CGCV

CAPITAL GROUP CONSERVATIVE E

Institutional Ownership · Q4 2025

Filing: Q4 2025

CAPITAL GROUP CONSERVATIVE E (CGCV) is held by 120 institutional investors with combined holdings of $990M. Major holders include Capital International Inv, LPL Financial LLC, Capital Group Private Cli.

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Institutional Holders

120

Total Value

$989.7M

Ownership %

—

🏦 Top Institutional Holders

Capital International Investors

Capital Group Private Client Services, Inc.

3.7M shares

$113.8M

ENVESTNET ASSET MANAGEMENT INC

1.8M shares

$54.8M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.1M shares

$32.9M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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