13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CGCV

CAPITAL GROUP CONSERVATIVE E

150 institutions still hold CAPITAL GROUP CONSERVATIVE E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020U100·150 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.8%
vs prior quarter
13F value held
$1.0B
69.0% inst. owned
of float
Holders
150
-22 QoQ
filers reporting
Activity
+57 / −77
+849 added · −870 reduced
this quarter
Concentration
29.00%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

150 institutions reported CGCV in Q1 2026. Capital International Investors leads at 29.0% of the visible book. -22 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$296M9.9M0.07%Q1 202602
Capital Group Private Client Services, Inc.
CIK 0001857666
$160M5.4M2.70%Q1 202603
LPL Financial LLC
CIK 0001403438
$139M4.7M0.04%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$71M2.4M0.02%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$64M2.1M0.02%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$36M1.2M0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$27M892K0.03%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$25M838K0.02%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$25M831K0.05%Q1 202610
Tribridge Partners Financial LLC
CIK 0002083677
$24M794K9.80%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$21M714K0.03%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M666K0.00%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$19M657K0.01%Q1 202614
Envision Financial Planning, LLC
CIK 0001964460
$19M629K6.78%Q1 202615
Clearstead Trust, LLC
CIK 0001708001
$15M514K2.50%Q1 202616
Souders Financial Advisors
CIK 0001811240
$14M469K1.60%Q1 202617
HighPoint Advisor Group LLC
CIK 0001616034
$14M457K0.57%Q1 202618
ST GERMAIN D J CO INC
CIK 0000831571
$11M380K0.45%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M362K0.03%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M351K0.02%Q1 2026
Page 1 of 8
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