CAP GROUP CONSERVATIVE EQ (CGCV) Institutional Shareholders
CAP GROUP CONSERVATIVE EQ (CGCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.56B in CGCV holdings during the latest filing period.
Capital International Investors is currently the largest disclosed institutional shareholder of CGCV tracked by InsiderSet, reporting ownership valued at approximately $327.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $323.38M, representing an estimated loss of -1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed CGCV value among the investors covered in this analysis. Major shareholders include Capital International Investors, Capital Group Private Client Services, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in CAP GROUP CONSERVATIVE EQ (CGCV).
This page ranks the largest institutional CGCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
155
Total Reported Value
$1.56B
Largest Holder
Capital International Investors
Largest Position
$327.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.07% | 9,974,763 | $327,371,722 | $323,381,816 | -$3,989,906 | -1.22% | |
| Capital Group Private Client Services, Inc. | 2.86% | 6,173,813 | $202,624,579 | $200,155,017 | -$2,469,562 | -1.22% | |
| Lpl Financial Llc | 0.04% | 5,739,104 | $188,357,381 | $186,061,752 | -$2,295,629 | -1.22% | |
| Raymond James Financial Inc | 0.03% | 2,944,594 | $96,641,569 | $95,463,737 | -$1,177,832 | -1.22% | |
| Envestnet Asset Management Inc | 0.02% | 2,480,604 | $81,413,407 | $80,421,182 | -$992,225 | -1.22% | |
| Wells Fargo & Company/Mn | 0.01% | 2,062,800 | $67,701,089 | $66,875,976 | -$825,113 | -1.22% | |
| Cetera Investment Advisers | 0.03% | 1,115,546 | $36,612,207 | $36,166,001 | -$446,206 | -1.22% | |
| Dmkc Advisory Services, Llc | 5.90% | 951,600 | $31,231,511 | $30,850,872 | -$380,639 | -1.22% | |
| Jones Financial Companies Lllp | 0.01% | 907,295 | $29,577,821 | $29,414,504 | -$163,317 | -0.55% | |
| Stifel Financial Corp | 0.02% | 830,708 | $27,263,821 | $26,931,553 | -$332,268 | -1.22% | |
| Tribridge Partners Financial Llc | 10.17% | 783,414 | $25,946,680 | $25,398,282 | -$548,398 | -2.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 646,077 | $21,378,691 | $20,945,816 | -$432,875 | -2.02% | |
| Envision Financial Planning, Llc | 6.82% | 639,031 | $20,973,001 | $20,717,385 | -$255,616 | -1.22% | |
| Commonwealth Equity Services, Llc | 0.03% | 638,323 | $20,949,770 | $20,694,432 | -$255,338 | -1.22% | |
| Clearstead Trust, Llc | 2.30% | 535,806 | $17,585,138 | $17,370,831 | -$214,307 | -1.22% | |
| Souders Financial Advisors | 1.69% | 510,787 | $16,764,021 | $16,559,715 | -$204,306 | -1.22% | |
| Osaic Holdings, Inc. | 0.02% | 488,025 | $16,017,875 | $15,821,771 | -$196,105 | -1.22% | |
| Highpoint Advisor Group Llc | 0.53% | 458,403 | $15,044,784 | $14,861,425 | -$183,359 | -1.22% | |
| Mml Investors Services, Llc | 0.03% | 451,251 | $14,810,046 | $14,629,557 | -$180,489 | -1.22% | |
| Bank Of America Corp | 0.00% | 442,182 | $14,512,411 | $14,335,540 | -$176,871 | -1.22% | |
| Confluence Wealth Services, Inc. | 0.39% | 416,050 | $13,654,730 | $13,488,341 | -$166,389 | -1.22% | |
| St Germain D J Co Inc | 0.45% | 377,878 | $12,401,956 | $12,250,805 | -$151,151 | -1.22% | |
| Advisornet Financial, Inc | 0.55% | 367,686 | $12,067,466 | $11,920,380 | -$147,086 | -1.22% | |
| &Partners | 0.05% | 339,871 | $11,197,888 | $11,018,618 | -$179,270 | -1.60% | |
| J. Derek Lewis & Associates Inc. | 2.03% | 327,614 | $10,752,182 | $10,621,246 | -$130,936 | -1.22% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 325,155 | $10,671,588 | $10,541,525 | -$130,063 | -1.22% | |
| Harbour Investments, Inc. | 0.14% | 323,624 | $10,621,348 | $10,491,890 | -$129,458 | -1.22% | |
| Valmark Advisers, Inc. | 0.11% | 323,620 | $10,621,213 | $10,491,760 | -$129,453 | -1.22% | |
| Carson Advisory Inc. | 4.54% | 301,168 | $9,884,335 | $9,763,867 | -$120,468 | -1.22% | |
| Rm Financial Services, Llc | 6.91% | 283,285 | $9,297,405 | $9,184,100 | -$113,305 | -1.22% | |
| Troutman Wealth Management, Llc | 6.35% | 251,579 | $8,256,830 | $8,156,191 | -$100,639 | -1.22% | |
| Financial Management Network Inc | 1.17% | 247,291 | $8,130,929 | $8,017,174 | -$113,755 | -1.40% | |
| Royal Bank Of Canada | 0.00% | 233,457 | $7,662,000 | $7,568,676 | -$93,324 | -1.22% | |
| Midwest Heritage Bank, Fsb | 2.16% | 232,205 | $7,620,979 | $7,528,086 | -$92,893 | -1.22% | |
| Western Wealth Management, Llc | 0.23% | 211,642 | $6,946,083 | $6,861,434 | -$84,649 | -1.22% | |
| Janney Montgomery Scott Llc | 0.01% | 207,618 | $6,814,000 | $6,730,976 | -$83,024 | -1.22% | |
| Baird Financial Group, Inc. | 0.01% | 195,170 | $6,405,479 | $6,327,411 | -$78,068 | -1.22% | |
| Apollon Wealth Management, Llc | 0.07% | 186,453 | $6,119,371 | $6,044,806 | -$74,565 | -1.22% | |
| Compton Financial Group, Llc | 1.14% | 180,287 | $5,917,004 | $5,844,905 | -$72,099 | -1.22% | |
| Kestra Advisory Services, Llc | 0.02% | 168,363 | $5,525,682 | $5,458,328 | -$67,354 | -1.22% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 164,344 | $5,393,770 | $5,328,032 | -$65,738 | -1.22% | |
| Regatta Capital Group, Llc | 0.65% | 148,056 | $4,859,194 | $4,799,976 | -$59,218 | -1.22% | |
| Truist Financial Corp | 0.01% | 140,440 | $4,609,241 | $4,553,065 | -$56,176 | -1.22% | |
| Great Valley Advisor Group, Inc. | 0.06% | 115,255 | $3,782,452 | $3,736,567 | -$45,885 | -1.21% | |
| Gts Securities Llc | 0.07% | 107,991 | $3,544,265 | $3,501,068 | -$43,197 | -1.22% | |
| Captrust Financial Advisors | 0.01% | 104,309 | $3,423,415 | $3,381,698 | -$41,717 | -1.22% | |
| Founders Financial Securities Llc | 0.16% | 97,411 | $3,197,029 | $3,158,065 | -$38,964 | -1.22% | |
| Evernest Financial Advisors, Llc | 0.66% | 96,874 | $3,179,410 | $3,140,655 | -$38,755 | -1.22% | |
| Bluechip Wealth Advisors Llc | 1.20% | 96,166 | $3,156,169 | $3,117,702 | -$38,467 | -1.22% | |
| Private Advisor Group, Llc | 0.01% | 86,072 | $2,824,866 | $2,790,454 | -$34,412 | -1.22% |
Frequently asked questions about CGCV
Who owns the most CGCV stock?
The largest holders of CGCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP CONSERVATIVE EQ (CGCV).
Is CGCV widely held by superinvestors?
Many widely followed stocks like CGCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.