CAPITAL GROUP EQUITY ETF TR US LRG VALUE ETF is a security (CUSIP 14022A300) tracked across SEC portfolio filings. 38 institutional managers reported $93.0M on Form 13F as of 2026-06-30.
Showing 15 of 38 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Capital International Investors | Los Angeles, CA | $26.8M | 1,000,000 |
| Concurrent Investment Advisors, LLC | Tampa, FL | $18.6M | 600,703 |
| VVR Holdings LLC | BELLINGHAM, WA | $12.9M | 417,651 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $11.5M | 430,123 |
| RM Financial Services, LLC | FALMOUTH, ME | $7.1M | 229,302 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $4.7M | 151,970 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $2.4M | 89,132 |
| J. Derek Lewis & Associates Inc. | NEWPORT BEACH, CA | $1.3M | 42,095 |
| Fearless Solutions, LLC dba Best Invest | SAN ANTONIO, TX | $1.0M | 32,723 |
| BHK Investment Advisors, LLC | BIRMINGHAM, AL | $829K | 26,820 |
| CMC Financial Group | ATLANTA, GA | $812K | 30,369 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $789K | 25,545 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $696K | 26,033 |
| Sigma Planning Corp | Ann Arbor, MI | $669K | 25,000 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $463K | 17,304 |