§ EQUITY
USDCGBL
CAP GROUP CORE BALANCED
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
277 increased/new, 57 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 14.9M | 0.1% | +19% |
| Advance Capital Management, Inc. | 12.0M | 15.6% | +28% |
| ENVESTNET ASSET MANAGEMENT INC | 8.2M | 0.1% | +19% |
| Wells Fargo & Company | 7.6M | n/a | +65% |
| Morgan Stanley | 5.4M | 0.0% | n/a |
| Cetera Investment Advisers | 4.0M | 0.1% | +22% |
◇ AC INTELLIGENCE
Top institutional owners for CGBL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.9% · 297 holders
DEALER / BANK14.4% · 13 holders
SYSTEMATIC / QUANT0.3% · 1 holder
INCOME / DEFENSIVE0.2% · 3 holders
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.1% · 2 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGBL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGBL yet.