Cap Group Large Value (CGVV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Concurrent Investment Advisors, LLC

INCREASED

Shares637,448 from 600,703

Change+36,745 (+6%)

Value$19.7M (+$1.1M)

Filed 2026-10-16

VVR Holdings LLC

INCREASED

Shares512,922 from 417,651

Change+95,271 (+23%)

Value$15.9M (+$3.0M)

Filed 2026-10-19

RM Financial Services, LLC

INCREASED

Shares232,505 from 229,302

Change+3,203 (+1%)

Value$7.2M (+$103.6K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares227,429 from 146,506

Change+80,923 (+55%)

Value$7.0M (+$2.5M)

Filed 2026-11-06

J. Derek Lewis & Associates Inc.

INCREASED

Shares99,882 from 42,095

Change+57,787 (+137%)

Value$3.1M (+$1.8M)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares53,595 from 29,935

Change+23,660 (+79%)

Value$1.7M (+$732.0K)

Filed 2026-11-02

Fearless Solutions, LLC dba Best Invest

INCREASED

Shares46,405 from 32,723

Change+13,682 (+42%)

Value$1.4M (+$423.7K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares38,870 from 25,545

Change+13,325 (+52%)

Value$1.2M (+$412.5K)

Filed 2026-11-02

Latitude Advisors, LLC

NEW

Shares18,117

Change+18,117

Value$560.2K

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares17,850 from 8,490

Change+9,360 (+110%)

Value$551.9K (+$289.6K)

Filed 2026-11-02

Sigma Planning Corp

DECREASED

Shares15,075 from 27,000

Change-11,925 (-44%)

Value$466.1K (-$368.7K)

Filed 2026-10-23

Davenport & Co LLC

NEW

Shares14,004

Change+14,004

Value$433.0K

Filed 2026-10-14

Junk Investment Group, LLC

INCREASED

Shares11,401 from 8,249

Change+3,152 (+38%)

Value$352.5K (+$97.6K)

Filed 2026-10-19

D.A. Davidson & Co.

NEW

Shares7,947

Change+7,947

Value$245.7K

Filed 2026-10-28

Confluence Wealth Services, Inc.

DECREASED

Shares7,807 from 8,316

Change-509 (-6%)

Value$241.4K (-$15.6K)

Filed 2026-11-05

Valmark Advisers, Inc.

UNCHANGED

Shares7,800 from 7,800

Change0 (0%)

Value$241.2K (+$156)

Filed 2026-11-06

NWF Advisory Services Inc.

UNCHANGED

Shares6,807 from 6,807

Change0 (0%)

Value$210.5K (+$136)

Filed 2026-10-19

Barrett & Company, Inc.

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$92.8K (+$60)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,942 from 1,942

Change0 (0%)

Value$60.0K (+$39)

Filed 2026-11-04

Larson Financial Group LLC

INCREASED

Shares1,520 from 1,276

Change+244 (+19%)

Value$47.0K (+$7.6K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares69

Change+69

Value$2.1K

Filed 2026-10-21

Creative Financial Designs Inc

INCREASED

Shares20 from 16

Change+4 (+25%)

Value$620 (+$125)

Filed 2026-11-04

Beacon Financial Advisory LLC

CLOSED

Shares0 from 12,115

Change-12,115 (-100%)

Value$0 (-$374.4K)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 1,730

Change-1,730 (-100%)

Value$0 (-$53.5K)

Filed 2026-10-30

Capital International Investors

N/A

Shares— from 550,000

Change-550,000 (-100%)

Value—

Capital Group Private Client Services, Inc.

N/A

Shares— from 525,336

Change-525,336 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 152,321

Change-152,321 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 151,970

Change-151,970 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 129,513

Change-129,513 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 27,723

Change-27,723 (-100%)

Value—

BHK Investment Advisors, LLC

N/A

Shares— from 26,820

Change-26,820 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 17,863

Change-17,863 (-100%)

