CAPITAL GROUP CORE BALANCED (CGBL)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
350
Reporting holders
$4.9B
Reported value
0.0%
Held as options
+41
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $710.5M | 18,718,252 | 0.16% | 10q | +25.6%+$144.6M |
| Advance Capital Management, Inc. | $457.1M | 12,041,305 | 14.77% | 10q | +0.6%+$2.6M |
| WELLS FARGO & COMPANY/MN | $384.9M | 10,140,759 | 0.06% | 9q | -33.6%-$194.6M |
| ENVESTNET ASSET MANAGEMENT INC | $366.5M | 9,654,718 | 0.09% | 11q | +17.1%+$53.5M |
| MORGAN STANLEY | $233.6M | 6,153,666 | 0.01% | 10q | +13.3%+$27.4M |
| RAYMOND JAMES FINANCIAL INC | $215.4M | 5,674,737 | 0.06% | 7q | +52.5%+$74.2M |
| Cetera Investment Advisers | $182.9M | 4,819,328 | 0.17% | 9q | +19.0%+$29.3M |
| Forge Financial Services LLC | $145.9M | 3,842,632 | 12.56% | 2q | +2.1%+$2.9M |
| OSAIC HOLDINGS, INC. | $136.1M | 3,585,680 | 0.16% | 12q | +27.8%+$29.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $132.2M | 3,483,547 | 0.17% | 11q | +7.4%+$9.2M |
| ROYAL BANK OF CANADA | $95.6M | 2,519,318 | 0.01% | 11q | +7.9%+$7.0M |
| JONES FINANCIAL COMPANIES LLLP | $89.7M | 2,384,205 | 0.04% | 8q | +22.9%+$16.7M |
| Kestra Advisory Services, LLC | $66.8M | 1,758,593 | 0.22% | 11q | +11.8%+$7.0M |
| Aprio Wealth Management, LLC | $64.1M | 1,688,355 | 3.17% | 3q | -11.5%-$8.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.1M | 1,595,320 | 0.10% | 11q | +18.3%+$9.3M |
| STIFEL FINANCIAL CORP | $59.4M | 1,564,764 | 0.05% | 10q | +23.3%+$11.2M |
| MML INVESTORS SERVICES, LLC | $51.2M | 1,347,667 | 0.10% | 11q | +28.4%+$11.3M |
| J. Derek Lewis & Associates Inc. | $50.8M | 1,337,192 | 9.59% | 3q | +8.1%+$3.8M |
| BENJAMIN EDWARDS INC | $49.9M | 1,314,820 | 0.46% | 8q | +39.6%+$14.2M |
| Compton Financial Group, LLC | $48.2M | 1,268,449 | 9.27% | 3q | +133.5%+$27.5M |
| HARBOUR INVESTMENTS, INC. | $38.6M | 1,015,848 | 0.52% | 11q | +4.7%+$1.7M |
| &PARTNERS | $38.3M | 1,005,263 | 0.16% | 7q | +17.5%+$5.7M |
| KWB Wealth | $35.1M | 925,891 | 3.01% | 7q | +38.0%+$9.7M |
| Private Advisor Group, LLC | $34.4M | 905,873 | 0.16% | 10q | +53.3%+$12.0M |
| ST GERMAIN D J CO INC | $27.4M | 721,765 | 0.99% | 9q | +3.6%+$962.9K |
| Merit Financial Group, LLC | $24.2M | 636,318 | 0.07% | 6q | +119.1%+$13.1M |
| Concurrent Investment Advisors, LLC | $23.7M | 623,389 | 0.20% | 9q | +8.8%+$1.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $21.8M | 575,229 | 0.34% | 7q | +2.2%+$466.5K |
| Confluence Wealth Services, Inc. | $21.3M | 562,184 | 0.61% | 11q | +5.6%+$1.1M |
| Greenbush Financial Group, LLC | $20.9M | 549,400 | 6.13% | 7q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $20.8M | 548,608 | 0.80% | 5q | +6.1%+$1.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $20.5M | 540,006 | 0.23% | 9q | +12.1%+$2.2M |
| Mesirow Financial Investment Management, Inc. | $19.1M | 501,967 | 0.30% | 8q | +14.3%+$2.4M |
| NewEdge Advisors, LLC | $18.7M | 491,913 | 0.06% | new | NEW |
| Integrated Wealth Concepts LLC | $18.0M | 474,351 | 0.09% | 8q | +109.4%+$9.4M |
