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 | 187k | $5.0M | 100% | Mar 2026 |
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| Advisor Group Holdings | 43k | $1.1M | 1015% | Dec 2025 |
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| CMC Financial Group | 30k | $812k | 100% | Mar 2026 |
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| Goldman Sachs Group | 26k | $696k | -35% | Mar 2026 |
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| Sigma Planning | 25k | $669k | 67% | Mar 2026 |
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| Commonwealth Equity Services | 23k | $601k | 50% | Mar 2026 |
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| BHK Investment Advisors | 21k | $568k | 20% | Mar 2026 |
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| Envestnet Asset Management | 21k | $561k | 130% | Mar 2026 |
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| Cambridge Investment Research Advisors | 20k | $538k | 32% | Mar 2026 |
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| J. Derek Lewis & Associates | 18k | $491k | 11% | 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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| Confluence Wealth Services | 8.3k | $222k | 9% | Mar 2026 |
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| Junk Investment Group | 8.0k | $213k | 100% | Mar 2026 |
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| Jane Street | 7.8k | $209k | -34% | Mar 2026 |
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| Barrett & Company | 3.0k | $80k | 100% | Mar 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 | $52k | 0% | Mar 2026 |
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| Rothschild Investment | 1.8k | $48k | 100% | Mar 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 | 1% | Dec 2025 |
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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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| Creative Financial Designs | 8.00 | $214.000000 | 300% | Mar 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 |
| Advisory Services Network | Sep 2025 | 6.8k | $181k |