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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | History | Added to | 600,703 | 18,561 | 0.16% | 0.16% | 1 | +41,488 | 7.42% | Q2 2026 | Jul 27, 2026 |
| Capital International Investors | History | Reduced | 550,000 | 16,995 | 0.0% | 0.01% | 2 | -450,000 | -45.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 525,336 | 16,232 | 0.23% | 0.19% | 3 | +95,213 | 22.14% | Q2 2026 | Aug 12, 2026 |
| VVR Holdings LLC | History | Added to | 417,651 | 12,905 | 5.58% | 5.07% | 4 | +51,076 | 13.93% | Q2 2026 | Jul 15, 2026 |
| RM Financial Services, LLC | History | Added to | 229,302 | 7,085 | 5.26% | 4.32% | 5 | +41,890 | 22.35% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 152,321 | 4,706 | 0.01% | 0.0% | 6 | +63,189 | 70.89% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 151,970 | 4,695 | 0.0% | 0.0% | 7 | +130,995 | 624.53% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | New | 146,506 | 4,527 | 0.0% | — | 8 | +146,506 | New | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 129,513 | 4,001 | 0.01% | 0.0% | 9 | +112,209 | 648.46% | Q2 2026 | Aug 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 42,095 | 1,300 | 0.25% | 0.11% | 10 | +23,737 | 129.3% | Q2 2026 | Jul 31, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 32,723 | 1,011 | 0.53% | 0.28% | 11 | +15,583 | 90.92% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,935 | 925 | 0.0% | 0.0% | 12 | +9,817 | 48.8% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Added to | 27,000 | 834 | 0.02% | 0.02% | 13 | +2,000 | 8.0% | Q2 2026 | Aug 07, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 26,820 | 828 | 0.25% | 0.19% | 14 | +5,595 | 26.36% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,545 | 789 | 0.0% | 0.0% | 15 | +3,065 | 13.63% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,863 | 551 | 0.0% | 0.0% | 16 | -8,170 | -31.38% | Q2 2026 | Aug 14, 2026 |
| CMC Financial Group | History | Reduced | 17,688 | 546 | 1.06% | 1.59% | 17 | -12,681 | -41.76% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | New | 12,115 | 374 | 0.07% | — | 18 | +12,115 | New | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,490 | 262 | 0.0% | — | 19 | +8,490 | New | Q2 2026 | Jul 28, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 8,316 | 256 | 0.01% | 0.01% | 20 | +9 | 0.11% | Q2 2026 | Jul 22, 2026 |
| Junk Investment Group, LLC | History | Added to | 8,249 | 254 | 0.11% | 0.11% | 21 | +284 | 3.57% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | New | 7,800 | 241 | 0.0% | — | 22 | +7,800 | New | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,636 | 235 | 0.0% | 0.0% | 23 | -190 | -2.43% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | New | 6,807 | 210 | 0.02% | — | 24 | +6,807 | New | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | New | 6,692 | 206 | 0.0% | — | 25 | +6,692 | New | Q2 2026 | Aug 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,000 | 92 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,810 | 86 | 0.0% | 0.0% | 27 | +300 | 11.95% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,940 | 78 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | New | 2,050 | 63 | 0.0% | — | 29 | +2,050 | New | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,950 | 60 | 0.0% | 0.0% | 30 | +150 | 8.33% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,942 | 60 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,730 | 53 | 0.0% | — | 32 | +1,730 | New | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Added to | 1,276 | 39 | 0.0% | 0.0% | 33 | +270 | 26.84% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 938 | 28 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 524 | 14 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 367 | 11 | 0.0% | 0.0% | 36 | -1,206 | -76.67% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | New | 36 | 1 | 0.0% | — | 37 | +36 | New | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,223 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -813 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16 | 0 | — | — | — | +8 | 100.0% | Q2 2026 | Jul 28, 2026 |