| ASSETMARK, INC | $16.2M | 426,280 | 0.03% | 5q | +37.2%+$4.4M |
| Smartleaf Asset Management LLC | $16.2M | 426,687 | 0.53% | 8q | HELD |
| Quantum Financial Planning Services, Inc. | $16.0M | 421,907 | 4.97% | 7q | +34.9%+$4.1M |
| Capital Group Private Client Services, Inc. | $16.0M | 420,622 | 0.23% | 11q | +41.2%+$4.7M |
| PCG Wealth Advisors, LLC | $15.3M | 402,421 | 3.41% | 4q | +16.0%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $15.0M | 395,943 | 0.00% | 5q | +40.1%+$4.3M |
| Apollon Wealth Management, LLC | $14.2M | 374,554 | 0.17% | 5q | +7.8%+$1.0M |
| Clarity Wealth Advisors, LLC | $14.0M | 369,648 | 2.48% | 9q | +26.4%+$2.9M |
| World Investment Advisors | $13.6M | 393,194 | 0.23% | 10q | +3.0%+$392.4K |
| B. Riley Wealth Advisors, Inc. | $13.4M | 354,422 | 0.72% | 7q | +2.9%+$383.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $13.2M | 347,708 | 0.29% | 7q | +1.2%+$155.4K |
| IFP Advisors, Inc | $13.2M | 347,015 | 0.24% | 9q | +5.5%+$689.6K |
| Johnson Bixby & Associates, LLC | $13.0M | 342,396 | 1.45% | 11q | +5.9%+$725.9K |
| D.A. DAVIDSON & CO. | $12.9M | 338,733 | 0.07% | 10q | -4.0%-$531.2K |
| UBS Group AG | $12.7M | 333,534 | 0.00% | 6q | +19.9%+$2.1M |
| High Net Worth Advisory Group LLC | $12.6M | 330,840 | 2.67% | 9q | +4.4%+$525.9K |
| SMITH, MOORE & CO. | $12.4M | 326,851 | 0.81% | 10q | +3.2%+$379.1K |
| Base Wealth Management LLC | $12.2M | 321,993 | 5.69% | 6q | +2.1%+$255.6K |
| Equitable Holdings, Inc. | $12.2M | 320,886 | 0.07% | 7q | +72.6%+$5.1M |
| Stratos Wealth Partners, LTD. | $12.2M | 320,615 | 0.12% | 8q | +7.2%+$812.9K |
| Capital Management Associates, Inc | $12.2M | 320,084 | 2.44% | 8q | +6.9%+$786.8K |
| Geneos Wealth Management Inc. | $12.1M | 319,852 | 0.25% | 7q | +14.1%+$1.5M |
| Valmark Advisers, Inc. | $12.0M | 314,960 | 0.13% | 10q | +101.9%+$6.0M |
| Venture Visionary Partners LLC | $11.6M | 304,689 | 0.32% | 11q | +28.2%+$2.5M |
| CLG LLC | $11.4M | 300,514 | 2.50% | 7q | +47.0%+$3.6M |
| Hartmann Taylor Wealth Management, LLC | $11.2M | 326,175 | 7.43% | 6q | HELD |
| Boyer Financial Services, Inc. | $11.1M | 295,203 | 9.41% | 3q | +0.8%+$85.3K |
| Hopwood Nicholas Hunter | $11.0M | 288,664 | 3.01% | 3q | +3.3%+$346.9K |
| Cullen/Frost Bankers, Inc. | $10.7M | 282,636 | 0.11% | 9q | +8.8%+$865.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $10.6M | 279,066 | 0.54% | 11q | HELD |
| LongView Wealth Management | $10.5M | 276,470 | 2.69% | 10q | +4.6%+$460.7K |
| AdvisorNet Financial, Inc | $10.3M | 271,457 | 0.47% | 10q | +12.3%+$1.1M |
| QUANTUM FINANCIAL PARTNERS LLC | $9.9M | 261,952 | 5.09% | new | FIRST |
| Gateway Wealth Partners, LLC | $9.8M | 259,076 | 0.59% | 8q | -26.1%-$3.5M |
| SEAMOUNT FINANCIAL GROUP INC | $9.8M | 258,114 | 3.95% | 9q | +7.0%+$637.5K |
| HighTower Advisors, LLC | $9.2M | 242,078 | 0.01% | 10q | +6.6%+$571.5K |
| Essex Financial Services, Inc. | $9.1M | 239,613 | 0.45% | 8q | +10.3%+$847.9K |
| Advisory Services Network, LLC | $8.6M | 226,175 | 0.10% | 11q | +18.3%+$1.3M |
