CAPITAL GROUP CORE BALANCED

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

CGBL (CAPITAL GROUP CORE BALANCED) is held by 56 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($710.5M), WELLS FARGO & COMPANY/MN ($384.9M), ENVESTNET ASSET MANAGEMENT INC ($366.5M). Net institutional sentiment: Bullish.

56

Holders

(9 Elite)

$3.1B

Total Value

85% (54)

Consensus

46 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)64

Insider (Form 4)38

Activist (13D/13G)85

Congressional (STOCK Act)25

Holder Quality

43

★★★★★

Elite

51

★★★★

Strong

51

★★★

Solid

89

★★

Below

52

★

Weak

Held by 56 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CGBL.

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	18.7M(+25.6%)	$710.5M	0.2%	+12.53%	47
WELLS FARGO & COMPANY/MN	Increased	10.1M(+32.8%)	$384.9M	0.1%	+6.39%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	9.7M(+17.1%)	$366.5M	0.1%	+13.76%	36
MORGAN STANLEY	Increased	6.2M(+13.3%)	$233.6M	0.0%	+13.89%	35
RAYMOND JAMES FINANCIAL INC	Increased	5.7M(+52.5%)	$215.4M	0.1%	+9.07%	43
Cetera Investment Advisers	Increased	4.8M(+19.0%)	$182.9M	0.2%	+12.79%	43
OSAIC HOLDINGS, INC.	Increased	3.6M(+27.8%)	$136.1M	0.2%	+14.58%	45
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.5M(+7.5%)	$132.2M	0.2%	+17.95%	39
ROYAL BANK OF CANADA	Increased	2.5M(+7.9%)	$95.6M	0.0%	+15.80%	32
JONES FINANCIAL COMPANIES LLLP	Increased	2.4M(+22.9%)	$89.7M	0.0%	+9.85%	36
Kestra Advisory Services, LLC	Increased	1.8M(+11.8%)	$66.8M	0.2%	+15.60%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.6M(+18.3%)	$60.1M	0.1%	+21.10%	41
STIFEL FINANCIAL CORP	Increased	1.6M(+23.3%)	$59.4M	0.0%	+10.96%	36
MML INVESTORS SERVICES, LLC	Increased	1.3M(+28.4%)	$51.2M	0.1%	+15.16%	44
BENJAMIN EDWARDS INC	Increased	1.3M(+39.6%)	$49.9M	0.5%	+8.42%	46
&PARTNERS	Increased	1M(+17.5%)	$38.3M	0.2%	+9.18%	41
Private Advisor Group, LLC	Increased	905,873(+53.3%)	$34.4M	0.2%	+12.36%	49
NewEdge Advisors, LLC	Increased	491,913(+26.5%)	$18.7M	0.1%	+8.80%	35
IWIntegrated Wealth Concepts LLC	Increased	474,351(+109.4%)	$18M	0.1%	+7.22%	46
ASSETMARK, INC	Increased	426,280(+37.2%)	$16.2M	0.0%	+6.71%	37

Showing 1-20 of 58

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CGBLCAPITAL GROUP CORE BALANCED

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer