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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors | 601k | $19M | 7% | Jun 2026 |
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| Capital Research and Management Company - Division 3 | 550k | $17M | -45% | Jun 2026 |
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| Capital Group Private Client Services | 525k | $16M | 22% | Jun 2026 |
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| VVR Holdings | 418k | $13M | 14% | Jun 2026 |
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| RM Financial Services | 229k | $7.1M | 22% | Jun 2026 |
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| Advisor Group Holdings | 152k | $4.7M | 71% | Jun 2026 |
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| Envestnet Asset Management | 152k | $4.7M | 625% | Jun 2026 |
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| LPL Financial | 147k | $4.5M | 100% | Jun 2026 |
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| Mml Investors Services | 130k | $4.0M | 648% | Jun 2026 |
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| J. Derek Lewis & Associates | 42k | $1.3M | 129% | Jun 2026 |
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| Fearless Solutions, LLC dba Best Invest | 33k | $1.0M | 91% | Jun 2026 |
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| Cambridge Investment Research Advisors | 30k | $925k | 49% | Jun 2026 |
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| Sigma Planning | 27k | $835k | 8% | Jun 2026 |
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| BHK Investment Advisors | 27k | $829k | 26% | Jun 2026 |
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| Commonwealth Equity Services | 26k | $789k | 14% | Jun 2026 |
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| Goldman Sachs Group | 18k | $552k | -31% | Jun 2026 |
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| CMC Financial Group | 18k | $547k | -42% | Jun 2026 |
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| Beacon Financial Advisory | 12k | $374k | 100% | Jun 2026 |
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| Kestra Advisory Services | 8.5k | $262k | 100% | Jun 2026 |
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| Confluence Wealth Services | 8.3k | $257k | 0% | Jun 2026 |
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| Junk Investment Group | 8.2k | $255k | 4% | Jun 2026 |
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| ValMark Advisers | 7.8k | $241k | 100% | Jun 2026 |
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| Jane Street | 7.6k | $236k | -2% | Jun 2026 |
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| NWF Advisory Services | 6.8k | $210k | 100% | Jun 2026 |
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| Equitable Holdings | 6.7k | $207k | 100% | Jun 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 | 2.8k | $87k | 12% | Jun 2026 |
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| Global Retirement Partners | 2.1k | $63k | 100% | Jun 2026 |
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| Rothschild Investment | 2.0k | $60k | 8% | Jun 2026 |
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| EverSource Wealth Advisors | 1.9k | $60k | 0% | Jun 2026 |
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| Capital Investment Advisory Services | 1.7k | $54k | 100% | Jun 2026 |
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| Larson Financial Group | 1.3k | $39k | 27% | Jun 2026 |
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| Sittner & Nelson | 938.00 | $29k | 0% | Jun 2026 |
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| CWM | 524.00 | $14k | 100% | Mar 2026 |
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| Royal Bank of Canada | 367.00 | $11k | -77% | Jun 2026 |
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| Goss Wealth Management | 36.00 | $1.1k | 100% | Jun 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 |
|---|---|---|---|
| Advisory Services Network | Mar 2026 | 6.2k | $167k |
| Ameritas Advisory Services | Mar 2026 | 813.00 | $22k |