Who Owns CAPITAL GROUP CORE BALANCED (CGBL)? -- Institutional Holders (2026-03-31)

336 institutions reported holding $4.01B of CAPITAL GROUP CORE BALANCED (CGBL) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($513.0M), Advance Capital Management, Inc. ($412.0M), ENVESTNET ASSET MANAGEMENT INC ($283.7M), WELLS FARGO & COMPANY/MN ($262.7M), MORGAN STANLEY ($186.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$513.0M14.9MAdded
2Advance Capital Management, Inc.$412.0M12.0MAdded
3ENVESTNET ASSET MANAGEMENT INC$283.7M8.2MAdded
4WELLS FARGO & COMPANY/MN$262.7M7.6MAdded
5MORGAN STANLEY$186.9M5.4MAdded
6Cetera Investment Advisers$139.3M4.0MAdded
7Forge Financial Services LLC$129.6M3.8MNew
8RAYMOND JAMES FINANCIAL INC$128.0M3.7MAdded
9COMMONWEALTH EQUITY SERVICES, LLC$111.6M3.2MAdded
10OSAIC HOLDINGS, INC.$96.6M2.8MAdded
11Royal Bank of Canada$80.4M2.3MAdded
12Cambridge Investment Research Advisors, Inc.$79.0M2.3MAdded
13CWM, LLC$76.7M2.2MAdded
14Aprio Wealth Management, LLC$65.6M1.9MAdded
15JONES FINANCIAL COMPANIES LLLP$65.6M1.9MAdded
16Kestra Advisory Services, LLC$54.1M1.6MAdded
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$46.7M1.3MTrimmed
18Janney Montgomery Scott LLC$46.2M1.3MAdded
19STIFEL FINANCIAL CORP$43.7M1.3MAdded
20J. Derek Lewis & Associates Inc.$42.6M1.2MAdded
21MML INVESTORS SERVICES, LLC$36.1M1.0MAdded
22HARBOUR INVESTMENTS, INC.$33.4M970,642Added
23BENJAMIN EDWARDS INC$32.4M941,932Added
24&PARTNERS$29.4M855,452Added
25ST GERMAIN D J CO INC$24.0M696,400Added

Source: SEC Form 13F filings · as of 2026-03-31