13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
CGBL

CAPITAL GROUP CORE BALANCED

348 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·348 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.9B
visible holders
Holders
348
filers reporting
Concentration
17.79%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

348 institutions reported CGBL in Q1 2026. LPL Financial LLC leads at 17.8% of the visible book.

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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$79M2.3M0.20%Q1 202613
CWM, LLC
CIK 0001535847
$77M2.2M0.20%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$66M1.9M0.03%Q1 202615
Aprio Wealth Management, LLC
CIK 0001803519
$64M1.7M3.17%Q2 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$60M1.6M0.10%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$54M1.6M0.20%Q1 202618
BENJAMIN EDWARDS INC
CIK 0001451623
$50M1.3M0.46%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$46M1.3M0.11%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$44M1.3M0.04%Q1 2026
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