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 | 637,448 | 19,709 | 0.14% | 0.16% | 1 | +36,745 | 6.12% | Q3 2026 | Oct 16, 2026 |
| Capital International Investors | History | No change | 550,000 | 16,995 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 525,336 | 16,232 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VVR Holdings LLC | History | Added to | 512,922 | 15,859 | 6.54% | 5.58% | 4 | +95,271 | 22.81% | Q3 2026 | Oct 19, 2026 |
| RM Financial Services, LLC | History | Added to | 232,505 | 7,189 | 5.43% | 5.26% | 5 | +3,203 | 1.4% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 152,321 | 4,706 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 151,970 | 4,695 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 146,506 | 4,527 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 129,513 | 4,001 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 99,882 | 3,088 | 0.56% | 0.25% | 10 | +57,787 | 137.28% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,595 | 1,657 | 0.0% | 0.0% | 11 | +23,660 | 79.04% | Q3 2026 | Nov 02, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 46,405 | 1,434 | 0.73% | 0.53% | 12 | +13,682 | 41.81% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,870 | 1,201 | 0.0% | 0.0% | 13 | +13,325 | 52.16% | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 27,723 | 856 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BHK Investment Advisors, LLC | History | No change | 26,820 | 828 | 0.25% | 0.25% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Latitude Advisors, LLC | History | New | 18,117 | 560 | 0.17% | — | 16 | +18,117 | New | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,850 | 551 | 0.0% | 0.0% | 18 | +9,360 | 110.25% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,863 | 551 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMC Financial Group | History | No change | 17,688 | 546 | 1.06% | 1.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 15,075 | 466 | 0.01% | 0.02% | 20 | -11,925 | -44.17% | Q3 2026 | Oct 23, 2026 |
| DAVENPORT & Co LLC | History | New | 14,004 | 432 | 0.0% | — | 21 | +14,004 | New | Q3 2026 | Oct 14, 2026 |
| Junk Investment Group, LLC | History | Added to | 11,401 | 352 | 0.15% | 0.11% | 22 | +3,152 | 38.21% | Q3 2026 | Oct 19, 2026 |
| D.A. DAVIDSON & CO. | History | New | 7,947 | 245 | 0.0% | — | 23 | +7,947 | New | Q3 2026 | Oct 27, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 7,807 | 241 | 0.01% | 0.01% | 25 | -509 | -6.12% | Q3 2026 | Nov 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 7,800 | 241 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,636 | 235 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,807 | 210 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,692 | 206 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,000 | 92 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,810 | 86 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,050 | 63 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,950 | 60 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,942 | 60 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Added to | 1,520 | 47 | 0.0% | 0.0% | 34 | +244 | 19.12% | Q3 2026 | Nov 05, 2026 |
| SITTNER & NELSON, LLC | History | No change | 938 | 28 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 367 | 11 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 69 | 2 | 0.0% | — | 37 | +69 | New | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,115 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,730 | -100.0% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20 | 0 | — | — | — | +4 | 25.0% | Q3 2026 | Nov 04, 2026 |