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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$32.04 +0.32 (+1.01%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$358.17M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$19.65M
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CGBL Institutional Buying and Selling by Quarter

Capital Group Core Balanced ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC125,600$3.93M1.1%+821.8%0.885%
1/21/2025Geneos Wealth Management Inc.10,281$321K0.0%N/A0.072%
1/21/2025PCG Wealth Advisors LLC26,609$832K0.3%N/A0.187%
1/21/2025Eclectic Associates Inc. ADV6,750$211K0.1%N/A0.048%
1/21/2025Johnson Bixby & Associates LLC177,570$5.55M0.8%+83.7%1.250%
1/17/2025 Endeavor Private Wealth Inc.122,871$3.84M3.7%N/A0.865%
1/17/2025 Mutual Advisors LLC51,408$1.62M0.0%+12.7%0.362%
1/17/2025 Independent Wealth Network Inc.15,271$478K0.2%N/A0.108%
1/17/2025 Janney Montgomery Scott LLC127,875$4.00M0.0%+101.0%0.901%
1/17/2025 Westside Investment Management Inc.87,196$2.73M0.6%+42.7%0.614%
1/17/2025 Dakota Wealth Management25,060$784K0.0%-10.9%0.176%
1/16/2025 Davies Financial Advisors Inc.58,906$1.84M1.6%+1.3%0.415%
1/16/2025 Tudor Financial Inc.6,462$202K0.1%N/A0.046%
1/16/2025 Koshinski Asset Management Inc.37,201$1.16M0.0%+29.0%0.262%
1/15/2025 Ameritas Advisory Services LLC53,866$1.68M0.1%-14.2%0.379%
1/15/2025 LongView Wealth Management108,765$3.40M1.0%+50.8%0.766%
1/15/2025 Householder Group Estate & Retirement Specialist LLC11,899$372K0.3%-32.9%0.084%
1/15/2025 Cvfg LLC54,831$1.72M1.6%N/A0.386%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.3,382$106K0.0%+39.8%0.024%
1/14/2025 Pines Wealth Management LLC19,898$617K0.3%N/A0.140%
1/14/2025 KWB Wealth20,610$640K0.1%N/A0.145%
1/13/2025 AdvisorNet Financial Inc15,343$480K0.0%+380.5%0.108%
1/13/2025 Claro Advisors LLC6,635$207K0.0%N/A0.047%
1/10/2025 HBW Advisory Services LLC6,592$206K0.0%N/A0.046%
1/10/2025 ST Germain D J Co. Inc.573,172$17.92M0.8%+22.3%4.036%
1/10/2025 Wealth Enhancement Advisory Services LLC1,152,619$35.79M0.1%-0.1%8.117%
1/6/2025 Advance Capital Management Inc.2,160,553$67.56M3.1%+3.1%15.215%
12/13/2024B. Riley Wealth Advisors Inc.29,333$910K0.0%N/A0.207%
11/25/2024World Investment Advisors LLC44,462$1.38M0.0%+64.5%0.313%
11/20/2024 Westside Investment Management Inc.61,117$1.90M0.4%+39.1%0.430%
11/18/2024Hobbs Group Advisors LLC3,217$100K0.0%+257.4%0.023%
11/18/2024Sunbelt Securities Inc.154,616$4.80M0.5%-17.4%1.089%
11/15/2024Continuum Advisory LLC9,570$301K0.0%+167.3%0.067%
11/15/2024MML Investors Services LLC242,924$7.54M0.0%+18.2%1.711%
11/15/2024Jane Street Group LLC306,785$9.53M0.0%-31.0%2.160%
11/15/2024Stifel Financial Corp121,248$3.77M0.0%+60.1%0.854%
11/15/2024Integrated Wealth Concepts LLC20,973$651K0.0%N/A0.148%
11/15/2024HighTower Advisors LLC95,128$2.96M0.0%+19.6%0.670%
11/15/2024Benjamin Edwards Inc.89,207$2.77M0.0%N/A0.628%
11/14/2024Captrust Financial Advisors40,555$1.26M0.0%+37.8%0.286%
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11/14/2024CWS Financial Advisors LLC29,017$901K0.3%+83.1%0.204%
11/13/2024D.A. Davidson & CO.195,553$6.07M0.1%+9.5%1.377%
11/13/2024Private Trust Co. NA6,591$205K0.0%+28.0%0.046%
11/12/2024Kingsview Wealth Management LLC46,383$1.44M0.0%+79.6%0.327%
11/12/2024CFS Investment Advisory Services LLC8,575$266K0.0%N/A0.060%
11/8/2024Prospera Financial Services Inc25,031$777K0.0%+30.1%0.176%
11/6/2024RIA Advisory Group LLC30,245$939K0.3%N/A0.213%
11/6/2024Signature Estate & Investment Advisors LLC30,889$959K0.0%+155.6%0.218%
