.1% | 14 | +1,840 | 11.14% | Q1 2026 | May 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 17,304 | 462 | 0.0% | — | 15 | +17,304 | New | Q1 2026 | May 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 17,140 | 458 | 0.28% | 0.2% | 16 | +4,583 | 36.5% | Q1 2026 | Apr 21, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 8,307 | 222 | 0.01% | 0.01% | 17 | +712 | 9.37% | Q1 2026 | May 07, 2026 |
| Junk Investment Group, LLC | History | New | 7,965 | 213 | 0.11% | — | 18 | +7,965 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,826 | 209 | 0.0% | 0.0% | 19 | -4,087 | -34.31% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 6,223 | 166 | 0.0% | — | 20 | +6,223 | New | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | New | 3,000 | 80 | 0.03% | — | 21 | +3,000 | New | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,940 | 78 | 0.0% | 0.0% | 22 | +964 | 48.79% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,510 | 67 | 0.0% | 0.0% | 23 | +795 | 46.36% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,942 | 51 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1,800 | 48 | 0.0% | — | 25 | +1,800 | New | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,573 | 42 | 0.0% | 0.0% | 26 | -10,540 | -87.01% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 1,006 | 26 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 938 | 25 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 813 | 21 | 0.0% | — | 29 | +813 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | New | 524 | 14 | 0.0% | — | 30 | +524 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,635 | -100.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8 | 0 | — | — | — | +6 | 300.0% | Q1 2026 | Apr 13, 2026 |