Capital Group Core Balanced ETF (CGBL) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for CGBL. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 358 institutions reported holding CGBL, with 134.5 million shares worth $5.1 billion in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Lpl Financial | 18,718,252 | $711M | INCREASED |
| Advance Capital Management | 12,041,305 | $457M | INCREASED |
| Wells Fargo & Company/MN | 10,140,759 | $385M | INCREASED |
| Envestnet Asset Management | 9,654,718 | $366M | INCREASED |
| Morgan Stanley | 6,153,666 | $234M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Capital Group Core Balanced ETF on SentiSense.