Cap Group Conservative EqCGCVETF
13F holders, Q1 2026 (March 31)144holders +10
24new positions
12sold out
2famous investors
$29.82avg. 13F price*
At the end of Q1 2026, 144 institutions reported holding Cap Group Conservative Eq (CGCV) in their 13F filings, up 10 from Q4 2025. 24 opened new positions and 12 sold out. The largest holders were Capital International Investors ($296.0M), Capital Group Private Client Services, Inc. ($160.3M) and LPL Financial LLC ($139.0M). 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 (Q1 2026)
- CUSIP
- 14020U100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $29.4M |
| Exits | 12 | $9.0M |
All 13F filers, Q4 2025 → Q1 2026: 7,212,161 shares bought and 1,437,491 shares sold, net +5,774,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Capital International Investors | 0.07% | Add +0.0% | 9,929,975 | $296.0M |
| Capital Group Private Client Services, Inc. | 2.70% | Add +44.1% | 5,378,772 | $160.3M |
| LPL Financial LLC | 0.04% | Add +18.3% | 4,664,353 | $139.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -20.1% | 2,372,810 | $70.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +18.7% | 2,135,434 | $63.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +12.5% | 1,213,695 | $36.2M |
| Cetera Investment Advisers | 0.03% | Add +12.6% | 892,128 | $26.6M |
| Stifel Financial Corp. | 0.02% | Reduce -10.6% | 838,352 | $25.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.3% | 831,115 | $24.8M |
| Tribridge Partners Financial LLC | 9.80% | Add +4.8% | 793,969 | $23.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +25.3% | 714,017 | $21.3M |
| Wells Fargo & Company | 0.00% | Add +82.7% | 665,873 | $19.8M |
| Jones Financial Companies LLLP | 0.01% | Add +72.4% | 656,967 | $19.3M |
| Citadel Advisors | 0.01% | Add +503.2% | 647,506 | $19.3M |
| Envision Financial Planning, LLC | 6.78% | Add +4.1% | 628,948 | $18.7M |
| Clearstead Trust, LLC | 2.50% | Add +67.8% | 513,754 | $15.3M |
| Souders Financial Advisors | 1.60% | New | 469,338 | $14.0M |
| HighPoint Advisor Group LLC | 0.57% | Add +3.0% | 457,244 | $13.6M |
| St Germain D J Co. Inc. | 0.45% | Reduce -0.7% | 380,384 | $11.3M |
| MML Investors Services, LLC | 0.03% | Add +12.6% | 361,544 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Add +24.8% | 351,334 | $10.5M |
| Confluence Wealth Services, Inc. | 0.41% | Add +31.3% | 350,607 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.7% | 348,118 | $10.4M |
| AdvisorNet Financial, Inc | 0.53% | Add +820.4% | 341,835 | $10.2M |
| &partners | 0.05% | Add +44.8% | 310,027 | $9.2M |
| Harbour Investments, Inc. | 0.14% | Add +503.7% | 302,786 | $9.0M |
| Carson Advisory Inc. | 4.52% | Add +3.3% | 292,429 | $8.7M |
| J. Derek Lewis & Associates Inc. | 1.89% | Add +1.3% | 281,856 | $8.4M |
| RM Financial Services, LLC | 7.22% | Reduce -0.3% | 280,958 | $8.4M |
| Valmark Advisers, Inc. | 0.10% | Add +20.0% | 280,706 | $8.4M |
| Bank of America Corp. | 0.00% | Add +63.8% | 272,958 | $8.1M |
| Troutman Wealth Management, LLC | 6.14% | Add +0.3% | 246,978 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5.0% | 226,905 | $6.8M |
| Midwest Heritage Bank, FSB | 2.12% | Add +54.8% | 221,670 | $6.6M |
| Financial Management Network Inc. | 1.00% | Add +7.4% | 210,506 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +7.0% | 190,755 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 183,485 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +25.5% | 180,061 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +12.9% | 164,344 | $4.9M |
