CGCV institutional holders

CAPITAL GROUP CONSERVATIVE E · 13F, 2026Q2

Managers holding159
Shares held49,707,490
Reported value$1.6bn
Quarter flows24 new, 100 added, 20 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital International Investors9,974,763$327.4m0.1%
Capital Group Private Client Services, Inc.6,173,813$202.6m2.9%
LPL Financial LLC5,739,104$188.4m0.0%
RAYMOND JAMES FINANCIAL INC2,944,594$96.6m0.0%
ENVESTNET ASSET MANAGEMENT INC2,480,604$81.4m0.0%
WELLS FARGO & COMPANY/MN2,062,800$67.7m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,279,141$42.0m0.0%
Cetera Investment Advisers1,115,546$36.6m0.0%
DMKC Advisory Services, LLC951,600$31.2m5.9%
JONES FINANCIAL COMPANIES LLLP907,295$29.6m0.0%
STIFEL FINANCIAL CORP830,708$27.3m0.0%
Tribridge Partners Financial LLC783,414$25.9m10.2%
Cambridge Investment Research Advisors, Inc.750,972$24.6m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC646,077$21.4m0.0%
Envision Financial Planning, LLC639,031$21.0m6.8%
COMMONWEALTH EQUITY SERVICES, LLC638,323$20.9m0.0%
Clearstead Trust, LLC535,806$17.6m2.3%
Souders Financial Advisors510,787$16.8m1.7%
OSAIC HOLDINGS, INC.488,025$16.0m0.0%
HighPoint Advisor Group LLC458,403$15.0m0.5%
MML INVESTORS SERVICES, LLC451,251$14.8m0.0%
BANK OF AMERICA CORP /DE/442,182$14.5m0.0%
Confluence Wealth Services, Inc.416,050$13.7m0.4%
ST GERMAIN D J CO INC377,878$12.4m0.4%
AdvisorNet Financial, Inc367,686$12.1m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGCV"). CGCV price history · All 13F data

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