Who Owns CAP GROUP CONSERVATIVE EQ (CGCV)? -- Institutional Holders (2026-06-30)

165 institutions reported holding $1.62B of CAP GROUP CONSERVATIVE EQ (CGCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital International Investors ($327.4M), Capital Group Private Client Services, Inc. ($202.6M), LPL Financial LLC ($188.4M), RAYMOND JAMES FINANCIAL INC ($96.6M), ENVESTNET ASSET MANAGEMENT INC ($81.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Capital International Investors	$327.4M	10.0M	Added
2	Capital Group Private Client Services, Inc.	$202.6M	6.2M	Added
3	LPL Financial LLC	$188.4M	5.7M	Added
4	RAYMOND JAMES FINANCIAL INC	$96.6M	2.9M	Added
5	ENVESTNET ASSET MANAGEMENT INC	$81.4M	2.5M	Added
6	WELLS FARGO & COMPANY/MN	$67.7M	2.1M	Added
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$42.0M	1.3M	Added
8	Cetera Investment Advisers	$36.6M	1.1M	Added
9	DMKC Advisory Services, LLC	$31.2M	951,600	Added
10	JONES FINANCIAL COMPANIES LLLP	$29.6M	907,295	Added
11	STIFEL FINANCIAL CORP	$27.3M	830,708	Trimmed
12	Tribridge Partners Financial LLC	$25.9M	783,414	Trimmed
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$21.4M	646,077	Trimmed
14	Envision Financial Planning, LLC	$21.0M	639,031	Added
15	COMMONWEALTH EQUITY SERVICES, LLC	$20.9M	638,323	Trimmed
16	Clearstead Trust, LLC	$17.6M	535,806	Added
17	Souders Financial Advisors	$16.8M	510,787	Added
18	OSAIC HOLDINGS, INC.	$16.0M	488,025	Added
19	HighPoint Advisor Group LLC	$15.0M	458,403	Added
20	MML INVESTORS SERVICES, LLC	$14.8M	451,251	Added
21	BANK OF AMERICA CORP /DE/	$14.5M	442,182	Added
22	Confluence Wealth Services, Inc.	$13.7M	416,050	Added
23	ST GERMAIN D J CO INC	$12.4M	377,878	Trimmed
24	Cambridge Investment Research Advisors, Inc.	$12.3M	375,434	Added
25	AdvisorNet Financial, Inc	$12.1M	367,686	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30