13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CGBL

CAPITAL GROUP CORE BALANCED

380 institutions still hold CAPITAL GROUP CORE BALANCED as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021D107·Exchange Traded Fund·380 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.7B
visible holders
Holders
380
filers reporting
Concentration
19.42%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

380 institutions reported CGBL in Q2 2026. LPL Financial LLC leads at 19.4% 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
$711M18.7M0.16%Q2 202602
Advance Capital Management, Inc.
CIK 0001536029
$457M12.0M14.77%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$385M10.1M0.06%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$366M9.7M0.09%Q2 202605
MORGAN STANLEY
CIK 0000895421
$234M6.2M0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$215M5.7M0.06%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$183M4.8M0.17%Q2 202608
Forge Financial Services LLC
CIK 0002055357
$146M3.8M12.56%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$136M3.6M0.16%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$132M3.5M0.17%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$96M2.5M0.01%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$90M2.4M0.04%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$79M2.3M0.20%Q1 202614
CWM, LLC
CIK 0001535847
$77M2.2M0.20%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$67M1.8M0.22%Q2 202616
Aprio Wealth Management, LLC
CIK 0001803519
$64M1.7M3.17%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$60M1.6M0.10%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$59M1.6M0.05%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$51M1.3M0.10%Q2 202620
J. Derek Lewis & Associates Inc.
CIK 0002077884
$51M1.3M9.59%Q2 2026
Page 1 of 19
360 more holders available. Log in →