13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
CGBL

CAPITAL GROUP CORE BALANCED

336 institutions still hold CAPITAL GROUP CORE BALANCED as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021D107·Exchange Traded Fund·336 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.1%
vs prior quarter
13F value held
$2.8B
45.0% inst. owned
of float
Holders
336
+59 QoQ
filers reporting
Activity
+55 / −110
+925 added · −798 reduced
this quarter
Concentration
18.27%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

336 institutions reported CGBL in Q1 2026. LPL Financial LLC leads at 18.3% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$513M14.9M0.14%Q1 202602
Advance Capital Management, Inc.
CIK 0001536029
$412M12.0M15.61%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$284M8.2M0.08%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$263M7.6M0.05%Q1 202605
MORGAN STANLEY
CIK 0000895421
$187M5.4M0.01%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$139M4.0M0.15%Q1 202607
Forge Financial Services LLC
CIK 0002055357
$130M3.8M13.12%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$128M3.7M0.04%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$112M3.2M0.16%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$97M2.8M0.14%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$80M2.3M0.01%Q1 202612
CWM, LLC
CIK 0001535847
$77M2.2M0.20%Q1 202613
Aprio Wealth Management, LLC
CIK 0001803519
$66M1.9M3.59%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$66M1.9M0.03%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$54M1.6M0.20%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$47M1.3M0.10%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$44M1.3M0.04%Q1 202618
J. Derek Lewis & Associates Inc.
CIK 0002077884
$43M1.2M9.59%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$36M1.0M0.10%Q1 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$33M971K0.52%Q1 2026
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