| Apollon Wealth Management, LLC | 0.08% | Add +37.8% | 162,865 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -17.7% | 153,714 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +213.9% | 144,655 | $4.3M |
| Evernest Financial Advisors, LLC | 0.84% | Reduce -48.0% | 129,884 | $4.0M |
| Jane Street Group, LLC | 0.00% | New | 133,171 | $4.0M |
| Regatta Capital Group, LLC | 0.60% | Add +18.3% | 131,961 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -45.8% | 130,417 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -27.1% | 119,418 | $3.6M |
| Founders Financial Securities LLC | 0.17% | Add +28.2% | 95,431 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +15.1% | 98,820 | $2.9M |
| Compton Financial Group, LLC | 0.56% | New | 84,942 | $2.5M |
| Bulwark Capital Corp | 1.47% | Reduce -5.8% | 79,870 | $2.4M |
| BlueChip Wealth Advisors LLC | 1.03% | Add +310.1% | 78,955 | $2.4M |
| Hartmann Taylor Wealth Management, LLC | 1.50% | Add +15.1% | 75,964 | $2.3M |
| Prospera Financial Services Inc | 0.03% | New | 69,868 | $2.1M |
| DMKC Advisory Services, LLC | 0.86% | Add +18.2% | 69,400 | $2.1M |
| Gateway Wealth Partners, LLC | 0.08% | Add +326.4% | 68,135 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +5.6% | 66,367 | $2.0M |
| Golden State Wealth Management, LLC | 0.21% | Add +16.0% | 64,156 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +3.1% | 63,164 | $1.9M |
| Pines Wealth Management, LLC | 0.57% | Reduce -0.8% | 58,698 | $1.7M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -0.2% | 57,569 | $1.7M |
| CWS Financial Advisors, LLC | 0.42% | Add +0.5% | 55,624 | $1.7M |
| Worthington Financial Partners, LLC | 1.41% | Add +1.6% | 55,175 | $1.6M |
| Junk Investment Group, LLC | 0.79% | — | 50,666 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +20.8% | 46,080 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.1% | 45,440 | $1.4M |
| CGN Advisors LLC | 0.10% | Add +1.5% | 44,086 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +38.0% | 42,736 | $1.3M |
| Continuum Advisory, LLC | 0.11% | Add +50.4% | 39,966 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +6.8% | 38,106 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 36,577 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +13.2% | 34,509 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +13.7% | 32,890 | $983K |
| PCG Wealth Advisors, LLC | 0.24% | New | 31,362 | $935K |
| Equitable Holdings, Inc. | 0.01% | Add +142.7% | 30,643 | $934K |
| World Investment Advisors | 0.01% | Add +61.3% | 30,807 | $918K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.2% | 30,486 | $909K |
| HighTower Advisors, LLC | 0.00% | Add +2.9% | 30,340 | $904K |
| D.A. Davidson & Co. | 0.00% | Add +14.7% | 25,580 | $763K |
| Main Line Retirement Advisors, LLC | 0.37% | Add +26.1% | 25,062 | $747K |
| Western Wealth Management, LLC | 0.03% | Add +12.8% | 24,546 | $732K |
| Rothschild Investment LLC | 0.04% | New | 23,850 | $711K |
| GTS Securities LLC | 0.02% | Reduce -71.4% | 23,197 | $692K |
| Regal Investment Advisors LLC | 0.04% | Add +13.5% | 22,184 | $661K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -38.4% | 21,881 | $652K |
| Independent Advisor Alliance | 0.01% | New | 21,211 | $632K |
| Natixis Advisors, LLC | 0.00% | Add +75.8% | 21,215 | $632K |
| A&I Financial Services, LLC | 0.29% | Add +11.2% | 20,857 | $622K |
| Independent Financial Group, LLC | 0.01% | New | 20,236 | $603K |
| Synergy Investment Management, LLC | 0.18% | No change | 18,975 | $566K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.7% | 18,561 | $553K |
