Who Owns CAPITAL GROUP CORE BALANCED (CGBL)? -- Institutional Holders (2026-06-30)

197 institutions reported holding $1.78B of CAPITAL GROUP CORE BALANCED (CGBL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($366.5M), Cambridge Investment Research Advisors, Inc. ($196.9M), COMMONWEALTH EQUITY SERVICES, LLC ($132.2M), Kestra Advisory Services, LLC ($66.8M), Aprio Wealth Management, LLC ($64.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$366.5M9.7MAdded
2Cambridge Investment Research Advisors, Inc.$196.9M5.2MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$132.2M3.5MAdded
4Kestra Advisory Services, LLC$66.8M1.8MAdded
5Aprio Wealth Management, LLC$64.1M1.7MTrimmed
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$60.1M1.6MAdded
7J. Derek Lewis & Associates Inc.$50.8M1.3MAdded
8BENJAMIN EDWARDS INC$49.9M1.3MAdded
9KWB Wealth$35.1M925,891Added
10Private Advisor Group, LLC$34.4M905,873Added
11ST GERMAIN D J CO INC$27.4M721,765Added
12Concurrent Investment Advisors, LLC$23.7M623,389Added
13Confluence Wealth Services, Inc.$21.3M562,184Added
14Greenbush Financial Group, LLC$20.9M549,400Trimmed
15FLAGSHIP HARBOR ADVISORS, LLC$20.8M548,608Added
16KESTRA PRIVATE WEALTH SERVICES, LLC$20.5M540,006Added
17Mesirow Financial Investment Management, Inc.$19.1M501,967Added
18ASSETMARK, INC$16.2M426,280Added
19Quantum Financial Planning Services, Inc.$16.0M421,907Added
20PCG Wealth Advisors, LLC$15.3M402,421Added
21Apollon Wealth Management, LLC$14.2M374,554Added
22Clarity Wealth Advisors, LLC$14.0M369,648Added
23B. Riley Wealth Advisors, Inc.$13.4M354,422Added
24CARY STREET PARTNERS FINANCIAL LLC$13.2M347,708Added
25IFP Advisors, Inc$13.2M347,015Added

Source: SEC Form 13F filings · as of 2026-06-30