CGBL Institutional Ownership & Shareholders
CAP GROUP CORE BALANCED (CGBL) is currently held by 359 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.12B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGBL tracked by InsiderSet, reporting ownership valued at approximately $710.54M in its June 30, 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 $686.77M, representing an estimated loss of -3.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed CGBL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Advance Capital Management, Inc., Wells Fargo & Company/Mn, 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
359
Total Reported Value
$5.12B
Largest Holder
Lpl Financial Llc
Largest Position
$710.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.16% | 18,718,252 | $710,544,809 | $686,772,666 | -$23,772,143 | -3.35% | |
| Advance Capital Management, Inc. | 14.77% | 12,041,305 | $457,087,926 | $441,795,480 | -$15,292,446 | -3.35% | |
| Wells Fargo & Company/Mn | 0.07% | 10,140,759 | $384,943,198 | $372,064,448 | -$12,878,750 | -3.35% | |
| Envestnet Asset Management Inc | 0.09% | 9,654,718 | $366,493,076 | $354,231,603 | -$12,261,473 | -3.35% | |
| Morgan Stanley | 0.01% | 6,153,666 | $233,593,195 | $225,778,006 | -$7,815,189 | -3.35% | |
| Raymond James Financial Inc | 0.06% | 5,674,737 | $215,413,010 | $208,206,101 | -$7,206,909 | -3.35% | |
| Cetera Investment Advisers | 0.17% | 4,819,328 | $182,941,705 | $176,821,144 | -$6,120,561 | -3.35% | |
| Forge Financial Services Llc | 12.56% | 3,842,632 | $145,866,253 | $140,986,168 | -$4,880,085 | -3.35% | |
| Commonwealth Equity Services, Llc | 0.19% | 3,910,516 | $143,711,449 | $143,476,832 | -$234,617 | -0.16% | |
| Osaic Holdings, Inc. | 0.16% | 3,585,680 | $136,121,854 | $131,558,599 | -$4,563,255 | -3.35% | |
| Royal Bank Of Canada | 0.02% | 2,519,318 | $95,633,000 | $92,433,777 | -$3,199,223 | -3.35% | |
| Jones Financial Companies Lllp | 0.04% | 2,384,205 | $89,669,962 | $87,476,481 | -$2,193,481 | -2.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 2,331,297 | $86,374,544 | $85,535,287 | -$839,257 | -0.97% | |
| Cwm, Llc | 0.20% | 2,229,671 | $76,722,962 | $81,806,629 | +$5,083,667 | +6.63% | |
| Kestra Advisory Services, Llc | 0.21% | 2,022,707 | $74,334,499 | $74,213,120 | -$121,379 | -0.16% | |
| Aprio Wealth Management, Llc | 2.77% | 1,655,176 | $60,827,707 | $60,728,407 | -$99,300 | -0.16% | |
| Janney Montgomery Scott Llc | 0.12% | 1,594,134 | $60,513,000 | $58,488,776 | -$2,024,224 | -3.35% | |
| Stifel Financial Corp | 0.05% | 1,564,764 | $59,398,734 | $57,411,191 | -$1,987,543 | -3.35% | |
| Mml Investors Services, Llc | 0.10% | 1,347,667 | $51,157,445 | $49,445,902 | -$1,711,543 | -3.35% | |
| J. Derek Lewis & Associates Inc. | 9.59% | 1,337,192 | $50,759,393 | $49,061,574 | -$1,697,819 | -3.34% | |
| Benjamin Edwards Inc | 0.46% | 1,314,820 | $49,910,494 | $48,240,746 | -$1,669,748 | -3.35% | |
| Compton Financial Group, Llc | 9.27% | 1,268,449 | $48,150,314 | $46,539,394 | -$1,610,920 | -3.35% | |
| Harbour Investments, Inc. | 0.52% | 1,015,848 | $38,561,584 | $37,271,463 | -$1,290,121 | -3.35% | |
| &Partners | 0.16% | 1,005,263 | $38,270,067 | $36,883,099 | -$1,386,968 | -3.62% | |
| Private Advisor Group, Llc | 0.16% | 905,873 | $34,386,928 | $33,236,480 | -$1,150,448 | -3.35% | |
| Quantum Financial Planning Services, Inc. | 7.72% | 771,132 | $28,339,090 | $28,292,833 | -$46,257 | -0.16% | |
| St Germain D J Co Inc | 0.99% | 721,765 | $27,398,199 | $26,481,558 | -$916,641 | -3.35% | |
| Concurrent Investment Advisors, Llc | 0.17% | 662,948 | $24,363,336 | $24,323,562 | -$39,774 | -0.16% | |
