CGVV Institutional Ownership
Who owns CGVV and what the big funds did with it last quarter, from every SEC 13F filing. 38 funds reported holding CGVV at Jun 30, 2026.
- ▲29 buying vs 7 selling
- ▲Shares held by funds +11.9%
- ▲Funds holding +6
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
5 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 38 | 32 | +18.8% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 3.3M | 2.9M | +11.9% |
| Held by funds | – | – | – |
| New positions | 9 | 9 | 0.0% |
| Increased | 20 | 15 | +33.3% |
| Reduced | 5 | 3 | +66.7% |
| Sold out | 2 | 1 | +100.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns CGVV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds94.7%
- Banks and brokers5.3%
- Pensions, insurers and other0.1%
The top 10 holders own 90.7% of all CGVV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
34 funds changed their position- Capital International InvestorsTrimmed−440K sh
- VVR Holdings LLCAdded+95K sh
- LPL Financial LLCAdded+81K sh
- Mml Investors Services, LLCTrimmed−69K sh
- J. Derek Lewis & Associates Inc.Added+58K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Concurrent Investment Advisors, LLC | – | 601K | $18.6M | +41K |
| 2 | Capital International Investors | – | 550K | $17M | −450K |
| 3 | Capital Group Private Client Services, Inc. | – | 525K | $16.2M | +95K |
| 4 | VVR Holdings LLC | – | 418K | $12.9M | +51K |
| 5 | RM Financial Services, LLC | – | 229K | $7.1M | +42K |
| 6 | Osaic Holdings, Inc. | – | 152K | $4.7M | +63K |
| 7 | Envestnet Asset Management Inc | – | 152K | $4.7M | +131K |
| 8 | LPL Financial LLC | – | 147K | $4.5M | +147K |
| 9 | Mml Investors Services, LLC | – | 130K | $4M | +112K |
| 10 | Cambridge Investment Research Advisors, Inc. | – | 60K | $1.9M | +40K |
- LPL Financial LLC+147K sh+$4.5M
- Envestnet Asset Management Inc+131K sh+$4M
- Mml Investors Services, LLC+112K sh+$3.5M
- Capital Group Private Client Services, Inc.+95K sh+$2.9M
- Osaic Holdings, Inc.+63K sh+$2M
- VVR Holdings LLC+51K sh+$1.6M
- RM Financial Services, LLC+42K sh+$1.3M
- Concurrent Investment Advisors, LLC+41K sh+$1.3M
- Capital International Investors−450K sh−$13.9M
- CMC Financial Group−13K sh−$392K
- Goldman Sachs Group Inc−8,170 sh−$252K
- Advisory Services Network, LLC−6,223 sh−$166K
- Royal Bank of Canada−1,206 sh−$36K
- Ameritas Advisory Services, LLC−813 sh−$22K
- Jane Street Group, LLC−190 sh−$6K
CGVV institutional ownership FAQ
Who owns the most CGVV stock?
In Q2 2026 13F filings the largest holder of CGVV was Concurrent Investment Advisors, LLC, followed by Capital International Investors and Capital Group Private Client Services, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of CGVV is owned by institutions?
38 funds reported holding 3.3M CGVV shares at Jun 30, 2026.
Are hedge funds buying CGVV?
In Q2 2026, 29 funds bought CGVV (9 of them new positions) and 7 sold (2 sold out completely). Our fund sentiment for CGVV is bullish.
What is CGVV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CGVV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.