CAPITAL GROUP CORE BALANCED (CGBL) is held by 52 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling CGBL?

In Q1 2026, 43 institutions opened or increased positions in CAPITAL GROUP CORE BALANCED while 13 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CGBL?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CAPITAL GROUP CORE BALANCED.

How many hedge funds hold CGBL?

52 institutional investors report holding CAPITAL GROUP CORE BALANCED (CGBL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CGBL?

As of Q1 2026, tracked institutions in CAPITAL GROUP CORE BALANCED show 43 buyers versus 13 sellers — net inflows.

CAPITAL GROUP CORE BALANCED

CGBL·14021D107·US·ETF·Unknown - Unknown

Holders

Avg rating(17 Elite)

$2.3B

Total Value

77% (58)

Fund Consensus

43 buying - 13 selling

No verdict yet — fewer than 2 funds hold CGBL.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	14.9M(+18.6%)	$513M	0.1%	+14.08%	44
ENVESTNET ASSET MANAGEMENT INC	Increased	8.2M(+18.7%)	$283.7M	0.1%	+14.43%	36
WELLS FARGO & COMPANY/MN	Increased	7.6M(+65.2%)	$262.7M	0.0%	+6.59%	45
MORGAN STANLEY	Increased	5.4M(+33.7%)	$186.9M	0.0%	+14.00%	39
Cetera Investment Advisers	Increased	4M(+21.8%)	$139.3M	0.1%	+13.51%	43
RAYMOND JAMES FINANCIAL INC	Increased	3.7M(+43.1%)	$128M	0.0%	+12.08%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.2M(+17.6%)	$111.6M	0.2%	+17.53%	42
OSAIC HOLDINGS, INC.	Increased	2.8M(+7.7%)	$96.6M	0.1%	+17.14%	39
ROYAL BANK OF CANADA	Increased	2.3M(+16.2%)	$80.4M	0.0%	+16.68%	34
JONES FINANCIAL COMPANIES LLLP	Increased	1.9M(+28.7%)	$65.6M	0.0%	+10.32%	37
Kestra Advisory Services, LLC	Increased	1.6M(+20.8%)	$54.1M	0.2%	+15.72%	42
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.3M(-33.5%)	$46.7M	0.1%	+23.67%	0
STIFEL FINANCIAL CORP	Increased	1.3M(+20.4%)	$43.7M	0.0%	+11.77%	35
MML INVESTORS SERVICES, LLC	Increased	1M(+7.5%)	$36.1M	0.1%	+18.04%	37
BENJAMIN EDWARDS INC	Increased	941,932(+45.7%)	$32.4M	0.3%	+9.92%	47
&PARTNERS	Increased	855,452(+20.5%)	$29.4M	0.1%	+8.99%	41
Private Advisor Group, LLC	Increased	591,041(+24.3%)	$20.3M	0.1%	+17.69%	35
Mariner, LLC	Increased	482,712(+9.9%)	$16.6M	0.0%	+21.41%	31
NewEdge Advisors, LLC	Increased	389,002(+18.2%)	$13.4M	0.0%	+5.18%	33
D.A. DAVIDSON & CO.	Increased	352,726(+19.4%)	$12.1M	0.1%	+22.24%	33