Filing Research | CAPITAL GROUP CONSERVATIVE E Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	DMKC Advisory Services, LLC	Shares	951.6KSH	$31.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	646.1KSH	$21.4M
3	Confluence Wealth Services, Inc.	Shares	416.1KSH	$13.7M
4	ST GERMAIN D J CO INC	Shares	377.9KSH	$12.4M
5	AdvisorNet Financial, Inc	Shares	367.7KSH	$12.1M
6	Apollon Wealth Management, LLC	Shares	186.5KSH	$6.1M
7	Bulwark Capital Corp	Shares	83.9KSH	$2.8M
8	Prospera Financial Services Inc	Shares	74.6KSH	$2.4M
9	Pines Wealth Management, LLC	Shares	58.8KSH	$1.9M
10	BENJAMIN EDWARDS INC	Shares	56.9KSH	$1.9M
11	Worthington Financial Partners, LLC	Shares	55.7KSH	$1.8M
12	Brookstone Capital Management	Shares	51.5KSH	$1.7M
13	CGN Advisors LLC	Shares	45.1KSH	$1.5M
14	PRIVATE CLIENT SERVICES, LLC	Shares	43.0KSH	$1.4M
15	Envestnet Portfolio Solutions, Inc.	Shares	36.9KSH	$1.2M
16	D.A. DAVIDSON & CO.	Shares	26.2KSH	$858.9K
17	KWB Wealth	Shares	23.3KSH	$763.8K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	20.0KSH	$657.6K
19	A&I FINANCIAL SERVICES, LLC	Shares	18.8KSH	$616.6K
20	DAVENPORT & Co LLC	Shares	18.5KSH	$607.1K
21	M.E. ALLISON & CO., INC.	Shares	17.7KSH	$575.8K
22	Cyndeo Wealth Partners, LLC	Shares	16.5KSH	$540.0K
23	Merit Financial Group, LLC	Shares	16.0KSH	$526.5K
24	Lodestone Wealth Management LLC	Shares	12.8KSH	$421.2K
25	EQ WEALTH ADVISORS, LLC	Shares	12.2KSH	$401.8K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	11.5KSH	$377.4K
27	Capital Investment Management, Inc.	Shares	10.9KSH	$358.3K
28	LongView Wealth Management	Shares	10.2KSH	$336.2K
29	Fearless Solutions, LLC dba Best Invest	Shares	9.7KSH	$318.6K
30	Golden State Wealth Management, LLC	Shares	9.5KSH	$310.3K
31	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	7.9KSH	$259.2K
32	J.W. COLE ADVISORS, INC.	Shares	6.7KSH	$221.3K
33	TCFG Investment Advisors, LLC	Shares	6.2KSH	$204.1K
34	DHJJ Financial Advisors, Ltd.	Shares	3.8KSH	$124.0K
35	Farther Finance Advisors, LLC	Shares	2.4KSH	$78.0K
36	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$69.7K
37	LANARK FINANCIAL, INC.	Shares	1.4KSH	$47.6K
38	CoreCap Advisors, LLC	Shares	1.1KSH	$35.7K
39	Blue Trust, Inc.	Shares	408SH	$13.4K
40	IFP Advisors, Inc	Shares	205SH	$6.7K
41	PARK AVENUE SECURITIES LLC	Shares	10.1KSH	$331
42	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	6.4KSH	$210
43	CX Institutional	Shares	43SH	$1

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	DMKC Advisory Services, LLC added	Shares	+882.2K	+$29.2M	$31.2M
2	Confluence Wealth Services, Inc. added	Shares	+65.4K	+$3.2M	$13.7M
3	AdvisorNet Financial, Inc added	Shares	+25.9K	+$1.9M	$12.1M
4	Brookstone Capital Management added	Shares	+44.1K	+$1.5M	$1.7M
5	PRIVATE CLIENT SERVICES, LLC new	Shares	+43.0K	+$1.4M	$1.4M
6	Apollon Wealth Management, LLC added	Shares	+23.6K	+$1.3M	$6.1M
7	ST GERMAIN D J CO INC trimmed	Shares	-2.5K	+$1.1M	$12.4M
8	Merit Financial Group, LLC new	Shares	+16.0K	+$526.5K	$526.5K
9	BENJAMIN EDWARDS INC added	Shares	+10.8K	+$493.0K	$1.9M
10	EQ WEALTH ADVISORS, LLC new	Shares	+12.2K	+$401.8K	$401.8K
11	Bulwark Capital Corp added	Shares	+4.0K	+$372.1K	$2.8M
12	Prospera Financial Services Inc added	Shares	+4.8K	+$366.7K	$2.4M
13	Envestnet Portfolio Solutions, Inc. added	Shares	+6.4K	+$301.7K	$1.2M
14	KWB Wealth added	Shares	+5.9K	+$235.4K	$763.8K
15	J.W. COLE ADVISORS, INC. new	Shares	+6.7K	+$221.3K	$221.3K
16	TCFG Investment Advisors, LLC new	Shares	+6.2K	+$204.1K	$204.1K
17	Worthington Financial Partners, LLC added	Shares	+521	+$183.2K	$1.8M
18	Pines Wealth Management, LLC added	Shares	+75	+$179.1K	$1.9M
19	CGN Advisors LLC added	Shares	+1.0K	+$167.1K	$1.5M
20	DAVENPORT & Co LLC added	Shares	+3.2K	+$151.0K	$607.1K
21	M.E. ALLISON & CO., INC. added	Shares	+3.2K	+$145.2K	$575.8K
22	Capital Investment Management, Inc. added	Shares	+3.3K	+$132.5K	$358.3K
23	D.A. DAVIDSON & CO. added	Shares	+590	+$96.4K	$858.9K
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.5K	+$78.7K	$377.4K
25	Fearless Solutions, LLC dba Best Invest added	Shares	+1.2K	+$66.0K	$318.6K
26	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-198	+$54.4K	$657.6K
27	Cyndeo Wealth Partners, LLC trimmed	Shares	-4	+$49.4K	$540.0K
28	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+708	+$44.9K	$259.2K
29	Lodestone Wealth Management LLC added	Shares	+52	+$40.2K	$421.2K
30	Farther Finance Advisors, LLC added	Shares	+884	+$33.4K	$78.0K
31	Blue Trust, Inc. new	Shares	+408	+$13.4K	$13.4K
32	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$11.4K	$124.0K
33	CoreCap Advisors, LLC added	Shares	+177	+$8.6K	$35.7K
34	IFP Advisors, Inc new	Shares	+205	+$6.7K	$6.7K
35	EverSource Wealth Advisors, LLC added	Shares	+10	+$6.7K	$69.7K
36	LANARK FINANCIAL, INC. unchanged	Shares	0	+$4.4K	$47.6K
37	PARK AVENUE SECURITIES LLC new	Shares	+10.1K	+$331	$331
38	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new	Shares	+6.4K	+$210	$210
39	CX Institutional unchanged	Shares	0	$0	$1
40	A&I FINANCIAL SERVICES, LLC trimmed	Shares	-2.1K	-$5.1K	$616.6K
41	LongView Wealth Management trimmed	Shares	-2.5K	-$58.4K	$336.2K
42	Golden State Wealth Management, LLC trimmed	Shares	-54.7K	-$1.6M	$310.3K
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-185.0K	-$3.4M	$21.4M