Cap Group Conservative EqCGCVETF
13F holders, Q2 2026 (June 30)159holders +15
22new positions
6sold out
2famous investors
$32.82avg. 13F price*
At the end of Q2 2026, 159 institutions reported holding Cap Group Conservative Eq (CGCV) in their 13F filings, up 15 from Q1 2026. 22 opened new positions and 6 sold out. The largest holders were Capital International Investors ($327.4M), Capital Group Private Client Services, Inc. ($202.6M) and LPL Financial LLC ($188.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Conservative Eq
- Filed as
- CAPITAL GROUP CONSERVATIVE E (Q2 2026)
- CUSIP
- 14020U100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.1M |
| Exits | 6 | $29.7M |
All 13F filers, Q1 2026 → Q2 2026: 7,616,552 shares bought and 1,417,048 shares sold, net +6,199,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Capital International Investors | 0.07% | Add +0.5% | 9,974,763 | $327.4M |
| Capital Group Private Client Services, Inc. | 2.86% | Add +14.8% | 6,173,813 | $202.6M |
| LPL Financial LLC | 0.04% | Add +23.0% | 5,739,104 | $188.4M |
| Raymond James Financial Inc. | 0.03% | Add +24.1% | 2,944,594 | $96.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.2% | 2,480,604 | $81.4M |
| Wells Fargo & Company | 0.01% | Add +209.8% | 2,062,800 | $67.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.4% | 1,279,141 | $42.0M |
| Cetera Investment Advisers | 0.03% | Add +25.0% | 1,115,546 | $36.6M |
| DMKC Advisory Services, LLC | 5.90% | Add +1271.2% | 951,600 | $31.2M |
| Jones Financial Companies LLLP | 0.01% | Add +38.1% | 907,295 | $29.6M |
| Stifel Financial Corp. | 0.02% | Reduce -0.9% | 830,708 | $27.3M |
| Tribridge Partners Financial LLC | 10.17% | Reduce -1.3% | 783,414 | $25.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -22.3% | 646,077 | $21.4M |
| Envision Financial Planning, LLC | 6.82% | Add +1.6% | 639,031 | $21.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -10.6% | 638,323 | $20.9M |
| Clearstead Trust, LLC | 2.30% | Add +4.3% | 535,806 | $17.6M |
| Souders Financial Advisors | 1.69% | Add +8.8% | 510,787 | $16.8M |
| Osaic Holdings, Inc. | 0.02% | Add +38.9% | 488,025 | $16.0M |
| HighPoint Advisor Group LLC | 0.53% | Add +0.3% | 458,403 | $15.0M |
| MML Investors Services, LLC | 0.03% | Add +24.8% | 451,251 | $14.8M |
| Bank of America Corp. | 0.00% | Add +62.0% | 442,182 | $14.5M |
| Confluence Wealth Services, Inc. | 0.39% | Add +18.7% | 416,050 | $13.7M |
| St Germain D J Co. Inc. | 0.45% | Reduce -0.7% | 377,878 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.9% | 375,538 | $12.3M |
| AdvisorNet Financial, Inc | 0.55% | Add +7.6% | 367,686 | $12.1M |
| &partners | 0.05% | Add +9.6% | 339,871 | $11.2M |
| J. Derek Lewis & Associates Inc. | 2.03% | Add +16.2% | 327,614 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +43.3% | 325,155 | $10.7M |
| Harbour Investments, Inc. | 0.14% | Add +6.9% | 323,624 | $10.6M |
| Valmark Advisers, Inc. | 0.11% | Add +15.3% | 323,620 | $10.6M |
| Carson Advisory Inc. | 4.54% | Add +3.0% | 301,168 | $9.9M |
| RM Financial Services, LLC | 6.91% | Add +0.8% | 283,285 | $9.3M |
| Troutman Wealth Management, LLC | 6.35% | Add +1.9% | 251,579 | $8.3M |
| Financial Management Network Inc. | 1.17% | Add +17.5% | 247,291 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +27.2% | 233,457 | $7.7M |
| Midwest Heritage Bank, FSB | 2.16% | Add +4.8% | 232,205 | $7.6M |
| Western Wealth Management, LLC | 0.23% | Add +762.2% | 211,642 | $6.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.3% | 207,618 | $6.8M |
| Baird Financial Group, Inc. | 0.01% | Add +2.3% | 195,170 | $6.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +14.5% | 186,453 | $6.1M |
| Compton Financial Group, LLC | 1.14% | Add +112.3% | 180,287 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.4% | 168,363 | $5.5M |
| Vestmark Advisory Solutions, Inc. | 0.05% | No change | 164,344 | $5.4M |
| Regatta Capital Group, LLC | 0.65% | Add +12.2% | 148,056 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +7.7% | 140,440 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -3.5% | 115,255 | $3.8M |
| GTS Securities LLC | 0.07% | Add +365.5% | 107,991 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +5.5% | 104,309 | $3.4M |
| Founders Financial Securities LLC | 0.16% | Add +2.1% | 97,411 | $3.2M |
| Evernest Financial Advisors, LLC | 0.66% | Reduce -25.4% | 96,874 | $3.2M |
| BlueChip Wealth Advisors LLC | 1.20% | Add +21.8% | 96,166 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +36.3% | 86,072 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +179.3% | 85,602 | $2.8M |
| Bulwark Capital Corp | 1.55% | Add +5.0% | 83,884 | $2.8M |
| Assetmark, Inc. | 0.00% | Add +14.0% | 75,652 | $2.5M |
| Prospera Financial Services Inc | 0.04% | Add +6.8% | 74,634 | $2.4M |
| Hartmann Taylor Wealth Management, LLC | 1.48% | Reduce -1.5% | 74,834 | $2.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +48.7% | 63,562 | $2.1M |
| Pines Wealth Management, LLC | 0.56% | Add +0.1% | 58,773 | $1.9M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -0.6% | 57,204 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +23.4% | 56,875 | $1.9M |
| Worthington Financial Partners, LLC | 1.51% | Add +0.9% | 55,696 | $1.8M |
| CWS Financial Advisors, LLC | 0.39% | Reduce -3.9% | 53,477 | $1.8M |
| Junk Investment Group, LLC | 0.76% | Add +3.4% | 52,411 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +599.5% | 51,463 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +141.1% | 51,146 | $1.7M |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -30.7% | 47,247 | $1.6M |
| CGN Advisors LLC | 0.11% | Add +2.4% | 45,135 | $1.5M |
| Continuum Advisory, LLC | 0.12% | Add +10.9% | 44,334 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.5% | 43,857 | $1.4M |
| Private Client Services, LLC | 0.37% | New | 43,017 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +24.2% | 42,867 | $1.4M |
| Sigma Planning Corp | 0.03% | Add +26.2% | 41,507 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +5.2% | 40,088 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.0% | 36,883 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 36,577 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +8.3% | 32,868 | $1.1M |
| World Investment Advisors | 0.02% | Add +12.0% | 34,505 | $1.1M |
| D.A. Davidson & Co. | 0.00% | Add +2.3% | 26,170 | $859K |
| Main Line Retirement Advisors, LLC | 0.38% | Add +0.4% | 25,155 | $826K |
| Rothschild Investment LLC | 0.03% | Add +4.2% | 24,850 | $816K |
| NewEdge Advisors, LLC | 0.00% | Add +62.0% | 24,457 | $803K |
| Bank of New York Mellon Corp | 0.00% | New | 23,634 | $776K |
| KWB Wealth | 0.07% | Add +34.3% | 23,272 | $764K |
| Regal Investment Advisors LLC | 0.04% | Add +4.3% | 23,138 | $759K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.0% | 20,038 | $658K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.6% | 19,972 | $656K |
| Capital Analysts, LLC | 0.01% | Add +34.8% | 19,789 | $649K |
| Ameritas Advisory Services, LLC | 0.01% | New | 19,487 | $640K |
| Synergy Investment Management, LLC | 0.15% | No change | 18,975 | $623K |
| A&I Financial Services, LLC | 0.27% | Reduce -9.9% | 18,787 | $617K |
| DAVENPORT & Co LLC | 0.00% | Add +20.9% | 18,497 | $607K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.9% | 18,194 | $597K |
| M.E. Allison & Co., Inc. | 0.33% | Add +22.3% | 17,665 | $576K |
| Global Retirement Partners, LLC | 0.01% | — | 16,516 | $542K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -0.0% | 16,454 | $540K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -4.8% | 16,036 | $528K |
| Merit Financial Group, LLC | 0.00% | New | 16,041 | $526K |
| Aspire Growth Partners LLC | 0.30% | Add +118.1% | 15,653 | $514K |
| Kintra Wealth, LLC | 0.03% | Add +20.8% | 14,272 | $482K |
"% of holder's portfolio" is CGCV's weight in each manager's 13F, not the share of Cap Group Conservative Eq the manager owns.