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Disclosery

CGCV CAPITAL GROUP CONSERVATIVE E

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SHS (fund)

143 managers (144 13F filers) reported a position in CGCV shares at 2026-03-31, 43,061,528 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
143
13F filers
144
New
24
Added
85
Reduced
19
Sold out
12
Shares held by filers
43,061,528

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital International Investorsin group Capital International Investo…9,929,975$296M0.07%+1,49713F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,378,772$160M2.7%+1,646,24413F-HRTimelineGroup
LPL Financial LLC4,664,353$139M0.04%+721,36613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,372,810$70.7M0.02%-597,93113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,165,920$64.6M+331,085Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,213,695$36.2M0.02%+134,52613F-HRTimelineGroup
Cetera Investment Advisers892,128$26.6M0.03%+99,80213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP838,352$25M0.02%-99,51513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…831,115$24.8M0.05%+2,65313F-HRTimeline
Tribridge Partners Financial LLC793,969$23.7M9.8%+36,00813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC714,017$21.3M0.03%+143,97713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN665,873$19.8M<0.01%+301,32313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP656,967$19.3M0.01%+275,89913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC647,506$19.3M0.01%+540,15513F-HRTimelineGroup
Envision Financial Planning, LLC628,948$18.7M6.78%+24,81913F-HRTimeline
Clearstead Trust, LLC513,754$15.3M2.5%+207,66013F-HRTimeline
Souders Financial Advisors469,338$14M1.6%new13F-HRTimeline
HighPoint Advisor Group LLC457,244$13.6M0.57%+13,27413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC380,384$11.3M0.45%-2,83813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC361,544$10.8M0.03%+40,49113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.351,334$10.5M0.02%+69,88513F-HRTimelineGroup
Confluence Wealth Services, Inc.350,607$10.5M0.41%+83,54513F-HRTimeline
Cambridge Investment Research Advisors,…348,118$10.4M0.03%+27,83913F-HRTimeline
AdvisorNet Financial, Inc341,835$10.2M0.53%+304,69413F-HRTimeline
&PARTNERS310,027$9.24M0.05%+95,93113F-HRTimeline
HARBOUR INVESTMENTS, INC.302,786$9.03M0.14%+252,63313F-HRTimeline
Carson Advisory Inc.292,429$8.72M4.52%+9,22813F-HRTimeline
J. Derek Lewis & Associates Inc.281,856$8.4M1.89%+3,65113F-HR/ATimeline
RM Financial Services, LLC280,958$8.38M7.22%-97713F-HRTimeline
Valmark Advisers, Inc.280,706$8.37M0.1%+46,73513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/272,958$8.14M<0.01%+106,26313F-HRTimelineGroup
Troutman Wealth Management, LLC246,978$7.36M6.14%+72113F-HRTimeline
Steward Partners Investment Advisory, L…226,905$6.76M0.03%+10,77713F-HRTimeline
Midwest Heritage Bank, FSB221,670$6.61M2.12%+78,45813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC210,506$6.51M1%+14,48113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.190,755$5.69M0.01%+12,40513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA183,485$5.47M<0.01%+36,78413F-HRTimelineGroup
Janney Montgomery Scott LLC180,061$5.37M0.01%+36,55913F-HRTimeline
Vestmark Advisory Solutions, Inc.164,344$4.9M0.05%+18,73613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC162,865$4.86M0.08%+44,68513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…153,714$4.58M0.01%-33,00313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC144,655$4.31M0.02%+98,57813F-HRTimelineGroup
Evernest Financial Advisors, LLC129,884$4.04M0.84%-119,99413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,171$3.97M<0.01%new13F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC131,961$3.93M0.6%+20,44113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP130,417$3.89M0.01%-110,07513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…119,418$3.56M0.06%-44,36313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC95,431$2.95M0.17%+20,97213F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS98,820$2.95M0.01%+12,93113F-HRTimeline
Compton Financial Group, LLC84,942$2.53M0.56%new13F-HRTimeline
Bulwark Capital Corp79,870$2.38M1.47%-4,95213F-HRTimeline
BlueChip Wealth Advisors LLC78,955$2.35M1.03%+59,70113F-HRTimeline
Hartmann Taylor Wealth Management, LLC75,964$2.26M1.5%+9,98013F-HRTimeline
Prospera Financial Services Inc69,868$2.08M0.03%new13F-HRTimeline
DMKC Advisory Services, LLC69,400$2.07M0.86%+10,67513F-HRTimeline
Gateway Wealth Partners, LLC68,135$2.03M0.08%+52,15613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66,367$1.98M<0.01%+3,50113F-HRTimelineGroup
Golden State Wealth Management, LLC64,156$1.91M0.21%+8,86013F-HRTimeline
Private Advisor Group, LLC63,164$1.88M0.01%+1,88813F-HRTimeline
Pines Wealth Management, LLC58,698$1.75M0.57%-44713F-HRTimeline
Meridian Wealth Management, LLC57,569$1.72M0.06%-11013F-HRTimeline
CWS Financial Advisors, LLC55,624$1.66M0.42%+27513F-HRTimeline
Worthington Financial Partners, LLC55,175$1.64M1.41%+84113F-HRTimeline
