# CAPITAL GROUP CONSERVATIVE E SHS

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.

## Summary

- Issuer: CAPITAL GROUP CONSERVATIVE E
- Class: SHS
- CUSIP: 14020U100
- Asset category: EC
- 13F holders: 162
- 13F value: $1.4B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $313.9M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/312837) | Los Angeles, CA | $160.3M | 5,378,772 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/145112) | DES MOINES, IA | $31.2M | 951,600 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | 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](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $21.4M | 646,077 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $19.3M | 647,506 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [American Funds Tax-Aware Conservative Growth and Income Portfolio](https://search.stillhousedata.com/fund/S000036464) | AMERICAN FUNDS PORTFOLIO SERIES | $313.9M | 483.49% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14020u100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.