Institutional Ownership
Capital Group Conservative E
CUSIP 14020U100SHSCGCVQ1 2026
Institutional Holders
143
13F filers
Shares Held
43.05M
Aggregate institutional
Institutional Value
$1.27B
Q1 2026
Net New Holders
+12
25 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions25
Increased83
Decreased19
Sold out13
Institutional Holders
143 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 9.93M | $296.01M | +1.5K | Added |
| 2 | Capital Group Private Client Services, Inc. | 5.38M | $160.34M | +1.65M | Added |
| 3 | Lpl Financial LLC | 4.66M | $139.04M | +721.4K | Added |
| 4 | Raymond James Financial Inc | 2.37M | $70.73M | −597.9K | Reduced |
| 5 | Envestnet Asset Management Inc | 2.14M | $63.66M | +337.0K | Added |
| 6 | Northwestern Mutual Wealth Management Co | 1.21M | $36.18M | +134.5K | Added |
| 7 | Cetera Investment Advisers | 892.1K | $26.59M | +99.8K | Added |
| 8 | Stifel Financial Corp | 838.4K | $24.99M | −99.5K | Reduced |
| 9 | Wealth Enhancement Advisory Services, LLC | 831.1K | $24.79M | +2.7K | Added |
| 10 | Tribridge Partners Financial LLC | 794.0K | $23.68M | +36.0K | Added |
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