13F Insight
DOSSIER · 13F Holders · Q2 2026
CGCV

CAPITAL GROUP CONSERVATIVE E

165 institutions still hold CAPITAL GROUP CONSERVATIVE E as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020U100·165 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
165
filers reporting
Concentration
25.18%
Capital International Investors #1
top holder share
AI Holders Summary · Q2 2026

165 institutions reported CGCV in Q2 2026. Capital International Investors leads at 25.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$327M10.0M0.07%Q2 202602
Capital Group Private Client Services, Inc.
CIK 0001857666
$203M6.2M2.86%Q2 202603
LPL Financial LLC
CIK 0001403438
$188M5.7M0.04%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$97M2.9M0.03%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$81M2.5M0.02%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$68M2.1M0.01%Q2 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$42M1.3M0.02%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$37M1.1M0.03%Q2 202609
DMKC Advisory Services, LLC
CIK 0001901337
$31M952K5.90%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$30M907K0.01%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$27M831K0.02%Q2 202612
Tribridge Partners Financial LLC
CIK 0002083677
$26M783K10.17%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$21M646K0.04%Q2 202614
Envision Financial Planning, LLC
CIK 0001964460
$21M639K6.82%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$21M638K0.03%Q2 202616
Clearstead Trust, LLC
CIK 0001708001
$18M536K2.30%Q2 202617
Souders Financial Advisors
CIK 0001811240
$17M511K1.69%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M488K0.02%Q2 202619
HighPoint Advisor Group LLC
CIK 0001616034
$15M458K0.53%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$15M451K0.03%Q2 2026
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