Cap Group Large Value (CGVV)

CUSIP: 14022A300 | NYSE | 47 institutional holders

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Institutional Holders — Q3 2026

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Concurrent Investment Advisors, LLC637,448

0.1% of portfolio$19.7M

VVR Holdings LLC512,922

6.5% of portfolio$15.9M

RM Financial Services, LLC232,505

5.4% of portfolio$7.2M

J. Derek Lewis & Associates Inc.99,882

0.6% of portfolio$3.1M

Cambridge Investment Research Advisors, Inc.53,595

0.0% of portfolio$1.7M

Fearless Solutions, LLC dba Best Invest46,405

0.7% of portfolio$1.4M

Commonwealth Equity Services, LLC38,870

0.0% of portfolio$1.2M

Latitude Advisors, LLC18,117

0.2% of portfolio$560.2K

Kestra Advisory Services, LLC17,850

0.0% of portfolio$551.9K

Sigma Planning Corp15,075

0.0% of portfolio$466.1K

Davenport & Co LLC14,004

0.0% of portfolio$433.0K

Junk Investment Group, LLC11,401

0.1% of portfolio$352.5K

D.A. Davidson & Co.7,947

0.0% of portfolio$245.7K

Confluence Wealth Services, Inc.7,807

0.0% of portfolio$241.4K

NWF Advisory Services Inc.6,807

0.0% of portfolio$210.5K

Barrett & Company, Inc.3,000

0.0% of portfolio$92.8K

EverSource Wealth Advisors, LLC1,942

0.0% of portfolio$60.0K

Larson Financial Group LLC1,520

0.0% of portfolio$47.0K

Root Financial Partners, LLC69

0.0% of portfolio$2.1K

Creative Financial Designs Inc20

0.0% of portfolio$620

				Style	Turnover	Location	Filed
Concurrent Investment Advisors, LLC	637,448	$19.7M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
VVR Holdings LLC	512,922	$15.9M	6.5%	ETF	Medium	Bellingham, WA	2026-10-19
RM Financial Services, LLC	232,505	$7.2M	5.4%	ETF	Very Low	Falmouth, ME	2026-11-03
J. Derek Lewis & Associates Inc.	99,882	$3.1M	0.6%	ETF	Low	Newport Beach, CA	2026-11-03
Cambridge Investment Research Advisors, Inc.	53,595	$1.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Fearless Solutions, LLC dba Best Invest	46,405	$1.4M	0.7%	ETF	Low	San Antonio, TX	2026-10-14
Commonwealth Equity Services, LLC	38,870	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Latitude Advisors, LLC	18,117	$560.2K	0.2%	ETF	Low	Yorkville, IL	2026-10-27
Kestra Advisory Services, LLC	17,850	$551.9K	0.0%	Core	Low	Austin, TX	2026-11-02
Sigma Planning Corp	15,075	$466.1K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Davenport & Co LLC	14,004	$433.0K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Junk Investment Group, LLC	11,401	$352.5K	0.1%	ETF	Very Low	Hunt Valley, MD	2026-10-19
D.A. Davidson & Co.	7,947	$245.7K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Confluence Wealth Services, Inc.	7,807	$241.4K	0.0%	ETF	Very Low	Mcmurray, PA	2026-11-05
NWF Advisory Services Inc.	6,807	$210.5K	0.0%	GARP	Low	Los Angeles, CA	2026-10-19
Barrett & Company, Inc.	3,000	$92.8K	0.0%	ETF	Low	Providence, RI	2026-10-22
EverSource Wealth Advisors, LLC	1,942	$60.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Larson Financial Group LLC	1,520	$47.0K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Root Financial Partners, LLC	69	$2.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Creative Financial Designs Inc	20	$620	0.0%	ETF	Medium	Kokomo, IN	2026-11-04