CAPITAL GROUP CONSERVATIVE E (CGCV)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
150
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $327.4M | 9,974,763 | 0.07% | 9q | HELD |
| Capital Group Private Client Services, Inc. | $202.6M | 6,173,813 | 2.86% | 9q | +14.8%+$26.1M |
| LPL Financial LLC | $188.4M | 5,739,104 | 0.04% | 7q | +23.0%+$35.3M |
| RAYMOND JAMES FINANCIAL INC | $96.6M | 2,944,594 | 0.03% | 7q | +24.1%+$18.8M |
| ENVESTNET ASSET MANAGEMENT INC | $81.4M | 2,480,604 | 0.02% | 7q | +16.2%+$11.3M |
| WELLS FARGO & COMPANY/MN | $67.7M | 2,062,800 | 0.01% | 7q | +54.9%+$24.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.0M | 1,279,141 | 0.02% | 5q | +5.4%+$2.1M |
| Cetera Investment Advisers | $36.6M | 1,115,546 | 0.03% | 7q | +25.0%+$7.3M |
| DMKC Advisory Services, LLC | $31.2M | 951,600 | 5.90% | 3q | +1271.2%+$29.0M |
| JONES FINANCIAL COMPANIES LLLP | $29.6M | 907,295 | 0.01% | 6q | +38.1%+$8.2M |
| STIFEL FINANCIAL CORP | $27.3M | 830,708 | 0.02% | 6q | -0.9%-$250.9K |
| Tribridge Partners Financial LLC | $25.9M | 783,414 | 10.17% | 5q | -1.3%-$349.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.4M | 646,077 | 0.04% | 4q | -22.3%-$6.1M |
| Envision Financial Planning, LLC | $21.0M | 639,031 | 6.82% | 8q | +1.6%+$330.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.9M | 638,323 | 0.03% | 9q | -10.6%-$2.5M |
| Clearstead Trust, LLC | $17.6M | 535,806 | 2.30% | 3q | +4.3%+$723.7K |
| Souders Financial Advisors | $16.8M | 510,787 | 1.69% | 2q | +8.8%+$1.4M |
| OSAIC HOLDINGS, INC. | $16.0M | 488,025 | 0.02% | 8q | +38.9%+$4.5M |
| HighPoint Advisor Group LLC | $15.0M | 458,403 | 0.53% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $14.8M | 451,251 | 0.03% | 6q | +24.8%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $14.5M | 442,182 | 0.00% | 5q | +62.0%+$5.6M |
| Confluence Wealth Services, Inc. | $13.7M | 416,050 | 0.39% | 6q | +18.7%+$2.1M |
| ST GERMAIN D J CO INC | $12.4M | 377,878 | 0.45% | 8q | -0.7%-$82.2K |
| AdvisorNet Financial, Inc | $12.1M | 367,686 | 0.55% | 7q | +7.6%+$848.4K |
| &PARTNERS | $11.2M | 339,871 | 0.05% | 5q | +9.6%+$983.3K |
| J. Derek Lewis & Associates Inc. | $10.8M | 327,614 | 2.03% | 3q | +16.2%+$1.5M |
| Steward Partners Investment Advisory, LLC | $10.7M | 325,155 | 0.05% | 7q | +43.3%+$3.2M |
| HARBOUR INVESTMENTS, INC. | $10.6M | 323,624 | 0.14% | 8q | +6.9%+$683.9K |
| Valmark Advisers, Inc. | $10.6M | 323,620 | 0.11% | 6q | +15.3%+$1.4M |
| Carson Advisory Inc. | $9.9M | 301,168 | 4.54% | 4q | +3.0%+$286.8K |
| RM Financial Services, LLC | $9.3M | 283,285 | 6.91% | 3q | +0.8%+$76.4K |
| Troutman Wealth Management, LLC | $8.3M | 251,579 | 6.35% | 3q | +1.9%+$151.0K |
| FINANCIAL MANAGEMENT NETWORK INC | $8.1M | 247,291 | 1.17% | 8q | +17.5%+$1.2M |
| ROYAL BANK OF CANADA | $7.7M | 233,457 | 0.00% | 7q | +27.2%+$1.6M |
