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Who holds CGCV

CAPITAL GROUP CONSERVATIVE E · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Capital International Investors10.0M$327.4M0.1%
Capital Group Private Client Services, Inc.6.2M$202.6M2.9%
LPL Financial LLC5.7M$188.4M0.0%
RAYMOND JAMES FINANCIAL INC2.9M$96.6M0.0%
ENVESTNET ASSET MANAGEMENT INC2.5M$81.4M0.0%
WELLS FARGO & COMPANY/MN2.1M$67.7M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.3M$42.0M0.0%
Cetera Investment Advisers1.1M$36.6M0.0%
DMKC Advisory Services, LLC951.6K$31.2M5.9%
JONES FINANCIAL COMPANIES LLLP907.3K$29.6M0.0%
STIFEL FINANCIAL CORP830.7K$27.3M0.0%
Tribridge Partners Financial LLC783.4K$25.9M10.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC646.1K$21.4M0.0%
Envision Financial Planning, LLC639.0K$21.0M6.8%
COMMONWEALTH EQUITY SERVICES, LLC638.3K$20.9M0.0%
Clearstead Trust, LLC535.8K$17.6M2.3%
Souders Financial Advisors510.8K$16.8M1.7%
OSAIC HOLDINGS, INC.488.0K$16.0M0.0%
HighPoint Advisor Group LLC458.4K$15.0M0.5%
MML INVESTORS SERVICES, LLC451.3K$14.8M0.0%
BANK OF AMERICA CORP /DE/442.2K$14.5M0.0%
Confluence Wealth Services, Inc.416.1K$13.7M0.4%
ST GERMAIN D J CO INC377.9K$12.4M0.4%
Cambridge Investment Research Advisors, Inc.375.5K$12.3M0.0%
AdvisorNet Financial, Inc367.7K$12.1M0.6%
&PARTNERS339.9K$11.2M0.0%
J. Derek Lewis & Associates Inc.327.6K$10.8M2.0%
Steward Partners Investment Advisory, LLC325.2K$10.7M0.1%
HARBOUR INVESTMENTS, INC.323.6K$10.6M0.1%
Valmark Advisers, Inc.323.6K$10.6M0.1%
Carson Advisory Inc.301.2K$9.9M4.5%
RM Financial Services, LLC283.3K$9.3M6.9%
Troutman Wealth Management, LLC251.6K$8.3M6.4%
FINANCIAL MANAGEMENT NETWORK INC247.3K$8.1M1.2%
ROYAL BANK OF CANADA233.5K$7.7M0.0%
Midwest Heritage Bank, FSB232.2K$7.6M2.2%
Western Wealth Management, LLC211.6K$6.9M0.2%
Janney Montgomery Scott LLC207.6K$6.8M0.0%
Baird Financial Group, Inc.195.2K$6.4M0.0%
Apollon Wealth Management, LLC186.5K$6.1M0.1%
Compton Financial Group, LLC180.3K$5.9M1.1%
Kestra Advisory Services, LLC168.4K$5.5M0.0%
Vestmark Advisory Solutions, Inc.164.3K$5.4M0.1%
REGATTA CAPITAL GROUP, LLC148.1K$4.9M0.7%
TRUIST FINANCIAL CORP140.4K$4.6M0.0%
GREAT VALLEY ADVISOR GROUP, INC.115.3K$3.8M0.1%
GTS SECURITIES LLC108.0K$3.5M0.1%
CAPTRUST FINANCIAL ADVISORS104.3K$3.4M0.0%
FOUNDERS FINANCIAL SECURITIES LLC97.4K$3.2M0.2%
Evernest Financial Advisors, LLC96.9K$3.2M0.7%
BlueChip Wealth Advisors LLC96.2K$3.2M1.2%
Private Advisor Group, LLC86.1K$2.8M0.0%
Equitable Holdings, Inc.85.6K$2.8M0.0%
Bulwark Capital Corp83.9K$2.8M1.5%
ASSETMARK, INC75.7K$2.5M0.0%
Prospera Financial Services Inc74.6K$2.4M0.0%
Hartmann Taylor Wealth Management, LLC74.8K$2.2M1.5%
Integrated Wealth Concepts LLC63.6K$2.1M0.0%
Pines Wealth Management, LLC58.8K$1.9M0.6%
Meridian Wealth Management, LLC57.2K$1.9M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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