Who owns CAPITAL GROUP CONSERVATIVE E?
- Ticker: CGCV
- CUSIP Number: 14020u100
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Analyze quarterly positions in Capital Group Conservative E with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Conservative E stock
Who bought or sold CAPITAL GROUP CONSERVATIVE E this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 9.9M | $303M | 1% | Dec 2025 |
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| LPL Financial | 3.9M | $120M | 54% | Dec 2025 |
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| Capital Group Private Client Services | 3.3M | $99M | 34% | Sep 2025 |
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| Raymond James Financial | 1.9M | $58M | 37% | Sep 2025 |
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| Envestnet Asset Management | 1.8M | $55M | 14% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $33M | 502% | Dec 2025 |
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| Stifel Financial | 938k | $29M | 20% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 829k | $26M | 5529% | Dec 2025 |
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| Cetera Investment Advisers | 792k | $24M | 92% | Dec 2025 |
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| Tribridge Partners Financial | 758k | $23M | 9% | Dec 2025 |
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| Envision Financial Planning | 604k | $18M | 326% | Dec 2025 |
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| Commonwealth Equity Services | 570k | $17M | 17% | Dec 2025 |
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| D. J. St. Germain | 383k | $12M | 0% | Dec 2025 |
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| Wells Fargo & Company | 365k | $11M | 505% | Dec 2025 |
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| Mml Investors Services | 321k | $9.8M | 19% | Dec 2025 |
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| Cambridge Investment Research Advisors | 320k | $9.8M | 88% | Dec 2025 |
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| Atlantic Trust | 306k | $9.3M | 100% | Dec 2025 |
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| Carson Advisory | 283k | $8.6M | 2% | Dec 2025 |
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| Advisor Group Holdings | 281k | $8.6M | 26% | Dec 2025 |
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| Confluence Wealth Services | 267k | $8.1M | 1679% | Dec 2025 |
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| Jones Financial Companies, L.L | 262k | $7.9M | 56% | Sep 2025 |
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| Citadel Advisors | 246k | $7.4M | 151% | Sep 2025 |
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| Evernest Financial Advisors | 245k | $7.4M | 13% | Sep 2025 |
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| Branch Banking & Trust Company | 241k | $7.3M | 7% | Dec 2025 |
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| ValMark Advisers | 234k | $7.1M | 191% | Dec 2025 |
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| Steward Partners Investment Advisory | 216k | $6.6M | 8% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 214k | $6.9M | 1397% | Dec 2025 |
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| Financial Management Network | 196k | $6.0M | 20% | Dec 2025 |
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| Susquehanna International | 187k | $5.7M | 73% | Dec 2025 |
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| Baird Financial | 178k | $5.4M | 11% | Dec 2025 |
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| Great Valley Advisor Group | 164k | $5.0M | 5% | Dec 2025 |
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| Old Mission Capital | 159k | $4.8M | 51% | Dec 2025 |
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| Vestmark Advisory Solutions | 146k | $4.4M | 3% | Dec 2025 |
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| Janney Montgomery Scott | 144k | $4.4M | 26% | Dec 2025 |
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| Midwest Heritage Bank | 143k | $4.4M | 7% | Dec 2025 |
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| Apollon Wealth Management | 118k | $3.6M | 22% | Dec 2025 |
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| Royal Bank of Canada | 117k | $3.5M | 194% | Sep 2025 |
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| Regatta Capital Group | 112k | $3.4M | 19% | Dec 2025 |
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| Bulwark Capital Corp | 85k | $2.6M | 22% | Dec 2025 |
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| Mizuho Securities Usa | 80k | $2.4M | 100% | Sep 2025 |
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| Founders Financial Securities | 75k | $2.3M | 69% | Dec 2025 |
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| Captrust Financial Advisors | 67k | $2.0M | 33% | Sep 2025 |
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| Hartmann Taylor Wealth Management | 66k | $2.0M | 15% | Dec 2025 |
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| Assetmark | 63k | $1.9M | 14% | Dec 2025 |
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| Private Advisor | 61k | $1.9M | 24% | Dec 2025 |
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| Pines Wealth Management | 59k | $1.8M | 2% | Dec 2025 |
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| DMKC Advisory Services | 59k | $1.8M | 100% | Dec 2025 |
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| Meridian Wealth Management | 58k | $1.8M | 0% | Dec 2025 |
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| Brookstone Capital Management | 55k | $1.7M | 99% | Dec 2025 |
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| CWS Financial Advisors | 55k | $1.7M | 5% | Dec 2025 |
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| Golden State Wealth Management | 55k | $1.7M | 100% | Dec 2025 |
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| Harbour Investments | 50k | $1.5M | 38% | Dec 2025 |
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| Canandaigua National Trust Co of Florida | 48k | $1.5M | 100% | Dec 2025 |
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| Kestra Advisory Services | 46k | $1.4M | 37% | Dec 2025 |
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| CLS Investments | 44k | $1.3M | 5% | Dec 2025 |
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| Garrett Investment Advisors | 43k | $1.3M | 4% | Dec 2025 |
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| Benjamin Edwards | 38k | $1.2M | 62% | Dec 2025 |
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| AdvisorNet Financial | 37k | $1.1M | 148% | Dec 2025 |
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| Kingsview Wealth Management | 36k | $1.1M | 100% | Dec 2025 |
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| Trademark Financial Management | 34k | $1.0M | 100% | Dec 2025 |
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| Envestnet Portfolio Solutions | 33k | $986k | 100% | Sep 2025 |
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| Integrated Wealth Concepts | 31k | $944k | 32% | Dec 2025 |
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| Cullen Frost Bankers | 31k | $930k | 21% | Dec 2025 |
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| HighTower Advisors | 30k | $899k | 23% | Dec 2025 |
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| Sigma Planning | 29k | $882k | 53% | Dec 2025 |
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| Continuum Advisory | 27k | $810k | 52% | Dec 2025 |
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| Gts Securities | 27k | $800k | 100% | Sep 2025 |
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| Synergy Investment Management | 23k | $701k | 100% | Sep 2025 |
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| D.A. Davidson & Co. | 22k | $680k | 20% | Dec 2025 |
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| Western Wealth Management | 22k | $664k | 65% | Dec 2025 |
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| Principal Securities | 21k | $617k | 27573% | Sep 2025 |
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| Main Line Retirement Advisors | 20k | $606k | 24% | Dec 2025 |
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| Regal Investment Advisors | 20k | $596k | 8% | Dec 2025 |
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| Pensionmark Financial Group | 19k | $318k | 116% | Dec 2025 |
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| Stratos Wealth Partners | 19k | $576k | 178% | Dec 2025 |
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| AI Financial Services | 19k | $572k | 4% | Dec 2025 |
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| KWB Wealth | 17k | $528k | 100% | Dec 2025 |
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| Perennial Investment Advisors | 16k | $483k | -13% | Dec 2025 |
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| Cyndeo Wealth Partners | 16k | $482k | 100% | Dec 2025 |
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| M.e. Allison & Co | 14k | $435k | 28% | Dec 2025 |
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| Moloney Securities Asset Management | 14k | $407k | -5% | Sep 2025 |
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| Lodestone Wealth Management | 13k | $391k | 2% | Dec 2025 |
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| Equitable Holdings | 13k | $385k | 100% | Dec 2025 |
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| AQR Capital Management | 13k | $380k | 100% | Sep 2025 |
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| Natixis Asset Management Advisors | 12k | $368k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 11k | $330k | 100% | Dec 2025 |
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| Simplicity Wealth | 10k | $318k | -2% | Dec 2025 |
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| JSF Financial | 10k | $312k | 100% | Dec 2025 |
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| Creative Planning | 9.9k | $302k | 100% | Dec 2025 |
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| OneAscent Financial Services | 9.5k | $290k | 10% | Dec 2025 |
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| Davenport & Co | 9.4k | $286k | 100% | Dec 2025 |
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| Wedbush Morgan Securities | 9.2k | $281k | 2% | Dec 2025 |
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| Triune Financial Partners | 9.1k | $283k | 1% | Dec 2025 |
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| Transamerica Financial Advisors | 8.8k | $267k | 16% | Dec 2025 |
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| Capital Analysts | 8.5k | $260k | 30% | Dec 2025 |
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| Gateway Wealth Partners | 8.5k | $256k | 100% | Sep 2025 |
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| Global Retirement Partners | 8.5k | $258k | 21% | Dec 2025 |
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| J.w. Cole Advisors | 8.0k | $243k | 100% | Dec 2025 |
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| Daymark Wealth Partners | 7.2k | $221k | 1% | Dec 2025 |
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| Sittner & Nelson | 7.2k | $229k | 81% | Dec 2025 |
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| Continental Investors Services | 6.9k | $214k | -4% | Dec 2025 |
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| Stratos Wealth Advisors | 6.8k | $208k | 100% | Dec 2025 |
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| Birchwood Financial Partners | 6.8k | $206k | 100% | Dec 2025 |
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| Nations Financial Group | 6.7k | $206k | 0% | Dec 2025 |
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| Goss Wealth Management | 5.9k | $181k | -37% | Dec 2025 |
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| Private Trust Co Na | 3.3k | $99k | 70% | Dec 2025 |
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| Smartleaf Asset Management | 2.7k | $83k | 100% | Sep 2025 |
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| ORG Partners | 1.9k | $58k | 179% | Dec 2025 |
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| EverSource Wealth Advisors | 1.6k | $49k | 27% | Dec 2025 |
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| Ameriflex Group | 1.4k | $42k | -41% | Sep 2025 |
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| Sunbelt Securities | 1.0k | $31k | 0% | Dec 2025 |
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| Geneos Wealth Management | 912.00 | $28k | 100% | Dec 2025 |
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| Brian McDonald | 905.00 | $28k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 600.00 | $18k | 100% | Dec 2025 |
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| Farther Finance Advisors | 478.00 | $15k | 100% | Dec 2025 |
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| Jpmorgan Chase & Co | 272.00 | $8.2k | 100% | Sep 2025 |
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| Creative Financial Designs | 250.00 | $7.6k | 100% | Dec 2025 |
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| SRS Capital Advisors | 150.00 | $4.6k | 0% | Dec 2025 |
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| Rossby Financial, LCC | 79.00 | $2.4k | 108% | Sep 2025 |
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| CX Institutional | 43.00 | $999.999400 | 100% | Dec 2025 |
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| CWM | 31.00 | $1.0k | 100% | Dec 2025 |
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Who sold out of Capital Group Conservative E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2025 | 77k | $2.3M |
| Jane Street | Sep 2025 | 61k | $1.8M |
| Advisory Services Network | Sep 2025 | 25k | $749k |
| Nbc Securities | Sep 2025 | 1.5k | $46k |
| IFP Advisors | Sep 2025 | 874.00 | $26k |
| GPS Wealth Strategies Group | Sep 2025 | 506.00 | $15k |
| UBS Group | Sep 2025 | 150.00 | $4.5k |