13FBOX
CAPITAL GROUP EQUITY ETF TR · 13F Institutional Holdings
Options Calculator Rankings
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C

CAPITAL GROUP EQUITY ETF TR

CGCV
Institutions
33
Combined AUM (Q2 2026)
$64.8M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+527,583
22 institutions added · 8 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-285,750
6 institutions reduced · 2 exits
Est. sell amount
⚖️ Net Share Change
+241,833
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$64.8M
Institutions
33
New Buys
8
Adds
14
Reduces
4
Exits
2
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Capital International Investors
<0.01%0.01%#14$20.6M720,000$25.3M1.0M-280,000-28.00%Reduce
Capital Group Private Client Services, Inc.
0.18%0.13%#8$12.5M436,537$7.8M309,032+127,505+41.26%Add
GOLDMAN SACHS GROUP INC
<0.01%#29$5.1M177,430$00+177,430New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$3.4M118,926$2.8M112,414+6,512+5.79%Add
Midwest Heritage Bank, FSB
0.9%0.64%#3$3.2M110,596$2.0M78,532+32,064+40.83%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#18$2.7M92,567$2.3M89,071+3,496+3.92%Add
Worthington Financial Partners, LLC
1.91%1.73%#1$2.3M80,327$2.0M79,516+811+1.02%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$2.3M80,281$568,57722,438+57,843+257.79%Add
LaSalle St. Investment Advisors, LLC
0.24%0.24%#5$2.0M68,296$1.7M67,020+1,276+1.90%Add
RM Financial Services, LLC
0.95%1.01%#2$1.3M44,534$1.2M46,302-1,768-3.82%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$1.3M44,523$799,95031,569+12,954+41.03%Add
J. Derek Lewis & Associates Inc.
0.23%0.21%#6$1.2M42,794$948,50437,430+5,364+14.33%Add
Platt Wealth Management LLC
0.86%0.43%#4$1.1M37,346$437,34317,259+20,087+116.39%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#21$862,39430,101$649,00025,600+4,501+17.58%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#24$836,35129,192$628,73824,812+4,380+17.65%Add
BENJAMIN EDWARDS INC
0.01%#12$808,02128,204$00+28,204New Buy
Prime Capital Investment Advisors, LLC
<0.01%<0.01%#13$487,05017,000$430,78017,00000.00%Unchanged
ROTHSCHILD INVESTMENT LLC
0.02%0.02%#10$464,13016,200$410,50816,20000.00%Unchanged
Junk Investment Group, LLC
0.2%0.21%#7$455,79315,909$403,13415,90900.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#31$376,74813,150$00+13,150New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#32$353,51212,339$350,12313,817-1,478-10.70%Reduce
Valmark Advisers, Inc.
<0.01%#17$310,88110,851$00+10,851New Buy
Kestra Advisory Services, LLC
<0.01%#27$263,4289,195$00+9,195New Buy
Latitude Advisors, LLC
0.09%#9$218,8007,637$00+7,637New Buy
World Investment Advisors
<0.01%<0.01%#16$207,5108,189$207,5108,18900.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$133,1084,646$56,8382,243+2,403+107.13%Add
EverSource Wealth Advisors, LLC
<0.01%<0.01%#22$53,9271,882$47,6971,88200.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%#33$28,6501,000$00+1,000New Buy
CHILTON CAPITAL MANAGEMENT LLC
<0.01%<0.01%#26$28,6501,000$31,2191,232-232-18.83%Reduce
Lavaca Capital LLC
<0.01%<0.01%#19$28,6501,000$25,3401,00000.00%Unchanged
SITTNER & NELSON, LLC
0.01%#11$25,785900$00+900New Buy
AMERIFLEX GROUP, INC.
<0.01%<0.01%#15$8,595300$7,60230000.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#30$3,870135$2,916115+20+17.39%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow