CGBL
CAPITAL GROUP CORE BALANCED
Institutional Ownership · Q4 2025
Filing: Q4 2025CAPITAL GROUP CORE BALANCED (CGBL) is held by 287 institutional investors with combined holdings of $2.9B. Major holders include LPL Financial LLC, Advance Capital Managemen, ENVESTNET ASSET MANAGEMEN.
Institutional Holders
287
Total Value
$2.9B
Ownership %
—
🏦 Top Institutional Holders
LPL Financial LLC
12.6M shares
$444.3M
Advance Capital Management, Inc.
9.4M shares
$331.6M
ENVESTNET ASSET MANAGEMENT INC
6.9M shares
$245.4M
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
4.6M shares
$163.3M
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
4.1M shares
$143.5M