CAP GROUP CORE BALANCED (CGBL) Institutional Ownership and Insiders Activity
CAP GROUP CORE BALANCED (CGBL) is widely held by institutional investors, with 354 firms reporting positions valued at approximately $5.04B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $710.54M in CGBL holdings in its latest filing.
Institutional Holders
354
Total Reported Value
$5.04B
Largest Holder
Lpl Financial Llc
Largest Position
$710.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
19
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$710.54M
- Advance Capital Management, Inc.$457.09M
- Wells Fargo & Company/Mn$384.94M
- Envestnet Asset Management Inc$366.49M
- Morgan Stanley$233.59M
CGBL News
All news- Pcg Wealth Advisors Q2 2026 Portfolio Activity Analysis
Aug 5, 2026 · valut.ai
- J. Derek Lewis & Associates Inc.: Q2 2026 Portfolio Adjustments Highlight Core ETFs, Growth Equity, and Technology Focus
Aug 4, 2026 · valut.ai
- Boyer Financial Services: Significant ETF Purchases & Sales Observed in Q2 2026 Portfolio
Jul 22, 2026 · valut.ai
- Quantum Financial Planning Services: Recent ETF Purchases and Stock Holdings Analysis
Jul 18, 2026 · valut.ai
- Worth Asset Management Q2 2026 Portfolio Activity: Significant Shifts Observed
Jul 10, 2026 · valut.ai