11/5/2024First Heartland Consultants Inc.14,290$444K0.0%+57.6%0.101%
11/5/2024Harbour Investments Inc.222,857$6.92M0.2%+73.0%1.569%
11/4/2024tru Independence LLC7,085$220K0.1%N/A0.050%
11/4/2024Ashton Thomas Securities LLC4,539$141K0.0%N/A0.032%
11/4/2024Tyler Stone Wealth Management10,240$318K0.1%N/A0.072%
11/2/2024Mesirow Financial Investment Management Inc.21,015$653K0.0%N/A0.148%
11/1/2024Carson Advisory Inc.11,553$359K0.2%N/A0.081%
11/1/2024Holistic Planning LLC8,485$263K0.1%N/A0.060%
11/1/2024Summit Global Investments6,744$209K0.0%N/A0.047%
11/1/2024 Smith Thornton Advisors LLC11,441$355K0.2%N/A0.081%
10/31/2024Concurrent Investment Advisors LLC194,459$6.04M0.2%-1.5%1.369%
10/30/2024Beacon Financial Advisory LLC19,914$618K0.2%+42.2%0.140%
10/30/2024Moloney Securities Asset Management LLC24,249$753K0.1%+7.9%0.171%
10/29/2024Lodestone Wealth Management LLC9,309$289K0.1%+26.5%0.066%
10/29/2024Confluence Wealth Services Inc.60,998$1.89M0.1%+0.7%0.430%
10/29/2024 Janney Montgomery Scott LLC63,631$1.98M0.0%+28.8%0.448%
10/29/2024Clear Creek Financial Management LLC58,004$1.80M0.2%+53.1%0.408%
10/25/2024Financial Advocates Investment Management14,794$459K0.0%+22.1%0.104%
10/25/2024 Mutual Advisors LLC45,625$1.43M0.0%+36.0%0.321%
10/25/2024Valmark Advisers Inc.23,072$716K0.0%+1.6%0.162%
10/25/2024Gateway Wealth Partners LLC8,181$254K0.1%N/A0.058%
10/24/2024Patriot Financial Group Insurance Agency LLC24,105$748K0.1%N/A0.170%
10/24/2024 Wealth Enhancement Advisory Services LLC1,153,227$35.81M0.1%+120.8%8.121%
10/23/2024Burford Brothers Inc.25,242$784K0.4%N/A0.178%
10/23/2024Capital Management Associates Inc40,816$1.27M0.5%N/A0.287%
10/23/2024 Dakota Wealth Management28,123$877K0.0%-11.7%0.198%
10/22/2024Private Advisor Group LLC263,295$8.18M0.1%+300.1%1.854%
10/22/2024Tempus Wealth Planning LLC91,191$2.83M1.0%+32.0%0.642%
10/18/2024AA Financial Advisors LLC58,758$1.82M0.5%+15.4%0.414%
10/18/2024Seamount Financial Group Inc.45,599$1.42M1.1%+85.3%0.321%
10/18/2024Clarity Wealth Advisors LLC39,545$1.23M0.4%+229.2%0.278%
10/18/2024Raymond James & Associates491,605$15.26M0.0%+2,489.3%3.462%
10/18/2024 ST Germain D J Co. Inc.468,632$14.55M0.7%+19.7%3.300%
10/18/2024Stratos Wealth Advisors LLC19,897$618K0.0%+88.2%0.140%
10/16/2024Bleakley Financial Group LLC20,654$641K0.0%+21.5%0.145%
10/15/2024Keystone Wealth Services LLC22,344$694K0.2%N/A0.157%
10/10/2024 Koshinski Asset Management Inc.28,848$896K0.1%+129.5%0.203%
10/10/2024Johnson Bixby & Associates LLC96,645$3.00M0.5%+53.8%0.681%
10/10/2024Concourse Financial Group Securities Inc.45,648$1.42M0.1%+175.0%0.321%
10/10/2024McNamara Financial Services Inc.17,086$531K0.1%+43.8%0.120%
10/9/2024 LongView Wealth Management72,120$2.24M0.7%+153.2%0.508%
10/9/2024 Davies Financial Advisors Inc.58,126$1.81M1.6%+49.7%0.409%
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10/8/2024CWM LLC49,104$1.53M0.0%+24.8%0.346%
10/8/2024Dynamic Advisor Solutions LLC8,073$251K0.0%-4.1%0.057%
10/8/2024 Advance Capital Management Inc.2,094,775$65.04M2.9%+3.8%14.752%
8/22/2024Cetera Investment Advisers400,367$11.90M0.0%N/A2.819%
8/16/2024Sunbelt Securities Inc.187,153$5.56M0.6%+9.3%1.318%
8/16/2024Rockport Wealth LLC138,349$4.11M1.7%+42.7%0.974%
8/14/2024Bridgewealth Advisory Group LLC11,740$349K0.2%+49.7%0.083%
8/13/2024Benjamin F. Edwards & Company Inc.48,359$1.44M0.0%-12.9%0.341%
8/9/2024ICA Group Wealth Management LLC4,153$123K0.1%+153.9%0.029%
8/8/2024Envestnet Asset Management Inc.1,154,454$34.32M0.0%+1,230.0%8.130%
(Data available from 1/1/2016 forward)

CGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGBL shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($67.56M), LPL Financial LLC ($43.07M), Wealth Enhancement Advisory Services LLC ($35.79M), Envestnet Asset Management Inc. ($34.32M), Capital International Investors ($22.04M), Commonwealth Equity Services LLC ($21.03M), and Cambridge Investment Research Advisors Inc. ($20.19M).Learn more on CGBL's institutional investors.

Which institutional investors have been buying Capital Group Core Balanced ETF stock?

Of the 107 institutional investors that purchased Capital Group Core Balanced ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($2.16M), LPL Financial LLC ($1.15M), Wealth Enhancement Advisory Services LLC ($1.09M), Envestnet Asset Management Inc. ($1.07M), Cambridge Investment Research Advisors Inc. ($679.13K), ST Germain D J Co. Inc. ($573.17K), and Commonwealth Equity Services LLC ($569.83K).

How much institutional buying is happening at Capital Group Core Balanced ETF?

Institutional investors have bought a total of 12,133,466 shares in the last 24 months. This purchase volume represents approximately $361.40M in transactions.

Which Capital Group Core Balanced ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold Capital Group Core Balanced ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($427K), Jane Street Group LLC ($137.82K), Sunbelt Securities Inc. ($32.54K), OLD Mission Capital LLC ($30.91K), Commonwealth Equity Services LLC ($13.11K), Ameritas Advisory Services LLC ($8.88K), and Benjamin F. Edwards & Company Inc. ($7.13K).

How much institutional selling is happening at Capital Group Core Balanced ETF?

Institutional investors have sold a total of 674,936 shares in the last 24 months. This volume of shares sold represents approximately $19.65M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 1/22/2025 by MarketBeat.com Staff
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