| Midwest Heritage Bank, FSB | $7.6M | 232,205 | 2.16% | 7q | +4.8%+$345.8K |
| Western Wealth Management, LLC | $6.9M | 211,642 | 0.23% | 4q | +762.2%+$6.1M |
| Baird Financial Group, Inc. | $6.4M | 195,170 | 0.01% | 7q | +2.3%+$144.9K |
| Apollon Wealth Management, LLC | $6.1M | 186,453 | 0.07% | 5q | +14.5%+$774.2K |
| Compton Financial Group, LLC | $5.9M | 180,287 | 1.14% | 2q | +112.2%+$3.1M |
| Kestra Advisory Services, LLC | $5.5M | 168,363 | 0.02% | 7q | +16.4%+$778.1K |
| Vestmark Advisory Solutions, Inc. | $5.4M | 164,344 | 0.05% | 4q | HELD |
| REGATTA CAPITAL GROUP, LLC | $4.9M | 148,056 | 0.65% | 5q | +12.2%+$528.2K |
| TRUIST FINANCIAL CORP | $4.6M | 140,440 | 0.01% | 6q | +7.7%+$329.0K |
| Integrated Wealth Concepts LLC | $4.1M | 126,136 | 0.02% | 5q | +195.2%+$2.7M |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.8M | 115,255 | 0.06% | 7q | -3.5%-$136.6K |
| GTS SECURITIES LLC | $3.5M | 107,991 | 0.07% | 4q | +365.5%+$2.8M |
| CAPTRUST FINANCIAL ADVISORS | $3.4M | 104,309 | 0.01% | 8q | +5.6%+$180.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.2M | 97,411 | 0.16% | 8q | +2.1%+$65.0K |
| Evernest Financial Advisors, LLC | $3.2M | 96,874 | 0.66% | 8q | -25.4%-$1.1M |
| BlueChip Wealth Advisors LLC | $3.2M | 96,166 | 1.20% | 3q | +21.8%+$564.9K |
| Private Advisor Group, LLC | $2.8M | 86,072 | 0.01% | 6q | +36.3%+$751.8K |
| Equitable Holdings, Inc. | $2.8M | 85,602 | 0.02% | 3q | +179.4%+$1.8M |
| Bulwark Capital Corp | $2.8M | 83,884 | 1.55% | 5q | +5.0%+$131.7K |
| ASSETMARK, INC | $2.5M | 75,652 | 0.00% | 5q | +14.0%+$304.7K |
| Prospera Financial Services Inc | $2.4M | 74,634 | 0.04% | 2q | +6.8%+$156.4K |
| Hartmann Taylor Wealth Management, LLC | $2.2M | 74,834 | 1.48% | 5q | -1.5%-$33.7K |
| Pines Wealth Management, LLC | $1.9M | 58,773 | 0.55% | 7q | HELD |
| Meridian Wealth Management, LLC | $1.9M | 57,204 | 0.06% | 5q | -0.6%-$12.0K |
| BENJAMIN EDWARDS INC | $1.9M | 56,875 | 0.02% | 6q | +23.4%+$354.3K |
| Worthington Financial Partners, LLC | $1.8M | 55,696 | 1.51% | 3q | +0.9%+$17.1K |
| CWS Financial Advisors, LLC | $1.8M | 53,477 | 0.39% | 7q | -3.9%-$70.5K |
| Junk Investment Group, LLC | $1.7M | 52,411 | 0.76% | 2q | +3.4%+$57.3K |
| Brookstone Capital Management | $1.7M | 51,463 | 0.02% | 8q | +599.5%+$1.4M |
| Gateway Wealth Partners, LLC | $1.6M | 47,247 | 0.09% | 4q | -30.7%-$685.5K |
| CGN Advisors LLC | $1.5M | 45,135 | 0.11% | 8q | +2.4%+$34.4K |
| Continuum Advisory, LLC | $1.5M | 44,334 | 0.12% | 4q | +10.9%+$143.4K |
| Orion Porfolio Solutions, LLC | $1.4M | 43,857 | 0.01% | 4q | -3.5%-$52.0K |
| PRIVATE CLIENT SERVICES, LLC | $1.4M | 43,017 | 0.37% | new | NEW |
| Cullen/Frost Bankers, Inc. | $1.4M | 42,867 | 0.01% | 6q | +24.2%+$274.3K |
| Sigma Planning Corp | $1.4M | 41,507 | 0.03% | 4q | +26.2%+$283.4K |
| PRINCIPAL SECURITIES, INC. | $1.3M | 40,088 | 0.02% | 5q | +5.2%+$65.0K |
