§ EQUITY
USDCGVV
CAP GROUP LARGE VALUE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital International Investors | 1.0M | 0.0% | ±0% |
| Concurrent Investment Advisors, LLC | 510K | 0.1% | n/a |
| Capital Group Private Client | 430K | 0.2% | +102% |
| VVR Holdings LLC | 367K | 5.1% | n/a |
| EverSource Wealth Advisors, LLC | 16K | 0.1% | +847% |
| RM Financial Services, LLC | 187K | 4.3% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for CGVV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER65.2% · 28 holders
QUALITY / COMPOUNDER33.9% · 1 holder
DEALER / BANK0.9% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGVV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGVV yet.