C
Capital Group Conservative Equity
CGCV • ARCX
Capital Group Conservative Equity is a publicly traded company on ARCX. As of Q3 2025, 98 institutional investors hold shares in this company, with total holdings valued at $793.2M. Capital International Investors is the largest holder with a position valued at $296.8M.
Overview
Overview of institutional ownership in CGCV as of Q3 2025
All Institutions
- Institutions
- 98
- Value Held
- $793.2M
- Shares Held
- 26.3M
- Avg Position
- $8.1M
- Median Position
- $735.0K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $7.8M
- Shares Held
- 258.7K
- Avg Position
- $3.9M
- Median Position
- $3.9M
Biggest Investors
Institutions with the largest positions in CGCV as of Q3 2025
| Institution | Position Value |
|---|---|
C Capital International Investors Institution | $296.8M 0.05% of portfolio |
C | $98.7M 1.66% of portfolio |
L LPL Financial LLC Institution | $77.1M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $57.5M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $47.6M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $23.6M 0.02% of portfolio |
T Tribridge Partners Financial LLC RIA/Wealth | $21.0M 9.63% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $12.5M 0.01% of portfolio |
 ST GERMAIN D J CO INC RIA/Wealth | $11.6M 0.46% of portfolio |
 Carson Advisory Inc. RIA/Wealth | $8.4M 4.56% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CGCV in Q3 2025
- Traded
- +$529.3M
- Buyers
- 84
- Sellers
- 9
- Total Bought
- +$529.9M
- Total Sold
- −$570.0K
- Avg Position
- $7.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C Capital International Investors Institution | +$294.9M +9.8M shares |
L LPL Financial LLC Institution | +$36.2M +1.2M shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$30.5M +1.0M shares |
C | +$24.9M +828.1K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$22.3M +741.5K shares |
T Tribridge Partners Financial LLC RIA/Wealth | +$21.0M +150.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$15.4M +512.6K shares |
Carson Advisory Inc. RIA/Wealth | +$8.4M +278.1K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$8.1M +134.0K shares |
 BB&T CORP Institution | +$6.5M +214.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth | −$212.9K −7.4K shares |
J JANE STREET GROUP, LLC Institution | −$192.5K −6.4K shares |
 Meridian Wealth Management, LLC RIA/Wealth | −$54.6K −1.8K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$32.2K −1.1K shares |
A AMERIFLEX GROUP, INC. Institution | −$29.4K −977.0 shares |
M Moloney Securities Asset Management, LLC RIA/Wealth | −$21.5K −713.0 shares |
 Perennial Investment Advisors, LLC RIA/Wealth | −$11.4K −377.0 shares |
 Pensionmark Financial Group, LLC Pension/Endowment | −$7.9K −261.0 shares |
P Pines Wealth Management, LLC Institution | −$7.6K −254.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CGCV in Q3 2025
- New Positions
- 19
- New Value
- $47.5M
- Exited Positions
- 2
- Exited Value
- $245.2K
New Positions
| Institution | Position Value |
|---|---|
T Tribridge Partners Financial LLC RIA/Wealth | $21.0M 694.0K shares |
Carson Advisory Inc. RIA/Wealth | $8.4M 278.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $8.1M 269.8K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | $4.3M 141.8K shares |
C CLS Investments, LLC Institution | $1.3M 41.6K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $986.2K 32.8K shares |
 Sigma Planning Corp RIA/Wealth | $571.2K 18.9K shares |
 Continuum Advisory, LLC RIA/Wealth | $526.1K 17.5K shares |
$446.2K 14.7K shares | |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $379.5K 12.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth | $212.9K 7.4K shares |
Geneos Wealth Management Inc. RIA/Wealth | $32.2K 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in CGCV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CGCV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Tribridge Partners Financial LLC RIA/Wealth | 9.63% $21.0M |
Carson Advisory Inc. RIA/Wealth | 4.56% $8.4M |
 Evernest Financial Advisors, LLC RIA/Wealth | 2.06% $7.4M |
 Envision Financial Planning, LLC RIA/Wealth | 1.83% $4.3M |
C | 1.66% $98.7M |
 Midwest Heritage Bank, FSB RIA/Wealth | 1.43% $4.0M |
 Hartmann Taylor Wealth Management, LLC RIA/Wealth | 1.24% $1.7M |
 FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | 0.83% $5.0M |
P Pines Wealth Management, LLC Institution | 0.59% $1.7M |
ST GERMAIN D J CO INC RIA/Wealth | 0.46% $11.6M |
Hedge Fund Spotlight
Discover hedge funds investing in CGCV
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Capital Group Conservative Equity
- Market Value
- $379.5K
- Shares Held
- 12.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
