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Cap Group Conservative EQ (CGCV)

CUSIP: 14020U100 | NYSE | 200 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dmkc Advisory Services, LLC686,386
5.4% of portfolio›$22.0M
Commonwealth Equity Services, LLC651,472
0.0% of portfolio›$20.9M
Wealth Enhancement Advisory Services, LLC627,425
0.0% of portfolio›$20.5M
Souders Financial Advisors527,658
1.6% of portfolio›$16.9M
Confluence Wealth Services, Inc.509,431
0.4% of portfolio›$16.3M
AdvisorNet Financial, Inc423,813
0.6% of portfolio›$14.0M
J. Derek Lewis & Associates Inc.387,120
2.2% of portfolio›$12.4M
Cambridge Investment Research Advisors, Inc.372,632
0.1% of portfolio›$12.0M
RM Financial Services, LLC287,445
7.0% of portfolio›$9.2M
Financial Management Network Inc273,681
1.3% of portfolio›$8.8M
Midwest Heritage Bank, FSB228,073
2.1% of portfolio›$7.3M
Kestra Advisory Services, LLC206,233
0.0% of portfolio›$6.6M
Apollon Wealth Management, LLC204,710
0.1% of portfolio›$6.6M
Regatta Capital Group, LLC168,997
0.7% of portfolio›$5.4M
Truist Financial Corp157,290
0.0% of portfolio›$5.0M
BlueChip Wealth Advisors LLC111,691
1.2% of portfolio›$3.6M
Founders Financial Securities LLC109,536
0.2% of portfolio›$3.5M
Bulwark Capital Corp85,023
1.4% of portfolio›$2.7M
Prospera Financial Services Inc80,689
0.0% of portfolio›$2.7M
Assetmark, Inc78,801
0.0% of portfolio›$2.5M
Hartmann Taylor Wealth Management, LLC76,206
1.4% of portfolio›$2.4M
Worthington Financial Partners, LLC57,196
1.6% of portfolio›$1.8M
Junk Investment Group, LLC55,295
0.7% of portfolio›$1.8M
CWS Financial Advisors, LLC54,004
0.4% of portfolio›$1.7M
Pines Wealth Management, LLC53,945
0.5% of portfolio›$1.7M
Brookstone Capital Management50,965
0.0% of portfolio›$1.6M
Meridian Wealth Management, LLC50,344
0.0% of portfolio›$1.6M
CGN Advisors LLC46,907
0.1% of portfolio›$1.5M
Canandaigua National Trust Co of Florida45,908
0.8% of portfolio›$1.5M
Private Client Services, LLC45,388
0.4% of portfolio›$1.5M
Cullen T Bankers, Inc.39,274
0.0% of portfolio›$1.3M
Sigma Planning Corp30,462
0.0% of portfolio›$949.0K
D.A. Davidson & Co.27,416
0.0% of portfolio›$879.5K
Davenport & Co LLC26,461
0.0% of portfolio›$848.9K
Bank of New York Mellon Corp26,290
0.0% of portfolio›$843.4K
Nations Financial Group Inc,23,188
0.0% of portfolio›$743.9K
Main Line Retirement Advisors, LLC22,236
0.3% of portfolio›$713.3K
A&I Financial Services, LLC20,862
0.3% of portfolio›$669.3K
Independent Financial Group, LLC20,274
0.0% of portfolio›$650.4K
Advisortrust Partners, LLC17,760
0.2% of portfolio›$569.7K
Creative Planning17,665
0.0% of portfolio›$566.7K
M.E. Allison & Co., Inc.16,125
0.3% of portfolio›$517.3K
Hunter Associates Investment Management LLC16,120
0.1% of portfolio›$517.0K
Concurrent Investment Advisors, LLC15,788
0.0% of portfolio›$506.5K
Cyndeo Wealth Partners, LLC15,656
0.0% of portfolio›$502.2K
Simplicity Wealth,LLC12,869
0.0% of portfolio›$412.8K
Lodestone Wealth Management LLC12,704
0.1% of portfolio›$407.6K
Signature Estate & Investment Advisors LLC11,554
0.0% of portfolio›$370.7K
HB Wealth Management, LLC11,300
0.0% of portfolio›$362.5K
Greenleaf Trust10,944
0.0% of portfolio›$351.1K
Park Avenue Securities LLC10,205
0.0% of portfolio›$327.0K
Wedbush Securities Inc9,847
0.0% of portfolio›$316.0K
Fearless Solutions, LLC dba Best Invest9,771
0.2% of portfolio›$313.5K
Triune Financial Partners, LLC9,169
0.1% of portfolio›$294.1K
Flagship Wealth Advisors, LLC8,702
0.1% of portfolio›$279.2K
MGO One Seven LLC7,784
0.0% of portfolio›$249.7K
