Cap Group Core Balanced
$36.85-0.6%
+$789.2M
Net Activity
+15.36% total shares
Institutions Holding
364
Popularity Rank
#1710
Avg Weight
0.58%
Total Value
$5.1B
364 institutions currently hold CGBL, with 289 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
289
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 #1710 out of 37696 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.
Wealth Enhancement Advisory Services, LLC has added to its CGBL position for two straight quarters, increasing it by $39.7M to reach $86.4M today.
Merited Wealth, LLC has trimmed its CGBL position for two straight quarters, cutting it by $4.2M while still holding $1.2M.
CGBL is down 0.6% today, but institutions show net buying of $789.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$895.0M
Total Buy Value
$86.6M
Total Sell Value
289
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 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