CAPITAL GROUP CORE BALANCED SHS is a security (CUSIP 14021D107) tracked across SEC portfolio filings. 354 institutional managers reported $4.2B on Form 13F as of 2026-06-30.
Showing 15 of 354 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $513.0M | 14,908,799 |
| Advance Capital Management, Inc. | SOUTHFIELD, MI | $412.0M | 11,973,900 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $366.5M | 9,654,718 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $262.7M | 7,633,916 |
| MORGAN STANLEY | NEW YORK, NY | $186.9M | 5,432,051 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $139.3M | 4,048,725 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $132.2M | 3,483,547 |
| Forge Financial Services LLC | EDMOND, OK | $129.6M | 3,765,044 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $128.0M | 3,720,942 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $96.6M | 2,806,476 |
| Royal Bank of Canada | TORONTO, A6 | $80.4M | 2,335,514 |
| CWM, LLC | OMAHA, NE | $76.7M | 2,229,671 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $66.8M | 1,758,593 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $65.6M | 1,940,293 |
| Aprio Wealth Management, LLC | ATLANTA, GA | $64.1M | 1,688,355 |