CAPITAL GROUP CONSERVATIVE E
Institutional coverage
137 13F filers hold $CGCV.
13F holders
137
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Principal Securities, Inc.
0.02% held
α +21.3pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 137 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
0.07% of portfolio
19,859,950 sh
02
Round Rock Advisors LLC
2.70% of portfolio
5,378,772 sh
03
Taconic Capital Advisors LP
0.04% of portfolio
4,664,353 sh
04
Marquette Asset Management, LLC
0.02% of portfolio
2,135,434 sh
05
1834 Investment Advisors Co.
0.02% of portfolio
1,213,695 sh
06
State Farm Mutual Automobile Insurance Co.
—
1,178,318 sh
07
FengHe Fund Management Pte. Ltd.
0.03% of portfolio
892,128 sh
08
Sheaff Brock Investment Advisors, LLC
0.02% of portfolio
871,672 sh
09
Barrow Hanley Mewhinney & Strauss LLC
0.02% of portfolio
838,352 sh
10
Ironwood Financial, llc
0.05% of portfolio
831,115 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CGCV in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $CGCV in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:59 UTC.