CGBL

CAPITAL GROUP CORE BALANCED

Institutional Ownership · Q4 2025

Filing: Q4 2025

CAPITAL 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.

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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

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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