CAP GROUP CORE BALANCED CGBL
$37.74
+0.1% 52w: $31.78 – $37.96
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data31.7834.8737.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
319
+10 QoQ
13F value
$4.02B
+22.5% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGBL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 14.9M | $513.0M | 0.1% | +18.6% |
| Advance Capital Management, Inc. | Wealth advisor | 12.0M | $412.0M | 15.6% | +27.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 8.2M | $283.7M | 0.1% | +18.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.6M | $262.7M | 0.1% | +65.2% |
| MORGAN STANLEY | Bank broker | 5.4M | $186.9M | 0.0% | +33.7% |
| Cetera Investment Advisers | Wealth advisor | 4.0M | $139.3M | 0.1% | +21.8% |
| Forge Financial Services LLC | Wealth advisor | 3.8M | $129.6M | 13.1% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.7M | $128.0M | 0.0% | +43.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.2M | $111.6M | 0.2% | +17.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.8M | $96.6M | 0.1% | +7.7% |
| ROYAL BANK OF CANADA | Bank broker | 2.3M | $80.4M | 0.0% | +16.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.3M | $79.0M | 0.2% | +1.9% |
| CWM, LLC | Wealth advisor | 2.2M | $76.7M | 0.2% | +2.8% |
| Aprio Wealth Management, LLC | Wealth advisor | 1.9M | $65.6M | 3.6% | +5.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.9M | $65.6M | 0.0% | +28.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.6M | $54.1M | 0.2% | +20.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $46.7M | 0.1% | -33.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.3M | $46.2M | 0.1% | +55.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.3M | $43.7M | 0.0% | +20.3% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 1.2M | $42.6M | 9.6% | +7.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.0M | $36.1M | 0.1% | +7.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 970.6K | $33.4M | 0.5% | +58.7% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 941.9K | $32.4M | 0.3% | +45.7% |
| &PARTNERS | Diversified mechanical | 855.5K | $29.4M | 0.1% | +20.5% |
| ST GERMAIN D J CO INC | Other | 696.4K | $24.0M | 0.9% | +1.5% |
| KWB Wealth | Wealth advisor | 670.9K | $23.7M | 2.3% | -0.4% |
| Private Advisor Group, LLC | Wealth advisor | 591.0K | $20.3M | 0.1% | +24.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 572.9K | $19.7M | 0.2% | -32.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 562.9K | $19.4M | 0.4% | +13.4% |
| Greenbush Financial Group, LLC | Wealth advisor | 551.2K | $19.0M | 6.3% | +7.0% |
| Compton Financial Group, LLC | Wealth advisor | 543.2K | $18.7M | 4.1% | +2302.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 532.4K | $18.3M | 0.7% | +8.1% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 516.9K | $17.8M | 0.8% | +82.0% |
| Mariner, LLC | Diversified mechanical | 482.7K | $16.6M | 0.0% | +9.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 481.8K | $16.6M | 0.2% | +0.4% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 439.4K | $15.1M | 0.2% | +73.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 426.7K | $14.4M | 0.5% | +6.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 389.0K | $13.4M | 0.0% | +18.2% |
| World Investment Advisors | Wealth advisor | 381.9K | $13.1M | 0.2% | +39.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 352.7K | $12.1M | 0.1% | +19.4% |
| Gateway Wealth Partners, LLC | Wealth advisor | 350.4K | $12.1M | 0.5% | +442.2% |
| Apollon Wealth Management, LLC | Diversified mechanical | 347.5K | $12.0M | 0.2% | +35.4% |
| PCG Wealth Advisors, LLC | Wealth advisor | 347.0K | $11.9M | 3.0% | +53.6% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 343.6K | $11.8M | 0.3% | -3.6% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 344.3K | $11.6M | 0.8% | -10.2% |
| Betterment LLC | Wealth advisor | 330.2K | $11.4M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 329.0K | $11.3M | 0.0% | +64.5% |
| IFP Advisors, Inc | Wealth advisor | 328.8K | $11.3M | 0.2% | +3.7% |
| Hartmann Taylor Wealth Management, LLC | Wealth advisor | 326.2K | $11.2M | 7.4% | +0.9% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 323.3K | $11.1M | 1.4% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.