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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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CGVV — Fundamentals, Valuation & Ownership | QW Research

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

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 30 funds hold it

Ownership Change

—

vs last quarter

Crowding

78ᵗʰ pctl

more crowded than 78% of tracked stocks

Institutional Value

$77.0M

total position value across all 13F filers

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Institutional Holders

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Institutional Trends (4 Quarters)

No trend data available for this metric.

No collected fundamentals to build a valuation model.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.09%Avg weight: 1.14%Max: 5.07%High conviction (>1%): 3

Capital International Investors

Concurrent Investment Advisors,

Capital Group Private Client Services,

RM Financial Services,

OSAIC HOLDINGS,

CMC Financial Group

GOLDMAN SACHS GROUP

COMMONWEALTH EQUITY SERVICES,

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

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Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio6x

57th percentile

24 buying4 selling

+10

New

-1

Closed

+1.3M

Net shares

Ownership Concentration

Top 5: 87.8%Top 10: 94.5%

Capital International Investors34.5%

Concurrent Investment Advisors,19.3%

Capital Group Private Client Services,14.8%

VVR Holdings12.7%

RM Financial Services,6.5%

Others (25)12.2%

Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio6x

57th percentile

24 buying4 selling

+10

New

-1

Closed

+1.3M

Net shares

Ownership Concentration

Top 5: 87.8%Top 10: 94.5%

Capital International Investors34.5%

Concurrent Investment Advisors,19.3%

Capital Group Private Client Services,14.8%

VVR Holdings12.7%

RM Financial Services,6.5%

Others (25)12.2%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position