Cap Group Core BalancedCGBLETF
13F holders, Q2 2026 (June 30)362holders +41
47new positions
8sold out
2famous investors
$37.93avg. 13F price*
At the end of Q2 2026, 362 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 41 from Q1 2026. 47 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($710.5M), Advance Capital Management, Inc. ($457.1M) and Wells Fargo & Company ($384.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Core Balanced
- Filed as
- CAPITAL GROUP CORE BALANCED (Q2 2026)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $38.3M |
| Exits | 8 | $27.7M |
All 13F filers, Q1 2026 → Q2 2026: 21,448,343 shares bought and 2,137,733 shares sold, net +19,310,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 362 holders
| LPL Financial LLC | 0.16% | Add +25.6% | 18,718,252 | $710.5M |
| Advance Capital Management, Inc. | 14.77% | Add +0.6% | 12,041,305 | $457.1M |
| Wells Fargo & Company | 0.07% | Add +32.8% | 10,140,759 | $384.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +17.1% | 9,654,718 | $366.5M |
| Morgan Stanley | 0.01% | Add +13.3% | 6,153,666 | $233.6M |
| Raymond James Financial Inc. | 0.06% | Add +52.5% | 5,674,737 | $215.4M |
| Cetera Investment Advisers | 0.17% | Add +19.0% | 4,819,328 | $182.9M |
| Forge Financial Services LLC | 12.56% | Add +2.1% | 3,842,632 | $145.9M |
| Osaic Holdings, Inc. | 0.16% | Add +27.8% | 3,585,680 | $136.1M |
| Commonwealth Equity Services, LLC | 0.17% | Add +7.5% | 3,483,547 | $132.2M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +13.0% | 2,594,048 | $98.5M |
| Royal Bank of Canada | 0.02% | Add +7.9% | 2,519,318 | $95.6M |
| Jones Financial Companies LLLP | 0.04% | Add +22.9% | 2,384,205 | $89.7M |
| Kestra Advisory Services, LLC | 0.22% | Add +11.8% | 1,758,593 | $66.8M |
| Aprio Wealth Management, LLC | 3.17% | Reduce -11.5% | 1,688,355 | $64.1M |
| Janney Montgomery Scott LLC | 0.12% | Add +18.8% | 1,594,134 | $60.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +18.3% | 1,595,320 | $60.1M |
| Stifel Financial Corp. | 0.05% | Add +23.3% | 1,564,764 | $59.4M |
| MML Investors Services, LLC | 0.10% | Add +28.4% | 1,347,667 | $51.2M |
| J. Derek Lewis & Associates Inc. | 9.59% | Add +8.1% | 1,337,192 | $50.8M |
| Benjamin Edwards Inc. | 0.46% | Add +39.6% | 1,314,820 | $49.9M |
| Compton Financial Group, LLC | 9.27% | Add +133.5% | 1,268,449 | $48.2M |
| Harbour Investments, Inc. | 0.52% | Add +4.7% | 1,015,848 | $38.6M |
| &partners | 0.16% | Add +17.5% | 1,005,263 | $38.3M |
| KWB Wealth | 3.01% | Add +38.0% | 925,891 | $35.1M |
| Private Advisor Group, LLC | 0.16% | Add +53.3% | 905,873 | $34.4M |
| St Germain D J Co. Inc. | 0.99% | Add +3.6% | 721,765 | $27.4M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +8.8% | 623,389 | $23.7M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +2.2% | 575,229 | $21.8M |
| Confluence Wealth Services, Inc. | 0.61% | Add +5.6% | 562,184 | $21.3M |
| Greenbush Financial Group, LLC | 6.13% | Reduce -0.3% | 549,400 | $20.9M |
| Flagship Harbor Advisors, LLC | 0.80% | Add +6.1% | 548,608 | $20.8M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +12.1% | 540,006 | $20.5M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Add +14.3% | 501,967 | $19.1M |
| NewEdge Advisors, LLC | 0.06% | Add +26.5% | 491,913 | $18.7M |
| Assetmark, Inc. | 0.03% | Add +37.2% | 426,280 | $16.2M |
| Smartleaf Asset Management LLC | 0.53% | No change | 426,687 | $16.2M |
| Betterment LLC | 0.03% | Add +28.0% | 422,613 | $16.0M |
| Quantum Financial Planning Services, Inc. | 4.97% | Add +34.9% | 421,907 | $16.0M |
| Capital Group Private Client Services, Inc. | 0.23% | Add +41.2% | 420,622 | $16.0M |
| PCG Wealth Advisors, LLC | 3.41% | Add +16.0% | 402,421 | $15.3M |
| Bank of America Corp. | 0.00% | Add +40.1% | 395,943 | $15.0M |
| Apollon Wealth Management, LLC | 0.17% | Add +7.8% | 374,554 | $14.2M |
| Clarity Wealth Advisors, LLC | 2.48% | Add +26.4% | 369,648 | $14.0M |
