CAP GROUP CORE BALANCED (CGBL) Institutional Shareholders
CAP GROUP CORE BALANCED (CGBL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.07B in CGBL holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGBL tracked by InsiderSet, reporting ownership valued at approximately $513.01M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $555.05M, representing an estimated gain of +8.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed CGBL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Advance Capital Management, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in CAP GROUP CORE BALANCED (CGBL).
This page ranks the largest institutional CGBL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
331
Total Reported Value
$4.07B
Largest Holder
Lpl Financial Llc
Largest Position
$513.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.14% | 14,908,799 | $513,011,760 | $555,054,587 | +$42,042,827 | +8.20% | |
| Advance Capital Management, Inc. | 15.61% | 11,973,900 | $412,021,897 | $445,788,297 | +$33,766,400 | +8.20% | |
| Envestnet Asset Management Inc | 0.08% | 8,244,288 | $283,685,954 | $306,934,842 | +$23,248,888 | +8.20% | |
| Wells Fargo & Company/Mn | 0.05% | 7,633,916 | $262,683,062 | $284,210,693 | +$21,527,631 | +8.20% | |
| Morgan Stanley | 0.01% | 5,432,051 | $186,916,892 | $202,235,259 | +$15,318,367 | +8.20% | |
| Cetera Investment Advisers | 0.15% | 4,048,725 | $139,316,636 | $150,734,032 | +$11,417,396 | +8.20% | |
| Commonwealth Equity Services, Llc | 0.17% | 3,483,547 | $132,235,443 | $129,692,455 | -$2,542,988 | -1.92% | |
| Forge Financial Services Llc | 13.12% | 3,765,044 | $129,555,198 | $140,172,588 | +$10,617,390 | +8.20% | |
| Raymond James Financial Inc | 0.04% | 3,720,942 | $128,037,599 | $138,530,671 | +$10,493,072 | +8.20% | |
| Osaic Holdings, Inc. | 0.14% | 2,806,476 | $96,578,109 | $104,485,101 | +$7,906,992 | +8.19% | |
| Royal Bank Of Canada | 0.02% | 2,335,514 | $80,364,000 | $86,951,186 | +$6,587,186 | +8.20% | |
| Cwm, Llc | 0.20% | 2,229,671 | $76,722,962 | $83,010,651 | +$6,287,689 | +8.20% | |
| Kestra Advisory Services, Llc | 0.22% | 1,758,593 | $66,756,180 | $65,472,417 | -$1,283,763 | -1.92% | |
| Jones Financial Companies Lllp | 0.03% | 1,940,293 | $65,620,710 | $72,237,108 | +$6,616,398 | +10.08% | |
| Aprio Wealth Management, Llc | 3.17% | 1,688,355 | $64,089,966 | $62,857,457 | -$1,232,509 | -1.92% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,595,320 | $60,095,716 | $59,393,764 | -$701,952 | -1.17% | |
| J. Derek Lewis & Associates Inc. | 9.59% | 1,337,192 | $50,759,393 | $49,783,658 | -$975,735 | -1.92% | |
| Benjamin Edwards Inc | 0.46% | 1,314,820 | $49,910,494 | $48,950,749 | -$959,745 | -1.92% | |
| Stifel Financial Corp | 0.04% | 1,269,350 | $43,678,040 | $47,257,900 | +$3,579,860 | +8.20% | |
| Mml Investors Services, Llc | 0.10% | 1,049,905 | $36,127,238 | $39,087,963 | +$2,960,725 | +8.20% | |
| Kwb Wealth | 3.01% | 925,891 | $35,146,825 | $34,470,922 | -$675,903 | -1.92% | |
| Private Advisor Group, Llc | 0.16% | 905,873 | $34,386,928 | $33,725,652 | -$661,276 | -1.92% | |
| Harbour Investments, Inc. | 0.52% | 970,642 | $33,399,803 | $36,137,002 | +$2,737,199 | +8.20% | |