Junk Investment Group, LLC50,666$1.51M0.79%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,080$1.37M0.01%+7,92413F-HRTimelineGroup
Orion Porfolio Solutions, LLC45,440$1.35M0.01%+1,80713F-HRTimeline
CGN Advisors LLC44,086$1.31M0.1%+65913F-HRTimeline
Integrated Wealth Concepts LLC42,736$1.27M0.01%+11,78013F-HRTimeline
Continuum Advisory, LLC39,966$1.19M0.11%+13,40013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,106$1.14M0.02%+2,42713F-HRTimelineGroup
UBS AM, a distinct business unit of UBS…in group UBS Group AG36,577$1.09M<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.34,509$1.03M0.01%+4,02313F-HRTimelineGroup
Sigma Planning Corp32,890$983K0.03%+3,96213F-HRTimeline
PCG Wealth Advisors, LLC31,362$935K0.24%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,643$934K0.01%+18,01913F-HRTimelineGroup
World Investment Advisors30,807$918K0.01%+11,71213F-HRTimeline
HighTower Advisors, LLC30,340$904K<0.01%+86613F-HRTimeline
D.A. DAVIDSON & CO.25,580$763K<0.01%+3,28513F-HRTimeline
Main Line Retirement Advisors, LLC25,062$747K0.37%+5,18913F-HRTimeline
Western Wealth Management, LLC24,546$732K0.03%+2,78613F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC23,850$711K0.04%new13F-HRTimeline
GTS SECURITIES LLC23,197$692K0.02%-58,01413F-HRTimeline
Regal Investment Advisors LLC22,184$661K0.04%+2,64413F-HRTimeline
Kingsview Wealth Management, LLC21,881$652K0.01%-13,61213F-HRTimeline
Independent Advisor Alliance21,211$632K0.01%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,215$632K<0.01%+9,14513F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC20,857$622K0.29%+2,10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,236$603K0.01%new13F-HR/ATimeline
Synergy Investment Management, LLC18,975$566K0.19%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,561$553K-7,130Timeline
Virtu Financial LLCin group Virtu Financial LLC18,204$543K0.02%new13F-HRTimelineGroup
KWB Wealth17,329$528K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,843$504K0.04%+8,07713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC16,458$491K0.03%+66613F-HRTimeline
DAVENPORT & Co LLC15,300$456K<0.01%+5,90913F-HRTimeline
NewEdge Advisors, LLC15,096$450K<0.01%+9,17513F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,681$438K0.01%+6,16413F-HRTimelineGroup
M.E. ALLISON & CO., INC.14,445$431K0.29%+18513F-HRTimeline
LongView Wealth Management12,702$395K0.1%new13F-HRTimeline
Lodestone Wealth Management LLC12,783$381K0.15%-4613F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,603$376K<0.01%013F-HRTimelineGroup
KINTRA WEALTH, LLC11,813$352K0.02%new13F-HRTimeline
Simplicity Wealth,LLC11,441$341K0.02%+1,00513F-HRTimeline
ADVISORTRUST PARTNERS, LLC11,004$328K0.14%+3,08813F-HRTimeline
Mariner, LLCin group Mariner, LLC10,104$301K<0.01%-72813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,020$299K0.02%+3,27513F-HRTimeline
Creative Planningin group Creative Planning9,920$296K<0.01%+3113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,505$283K0.02%013F-HRTimelineGroup
WEDBUSH SECURITIES INC9,443$282K0.01%+22713F-HRTimeline
Advisory Services Network, LLC9,289$277K<0.01%new13F-HRTimeline
Triune Financial Partners, LLC9,096$271K0.06%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,035$269K0.01%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest8,474$253K0.15%-1,64513F-HRTimeline
Capital Investment Management, Inc.7,572$226K0.08%+58213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,357$219K<0.01%-48,04113F-HRTimelineGroup
GWN SECURITIES INC.7,332$219K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,245$216K0.01%013F-HRTimeline
SITTNER & NELSON, LLC7,240$216K0.08%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,188$214K<0.01%new13F-HRTimelineGroup
Aspire Growth Partners LLC7,176$214K0.15%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,800$203K0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.6,781$202K0.19%+1513F-HRTimeline
Smartleaf Asset Management LLC5,372$158K0.01%+35513F-HRTimeline
DHJJ Financial Advisors, Ltd.3,777$113K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA3,573$107K0.01%+32013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,113$63K<0.01%+50013F-HR/ATimelineGroup
Geneos Wealth Management Inc.1,884$56.2K<0.01%+97213F-HRTimeline
Farther Finance Advisors, LLC1,494$44.6K<0.01%+1,01613F-HRTimeline
LANARK FINANCIAL, INC.1,450$43.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,238$36.9K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,000$29.8K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC930$27.7K0.01%new13F-HRTimeline
CoreCap Advisors, LLC911$27.2K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…828$24.7K0.02%+6013F-HRTimeline
AMERIFLEX GROUP, INC.700$20.9K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO318$9.34K<0.01%+513F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…270$8.05K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY213$6.35K<0.01%013F-HRTimelineGroup
Arax Advisory Partners150$4.47K<0.01%013F-HRTimeline
Allworth Financial LP107$3.19K<0.01%new13F-HRTimeline
Rossby Financial, LCC79$2.36K<0.01%013F-HRTimeline
CX Institutional43$1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC31$924<0.01%013F-HRTimelineGroup