CAP GROUP LARGE VALUE (CGVV) Institutional Shareholders
CAP GROUP LARGE VALUE (CGVV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $98.09M in CGVV holdings during the latest filing period.
Concurrent Investment Advisors, Llc is currently the largest disclosed institutional shareholder of CGVV tracked by InsiderSet, reporting ownership valued at approximately $18.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.59M, representing an estimated gain of +0.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed CGVV value among the investors covered in this analysis. Major shareholders include Concurrent Investment Advisors, Llc, Capital International Investors, Capital Group Private Client Services, Inc., and several other long-term asset managers with concentrated positions in CAP GROUP LARGE VALUE (CGVV).
This page ranks the largest institutional CGVV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$98.09M
Largest Holder
Concurrent Investment Advisors, Llc
Largest Position
$18.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Concurrent Investment Advisors, Llc | 0.16% | 600,703 | $18,561,723 | $18,585,751 | +$24,028 | +0.13% | |
| Capital International Investors | 0.00% | 550,000 | $16,995,000 | $17,017,000 | +$22,000 | +0.13% | |
| Capital Group Private Client Services, Inc. | 0.23% | 525,336 | $16,232,882 | $16,253,896 | +$21,014 | +0.13% | |
| Vvr Holdings Llc | 5.58% | 417,651 | $12,905,416 | $12,922,122 | +$16,706 | +0.13% | |
| Rm Financial Services, Llc | 5.26% | 229,302 | $7,085,432 | $7,094,604 | +$9,172 | +0.13% | |
| Osaic Holdings, Inc. | 0.01% | 152,321 | $4,706,786 | $4,712,812 | +$6,026 | +0.13% | |
| Envestnet Asset Management Inc | 0.00% | 151,970 | $4,695,867 | $4,701,952 | +$6,085 | +0.13% | |
| Lpl Financial Llc | 0.00% | 146,506 | $4,527,035 | $4,532,896 | +$5,861 | +0.13% | |
| Mml Investors Services, Llc | 0.01% | 129,513 | $4,001,941 | $4,007,132 | +$5,191 | +0.13% | |
| J. Derek Lewis & Associates Inc. | 0.25% | 42,095 | $1,300,736 | $1,302,419 | +$1,683 | +0.13% | |
| Fearless Solutions, Llc Dba Best Invest | 0.53% | 32,723 | $1,011,141 | $1,012,450 | +$1,309 | +0.13% | |
| Sigma Planning Corp | 0.02% | 27,000 | $834,838 | $835,380 | +$542 | +0.06% | |
| Bhk Investment Advisors, Llc | 0.25% | 26,820 | $828,738 | $829,811 | +$1,073 | +0.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,545 | $789,360 | $790,362 | +$1,002 | +0.13% | |
| Goldman Sachs Group Inc | 0.00% | 17,863 | $551,967 | $552,681 | +$714 | +0.13% | |
| Cmc Financial Group | 1.06% | 17,688 | $546,559 | $547,267 | +$708 | +0.13% | |
| Beacon Financial Advisory Llc | 0.07% | 12,115 | $374,354 | $374,838 | +$484 | +0.13% | |
| Kestra Advisory Services, Llc | 0.00% | 8,490 | $262,341 | $262,681 | +$340 | +0.13% | |
| Confluence Wealth Services, Inc. | 0.01% | 8,316 | $256,965 | $257,297 | +$332 | +0.13% | |
| Junk Investment Group, Llc | 0.11% | 8,249 | $254,894 | $255,224 | +$330 | +0.13% | |
| Valmark Advisers, Inc. | 0.00% | 7,800 | $241,020 | $241,332 | +$312 | +0.13% | |
| Jane Street Group, Llc | 0.00% | 7,636 | $235,952 | $236,258 | +$306 | +0.13% | |
| Nwf Advisory Services Inc. | 0.02% | 6,807 | $210,336 | $210,609 | +$273 | +0.13% | |
| Equitable Holdings, Inc. | 0.00% | 6,692 | $206,783 | $207,050 | +$267 | +0.13% | |
| Barrett & Company, Inc. | 0.03% | 3,000 | $92,700 | $92,820 | +$120 | +0.13% | |
| Harbour Investments, Inc. | 0.00% | 2,810 | $86,829 | $86,941 | +$112 | +0.13% | |
| Sunbelt Securities, Inc. | 0.00% | 2,940 | $78,635 | $90,964 | +$12,329 | +15.68% | |
| Rothschild Investment Llc | 0.00% | 1,950 | $60,255 | $60,333 | +$78 | +0.13% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,730 | $53,457 | $53,526 | +$69 | +0.13% | |
| Larson Financial Group Llc | 0.00% | 1,276 | $39,418 | $39,479 | +$61 | +0.16% | |
| Sittner & Nelson, Llc | 0.01% | 938 | $28,985 | $29,022 | +$37 | +0.13% | |
| Cwm, Llc | 0.00% | 524 | $14,017 | $16,213 | +$2,196 | +15.66% | |
| Royal Bank Of Canada | 0.00% | 367 | $11,000 | $11,355 | +$355 | +3.23% | |
| Newedge Advisors, Llc | 0.00% | 36 | $1,112 | $1,114 | +$2 | +0.17% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 29,935 | $925 | $926,189 | +$925,264 | +100028.53% | |
| Creative Financial Designs Inc | 0.00% | 16 | $495 | $495 | +$0 | +0.01% |
Frequently asked questions about CGVV
Who are the largest institutional holders of CGVV?
The largest institutional holders of CGVV reported in the latest SEC Form 13F filings include Concurrent Investment Advisors, Llc, Capital International Investors, Capital Group Private Client Services, Inc., Vvr Holdings Llc, and Rm Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported CGVV position.
What is CGVV institutional ownership?
This page tracks CGVV positions reported by institutional investment managers through SEC Form 13F. CAP GROUP LARGE VALUE (CGVV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGVV?
InsiderSet currently tracks 36 institutional managers reporting CGVV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGVV shareholders.
How much CGVV stock do institutions own?
Institutional investment managers disclosed approximately $98.09M in CGVV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGVV institutional ownership last updated?
The latest CGVV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGVV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGVV position after the reporting date.
Are institutions buying or selling CGVV?
Institutional buying and selling can be analyzed by comparing CGVV positions across consecutive 13F reporting periods. InsiderSet's CGVV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGVV ownership changes.
How has CGVV institutional ownership changed over time?
InsiderSet tracks CGVV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.