Capital Group Conservative Equity ETF (CGCV)
ETF ยท NYSE Arca
Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 25, 2024.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- June 25, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 157 institutions reported holding CGCV, with 49.3 million shares worth $1.6 billion in aggregate. The largest reported holder was Capital Group, with 16.1 million shares worth $530.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Capital Group | 16,148,576 | $530M | Added 5.49% |
| Lpl Financial | 5,739,104 | $188M | Added 23.04% |
| Raymond James Financial | 2,944,594 | $97M | Added 24.1% |
| Envestnet Asset Management | 2,480,604 | $81M | Added 16.16% |
| Wells Fargo & Company/MN | 2,062,800 | $68M | Added 209.79% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CGCV?
Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 25, 2024.
Who are the largest institutional holders of CGCV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CGCV were Capital Group, Lpl Financial and Raymond James Financial.
How many institutions own CGCV?
157 institutions reported a position in CGCV for the quarter ended June 30, 2026, worth $1.6 billion in total.
Did institutions buy or sell CGCV last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CGCV.
Every reported institutional holder, plus insider and congressional trades in CGCV, on SentiSense.