# CAPITAL GROUP EQUITY ETF TR US LRG VALUE ETF

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.

## Summary

- Issuer: CAPITAL GROUP EQUITY ETF TR
- Class: US LRG VALUE ETF
- CUSIP: 14022A300
- 13F holders: 38
- 13F value: $93.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $18.6M | 600,703 |
| [VVR Holdings LLC](https://search.stillhousedata.com/firm/334343) | BELLINGHAM, WA | $12.9M | 417,651 |
| [Capital Group Private Client Services, Inc.](https://search.stillhousedata.com/firm/312837) | Los Angeles, CA | $11.5M | 430,123 |
| [RM Financial Services, LLC](https://search.stillhousedata.com/firm/304297) | 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.](https://search.stillhousedata.com/firm/122307) | NEWPORT BEACH, CA | $1.3M | 42,095 |
| Fearless Solutions, LLC dba Best Invest | SAN ANTONIO, TX | $1.0M | 32,723 |
| [BHK Investment Advisors, LLC](https://search.stillhousedata.com/firm/140515) | BIRMINGHAM, AL | $829K | 26,820 |
| CMC Financial Group | ATLANTA, GA | $812K | 30,369 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $789K | 25,545 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $696K | 26,033 |
| [Sigma Planning Corp](https://search.stillhousedata.com/firm/110692) | Ann Arbor, MI | $669K | 25,000 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $463K | 17,304 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14022A300.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.