CAP GROUP CORE BALANCED (CGBL) Institutional Ownership and Insiders Activity

CAP GROUP CORE BALANCED (CGBL) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $3.68M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Renaissance Technologies LLC is the largest disclosed holder, reporting approximately $3.68M in CGBL holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Renaissance Technologies LLC representing the majority of disclosed value.