Capital Group Equity ETF Trust I - CGVV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 26,900 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 213,462 | 5,742 | 0.09% | 0.09% | 2 | +11,077 | 5.47% | Q4 2025 | Feb 11, 2026 |
| RM Financial Services, LLC | History | New | 182,030 | 4,896 | 4.35% | — | 3 | +182,030 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,667 | 1,147 | 0.0% | 0.0% | 4 | +38,842 | 1015.48% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 40,000 | 1,076 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| BHK Investment Advisors, LLC | History | New | 17,760 | 477 | 0.16% | — | 6 | +17,760 | New | Q4 2025 | Feb 03, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 16,518 | 444 | 0.1% | — | 7 | +16,518 | New | Q4 2025 | Mar 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 15,297 | 411 | 0.0% | — | 8 | +15,297 | New | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | New | 15,000 | 403 | 0.01% | — | 10 | +15,000 | New | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 14,991 | 403 | 0.0% | — | 9 | +14,991 | New | Q4 2025 | Feb 12, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | New | 12,557 | 337 | 0.2% | — | 11 | +12,557 | New | Q4 2025 | Jan 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,113 | 326 | 0.0% | — | 12 | +12,113 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,913 | 320 | 0.0% | — | 13 | +11,913 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,635 | 286 | 0.0% | — | 14 | +10,635 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,138 | 245 | 0.0% | — | 15 | +9,138 | New | Q4 2025 | Feb 10, 2026 |
| Confluence Wealth Services, Inc. | History | New | 7,595 | 204 | 0.01% | — | 16 | +7,595 | New | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | New | 1,976 | 53 | 0.0% | — | 17 | +1,976 | New | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,942 | 52 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,715 | 46 | 0.0% | 0.0% | 19 | +668 | 63.8% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | New | 938 | 27 | 0.01% | — | 21 | +938 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 1,006 | 27 | 0.0% | 0.0% | 20 | +6 | 0.6% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,844 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |