Cap Group Conservative EqCGCVETF
13F holders, Q4 2025 (December 31)134holders +27
26new positions
7sold out
2famous investors
$30.52avg. 13F price*
At the end of Q4 2025, 134 institutions reported holding Cap Group Conservative Eq (CGCV) in their 13F filings, up 27 from Q3 2025. 26 opened new positions and 7 sold out. The largest holders were Capital International Investors ($302.7M), LPL Financial LLC ($120.2M) and Capital Group Private Client Services, Inc. ($113.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Conservative Eq
- Filed as
- CAPITAL GROUP CONSERVATIVE E (Q4 2025)
- CUSIP
- 14020U100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $34.3M |
| Exits | 7 | $7.3M |
All 13F filers, Q3 2025 → Q4 2025: 9,294,152 shares bought and 394,513 shares sold, net +8,899,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Capital International Investors | 0.05% | Add +0.7% | 9,928,478 | $302.7M |
| LPL Financial LLC | 0.03% | Add +53.9% | 3,942,987 | $120.2M |
| Capital Group Private Client Services, Inc. | 1.81% | Add +13.8% | 3,732,528 | $113.8M |
| Raymond James Financial Inc. | 0.03% | Add +55.5% | 2,970,741 | $90.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +13.7% | 1,798,458 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +502.1% | 1,079,169 | $32.9M |
| Stifel Financial Corp. | 0.03% | Add +19.7% | 937,867 | $28.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5529.3% | 828,462 | $25.7M |
| Cetera Investment Advisers | 0.03% | Add +91.6% | 792,326 | $24.2M |
| Tribridge Partners Financial LLC | 9.69% | Add +9.2% | 757,961 | $23.1M |
| Envision Financial Planning, LLC | 6.96% | Add +326.3% | 604,129 | $18.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.9% | 570,040 | $17.4M |
| HighPoint Advisor Group LLC | 0.30% | New | 443,970 | $13.5M |
| St Germain D J Co. Inc. | 0.45% | Reduce -0.1% | 383,222 | $11.7M |
| Jones Financial Companies LLLP | 0.01% | Add +45.5% | 381,068 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +504.6% | 364,550 | $11.1M |
| MML Investors Services, LLC | 0.02% | Add +19.0% | 321,053 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +88.0% | 320,279 | $9.8M |
| Clearstead Trust, LLC | 1.47% | New | 306,094 | $9.3M |
| Carson Advisory Inc. | 4.49% | Add +1.9% | 283,201 | $8.6M |
| RM Financial Services, LLC | 7.63% | — | 281,935 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Add +26.4% | 281,449 | $8.6M |
| J. Derek Lewis & Associates Inc. | 1.99% | — | 278,205 | $8.5M |
| Confluence Wealth Services, Inc. | 0.34% | Add +1678.5% | 267,062 | $8.1M |
| Evernest Financial Advisors, LLC | 1.66% | Add +2.2% | 249,878 | $7.9M |
| Troutman Wealth Management, LLC | 6.21% | — | 246,257 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 240,492 | $7.3M |
| Valmark Advisers, Inc. | 0.09% | Add +191.3% | 233,971 | $7.1M |
| &partners | 0.04% | Add +1397.0% | 214,096 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +7.7% | 216,128 | $6.6M |
| Financial Management Network Inc. | 0.95% | Add +19.9% | 196,025 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Add +73.1% | 186,717 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +10.8% | 178,350 | $5.4M |
| Bank of America Corp. | 0.00% | Add +344.5% | 166,695 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +5.1% | 163,781 | $5.0M |
| Old Mission Capital LLC | 0.19% | Add +51.0% | 158,463 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 146,701 | $4.5M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +2.7% | 145,608 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +26.4% | 143,502 | $4.4M |
| Midwest Heritage Bank, FSB | 1.51% | Add +7.1% | 143,212 | $4.4M |
| Apollon Wealth Management, LLC | 0.06% | Add +22.0% | 118,180 | $3.6M |
| Regatta Capital Group, LLC | 0.51% | Add +19.1% | 111,520 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -56.4% | 107,351 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +29.2% | 85,889 | $2.6M |
| Bulwark Capital Corp | 1.84% | Add +21.8% | 84,822 | $2.6M |
| GTS Securities LLC | 0.08% | Add +205.7% | 81,211 | $2.5M |
| Founders Financial Securities LLC | 0.13% | Add +68.7% | 74,459 | $2.3M |
| Hartmann Taylor Wealth Management, LLC | 1.36% | Add +15.4% | 65,984 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +13.9% | 62,866 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +24.5% | 61,276 | $1.9M |
| Pines Wealth Management, LLC | 0.58% | Add +2.0% | 59,145 | $1.8M |
| DMKC Advisory Services, LLC | 0.79% | New | 58,725 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | No change | 57,679 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +98.8% | 55,398 | $1.7M |
| CWS Financial Advisors, LLC | 0.46% | Add +4.8% | 55,349 | $1.7M |
| Golden State Wealth Management, LLC | 0.18% | New | 55,296 | $1.7M |
| Worthington Financial Partners, LLC | 1.47% | — | 54,334 | $1.7M |
| Harbour Investments, Inc. | 0.03% | Add +38.0% | 50,153 | $1.5M |
| Canandaigua National Trust Co of Florida | 0.91% | New | 47,725 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +37.4% | 46,077 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.8% | 43,633 | $1.3M |
| CGN Advisors LLC | 0.10% | Add +4.3% | 43,427 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +61.5% | 38,156 | $1.2M |
| AdvisorNet Financial, Inc | 0.06% | Add +148.0% | 37,141 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.1% | 36,377 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +74.2% | 35,679 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | New | 35,493 | $1.1M |
| Trademark Financial Management, LLC | 0.58% | New | 34,314 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +32.2% | 30,956 | $944K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +21.2% | 30,486 | $930K |
| HighTower Advisors, LLC | 0.00% | Add +23.1% | 29,474 | $899K |
| Sigma Planning Corp | 0.02% | Add +52.8% | 28,928 | $882K |
| Continuum Advisory, LLC | 0.08% | Add +52.1% | 26,566 | $810K |
| D.A. Davidson & Co. | 0.00% | Add +20.0% | 22,295 | $680K |
| Western Wealth Management, LLC | 0.03% | Add +65.4% | 21,760 | $663K |
| Main Line Retirement Advisors, LLC | 0.31% | Add +24.3% | 19,873 | $606K |
| Regal Investment Advisors LLC | 0.04% | Add +7.8% | 19,540 | $596K |
| BlueChip Wealth Advisors LLC | 0.25% | New | 19,254 | $587K |
| World Investment Advisors | 0.01% | Add +116.0% | 19,095 | $582K |
| Synergy Investment Management, LLC | 0.20% | Reduce -18.5% | 18,975 | $579K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +178.4% | 18,874 | $575K |
| A&I Financial Services, LLC | 0.27% | Add +3.7% | 18,757 | $572K |
| KWB Wealth | 0.05% | New | 17,329 | $528K |
| Gateway Wealth Partners, LLC | 0.05% | Add +87.8% | 15,979 | $487K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -13.3% | 15,840 | $483K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 15,792 | $481K |
| M.E. Allison & Co., Inc. | 0.30% | Add +27.7% | 14,260 | $435K |
| Lodestone Wealth Management LLC | 0.16% | Add +2.2% | 12,829 | $391K |
| Equitable Holdings, Inc. | 0.00% | New | 12,624 | $385K |
| AQR Capital Management | 0.00% | No change | 12,603 | $384K |
| Natixis Advisors, LLC | 0.00% | New | 12,070 | $368K |
| Mariner, LLC | 0.00% | New | 10,832 | $330K |
| Simplicity Wealth,LLC | 0.02% | Reduce -2.1% | 10,436 | $318K |
| JSF Financial, LLC | 0.06% | New | 10,215 | $311K |
| Fearless Solutions, LLC dba Best Invest | 0.19% | New | 10,119 | $309K |
| Creative Planning | 0.00% | New | 9,889 | $302K |
| OneAscent Financial Services LLC | 0.03% | Add +9.6% | 9,505 | $290K |
| DAVENPORT & Co LLC | 0.00% | New | 9,391 | $286K |
| Triune Financial Partners, LLC | 0.07% | Add +0.8% | 9,096 | $283K |
| Wedbush Securities Inc. | 0.01% | Add +1.9% | 9,216 | $281K |
"% of holder's portfolio" is CGCV's weight in each manager's 13F, not the share of Cap Group Conservative Eq the manager owns.