Public ownership evidence

Capital Group U.S. Large Value ETF (CGVV) Ownership Disclosures

Read CGVV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Capital Group U.S. Large Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Equitable Holdings, Inc.
Report period
2026-06-30
Available
2026-08-18
Reported shares
6,692
Value (USD)
$206,783
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001333986-26-000042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CGVV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CGVV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Equitable Holdings, Inc.2026-06-302026-08-186,692$206,783None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,407$754,162None
OSAIC HOLDINGS, INC.2026-06-302026-08-15127,914$3,952,624None
JANE STREET GROUP, LLC2026-06-302026-08-157,636$235,952None
ROYAL BANK OF CANADA2026-06-302026-08-15367$11,000None
Larson Financial Group LLC2026-06-302026-08-151,276$39,418None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1517,863$551,967None
CMC Financial Group2026-06-302026-08-1417,688$546,559None
Capital Group Private Client Services, Inc.2026-06-302026-08-13525,336$16,232,882None
Integrated Wealth Concepts LLC2026-06-302026-08-134,100$126,690None
Capital International Investors2026-06-302026-08-13550,000$16,995,000None
NewEdge Advisors, LLC2026-06-302026-08-1336$1,112None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,810$86,829None
SITTNER & NELSON, LLC2026-06-302026-08-08938$28,985None
Sigma Planning Corp2026-06-302026-08-0827,000$834,838None
LPL Financial LLC2026-06-302026-08-08146,506$4,527,035None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08129,513$4,001,941None
Global Retirement Partners, LLC2026-06-302026-08-072,050$63,345None
Valmark Advisers, Inc.2026-06-302026-08-077,800$241,020None
ROTHSCHILD INVESTMENT LLC2026-06-302026-08-071,950$60,255None
Beacon Financial Advisory LLC2026-06-302026-08-0612,115$374,354None
RM Financial Services, LLC2026-06-302026-08-05229,302$7,085,432None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04151,970$4,695,867None
J. Derek Lewis & Associates Inc.2026-06-302026-08-0142,095$1,300,736None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3129,935$925,000None
Junk Investment Group, LLC2026-06-302026-07-308,249$254,894None
NWF Advisory Services Inc.2026-06-302026-07-306,807$210,336None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3025,545$789,360None
Kestra Advisory Services, LLC2026-06-302026-07-298,490$262,341None
BHK Investment Advisors, LLC2026-06-302026-07-2926,820$828,738None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2916$495None
Concurrent Investment Advisors, LLC2026-06-302026-07-2862,571$1,933,442None
Concurrent Investment Advisors, LLC2026-06-302026-07-28538,132$16,628,281None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2829,935$925,000None
EverSource Wealth Advisors, LLC2026-06-302026-07-251,942$60,000None
BARRETT & COMPANY, INC.2026-06-302026-07-253,000$92,700None
Capital Investment Advisory Services, LLC2026-06-302026-07-241,730$53,457None
Confluence Wealth Services, Inc.2026-06-302026-07-238,316$256,965None
Fearless Solutions, LLC dba Best Invest2026-06-302026-07-2332,723$1,011,141None
VVR Holdings LLC2026-06-302026-07-16417,651$12,905,416None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗ROYAL BANK OF CANADA ↗Larson Financial Group LLC ↗GOLDMAN SACHS GROUP INC ↗CMC Financial Group ↗Capital Group Private Client Services, Inc. ↗Integrated Wealth Concepts LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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