Gerber Kawasaki Wealth & Investment Management7,441
0.0% of portfolio›$238.7K
Daymark Wealth Partners, LLC7,331
0.0% of portfolio›$235.2K
Koshinski Asset Management, Inc.7,041
0.0% of portfolio›$225.9K
Birchwood Financial Partners, Inc.6,962
0.2% of portfolio›$223.3K
J.W. Cole Advisors, Inc.6,698
0.0% of portfolio›$214.9K
LongView Wealth Management6,601
0.1% of portfolio›$211.8K
Tcfg Investment Advisors, LLC6,332
0.1% of portfolio›$203.1K
Private Trust Co NA3,912
0.0% of portfolio›$125.5K
Dhjj Financial Advisors, Ltd.3,777
0.0% of portfolio›$121.2K
EverSource Wealth Advisors, LLC2,432
0.0% of portfolio›$78.0K
Signature Equity Partners, LLC2,119
0.0% of portfolio›$68.0K
Farther Finance Advisors, LLC1,779
0.0% of portfolio›$57.1K
Silver Grove Financial Group, Inc.1,585
0.0% of portfolio›$50.8K
Lanark Financial, Inc.1,450
0.0% of portfolio›$46.5K
CoreCap Advisors, LLC1,324
0.0% of portfolio›$42.5K
Latitude Advisors, LLC970
0.0% of portfolio›$31.1K
Archer Investment Corp449
0.0% of portfolio›$14.4K
IFP Advisors, Inc235
0.0% of portfolio›$7.5K
Rossby Financial, LCC79
0.0% of portfolio›$2.5K
IFS Advisors, LLC61
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Dmkc Advisory Services, LLC
686,386$22.0M5.4%ETFLowDes Moines, IA2026-11-04
Commonwealth Equity Services, LLC
651,472$20.9M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
627,425$20.5M0.0%CoreLowPlymouth, MN2026-10-13
Souders Financial Advisors
527,658$16.9M1.6%ETFLowCincinnati, OH2026-11-03
Confluence Wealth Services, Inc.
509,431$16.3M0.4%ETFVery LowMcmurray, PA2026-11-05
AdvisorNet Financial, Inc
423,813$14.0M0.6%ETFLowMinnetonka, MN2026-10-15
J. Derek Lewis & Associates Inc.
387,120$12.4M2.2%ETFLowNewport Beach, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
372,632$12.0M0.1%ETFLowFairfield, IA2026-11-02
RM Financial Services, LLC
287,445$9.2M7.0%ETFVery LowFalmouth, ME2026-11-03
Financial Management Network Inc
273,681$8.8M1.3%ETFLowMission Viejo, CA2026-10-09
Midwest Heritage Bank, FSB
228,073$7.3M2.1%ETFVery LowWest Des Moines, IA2026-10-26
Kestra Advisory Services, LLC
206,233$6.6M0.0%CoreLowAustin, TX2026-11-02
Apollon Wealth Management, LLC
204,710$6.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Regatta Capital Group, LLC
168,997$5.4M0.7%ETFLowEl Segundo, CA2026-10-23
Truist Financial Corp
157,290$5.0M0.0%CoreLowCharlotte, NC2026-10-30
BlueChip Wealth Advisors LLC
111,691$3.6M1.2%ETFMediumMilton, GA2026-11-03
Founders Financial Securities LLC
109,536$3.5M0.2%ETFMediumTowson, MD2026-10-28
Bulwark Capital Corp
85,023$2.7M1.4%ETFMediumFernandina Beach, FL2026-10-13
Prospera Financial Services Inc
80,689$2.7M0.0%CoreMediumDallas, TX2026-11-04
Assetmark, Inc
78,801$2.5M0.0%ETFLowConcord, CA2026-10-21
Hartmann Taylor Wealth Management, LLC
76,206$2.4M1.4%ETFVery LowDallas, TX2026-10-14
Worthington Financial Partners, LLC
57,196$1.8M1.6%GrowthLowWorthington, OH2026-10-13
Junk Investment Group, LLC
55,295$1.8M0.7%ETFVery LowHunt Valley, MD2026-10-19
CWS Financial Advisors, LLC
54,004$1.7M0.4%ETFVery LowKalamazoo, MI2026-10-16
Pines Wealth Management, LLC
53,945$1.7M0.5%GrowthLowSouthern Pines, NC2026-10-21
Brookstone Capital Management
50,965$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Meridian Wealth Management, LLC
50,344$1.6M0.0%GrowthLowLexington, KY2026-11-05
CGN Advisors LLC
46,907$1.5M0.1%ETFLowManhattan, KS2026-10-21
Canandaigua National Trust Co of Florida
45,908$1.5M0.8%CoreLowCanandaigua, NY2026-10-07
Private Client Services, LLC
45,388$1.5M0.4%ETFMediumLouisville, KY2026-10-02
Cullen T Bankers, Inc.