| World Investment Advisors | 0.23% | Add +3.0% | 393,194 | $13.6M |
| B. Riley Wealth Advisors, Inc. | 0.73% | Add +2.9% | 354,422 | $13.4M |
| Cary Street Partners Financial LLC | 0.29% | Add +1.2% | 347,708 | $13.2M |
| IFP Advisors, Inc | 0.24% | Add +5.5% | 347,015 | $13.2M |
| Johnson Bixby & Associates, LLC | 1.45% | Add +5.9% | 342,396 | $13.0M |
| D.A. Davidson & Co. | 0.07% | Reduce -4.0% | 338,733 | $12.9M |
| UBS Group AG | 0.00% | Add +19.9% | 333,534 | $12.7M |
| High Net Worth Advisory Group LLC | 2.67% | Add +4.4% | 330,840 | $12.6M |
| Smith, Moore & Co. | 0.81% | Add +3.1% | 326,851 | $12.4M |
| Base Wealth Management LLC | 5.69% | Add +2.1% | 321,993 | $12.2M |
| Equitable Holdings, Inc. | 0.07% | Add +72.6% | 320,886 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +7.2% | 320,615 | $12.2M |
| Capital Management Associates, Inc | 2.44% | Add +6.9% | 320,084 | $12.2M |
| Geneos Wealth Management Inc. | 0.25% | Add +14.1% | 319,852 | $12.1M |
| Merit Financial Group, LLC | 0.07% | Add +9.6% | 318,159 | $12.1M |
| Valmark Advisers, Inc. | 0.13% | Add +101.9% | 314,960 | $12.0M |
| Venture Visionary Partners LLC | 0.32% | Add +28.2% | 304,689 | $11.6M |
| CLG LLC | 2.50% | Add +47.0% | 300,514 | $11.4M |
| Hartmann Taylor Wealth Management, LLC | 7.43% | No change | 326,175 | $11.2M |
| Boyer Financial Services, Inc. | 9.41% | Add +0.8% | 295,203 | $11.1M |
| Hopwood Nicholas Hunter | 3.01% | Add +3.3% | 288,664 | $11.0M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +8.8% | 282,636 | $10.7M |
| Founders Financial Securities LLC | 0.54% | Add +0.2% | 279,066 | $10.6M |
| LongView Wealth Management | 2.69% | Add +4.6% | 276,470 | $10.5M |
| Integrated Wealth Concepts LLC | 0.07% | Add +21.0% | 274,113 | $10.4M |
| AdvisorNet Financial, Inc | 0.47% | Add +12.3% | 271,457 | $10.3M |
| Quantum Financial Partners LLC | 5.09% | — | 261,952 | $9.9M |
| Gateway Wealth Partners, LLC | 0.59% | Reduce -26.1% | 259,076 | $9.8M |
| Seamount Financial Group Inc. | 3.95% | Add +7.0% | 258,114 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +6.6% | 242,078 | $9.2M |
| Essex Financial Services, Inc. | 0.45% | Add +10.3% | 239,613 | $9.1M |
| Advisory Services Network, LLC | 0.10% | Add +18.3% | 226,175 | $8.6M |
| Endeavor Private Wealth, Inc. | 1.97% | Add +4.3% | 212,646 | $8.1M |
| Truist Financial Corp. | 0.01% | Add +24.7% | 213,499 | $8.1M |
| Worth Asset Management, LLC | 2.54% | Add +6.7% | 209,524 | $8.0M |
| Spectrum Investment Advisors, Inc. | 3.24% | New | 208,664 | $7.9M |
| Kintra Wealth, LLC | 0.40% | Add +86.3% | 200,753 | $7.7M |
| Westside Investment Management, Inc. | 1.01% | Add +12.3% | 201,673 | $7.7M |
| Bleakley Financial Group, LLC | 0.09% | Add +15.0% | 189,752 | $7.2M |
| Tempus Wealth Planning, LLC | 1.31% | Add +1.3% | 176,327 | $6.7M |
| Clear Creek Financial Management, LLC | 0.42% | Add +6.3% | 173,854 | $6.6M |
| Sagespring Wealth Partners, LLC | 0.10% | Add +5.8% | 173,608 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +24.1% | 172,718 | $6.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.3% | 167,605 | $6.4M |
| CVFG LLC | 0.66% | Add +15.0% | 164,981 | $6.3M |
| Mutual Advisors, LLC | 0.12% | Add +86.4% | 164,708 | $6.3M |
| Sigma Planning Corp | 0.16% | Add +14.7% | 162,362 | $6.2M |
| Michael Brady & Co., LLC | 5.41% | Reduce -0.9% | 161,496 | $6.1M |
| Integrity Advisory Solutions, LLC | 0.62% | Add +6.6% | 157,589 | $6.0M |
| Thoroughbred Financial Services, LLC | 0.28% | Add +2.0% | 154,094 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +23.5% | 151,828 | $5.8M |
| Mgo One Seven LLC | 0.10% | Add +169.1% | 151,676 | $5.8M |
| Ameritas Advisory Services, LLC | 0.12% | Add +1114.1% | 149,799 | $5.7M |
| Centaurus Financial, Inc. | 0.22% | Add +23.6% | 149,521 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +23.5% | 149,387 | $5.7M |
| First Heartland Consultants, Inc. | 0.37% | Add +2.3% | 149,359 | $5.7M |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.