Who Owns CAP GROUP CORE BALANCED (CGBL)? -- Institutional Holders (2026-06-30)

371 institutions reported holding $5.10B of CAP GROUP CORE BALANCED (CGBL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($710.5M), Advance Capital Management, Inc. ($457.1M), WELLS FARGO & COMPANY/MN ($384.9M), ENVESTNET ASSET MANAGEMENT INC ($366.5M), MORGAN STANLEY ($233.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$710.5M	18.7M	Added
2	Advance Capital Management, Inc.	$457.1M	12.0M	Added
3	WELLS FARGO & COMPANY/MN	$384.9M	10.1M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$366.5M	9.7M	Added
5	MORGAN STANLEY	$233.6M	6.2M	Added
6	RAYMOND JAMES FINANCIAL INC	$215.4M	5.7M	Added
7	Cetera Investment Advisers	$182.9M	4.8M	Added
8	Forge Financial Services LLC	$145.9M	3.8M	Added
9	OSAIC HOLDINGS, INC.	$136.1M	3.6M	Added
10	COMMONWEALTH EQUITY SERVICES, LLC	$132.2M	3.5M	Added
11	Cambridge Investment Research Advisors, Inc.	$98.5M	2.6M	Added
12	Royal Bank of Canada	$95.6M	2.5M	Added
13	JONES FINANCIAL COMPANIES LLLP	$89.7M	2.4M	Added
14	Kestra Advisory Services, LLC	$66.8M	1.8M	Added
15	Aprio Wealth Management, LLC	$64.1M	1.7M	Trimmed
16	Janney Montgomery Scott LLC	$60.5M	1.6M	Added
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$60.1M	1.6M	Added
18	STIFEL FINANCIAL CORP	$59.4M	1.6M	Added
19	MML INVESTORS SERVICES, LLC	$51.2M	1.3M	Added
20	J. Derek Lewis & Associates Inc.	$50.8M	1.3M	Added
21	BENJAMIN EDWARDS INC	$49.9M	1.3M	Added
22	Compton Financial Group, LLC	$48.2M	1.3M	Added
23	HARBOUR INVESTMENTS, INC.	$38.6M	1.0M	Added
24	&PARTNERS	$38.3M	1.0M	Added
25	KWB Wealth	$35.1M	925,891	Added

Source: SEC Form 13F filings · as of 2026-06-30