CAPITAL GROUP CORE BALANCED

Watch

Share

CGBL·14021D107·US·ETF

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

View all

Loading verdict

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 Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	18.7M(+25.6%)	$710.5M	0.2%	+11.01%	47
WELLS FARGO & COMPANY/MN	Increased	10.1M(+32.8%)	$384.9M	0.1%	+5.72%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	9.7M(+17.1%)	$366.5M	0.1%	+12.35%	36
MORGAN STANLEY	Increased	6.2M(+13.3%)	$233.6M	0.0%	+12.91%	35
RAYMOND JAMES FINANCIAL INC	Increased	5.7M(+52.5%)	$215.4M	0.1%	+7.72%	43
Cetera Investment Advisers	Increased	4.8M(+19.0%)	$182.9M	0.2%	+11.46%	43
OSAIC HOLDINGS, INC.	Increased	3.6M(+27.8%)	$136.1M	0.2%	+12.81%	45
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.5M(+7.5%)	$132.2M	0.2%	+16.65%	39
ROYAL BANK OF CANADA	Increased	2.5M(+7.9%)	$95.6M	0.0%	+14.28%	32
JONES FINANCIAL COMPANIES LLLP	Increased	2.4M(+22.9%)	$89.7M	0.0%	+8.62%	36
Kestra Advisory Services, LLC	Increased	1.8M(+11.8%)	$66.8M	0.2%	+14.64%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.6M(+18.3%)	$60.1M	0.1%	+19.07%	41
STIFEL FINANCIAL CORP	Increased	1.6M(+23.3%)	$59.4M	0.0%	+9.53%	36
MML INVESTORS SERVICES, LLC	Increased	1.3M(+28.4%)	$51.2M	0.1%	+13.42%	44
BENJAMIN EDWARDS INC	Increased	1.3M(+39.6%)	$49.9M	0.5%	+7.34%	46
&PARTNERS	Increased	1M(+17.5%)	$38.3M	0.2%	+7.95%	41
Private Advisor Group, LLC	Increased	905,873(+53.3%)	$34.4M	0.2%	+10.66%	49
NewEdge Advisors, LLC	Increased	491,913(+26.5%)	$18.7M	0.1%	+7.39%	35
ASSETMARK, INC	Increased	426,280(+37.2%)	$16.2M	0.0%	+5.57%	37
BANK OF AMERICA CORP /DE/	Increased	395,943(+40.1%)	$15M	0.0%	+4.92%	37

Showing 1-20 of 58

Per page:

1 / 3

CGBLCAPITAL GROUP CORE BALANCED

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

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