CAP GROUP LARGE VALUE (CGVV) Institutional Ownership and Insiders Activity

CAP GROUP LARGE VALUE (CGVV) is widely held by institutional investors, with 36 firms reporting positions valued at approximately $98.09M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Concurrent Investment Advisors, Llc is the largest disclosed holder, reporting approximately $18.56M in CGVV holdings in its latest filing.