Cap Group Conservative Eq
$33.04+0.2%
+$239.3M
Net Activity
+14.60% total shares
Institutions Holding
159
Popularity Rank
#3545
Avg Weight
0.45%
Total Value
$1.6B
159 institutions currently hold CGCV, with 125 net buyers and 27 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
27
Net Buying Institutions
125
Top 5 by Value
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Across its top 20 institutional holders, CGCV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 22/100).
CGCV ranks #3545 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CGCV is a top-conviction position for Tribridge Partners Financial LLC — at 10.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CGCV belongs to Capital International Investors, but the position matters far more to Tribridge Partners Financial LLC, who has 10.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Capital Group Private Client Services, Inc. has added to its CGCV position for two straight quarters, increasing it by $88.8M to reach $202.6M today.
Evernest Financial Advisors, LLC has trimmed its CGCV position for two straight quarters, cutting it by $4.7M while still holding $3.2M.
CGCV is up 0.2% today, and institutions have been net buyers of $239.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$253.1M
Total Buy Value
$62.9M
Total Sell Value
125
Net Buyers
27
Net Sellers
CGCV
Q2 2026
Top 5 Institutional Movers
+$49.3M
+$47.9M
+$31.4M
+$29.2M
CGCV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
14020U100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Access CGCV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CGCVCLI
npx alphasmo stocks get CGCV