| Virtu Financial LLC | 0.02% | New | 18,204 | $543K |
| KWB Wealth | 0.05% | No change | 17,329 | $528K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +92.1% | 16,843 | $504K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +4.2% | 16,458 | $491K |
| DAVENPORT & Co LLC | 0.00% | Add +62.9% | 15,300 | $456K |
| NewEdge Advisors, LLC | 0.00% | Add +155.0% | 15,096 | $450K |
| Capital Analysts, LLC | 0.01% | Add +72.4% | 14,681 | $438K |
| M.E. Allison & Co., Inc. | 0.29% | Add +1.3% | 14,445 | $431K |
| LongView Wealth Management | 0.10% | New | 12,702 | $395K |
| Lodestone Wealth Management LLC | 0.15% | Reduce -0.4% | 12,783 | $381K |
| AQR Capital Management | 0.00% | No change | 12,603 | $376K |
| Kintra Wealth, LLC | 0.02% | New | 11,813 | $352K |
| Simplicity Wealth,LLC | 0.02% | Add +9.6% | 11,441 | $341K |
| Advisortrust Partners, LLC | 0.14% | Add +39.0% | 11,004 | $328K |
| Mariner, LLC | 0.00% | Reduce -6.7% | 10,104 | $301K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +48.5% | 10,020 | $299K |
| Creative Planning | 0.00% | Add +0.3% | 9,920 | $296K |
| OneAscent Financial Services LLC | 0.02% | No change | 9,505 | $283K |
| Wedbush Securities Inc. | 0.01% | Add +2.5% | 9,443 | $282K |
| Advisory Services Network, LLC | 0.00% | New | 9,289 | $277K |
| Triune Financial Partners, LLC | 0.06% | No change | 9,096 | $271K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,035 | $269K |
| Fearless Solutions, LLC dba Best Invest | 0.15% | Reduce -16.3% | 8,474 | $253K |
| Capital Investment Management, Inc. | 0.08% | Add +8.3% | 7,572 | $226K |
| Brookstone Capital Management | 0.00% | Reduce -86.7% | 7,357 | $219K |
| GWN Securities Inc. | 0.04% | New | 7,332 | $219K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 7,245 | $216K |
| Sittner & Nelson, LLC | 0.08% | No change | 7,240 | $216K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 7,188 | $214K |
| Aspire Growth Partners LLC | 0.15% | New | 7,176 | $214K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 6,800 | $203K |
| Birchwood Financial Partners, Inc. | 0.19% | Add +0.2% | 6,781 | $202K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.1% | 5,372 | $158K |
| DHJJ Financial Advisors, Ltd. | 0.04% | New | 3,777 | $113K |
| Private Trust Co. NA | 0.01% | Add +9.8% | 3,573 | $107K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.0% | 2,113 | $63K |
| Geneos Wealth Management Inc. | 0.00% | Add +106.6% | 1,884 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +212.6% | 1,494 | $45K |
| Lanark Financial, Inc. | 0.00% | No change | 1,450 | $43K |
| IAG Wealth Partners, LLC | 0.00% | New | 1,238 | $37K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $30K |
| Marshall Investment Management, LLC | 0.01% | New | 930 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 911 | $27K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | Add +7.8% | 828 | $25K |
| Ameriflex Group, Inc. | 0.01% | No change | 700 | $21K |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 318 | $9K |
| Fifth Third Bancorp | 0.00% | New | 270 | $8K |
| Morgan Stanley | 0.00% | No change | 213 | $6K |
| Arax Advisory Partners | 0.00% | No change | 150 | $4K |
| Allworth Financial LP | 0.00% | New | 107 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 79 | $2K |
| CX Institutional | 0.00% | No change | 43 | $1K |
| Cwm, LLC | 0.00% | No change | 31 | $924 |
"% of holder's portfolio" is CGCV's weight in each manager's 13F, not the share of Cap Group Conservative Eq the manager owns.