| &Partners | 0.15% | 855,452 | $29,430,128 | $31,848,478 | +$2,418,350 | +8.22% | |
| St Germain D J Co Inc | 0.99% | 721,765 | $27,398,199 | $26,871,311 | -$526,888 | -1.92% | |
| Concurrent Investment Advisors, Llc | 0.20% | 623,389 | $23,663,853 | $23,208,772 | -$455,081 | -1.92% | |
| Confluence Wealth Services, Inc. | 0.61% | 562,184 | $21,340,502 | $20,930,110 | -$410,392 | -1.92% | |
| Greenbush Financial Group, Llc | 6.13% | 549,400 | $20,855,221 | $20,454,162 | -$401,059 | -1.92% | |
| Flagship Harbor Advisors, Llc | 0.80% | 548,608 | $20,825,136 | $20,424,676 | -$400,460 | -1.92% | |
| Kestra Private Wealth Services, Llc | 0.23% | 540,006 | $20,498,632 | $20,104,423 | -$394,209 | -1.92% | |
| Great Valley Advisor Group, Inc. | 0.35% | 562,939 | $19,370,928 | $20,958,219 | +$1,587,291 | +8.19% | |
| Mesirow Financial Investment Management, Inc. | 0.30% | 501,967 | $19,055,031 | $18,688,231 | -$366,800 | -1.92% | |
| Compton Financial Group, Llc | 4.13% | 543,246 | $18,693,109 | $20,225,049 | +$1,531,940 | +8.20% | |
| Mariner, Llc | 0.02% | 482,712 | $16,610,114 | $17,971,368 | +$1,361,254 | +8.20% | |
| Assetmark, Inc | 0.03% | 426,280 | $16,181,589 | $15,870,404 | -$311,185 | -1.92% | |
| Quantum Financial Planning Services, Inc. | 4.97% | 421,907 | $16,015,595 | $15,707,598 | -$307,997 | -1.92% | |
| Smartleaf Asset Management Llc | 0.52% | 426,687 | $14,413,514 | $15,885,557 | +$1,472,043 | +10.21% | |
| Apollon Wealth Management, Llc | 0.17% | 374,554 | $14,218,061 | $13,944,645 | -$273,416 | -1.92% | |
| Clarity Wealth Advisors, Llc | 2.48% | 369,648 | $14,031,838 | $13,761,995 | -$269,843 | -1.92% | |
| B. Riley Wealth Advisors, Inc. | 0.73% | 354,422 | $13,439,675 | $13,195,131 | -$244,544 | -1.82% | |
| Cary Street Partners Financial Llc | 0.29% | 347,708 | $13,198,996 | $12,945,169 | -$253,827 | -1.92% | |
| Ifp Advisors, Inc | 0.24% | 347,015 | $13,172,689 | $12,919,368 | -$253,321 | -1.92% | |
| World Investment Advisors | 0.21% | 381,863 | $13,139,906 | $14,216,759 | +$1,076,853 | +8.20% | |
| Johnson Bixby & Associates, Llc | 1.45% | 342,396 | $12,997,369 | $12,747,403 | -$249,966 | -1.92% | |
| D.A. Davidson & Co. | 0.07% | 338,733 | $12,858,306 | $12,611,030 | -$247,276 | -1.92% | |
| High Net Worth Advisory Group Llc | 2.67% | 330,840 | $12,558,722 | $12,317,173 | -$241,549 | -1.92% | |
| Base Wealth Management Llc | 5.69% | 321,993 | $12,222,858 | $11,987,799 | -$235,059 | -1.92% | |
| Capital Management Associates, Inc | 2.44% | 320,084 | $12,150,396 | $11,916,727 | -$233,669 | -1.92% | |
| Merit Financial Group, Llc | 0.08% | 318,159 | $12,077,334 | $11,845,060 | -$232,274 | -1.92% | |
| Gateway Wealth Partners, Llc | 0.47% | 350,388 | $12,056,842 | $13,044,945 | +$988,103 | +8.20% |
Frequently asked questions about CGBL
Who owns the most CGBL stock?
The largest holders of CGBL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP CORE BALANCED (CGBL).
Is CGBL widely held by superinvestors?
Many widely followed stocks like CGBL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGBL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.