| ENDEAVOR PRIVATE WEALTH, INC. | $8.1M | 212,646 | 1.97% | 7q | +4.3%+$331.6K |
| TRUIST FINANCIAL CORP | $8.1M | 213,499 | 0.01% | 10q | +24.7%+$1.6M |
| Worth Asset Management, LLC | $8.0M | 209,524 | 2.54% | 6q | +6.7%+$501.1K |
| Spectrum Investment Advisors, Inc. | $7.9M | 208,664 | 3.24% | new | NEW |
| KINTRA WEALTH, LLC | $7.7M | 200,753 | 0.40% | 5q | +86.3%+$3.6M |
| Westside Investment Management, Inc. | $7.7M | 201,673 | 1.01% | 10q | +12.3%+$839.2K |
| Bleakley Financial Group, LLC | $7.2M | 189,752 | 0.09% | 9q | +15.0%+$937.7K |
| Tempus Wealth Planning, LLC | $6.7M | 176,327 | 1.31% | 10q | +1.3%+$88.5K |
| Clear Creek Financial Management, LLC | $6.6M | 173,854 | 0.42% | 9q | +6.2%+$388.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $6.6M | 173,608 | 0.10% | 7q | +5.8%+$362.3K |
| Envestnet Portfolio Solutions, Inc. | $6.6M | 172,718 | 0.03% | 9q | +24.1%+$1.3M |
| Rockefeller Capital Management L.P. | $6.4M | 167,605 | 0.01% | 4q | +6.3%+$379.1K |
| CVFG LLC | $6.3M | 164,981 | 0.66% | 7q | +15.0%+$816.2K |
| Mutual Advisors, LLC | $6.3M | 164,708 | 0.12% | 9q | +86.4%+$2.9M |
| Sigma Planning Corp | $6.2M | 162,362 | 0.16% | 7q | +14.7%+$789.5K |
| Michael Brady & Co., LLC | $6.1M | 161,496 | 5.41% | 3q | -0.9%-$53.5K |
| Integrity Advisory Solutions, LLC | $6.0M | 157,589 | 0.62% | 4q | +6.6%+$371.6K |
| DAVENPORT & Co LLC | $5.8M | 151,828 | 0.03% | 6q | +23.5%+$1.1M |
| MGO ONE SEVEN LLC | $5.8M | 151,676 | 0.10% | 7q | +169.1%+$3.6M |
| Ameritas Advisory Services, LLC | $5.7M | 149,799 | 0.11% | 10q | +1114.1%+$5.2M |
| Steward Partners Investment Advisory, LLC | $5.7M | 149,387 | 0.03% | 10q | +23.5%+$1.1M |
| First Heartland Consultants, Inc. | $5.7M | 149,359 | 0.37% | 9q | +2.3%+$127.3K |
| Gerber Kawasaki Wealth & Investment Management | $5.7M | 149,187 | 0.15% | 9q | +10.0%+$513.6K |
| WealthCare Investment Partners, LLC | $5.5M | 145,243 | 1.34% | 3q | -0.6%-$35.3K |
| HighPoint Advisor Group LLC | $5.5M | 145,183 | 0.19% | 3q | +40.3%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $5.4M | 143,378 | 0.01% | 11q | +3.8%+$201.0K |
| Kingsview Wealth Management, LLC | $5.4M | 143,350 | 0.07% | 10q | -15.9%-$1.0M |
Showing the largest 100 of 360 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 350 | $4.9B | 130,046,573 | 49 | 208 | 47 | 0.0% |
| Q1 2026 | 309 | $4.1B | 120,210,088 | 30 | 208 | 40 | 0.0% |
| Q4 2025 | 301 | $3.1B | 87,629,201 | 44 | 196 | 26 | 0.0% |
| Q3 2025 | 245 | $2.2B | 64,661,567 | 28 | 175 | 22 | 0.0% |
| Q2 2025 | 234 | $1.6B | 46,791,891 | 35 | 138 | 38 | 0.0% |
| Q1 2025 | 210 | $1.1B | 35,442,122 | 42 | 121 | 22 | 0.0% |
| Q4 2024 | 174 | $823.1M | 26,308,878 | 35 | 101 | 11 | 0.0% |
| Q3 2024 | 126 | $575.2M | 18,526,670 | 31 | 72 | 11 | 0.0% |
| Q2 2024 | 99 | $372.2M | 12,517,853 | 37 | 48 | 8 | 0.0% |
| Q1 2024 | 66 | $183.8M | 6,314,683 | 35 | 24 | 2 | 0.0% |
| Q4 2023 | 34 | $66.5M | 2,432,193 | 28 | 3 | 1 | 0.0% |
| Q3 2023 | 5 | $30.0M | 1,199,935 | 5 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $335.9K | 9,508 | 0 | 0 | 0 | 0.0% |