13F

Stock

Capital Group Conservative E

Ticker not mapped · held by 134 managers

Reported value

$1.12B

Holders

134

+0 new · −1 exited

Holders’ est. mark

$14.3K

Price effect on 2 books still in the name

Largest holder

$302.7M

Capital International Investors

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Capital International Investors9.93M$302.7MHeld
LPL Financial LLC3.94M$120.2MHeld
Capital Group Private Client Services, Inc.3.73M$113.8MHeld
RAYMOND JAMES FINANCIAL INC2.97M$90.6MHeld
ENVESTNET ASSET MANAGEMENT INC1.8M$54.8MHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.08M$32.9MHeld
STIFEL FINANCIAL CORP937.9K$28.6MHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC828.5K$25.7MHeld
Cetera Investment Advisers792.3K$24.2MHeld
Tribridge Partners Financial LLC758K$23.1MHeld
Envision Financial Planning, LLC604.1K$18.4MHeld
COMMONWEALTH EQUITY SERVICES, LLC570K$17.4MHeld
HighPoint Advisor Group LLC444K$13.5MHeld
ST GERMAIN D J CO INC383.2K$11.7MHeld
JONES FINANCIAL COMPANIES LLLP381.1K$11.6MHeld
WELLS FARGO & COMPANY/MN364.6K$11.1MHeld
MML INVESTORS SERVICES, LLC321.1K$9.79MHeld
Clearstead Trust, LLC306.1K$9.33MHeld
Carson Advisory Inc.283.2K$8.63MHeld
RM Financial Services, LLC281.9K$8.6MHeld
OSAIC HOLDINGS, INC.281.4K$8.58MHeld
J. Derek Lewis & Associates Inc.278.2K$8.48MHeld
Confluence Wealth Services, Inc.267.1K$8.14MHeld
Evernest Financial Advisors, LLC249.9K$7.91MHeld
Troutman Wealth Management, LLC246.3K$7.51MHeld
TRUIST FINANCIAL CORP240.5K$7.33MHeld
Valmark Advisers, Inc.234K$7.13MHeld
&PARTNERS214.1K$6.92MHeld
Steward Partners Investment Advisory, LLC216.1K$6.59MHeld
FINANCIAL MANAGEMENT NETWORK INC196K$6.01MHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP186.7K$5.69MHeld
Baird Financial Group, Inc.178.3K$5.44MHeld
BANK OF AMERICA CORP /DE/166.7K$5.08M$14.2KAdded$3.95M
GREAT VALLEY ADVISOR GROUP, INC.163.8K$4.99MHeld
OLD MISSION CAPITAL LLC158.5K$4.83MHeld
ROYAL BANK OF CANADA146.7K$4.47MHeld
Vestmark Advisory Solutions, Inc.145.6K$4.44MHeld
Midwest Heritage Bank, FSB143.2K$4.37MHeld
Apollon Wealth Management, LLC118.2K$3.6MHeld
REGATTA CAPITAL GROUP, LLC111.5K$3.4MHeld
Citadel107.4K$3.27MHeld
CAPTRUST FINANCIAL ADVISORS85.9K$2.62MHeld
Bulwark Capital Corp84.8K$2.59MHeld
GTS SECURITIES LLC81.2K$2.48MHeld
FOUNDERS FINANCIAL SECURITIES LLC74.5K$2.27MHeld
Hartmann Taylor Wealth Management, LLC66K$2.01MHeld
ASSETMARK, INC62.9K$1.92MHeld
Private Advisor Group, LLC61.3K$1.87MHeld
Pines Wealth Management, LLC59.1K$1.8MHeld
DMKC Advisory Services, LLC58.7K$1.79MHeld
Meridian Wealth Management, LLC57.7K$1.76MHeld
Brookstone Capital Management55.4K$1.69MHeld
CWS Financial Advisors, LLC55.3K$1.69MHeld
Golden State Wealth Management, LLC55.3K$1.69MHeld
Worthington Financial Partners, LLC54.3K$1.66MHeld
HARBOUR INVESTMENTS, INC.50.2K$1.53MHeld
Canandaigua National Trust Co of Florida47.7K$1.46MHeld
Kestra Advisory Services, LLC46.1K$1.4MHeld
Orion Porfolio Solutions, LLC43.6K$1.33MHeld
CGN Advisors LLC43.4K$1.32MHeld
BENJAMIN EDWARDS INC38.2K$1.16MHeld
AdvisorNet Financial, Inc37.1K$1.13MHeld
