Cap Group Core Balanced
$37.97+0.6%
+$789.1M
Net Activity
+15.36% total shares
Institutions Holding
361
Popularity Rank
#1717
Avg Weight
0.59%
Total Value
$5.1B
361 institutions currently hold CGBL, with 283 net buyers and 59 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
59
Net Buying Institutions
283
Top 5 by Value
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Across its top 20 institutional holders, CGBL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 20/100).
CGBL ranks #1717 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CGBL is a top-conviction position for Advance Capital Management, Inc. — at 14.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CGBL belongs to LPL Financial LLC, but the position matters far more to Advance Capital Management, Inc., who has 14.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its CGBL position for two straight quarters, increasing it by $266.2M to reach $710.5M today.
VestGen Advisors, LLC has trimmed its CGBL position for two straight quarters, cutting it by $1.8M while still holding $1.5M.
CGBL is up 0.6% today, and institutions have been net buyers of $789.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$838.2M
Total Buy Value
$86.6M
Total Sell Value
283
Net Buyers
59
Net Sellers
CGBL
Q2 2026
Top 5 Institutional Movers
+$197.5M
+$122.3M
+$87.4M
+$82.8M
+$46.7M
CGBL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
14021D107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Access CGBL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CGBLCLI
npx alphasmo stocks get CGBL