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Public ownership evidence

Capital Group Conservative Equity ETF (CGCV) Ownership Disclosures

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

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

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

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

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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Kingsview Wealth Management, LLC2026-06-302026-08-2018,194$597,141None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,995$262,396None
Transamerica Financial Advisors, LLC2026-06-302026-08-1816,036$528,209None
Equitable Holdings, Inc.2026-06-302026-08-1885,602$2,809,458None
AMERIFLEX GROUP, INC.2026-06-302026-08-15700$22,974None
Synergy Investment Management, LLC2026-06-302026-08-1518,975$622,760None
Envision Financial Planning, LLC2026-06-302026-08-15639,031$20,973,001None
Perennial Investment Advisors, LLC2026-06-302026-08-159,716$318,885None
KINTRA WEALTH, LLC2026-06-302026-08-1514,272$482,247None
Ameritas Advisory Services, LLC2026-06-302026-08-1519,487$639,560None
Western Wealth Management, LLC2026-06-302026-08-15211,642$6,946,083None
IFG Advisory, LLC2026-06-302026-08-152,203$72,302None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,807$125,333None
OSAIC HOLDINGS, INC.2026-06-302026-08-1592,492$3,035,575None
OSAIC HOLDINGS, INC.2026-06-302026-08-15391,726$12,856,967None
Orion Porfolio Solutions, LLC2026-06-302026-08-1543,857$1,439,400None
Regal Investment Advisors LLC2026-06-302026-08-1523,138$759,392None
GTS SECURITIES LLC2026-06-302026-08-15107,991$3,544,265None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15930$30,523None
&PARTNERS2026-06-302026-08-15339,871$11,197,888None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15907,295$29,577,821None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15164,344$5,393,770None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1512,603$413,617None
ROYAL BANK OF CANADA2026-06-302026-08-15233,457$7,662,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1510,564$346,710None
World Investment Advisors2026-06-302026-08-1534,505$1,074,124None
NATIXIS ADVISORS, LLC2026-06-302026-08-1551,146$1,678,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1512,214$400,862None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15493,722$16,203,952None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,438,658$80,036,755None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15770,543$25,289,214None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,060,000$34,789,200None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15232,257$7,622,675None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15396,407$13,010,078None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1545,775$1,502,333None
Silver Grove Financial Group, Inc.2026-06-302026-08-14861$28,249None
Troutman Wealth Management, LLC2026-06-302026-08-14251,579$8,256,830None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14325,155$10,671,588None
Creative Planning2026-06-302026-08-1410,824$355,259None
Virtu Financial LLC2026-06-302026-08-146,873$226,000None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1445$1,477None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14104,309$3,423,415None
MORGAN STANLEY2026-06-302026-08-14259$8,500None
MORGAN STANLEY2026-06-302026-08-14281$9,222None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1436,577$1,200,457None
Smartleaf Asset Management LLC2026-06-302026-08-135,372$176,846None
REGATTA CAPITAL GROUP, LLC2026-06-302026-08-13148,056$4,859,194None
Compton Financial Group, LLC2026-06-302026-08-13180,287$5,917,004None
Capital Group Private Client Services, Inc.2026-06-302026-08-136,173,813$202,624,579None
Integrated Wealth Concepts LLC2026-06-302026-08-13126,136$4,139,813None

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

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Synergy Investment Management, LLC ↗Envision Financial Planning, LLC ↗Perennial Investment Advisors, LLC ↗KINTRA WEALTH, LLC ↗Ameritas Advisory Services, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.