CAPITAL GROUP CONSERVATIVE E

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CGCV·14020U100·US·etf·Unknown - Unknown

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CGCV (CAPITAL GROUP CONSERVATIVE E) is held by 45 institutional investors as of Q1 2026. Largest holders: Capital International Investors ($296M), LPL Financial LLC ($139M), RAYMOND JAMES FINANCIAL INC ($70.7M). Net institutional sentiment: Bullish.

45

Holders

Avg rating(9 Elite)

$853M

Total Value

80% (48)

Fund Consensus

37 buying - 9 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

Institutional (13F)66

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CGCV's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

19

★★★★

Strong

14

★★★

Solid

6

★★

Below

0

★

Weak

Held by 45 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (45)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital International Investors	Increased	9.9M(+0.0%)	$296M	0.1%	+6.48%	31
LPL Financial LLC	Increased	4.7M(+18.3%)	$139M	0.0%	+6.72%	35
RAYMOND JAMES FINANCIAL INC	Decreased	2.4M(-20.1%)	$70.7M	0.0%	+10.15%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	2.1M(+18.7%)	$63.7M	0.0%	+7.60%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.2M(+12.5%)	$36.2M	0.0%	+3.54%	33
Cetera Investment Advisers	Increased	892,128(+12.6%)	$26.6M	0.0%	+6.73%	32
STIFEL FINANCIAL CORP	Decreased	838,352(-10.6%)	$25M	0.0%	+6.27%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	831,115(+0.3%)	$24.8M	0.1%	+3.43%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	714,017(+25.3%)	$21.3M	0.0%	+10.12%	35
WELLS FARGO & COMPANY/MN	Increased	665,873(+82.7%)	$19.8M	0.0%	+2.41%	44
JONES FINANCIAL COMPANIES LLLP	Increased	656,967(+72.4%)	$19.3M	0.0%	+5.33%	42
CITADEL ADVISORS LLC	Increased	647,506(+503.2%)	$19.3M	0.0%	+1.94%	46
MML INVESTORS SERVICES, LLC	Increased	361,544(+12.6%)	$10.8M	0.0%	+8.83%	31
OSAIC HOLDINGS, INC.	Increased	351,334(+24.8%)	$10.5M	0.0%	+9.07%	34
&PARTNERS	Increased	310,027(+44.8%)	$9.2M	0.0%	+2.87%	37
BANK OF AMERICA CORP /DE/	Increased	272,958(+63.8%)	$8.1M	0.0%	+2.75%	40
Steward Partners Investment Advisory, LLC	Increased	226,905(+5.0%)	$6.8M	0.0%	+6.13%	29
Baird Financial Group, Inc.	Increased	190,755(+7.0%)	$5.7M	0.0%	+15.36%	29
ROYAL BANK OF CANADA	Increased	183,485(+25.1%)	$5.5M	0.0%	+6.27%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	153,714(-17.7%)	$4.6M	0.0%	+7.17%	0

Showing 1-20 of 48

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer