CGCV

Cap Group Conservative Eq

+$146.7M

Net Activity

Institutions Holding

143

Popularity Rank

#3665

Avg Weight

0.44%

Total Value

$1.3B

Ownership Trend

143 institutions currently hold CGCV, with 109 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

109

Key Holders

Key Holders

Top 5 by Value

CI
Capital International Investors
$296.0M
CG
Capital Group Private Client Services, Inc.
$160.3M
LF
LPL Financial LLC
$139.0M
RJ
Raymond James Financial INC
$70.7M
EA
Envestnet Asset Management INC
$63.7M

Top 5 by Conviction

TP
Tribridge Partners Financial LLC
9.80%
RF
RM Financial Services, LLC
7.22%
EF
Envision Financial Planning, LLC
6.78%
TW
Troutman Wealth Management, LLC
6.14%
CA
Carson Advisory Inc.
4.52%
View all 143 holding institutions

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$188.7M

Total Sell Value

New buy25
Trim19
Add84
Sold out13

109

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP CONSERVATIVE EQ (CGCV)?
Major stakeholders currently include Capital International Investors ($296.0M), Capital Group Private Client Services, Inc. ($160.3M), LPL Financial LLC ($139.0M). Based on the latest 13F filings, there are a total of 143 tracked investment funds and institutions maintaining positions in CGCV.
What is the overall institutional sentiment toward CGCV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $146.7M, driven by 109 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their CGCV positions?
In the latest period, 19 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $188.7M.
Are there any notable investors adding CGCV to their portfolios?
Yes, buying activity remains notable. 25 institutions opened new positions in {ticker}, and 84 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.

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