Value—

CMC Financial Group

N/A

Shares— from 17,688

Change-17,688 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,636

Change-7,636 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,692

Change-6,692 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,810

Change-2,810 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,950

Change-1,950 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 938

Change-938 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 367

Change-367 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

	Status
Concurrent Investment Advisors, LLC	INCREASED	637,448	600,703	+36,745	+6%	$18.6M	$19.7M	+$1.1M	2026-10-16
VVR Holdings LLC	INCREASED	512,922	417,651	+95,271	+23%	$12.9M	$15.9M	+$3.0M	2026-10-19
RM Financial Services, LLC	INCREASED	232,505	229,302	+3,203	+1%	$7.1M	$7.2M	+$103.6K	2026-11-03
LPL Financial LLC	INCREASED	227,429	146,506	+80,923	+55%	$4.5M	$7.0M	+$2.5M	2026-11-06
J. Derek Lewis & Associates Inc.	INCREASED	99,882	42,095	+57,787	+137%	$1.3M	$3.1M	+$1.8M	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	53,595	29,935	+23,660	+79%	$925.0K	$1.7M	+$732.0K	2026-11-02
Fearless Solutions, LLC dba Best Invest	INCREASED	46,405	32,723	+13,682	+42%	$1.0M	$1.4M	+$423.7K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	38,870	25,545	+13,325	+52%	$789.4K	$1.2M	+$412.5K	2026-11-02
Latitude Advisors, LLC	NEW	18,117	—	+18,117	—	—	$560.2K	—	2026-10-27
Kestra Advisory Services, LLC	INCREASED	17,850	8,490	+9,360	+110%	$262.3K	$551.9K	+$289.6K	2026-11-02
Sigma Planning Corp	DECREASED	15,075	27,000	-11,925	-44%	$834.8K	$466.1K	-$368.7K	2026-10-23
Davenport & Co LLC	NEW	14,004	—	+14,004	—	—	$433.0K	—	2026-10-14
Junk Investment Group, LLC	INCREASED	11,401	8,249	+3,152	+38%	$254.9K	$352.5K	+$97.6K	2026-10-19
D.A. Davidson & Co.	NEW	7,947	—	+7,947	—	—	$245.7K	—	2026-10-28
Confluence Wealth Services, Inc.	DECREASED	7,807	8,316	-509	-6%	$257.0K	$241.4K	-$15.6K	2026-11-05
Valmark Advisers, Inc.	UNCHANGED	7,800	7,800	0	0%	$241.0K	$241.2K	+$156	2026-11-06
NWF Advisory Services Inc.	UNCHANGED	6,807	6,807	0	0%	$210.3K	$210.5K	+$136	2026-10-19
Barrett & Company, Inc.	UNCHANGED	3,000	3,000	0	0%	$92.7K	$92.8K	+$60	2026-10-22
EverSource Wealth Advisors, LLC	UNCHANGED	1,942	1,942	0	0%	$60.0K	$60.0K	+$39	2026-11-04
Larson Financial Group LLC	INCREASED	1,520	1,276	+244	+19%	$39.4K	$47.0K	+$7.6K	2026-11-05
Root Financial Partners, LLC	NEW	69	—	+69	—	—	$2.1K	—	2026-10-21
Creative Financial Designs Inc	INCREASED	20	16	+4	+25%	$495	$620	+$125	2026-11-04
Beacon Financial Advisory LLC	CLOSED	0	12,115	-12,115	-100%	$374.4K	$0	-$374.4K	2026-10-16
Capital Investment Advisory Services, LLC	CLOSED	0	1,730	-1,730	-100%	$53.5K	$0	-$53.5K	2026-10-30
Capital International Investors	N/A	—	550,000	-550,000	-100%	$17.0M	—	—	—
Capital Group Private Client Services, Inc.	N/A	—	525,336	-525,336	-100%	$16.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	152,321	-152,321	-100%	$4.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	151,970	-151,970	-100%	$4.7M	—	—	—
MML Investors Services, LLC	N/A	—	129,513	-129,513	-100%	$4.0M	—	—	—
BFC Planning, Inc.	N/A	—	27,723	-27,723	-100%	$856.7K	—	—	—
BHK Investment Advisors, LLC	N/A	—	26,820	-26,820	-100%	$828.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	17,863	-17,863	-100%	$552.0K	—	—	—
CMC Financial Group	N/A	—	17,688	-17,688	-100%	$546.6K	—	—	—
Jane Street Group, LLC	N/A	—	7,636	-7,636	-100%	$236.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	6,692	-6,692	-100%	$206.8K	—	—	—
Harbour Investments, Inc.	N/A	—	2,810	-2,810	-100%	$86.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,050	-2,050	-100%	$63.3K	—	—	—
Rothschild Investment LLC	N/A	—	1,950	-1,950	-100%	$60.3K	—	—	—
Sittner & Nelson, LLC	N/A	—	938	-938	-100%	$29.0K	—	—	—
Royal Bank of Canada	N/A	—	367	-367	-100%	$11.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	36	-36	-100%	$1.1K	—	—	—

Showing 41 of 41 institutions