CAP GROUP CONSERVATIVE EQ CGCV
$32.97
+0.5% 52w: $27.37 – $32.97
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data27.3730.1732.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
144
+10 QoQ
13F value
$1.28B
+12.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 9.9M | $296.0M | 0.1% | 0.0% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 5.4M | $160.3M | 2.7% | +44.1% |
| LPL Financial LLC | Bank broker | 4.7M | $139.0M | 0.0% | +18.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.4M | $70.7M | 0.0% | -20.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.1M | $63.7M | 0.0% | +18.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $36.2M | 0.0% | +12.5% |
| Cetera Investment Advisers | Wealth advisor | 892.1K | $26.6M | 0.0% | +12.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 838.4K | $25.0M | 0.0% | -10.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 831.1K | $24.8M | 0.1% | +0.3% |
| Tribridge Partners Financial LLC | Wealth advisor | 794.0K | $23.7M | 9.8% | +4.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 714.0K | $21.3M | 0.0% | +25.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 665.9K | $19.8M | 0.0% | +82.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 657.0K | $19.3M | 0.0% | +72.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 647.5K | $19.3M | 0.0% | +503.2% |
| Envision Financial Planning, LLC | Wealth advisor | 628.9K | $18.7M | 6.8% | +4.1% |
| Clearstead Trust, LLC | Other | 513.8K | $15.3M | 2.5% | +67.8% |
| Souders Financial Advisors | Wealth advisor | 469.3K | $14.0M | 1.6% | New |
| HighPoint Advisor Group LLC | Wealth advisor | 457.2K | $13.6M | 0.6% | +3.0% |
| ST GERMAIN D J CO INC | Other | 380.4K | $11.3M | 0.4% | -0.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 361.5K | $10.8M | 0.0% | +12.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 351.3K | $10.5M | 0.0% | +24.8% |
| Confluence Wealth Services, Inc. | Wealth advisor | 350.6K | $10.5M | 0.4% | +31.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 348.1K | $10.4M | 0.0% | +8.7% |
| AdvisorNet Financial, Inc | Wealth advisor | 341.8K | $10.2M | 0.5% | +820.4% |
| &PARTNERS | Diversified mechanical | 310.0K | $9.2M | 0.0% | +44.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 302.8K | $9.0M | 0.1% | +503.7% |
| Carson Advisory Inc. | Other | 292.4K | $8.7M | 4.5% | +3.3% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 281.9K | $8.4M | 1.9% | +1.3% |
| RM Financial Services, LLC | Wealth advisor | 281.0K | $8.4M | 7.2% | -0.3% |
| Valmark Advisers, Inc. | Wealth advisor | 280.7K | $8.4M | 0.1% | +20.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 273.0K | $8.1M | 0.0% | +63.7% |
| Troutman Wealth Management, LLC | Wealth advisor | 247.0K | $7.4M | 6.1% | +0.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 226.9K | $6.8M | 0.0% | +5.0% |
| Midwest Heritage Bank, FSB | Wealth advisor | 221.7K | $6.6M | 2.1% | +54.8% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 210.5K | $6.5M | 1.0% | +7.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 190.8K | $5.7M | 0.0% | +7.0% |
| ROYAL BANK OF CANADA | Bank broker | 183.5K | $5.5M | 0.0% | +25.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 180.1K | $5.4M | 0.0% | +25.5% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 164.3K | $4.9M | 0.1% | +12.9% |
| Apollon Wealth Management, LLC | Diversified mechanical | 162.9K | $4.9M | 0.1% | +37.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 153.7K | $4.6M | 0.0% | -17.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 144.7K | $4.3M | 0.0% | +213.9% |
| Evernest Financial Advisors, LLC | Wealth advisor | 129.9K | $4.0M | 0.8% | -48.0% |
| JANE STREET GROUP, LLC | Market maker | 133.2K | $4.0M | 0.0% | New |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 132.0K | $3.9M | 0.6% | +18.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 130.4K | $3.9M | 0.0% | -45.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 119.4K | $3.6M | 0.1% | -27.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 95.4K | $3.0M | 0.2% | +28.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 98.8K | $2.9M | 0.0% | +15.1% |
| Compton Financial Group, LLC | Wealth advisor | 84.9K | $2.5M | 0.6% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding CGCV
Capital International InvestorsCapital Group Private Client Services, Inc.LPL Financial LLCRAYMOND JAMES FINANCIAL INCENVESTNET ASSET MANAGEMENT INCNORTHWESTERN MUTUAL WEALTH MANAGEMENT COCetera Investment AdvisersSTIFEL FINANCIAL CORPWEALTH ENHANCEMENT ADVISORY SERVICES, LLCTribridge Partners Financial LLC