39,274$1.3M0.0%GrowthLowSan Antonio, TX2026-10-28
Sigma Planning Corp
30,462$949.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
D.A. Davidson & Co.
27,416$879.5K0.0%CoreLowGreat Falls, MT2026-10-28
Davenport & Co LLC
26,461$848.9K0.0%CoreMediumRichmond, VA2026-10-14
Bank of New York Mellon Corp
26,290$843.4K0.0%CoreLowNew York, NY2026-11-05
Nations Financial Group Inc,
23,188$743.9K0.0%CoreLowCedar Rapids, IA2026-11-05
Main Line Retirement Advisors, LLC
22,236$713.3K0.3%ETFLowWhitefish, MT2026-10-14
A&I Financial Services, LLC
20,862$669.3K0.3%ETFHighLone Tree, CO2026-10-15
Independent Financial Group, LLC
20,274$650.4K0.0%GrowthLowSan Diego, CA2026-10-13
Advisortrust Partners, LLC
17,760$569.7K0.2%CoreHighRaleigh, NC2026-11-02
Creative Planning
17,665$566.7K0.0%IndexVery LowOverland Park, KS2026-11-02
M.E. Allison & Co., Inc.
16,125$517.3K0.3%CoreLowSan Antonio, TX2026-10-09
Hunter Associates Investment Management LLC
16,120$517.0K0.1%CoreLowPittsburgh, PA2026-10-26
Concurrent Investment Advisors, LLC
15,788$506.5K0.0%GrowthMediumTampa, FL2026-10-16
Cyndeo Wealth Partners, LLC
15,656$502.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Simplicity Wealth,LLC
12,869$412.8K0.0%ETFLowSummit, NJ2026-10-23
Lodestone Wealth Management LLC
12,704$407.6K0.1%CoreLowSpokane, WA2026-10-14
Signature Estate & Investment Advisors LLC
11,554$370.7K0.0%ETFMediumLos Angeles, CA2026-10-13
HB Wealth Management, LLC
11,300$362.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Greenleaf Trust
10,944$351.1K0.0%CoreLowKalamazoo, MI2026-10-29
Park Avenue Securities LLC
10,205$327.0K0.0%ETFMediumNew York, NY2026-10-26
Wedbush Securities Inc
9,847$316.0K0.0%CoreLowPasadena, CA2026-10-22
Fearless Solutions, LLC dba Best Invest
9,771$313.5K0.2%ETFLowSan Antonio, TX2026-10-14
Triune Financial Partners, LLC
9,169$294.1K0.1%ETFVery LowOverland Park, KS2026-11-03
Flagship Wealth Advisors, LLC
8,702$279.2K0.1%ETFLowWakefield, MA2026-11-03
MGO One Seven LLC
7,784$249.7K0.0%GrowthLowBeachwood, OH2026-10-28
Gerber Kawasaki Wealth & Investment Management
7,441$238.7K0.0%ETFLowSanta Monica, CA2026-10-29
Daymark Wealth Partners, LLC
7,331$235.2K0.0%CoreLowCincinnati, OH2026-11-04
Koshinski Asset Management, Inc.
7,041$225.9K0.0%ETFLowDecatur, IL2026-10-29
Birchwood Financial Partners, Inc.
6,962$223.3K0.2%ETFVery LowBloomington, MN2026-11-02
J.W. Cole Advisors, Inc.
6,698$214.9K0.0%IndexLowTampa, FL2026-11-05
LongView Wealth Management
6,601$211.8K0.1%ETFLowAtlanta, GA2026-10-19
Tcfg Investment Advisors, LLC
6,332$203.1K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Private Trust Co NA
3,912$125.5K0.0%CoreLowCleveland, OH2026-10-20
Dhjj Financial Advisors, Ltd.
3,777$121.2K0.0%ETFVery LowNaperville, IL2026-10-23
EverSource Wealth Advisors, LLC
2,432$78.0K0.0%CoreMediumBirmingham, AL2026-11-04
Signature Equity Partners, LLC
2,119$68.0K0.0%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
1,779$57.1K0.0%IndexLowSan Francisco, CA2026-10-08
Silver Grove Financial Group, Inc.
1,585$50.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Lanark Financial, Inc.
1,450$46.5K0.0%CoreMediumBirmingham, AL2026-10-26
CoreCap Advisors, LLC
1,324$42.5K0.0%ETFMediumSouthfield, MI2026-10-08
Latitude Advisors, LLC
970$31.1K0.0%ETFLowYorkville, IL2026-10-27
Archer Investment Corp
449$14.4K0.0%CoreMediumCarmel, IN2026-11-05
IFP Advisors, Inc
235$7.5K0.0%GrowthLowTampa, FL2026-10-16
Rossby Financial, LCC
79$2.5K0.0%ETFMediumMelbourne, FL2026-11-05
IFS Advisors, LLC
61$2.0K0.0%ETFLowOverland Park, KS2026-10-14