CAPITAL GROUP CONSERVATIVE E SHS is a security (CUSIP 14020U100) tracked across SEC portfolio filings. 162 institutional managers reported $1.4B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $313.9M via N-PORT as of 2026-04-30.
Showing 15 of 162 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Capital International Investors | Los Angeles, CA | $296.0M | 9,929,975 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $160.3M | 5,378,772 |
| LPL Financial LLC | FORT MILL, SC | $139.0M | 4,664,353 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $81.4M | 2,480,604 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $70.7M | 2,372,810 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $36.2M | 1,213,695 |
| DMKC Advisory Services, LLC | DES MOINES, IA | $31.2M | 951,600 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $26.6M | 892,128 |
| Tribridge Partners Financial LLC | COLUMBIA, MD | $25.9M | 783,414 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $25.0M | 838,352 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $21.4M | 646,077 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $20.9M | 638,323 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $19.8M | 665,873 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $19.3M | 656,967 |
| CITADEL ADVISORS LLC | MIAMI, FL | $19.3M | 647,506 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| American Funds Tax-Aware Conservative Growth and Income Portfolio | AMERICAN FUNDS PORTFOLIO SERIES | $313.9M | 483.49% |