Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
52,119,188
-
Share change
-
+11,686,501
-
Total reported value
-
$1,742,675,963
-
Price per share
-
$33.44
-
Number of holders
-
240
-
Value change
-
+$391,315,623
-
Number of buys
-
182
-
Number of sells
-
53
Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q2 2025
As of 30 Jun 2025,
CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by
240 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
52,119,188 shares.
The largest 10 holders included
LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Advance Capital Management, Inc., MORGAN STANLEY, CWM, LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cetera Investment Advisers, and Cambridge Investment Research Advisors, Inc..
This page lists
241
institutional shareholders reporting positions in this security
for the Q2 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.