CGCV: Capital Group Conservative E insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
159 institutions reported holding $1.59B of Capital Group Conservative E on Form 13F (144 the quarter before). 22 opened a new position and 6 sold out. Shares held by institutions: +15%.
| Largest holders | Shares | Value |
|---|---|---|
| Capital International Investors | 9,974,763 | $327.37M |
| Capital Group Private Client Services, Inc. | 6,173,813 | $202.62M |
| LPL Financial LLC | 5,739,104 | $188.36M |
| RAYMOND JAMES FINANCIAL INC | 2,944,594 | $96.64M |
| ENVESTNET ASSET MANAGEMENT INC | 2,480,604 | $81.41M |
| WELLS FARGO & COMPANY/MN | 2,062,800 | $67.70M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,279,141 | $41.98M |
| Cetera Investment Advisers | 1,115,546 | $36.61M |
| DMKC Advisory Services, LLC | 951,600 | $31.23M |
| JONES FINANCIAL COMPANIES LLLP | 907,295 | $29.58M |
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