Institutional Ownership
Capital Group Core Balanced
CUSIP 14021D107SHSCGBLQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
318
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 14.91M | $513.01M |
| 2 | Advance Capital Management, Inc. | 11.97M | $412.02M |
| 3 | Envestnet Asset Management Inc | 8.24M | $283.69M |
| 4 | Wells Fargo & Company/Mn | 7.63M | $262.68M |
| 5 | Morgan Stanley | 5.43M | $186.92M |
| 6 | Cetera Investment Advisers | 4.05M | $139.32M |
| 7 | Forge Financial Services LLC | 3.77M | $129.56M |
| 8 | Raymond James Financial Inc | 3.72M | $128.04M |
| 9 | Commonwealth Equity Services, LLC | 3.24M | $111.56M |
| 10 | Osaic Holdings, Inc. | 2.81M | $96.58M |