CAPITAL GROUP CONSERVATIVE E

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CGCV·14020U100·US·ETF·Unknown - Unknown

CGCV (CAPITAL GROUP CONSERVATIVE E) is held by 48 institutional investors as of Q2 2026. Largest holders: Capital International Investors ($327.4M), LPL Financial LLC ($188.4M), RAYMOND JAMES FINANCIAL INC ($96.6M). Net institutional sentiment: Bullish.

48

Holders

(8 Elite)

$1.1B

Total Value

82% (49)

Consensus

40 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)64

Activist (13D/13G)53

Congressional (STOCK Act)50

Holder Quality

18

★★★★★

Elite

76

★★★★

Strong

26

★★★

Solid

64

★★

Below

13

★

Weak

Held by 48 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CGCV.

Top Holders

Top Holders (48)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital International Investors	Increased	10M(+0.5%)	$327.4M	0.1%	+12.07%	31
LPL Financial LLC	Increased	5.7M(+23.0%)	$188.4M	0.0%	+10.21%	37
RAYMOND JAMES FINANCIAL INC	Increased	2.9M(+24.1%)	$96.6M	0.0%	+12.91%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	2.5M(+16.2%)	$81.4M	0.0%	+11.53%	34
WELLS FARGO & COMPANY/MN	Increased	2.1M(+209.8%)	$67.7M	0.0%	+3.63%	48
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.3M(+5.4%)	$42M	0.0%	+8.63%	31
Cetera Investment Advisers	Increased	1.1M(+25.0%)	$36.6M	0.0%	+10.08%	36
JONES FINANCIAL COMPANIES LLLP	Increased	907,295(+38.1%)	$29.6M	0.0%	+8.22%	38
STIFEL FINANCIAL CORP	Decreased	830,708(-0.9%)	$27.3M	0.0%	+11.90%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	646,077(-22.3%)	$21.4M	0.0%	+8.91%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	638,323(-10.6%)	$20.9M	0.0%	+15.96%	0
OSAIC HOLDINGS, INC.	Increased	488,025(+38.9%)	$16M	0.0%	+10.85%	37
MML INVESTORS SERVICES, LLC	Increased	451,251(+24.8%)	$14.8M	0.0%	+11.79%	34
BANK OF AMERICA CORP /DE/	Increased	442,182(+62.0%)	$14.5M	0.0%	+5.63%	41
&PARTNERS	Increased	339,871(+9.6%)	$11.2M	0.0%	+7.71%	31
Steward Partners Investment Advisory, LLC	Increased	325,155(+43.3%)	$10.7M	0.1%	+8.52%	37
ROYAL BANK OF CANADA	Increased	233,457(+27.2%)	$7.7M	0.0%	+10.54%	34
Baird Financial Group, Inc.	Increased	195,170(+2.3%)	$6.4M	0.0%	+20.95%	28
Kestra Advisory Services, LLC	Increased	168,363(+16.4%)	$5.5M	0.0%	+7.88%	31
TRUIST FINANCIAL CORP	Increased	140,440(+7.7%)	$4.6M	0.0%	+11.51%	29

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CGCVCAPITAL GROUP CONSERVATIVE E

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer