CAPITAL GROUP EQUITY ETF TR

Ticker: CGVV CUSIP: 14022A300 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (13)

Fearless Solutions, LLC dba Best Invest
Value ($000) $338 Shares 12,557
BHK Investment Advisors, LLC
Value ($000) $478 Shares 17,760
Sigma Planning Corp
Value ($000) $404 Shares 15,000
Confluence Wealth Services, Inc.
Value ($000) $204 Shares 7,595
SITTNER & NELSON, LLC
Value ($000) $27 Shares 938
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $403 Shares 14,991
Sunbelt Securities, Inc.
Value ($000) $53 Shares 1,976
ROYAL BANK OF CANADA
Value ($000) $326 Shares 12,113
JANE STREET GROUP, LLC
Value ($000) $320 Shares 11,913
CITADEL ADVISORS LLC
Value ($000) $286 Shares 10,635
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $246 Shares 9,138
Cambridge Investment Research Advisors, Inc.
Value ($000) $0 Shares 15,297
CREATIVE FINANCIAL DESIGNS INC /ADV
Value ($000) $0 Shares 2

Increased Positions (3)

Capital Group Private Client Services, Inc.
Value ($000) $5,742 (+7.3%) Shares 213,462 (+5.5%)
OSAIC HOLDINGS, INC.
Value ($000) $1,148 (+1038.4%) Shares 42,667 (+1015.5%)
HARBOUR INVESTMENTS, INC.
Value ($000) $46 (+66.7%) Shares 1,715 (+63.8%)

Exited Positions (1)

Advisory Services Network, LLC
Value ($000) $181 Shares 6,844