Institutional Ownership
Capital Group Conservative E
CUSIP 14020U100SHSCGCVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
143
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Capital International Investors | 9.93M | $296.01M |
| 2 | Capital Group Private Client Services, Inc. | 5.38M | $160.34M |
| 3 | Lpl Financial LLC | 4.66M | $139.04M |
| 4 | Raymond James Financial Inc | 2.37M | $70.73M |
| 5 | Envestnet Asset Management Inc | 2.14M | $63.66M |
| 6 | Northwestern Mutual Wealth Management Co | 1.21M | $36.18M |
| 7 | Cetera Investment Advisers | 892.1K | $26.59M |
| 8 | Stifel Financial Corp | 838.4K | $24.99M |
| 9 | Wealth Enhancement Advisory Services, LLC | 831.1K | $24.79M |
| 10 | Tribridge Partners Financial LLC | 794.0K | $23.68M |