Who owns CAPITAL GROUP EQUITY?
- Ticker: CGVV
- CUSIP Number: 14022a300
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Equity with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Equity stock
Who bought or sold CAPITAL GROUP EQUITY this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 1.0M | $27M | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 559k | $15M | 100% | Mar 2026 |
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| Capital Group Private Client Services | 430k | $12M | 101% | Mar 2026 |
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| VVR Holdings | 367k | $9.8M | 100% | Mar 2026 |
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| RM Financial Services | 229k | $7.1M | 22% | Jun 2026 |
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| Advisor Group Holdings | 89k | $2.4M | 109% | Mar 2026 |
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| J. Derek Lewis & Associates | 42k | $1.3M | 129% | Jun 2026 |
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| CMC Financial Group | 30k | $812k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 30k | $925k | 49% | Jun 2026 |
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| BHK Investment Advisors | 27k | $829k | 26% | Jun 2026 |
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| Goldman Sachs Group | 26k | $696k | -35% | Mar 2026 |
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| Commonwealth Equity Services | 26k | $789k | 14% | Jun 2026 |
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| Sigma Planning | 25k | $669k | 67% | Mar 2026 |
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| Envestnet Asset Management | 21k | $561k | 130% | Mar 2026 |
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| Mml Investors Services | 17k | $463k | 100% | Mar 2026 |
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| Fearless Solutions, LLC dba Best Invest | 17k | $459k | 100% | Mar 2026 |
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| Kestra Advisory Services | 8.5k | $262k | 100% | Jun 2026 |
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| Confluence Wealth Services | 8.3k | $222k | 9% | Mar 2026 |
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| Junk Investment Group | 8.2k | $255k | 4% | Jun 2026 |
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| Jane Street | 7.8k | $209k | -34% | Mar 2026 |
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| NWF Advisory Services | 6.8k | $210k | 100% | Jun 2026 |
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| Advisory Services Network | 6.2k | $167k | 100% | Mar 2026 |
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| Barrett & Company | 3.0k | $93k | 0% | Jun 2026 |
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| Sunbelt Securities | 2.9k | $79k | 49% | Mar 2026 |
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| Harbour Investments | 2.5k | $67k | 46% | Mar 2026 |
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| EverSource Wealth Advisors | 1.9k | $60k | 0% | Jun 2026 |
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| Rothschild Investment | 1.8k | $48k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 1.7k | $54k | 100% | Jun 2026 |
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| Royal Bank of Canada | 1.6k | $42k | 100% | Mar 2026 |
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| Larson Financial Group | 1.0k | $27k | 0% | Mar 2026 |
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| Sittner & Nelson | 938.00 | $25k | 0% | Mar 2026 |
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| Ameritas Advisory Services | 813.00 | $22k | 100% | Mar 2026 |
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| CWM | 524.00 | $14k | 100% | Mar 2026 |
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| Creative Financial Designs | 16.00 | $495.000000 | 100% | Jun 2026 |
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Who sold out of Capital Group Equity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 11k | $286k |