Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
40,366,359
-
Share change
-
+9,834,437
-
Total reported value
-
$1,250,439,377
-
Price per share
-
$30.98
-
Number of holders
-
216
-
Value change
-
+$304,587,081
-
Number of buys
-
171
-
Number of sells
-
34
Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q1 2025
As of 31 Mar 2025,
CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by
216 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,366,359 shares.
The largest 10 holders included
LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, Advance Capital Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, OSAIC HOLDINGS, INC., Cetera Investment Advisers, Cambridge Investment Research Advisors, Inc., and ROYAL BANK OF CANADA.
This page lists
217
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.