CGBL institutional holders

CAPITAL GROUP CORE BALANCED · 13F, 2026Q2

Managers holding360
Shares held137,371,196
Reported value$5.2bn
Quarter flows53 new, 232 added, 48 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC18,718,252$710.5m0.2%
Advance Capital Management, Inc.12,041,305$457.1m14.8%
WELLS FARGO & COMPANY/MN10,140,759$384.9m0.1%
ENVESTNET ASSET MANAGEMENT INC9,654,718$366.5m0.1%
MORGAN STANLEY6,153,666$233.6m0.0%
RAYMOND JAMES FINANCIAL INC5,674,737$215.4m0.1%
Cambridge Investment Research Advisors, Inc.5,187,858$196.9m0.2%
Cetera Investment Advisers4,819,328$182.9m0.2%
Forge Financial Services LLC3,842,632$145.9m12.6%
OSAIC HOLDINGS, INC.3,585,680$136.1m0.2%
COMMONWEALTH EQUITY SERVICES, LLC3,483,547$132.2m0.2%
ROYAL BANK OF CANADA2,519,318$95.6m0.0%
JONES FINANCIAL COMPANIES LLLP2,384,205$89.7m0.0%
Kestra Advisory Services, LLC1,758,593$66.8m0.2%
Aprio Wealth Management, LLC1,688,355$64.1m3.2%
Janney Montgomery Scott LLC1,594,134$60.5m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,595,320$60.1m0.1%
STIFEL FINANCIAL CORP1,564,764$59.4m0.0%
MML INVESTORS SERVICES, LLC1,347,667$51.2m0.1%
J. Derek Lewis & Associates Inc.1,337,192$50.8m9.6%
BENJAMIN EDWARDS INC1,314,820$49.9m0.5%
Compton Financial Group, LLC1,268,449$48.2m9.3%
HARBOUR INVESTMENTS, INC.1,015,848$38.6m0.5%
&PARTNERS1,005,263$38.3m0.2%
KWB Wealth925,891$35.1m3.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGBL"). CGBL price history · All 13F data

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