CGBL: Capital Group Core Balanced insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
363 institutions reported holding $4.91B of Capital Group Core Balanced on Form 13F (322 the quarter before). 47 opened a new position and 8 sold out. Shares held by institutions: +17%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 18,718,252 | $710.54M |
| Advance Capital Management, Inc. | 12,041,305 | $457.09M |
| WELLS FARGO & COMPANY/MN | 10,140,759 | $384.94M |
| ENVESTNET ASSET MANAGEMENT INC | 9,654,718 | $366.49M |
| MORGAN STANLEY | 6,153,666 | $233.59M |
| RAYMOND JAMES FINANCIAL INC | 5,674,737 | $215.41M |
| Cetera Investment Advisers | 4,819,328 | $182.94M |
| Forge Financial Services LLC | 3,842,632 | $145.87M |
| OSAIC HOLDINGS, INC. | 3,585,680 | $136.12M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,483,547 | $132.24M |
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