Institutional Ownership
Capital Group Core Balanced
CUSIP 14021D107SHSCGBLQ1 2026
Institutional Holders
318
13F filers
Shares Held
116.51M
Aggregate institutional
Institutional Value
$3.86B
Q1 2026
Net New Holders
+15
33 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions33
Increased216
Decreased48
Sold out18
Institutional Holders
318 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 14.91M | $513.01M | +2.33M | Added |
| 2 | Advance Capital Management, Inc. | 11.97M | $412.02M | +2.59M | Added |
| 3 | Envestnet Asset Management Inc | 8.24M | $283.69M | +1.30M | Added |
| 4 | Wells Fargo & Company/Mn | 7.63M | $262.68M | +3.01M | Added |
| 5 | Morgan Stanley | 5.43M | $186.92M | +1.37M | Added |
| 6 | Cetera Investment Advisers | 4.05M | $139.32M | +723.5K | Added |
| 7 | Forge Financial Services LLC | 3.77M | $129.56M | +3.77M | New |
| 8 | Raymond James Financial Inc | 3.72M | $128.04M | +1.12M | Added |
| 9 | Commonwealth Equity Services, LLC | 3.24M | $111.56M | +484.1K | Added |
| 10 | Osaic Holdings, Inc. | 2.81M | $96.58M | +200.1K | Added |
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