CGBL CAPITAL GROUP CORE BALANCED: institutional ownership and insider trading
386 funds reported holding $5.25B of CAPITAL GROUP CORE BALANCED in their latest 13F filings; in Q2 2026 funds net bought $733M, with 47 new positions and 8 funds selling out.
Famous investors holding CGBL
- Renaissance Technologies (Renaissance Technologies): $3.68M, 0.0% of the portfolio
Largest institutional holders of CGBL
- LPL Financial LLC — $711M
- Advance Capital Management, Inc. — $457M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $385M
- ENVESTNET ASSET MANAGEMENT INC — $366M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $234M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $215M
- Cetera Investment Advisers — $183M
- Forge Financial Services LLC — $146M
- OSAIC HOLDINGS, INC. — $136M
- COMMONWEALTH EQUITY SERVICES, LLC — $132M
Who owns the most CGBL stock?
The largest institutional holders of CAPITAL GROUP CORE BALANCED in the latest 13F filings are LPL Financial LLC ($711M), Advance Capital Management, Inc. ($457M), WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) ($385M).
Which famous investors own CGBL?
Renaissance Technologies.
Which ETFs hold CGBL?
1 ETFs and mutual funds hold it among their top 100 positions, including MFUL.