| Great Valley Advisor Group, Inc. | 0.34% | 575,229 | $21,835,414 | $21,105,152 | -$730,262 | -3.34% | |
| Confluence Wealth Services, Inc. | 0.61% | 562,184 | $21,340,502 | $20,626,531 | -$713,971 | -3.35% | |
| Greenbush Financial Group, Llc | 6.13% | 569,126 | $20,915,377 | $20,881,233 | -$34,144 | -0.16% | |
| Flagship Harbor Advisors, Llc | 0.77% | 564,823 | $20,757,314 | $20,723,356 | -$33,958 | -0.16% | |
| Kestra Private Wealth Services, Llc | 0.22% | 557,330 | $20,481,878 | $20,448,438 | -$33,440 | -0.16% | |
| Assetmark, Inc | 0.03% | 546,261 | $20,075,092 | $20,042,316 | -$32,776 | -0.16% | |
| Mesirow Financial Investment Management, Inc. | 0.30% | 501,967 | $19,055,031 | $18,417,169 | -$637,862 | -3.35% | |
| Newedge Advisors, Llc | 0.06% | 491,913 | $18,673,035 | $18,048,288 | -$624,747 | -3.35% | |
| Smartleaf Asset Management Llc | 0.53% | 426,687 | $16,180,002 | $15,655,146 | -$524,856 | -3.24% | |
| Betterment Llc | 0.03% | 422,613 | $16,042,000 | $15,505,671 | -$536,329 | -3.34% | |
| Capital Group Private Client Services, Inc. | 0.23% | 420,622 | $15,966,830 | $15,432,621 | -$534,209 | -3.35% | |
| Clarity Wealth Advisors, Llc | 2.75% | 429,417 | $15,781,075 | $15,755,310 | -$25,765 | -0.16% | |
| Apollon Wealth Management, Llc | 0.18% | 427,182 | $15,698,929 | $15,673,308 | -$25,621 | -0.16% | |
| B. Riley Wealth Advisors, Inc. | 0.61% | 417,954 | $15,359,840 | $15,334,732 | -$25,108 | -0.16% | |
| Pcg Wealth Advisors, Llc | 3.41% | 402,421 | $15,275,908 | $14,764,826 | -$511,082 | -3.35% | |
| Bank Of America Corp | 0.00% | 395,943 | $15,029,984 | $14,527,149 | -$502,835 | -3.35% | |
| Kwb Wealth | 1.22% | 387,913 | $14,255,804 | $14,232,528 | -$23,276 | -0.16% | |
| Ifp Advisors, Inc | 0.24% | 381,081 | $14,004,727 | $13,981,862 | -$22,865 | -0.16% | |
| Johnson Bixby & Associates, Llc | 1.51% | 375,569 | $13,802,148 | $13,779,627 | -$22,521 | -0.16% | |
| Cullen/Frost Bankers, Inc. | 0.13% | 373,848 | $13,738,925 | $13,716,483 | -$22,442 | -0.16% | |
| World Investment Advisors | 0.23% | 393,194 | $13,615,388 | $14,426,288 | +$810,900 | +5.96% | |
| D.A. Davidson & Co. | 0.07% | 364,683 | $13,402,109 | $13,380,219 | -$21,890 | -0.16% |
Frequently asked questions about CGBL
Who are the largest institutional holders of CGBL?
The largest institutional holders of CGBL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Advance Capital Management, Inc., Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported CGBL position.
What is CGBL institutional ownership?
This page tracks CGBL positions reported by institutional investment managers through SEC Form 13F. CAP GROUP CORE BALANCED (CGBL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGBL?
InsiderSet currently tracks 359 institutional managers reporting CGBL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGBL shareholders.
How much CGBL stock do institutions own?
Institutional investment managers disclosed approximately $5.12B in CGBL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGBL institutional ownership last updated?
The latest CGBL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGBL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGBL position after the reporting date.
Are institutions buying or selling CGBL?
Institutional buying and selling can be analyzed by comparing CGBL positions across consecutive 13F reporting periods. InsiderSet's CGBL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGBL ownership changes.
How has CGBL institutional ownership changed over time?
InsiderSet tracks CGBL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.