| Envestnet Portfolio Solutions, Inc. | $1.2M | 36,883 | 0.01% | 4q | +21.0%+$210.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 36,577 | 0.00% | 2q | HELD |
| HighTower Advisors, LLC | $1.1M | 32,868 | 0.00% | 5q | +8.3%+$83.0K |
| World Investment Advisors | $1.1M | 34,505 | 0.02% | 8q | +12.0%+$115.1K |
| Merit Financial Group, LLC | $1.1M | 32,082 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $858.9K | 26,170 | 0.00% | 7q | +2.3%+$19.4K |
| Main Line Retirement Advisors, LLC | $825.6K | 25,155 | 0.38% | 7q | HELD |
| ROTHSCHILD INVESTMENT LLC | $815.6K | 24,850 | 0.03% | 2q | +4.2%+$32.8K |
| NewEdge Advisors, LLC | $802.7K | 24,457 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $775.7K | 23,634 | 0.00% | new | NEW |
| KWB Wealth | $763.8K | 23,272 | 0.07% | 3q | +34.3%+$195.0K |
| Regal Investment Advisors LLC | $759.4K | 23,138 | 0.04% | 6q | +4.3%+$31.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $657.6K | 20,038 | 0.01% | 2q | -1.0%-$6.5K |
| Stratos Wealth Partners, LTD. | $655.5K | 19,972 | 0.01% | 4q | +7.6%+$46.3K |
| Ameritas Advisory Services, LLC | $639.6K | 19,487 | 0.01% | new | NEW |
| Synergy Investment Management, LLC | $622.8K | 18,975 | 0.15% | 4q | HELD |
| A&I FINANCIAL SERVICES, LLC | $616.6K | 18,787 | 0.27% | 7q | -9.9%-$67.9K |
| DAVENPORT & Co LLC | $607.1K | 18,497 | 0.00% | 3q | +20.9%+$104.9K |
| Kingsview Wealth Management, LLC | $597.1K | 18,194 | 0.01% | 3q | -16.9%-$121.0K |
| M.E. ALLISON & CO., INC. | $575.8K | 17,665 | 0.33% | 5q | +22.3%+$105.0K |
| Global Retirement Partners, LLC | $542.1K | 16,516 | 0.01% | 4q | +95.3%+$264.5K |
| Cyndeo Wealth Partners, LLC | $540.0K | 16,454 | 0.03% | 3q | HELD |
| Transamerica Financial Advisors, LLC | $528.2K | 16,036 | 0.04% | 4q | -4.8%-$26.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $524.8K | 15,990 | 0.00% | new | NEW |
| Aspire Growth Partners LLC | $513.7K | 15,653 | 0.30% | 2q | +118.1%+$278.2K |
| KINTRA WEALTH, LLC | $482.2K | 14,272 | 0.03% | 2q | +20.8%+$83.1K |
| ADVISORTRUST PARTNERS, LLC | $457.9K | 13,952 | 0.16% | 3q | +26.8%+$96.8K |
| FLAGSHIP WEALTH ADVISORS, LLC | $437.0K | 13,315 | 0.10% | new | NEW |
| Lodestone Wealth Management LLC | $421.2K | 12,835 | 0.15% | 6q | HELD |
Showing the largest 100 of 159 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 150 | $1.6B | 48,668,920 | 22 | 87 | 18 | 0.0% |
| Q1 2026 | 136 | $1.3B | 43,120,540 | 23 | 73 | 16 | 0.0% |
| Q4 2025 | 127 | $1.1B | 36,753,790 | 23 | 77 | 9 | 0.0% |
| Q3 2025 | 101 | $801.2M | 26,608,861 | 24 | 58 | 7 | 0.0% |
| Q2 2025 | 78 | $262.1M | 9,160,094 | 22 | 36 | 12 | 0.0% |
| Q1 2025 | 61 | $186.3M | 6,882,079 | 22 | 34 | 3 | 0.0% |
| Q4 2024 | 44 | $125.4M | 4,726,805 | 23 | 12 | 3 | 0.0% |
| Q3 2024 | 19 | $56.8M | 2,083,524 | 17 | 2 | 0 | 0.0% |
| Q2 2024 | 4 | $11.2M | 474,041 | 4 | 0 | 0 | 0.0% |