Envestnet Portfolio Solutions, Inc.36.4K$1.11MHeld
PRINCIPAL SECURITIES, INC.35.7K$1.09MHeld
Kingsview Wealth Management, LLC35.5K$1.08MHeld
Trademark Financial Management, LLC34.3K$1.05MHeld
Integrated Wealth Concepts LLC31K$943.8KHeld
Cullen/Frost Bankers, Inc.30.5K$929.5KHeld
HighTower Advisors, LLC29.5K$898.7KHeld
Sigma Planning Corp28.9K$882KHeld
Continuum Advisory, LLC26.6K$810KHeld
D.A. DAVIDSON & CO.22.3K$679.8KHeld
Western Wealth Management, LLC21.8K$663.5KHeld
Main Line Retirement Advisors, LLC19.9K$605.9KHeld
Regal Investment Advisors LLC19.5K$595.8KHeld
BlueChip Wealth Advisors LLC19.3K$587.1KHeld
World Investment Advisors19.1K$582.2KHeld
Synergy Investment Management, LLC19K$578.5KHeld
Stratos Wealth Partners, LTD.18.9K$575.5KHeld
A&I FINANCIAL SERVICES, LLC18.8K$571.9KHeld
KWB Wealth17.3K$528.4KHeld
Gateway Wealth Partners, LLC16K$487.2KHeld
Perennial Investment Advisors, LLC15.8K$483KHeld
Cyndeo Wealth Partners, LLC15.8K$481.5KHeld
M.E. ALLISON & CO., INC.14.3K$434.8KHeld
Lodestone Wealth Management LLC12.8K$391.1KHeld
Equitable Holdings, Inc.12.6K$384.9KHeld
Icahn Capital12.6K$384.3KHeld
Mariner, LLC10.8K$330.3KHeld
Simplicity Wealth,LLC10.4K$318.2KHeld
JSF Financial, LLC10.2K$311.4KHeld
Fearless Solutions, LLC dba Best Invest10.1K$308.5KHeld
Creative Planning9.89K$301.5KHeld
OneAscent Financial Services LLC9.51K$289.8KHeld
DAVENPORT & Co LLC9.39K$286.3KHeld
Triune Financial Partners, LLC9.1K$282.8KHeld
Transamerica Financial Advisors, LLC8.77K$267.3KHeld
Global Retirement Partners, LLC8.46K$257.8KHeld
J.W. COLE ADVISORS, INC.7.98K$243.4KHeld
ADVISORTRUST PARTNERS, LLC7.92K$241.4KHeld
SITTNER & NELSON, LLC7.24K$228.8KHeld
DAYMARK WEALTH PARTNERS, LLC7.25K$220.9KHeld
CONTINENTAL INVESTORS SERVICES, INC.6.92K$213.7KHeld
Capital Investment Management, Inc.6.99K$213.1KHeld
Stratos Wealth Advisors, LLC6.82K$207.9KHeld
Birchwood Financial Partners, Inc.6.77K$206.3KHeld
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6.75K$205.7KHeld
NewEdge Advisors, LLC5.92K$180.5KHeld
Merited Wealth, LLC5.87K$178.9KHeld
Smartleaf Asset Management LLC5.02K$153.9KHeld
PRIVATE TRUST CO NA3.25K$99.2KHeld
ORG Partners LLC1.9K$57.8KHeld
EverSource Wealth Advisors, LLC1.61K$49.2KHeld
NBC SECURITIES, INC.1.45K$44.2KHeld
Sunbelt Securities, Inc.1K$30.5KHeld
Geneos Wealth Management Inc.912$27.8KHeld
COMERICA BANK905$27.6KHeld
Gunpowder Capital Management, LLC dba Oliver Wealth Management768$23.4KHeld
AMERIFLEX GROUP, INC.700$21.3KHeld
Rockefeller Capital Management L.P.600$18.3KHeld
Farther Finance Advisors, LLC478$14.6KHeld
Cambridge Investment Research Advisors, Inc.320.3K$9.77KHeld
JPMORGAN CHASE & CO313$9.54KHeld
CREATIVE FINANCIAL DESIGNS INC /ADV250$7.62KHeld
MORGAN STANLEY213$6.49K$81Added$81
Arax Advisory Partners150$4.57KHeld
Janney Montgomery Scott LLC143.5K$4.38KHeld
Rossby Financial, LCC79$2.41KHeld
NATIXIS ADVISORS, LLC12.1K$368Held
WEDBUSH SECURITIES INC9.22K$281Held
Capital Analysts, LLC8.52K$260Held
Fidelity2$61Held
CWM, LLC31$1Held
CX Institutional43$1Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.