CAPITAL GROUP CORE BALANCED (CGBL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CGBL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for CAPITAL GROUP CORE BALANCED, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CGBL?

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

Is institutional money flowing into CGBL?

51 institutional investors hold CAPITAL GROUP CORE BALANCED (CGBL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CGBL?

Track institutional sentiment and conviction scores for CAPITAL GROUP CORE BALANCED (CGBL) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	14.9M(+18.6%)	$513M	0.1%	+11.90%	44
ENVESTNET ASSET MANAGEMENT INC	Increased	8.2M(+18.7%)	$283.7M	0.1%	+12.24%	36
WELLS FARGO & COMPANY/MN	Increased	7.6M(+65.2%)	$262.7M	0.0%	+4.55%	45
MORGAN STANLEY	Increased	5.4M(+33.7%)	$186.9M	0.0%	+11.82%	39
Cetera Investment Advisers	Increased	4M(+21.8%)	$139.3M	0.1%	+11.35%	43
RAYMOND JAMES FINANCIAL INC	Increased	3.7M(+43.1%)	$128M	0.0%	+9.94%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.2M(+17.6%)	$111.6M	0.2%	+15.28%	42
OSAIC HOLDINGS, INC.	Increased	2.8M(+7.7%)	$96.6M	0.1%	+14.90%	39
ROYAL BANK OF CANADA	Increased	2.3M(+16.2%)	$80.4M	0.0%	+14.45%	34
JONES FINANCIAL COMPANIES LLLP	Increased	1.9M(+28.7%)	$65.6M	0.0%	+8.21%	37
Kestra Advisory Services, LLC	Increased	1.6M(+20.8%)	$54.1M	0.2%	+13.51%	42
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.3M(-33.5%)	$46.7M	0.1%	+21.31%	0
STIFEL FINANCIAL CORP	Increased	1.3M(+20.4%)	$43.7M	0.0%	+9.63%	35
MML INVESTORS SERVICES, LLC	Increased	1M(+7.5%)	$36.1M	0.1%	+15.79%	37
BENJAMIN EDWARDS INC	Increased	941,932(+45.7%)	$32.4M	0.3%	+7.82%	47
&PARTNERS	Increased	855,452(+20.5%)	$29.4M	0.1%	+6.90%	41
Private Advisor Group, LLC	Increased	591,041(+24.3%)	$20.3M	0.1%	+15.44%	35
Mariner, LLC	Increased	482,712(+9.9%)	$16.6M	0.0%	+19.09%	31
D.A. DAVIDSON & CO.	Increased	352,726(+19.4%)	$12.1M	0.1%	+19.90%	33
JANE STREET GROUP, LLC	Increased	328,952(+64.5%)	$11.3M	0.0%	+12.11%	41

CAPITAL GROUP CORE BALANCED

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CAPITAL GROUP CORE BALANCED

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