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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$34.72 +0.24 (+0.70%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
220
Total
Institutional Inflows
(last 12 months)
$908.99M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$52.73M
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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
9/9/2025NWF Advisory Services Inc.18,124$606K0.1%+1.7%0.022%
9/4/2025Osaic Holdings Inc.1,432,969$47.92M0.1%-12.2%1.760%
8/29/2025Centaurus Financial Inc.93,507$3.13M0.2%+28.1%0.115%
8/27/2025Orion Porfolio Solutions LLC6,385$214K0.0%N/A0.008%
8/26/2025Nautilus Advisors LLC33,518$1.12M0.8%-27.2%0.041%
8/19/2025B. Riley Wealth Advisors Inc.384,074$12.84M0.6%N/A0.472%
8/19/2025Advisory Services Network LLC121,134$4.07M0.1%-34.5%0.149%
8/18/2025Tyler Stone Wealth Management20,990$702K0.1%+15.2%0.026%
8/18/2025N.E.W. Advisory Services LLC4,287$143K0.0%-49.8%0.005%
8/18/2025Geneos Wealth Management Inc.110,417$3.69M0.1%+439.1%0.136%
8/15/2025Equitable Holdings Inc.89,923$3.01M0.0%+353.8%0.110%
8/15/2025Captrust Financial Advisors81,796$2.74M0.0%+20.3%0.100%
8/15/2025Lantern Wealth Advisors LLC18,220$609K0.3%N/A0.022%
8/15/2025Visionary Wealth Advisors18,078$605K0.0%+6.7%0.022%
8/15/2025Smartleaf Asset Management LLC336,809$11.26M1.0%+13.4%0.414%
8/15/2025Orion Porfolio Solutions LLC6,385$214K0.0%N/A0.008%
8/15/2025MML Investors Services LLC706,202$23.62M0.1%+24.7%0.868%
8/15/2025IHT Wealth Management LLC15,668$524K0.0%+77.9%0.019%
8/15/2025Great Valley Advisor Group Inc.344,272$11.51M0.3%+25.4%0.423%
8/15/2025Benjamin Edwards Inc.265,893$8.89M0.1%+40.9%0.327%
8/15/2025Acas LLC127,742$4.35M2.9%+9.4%0.157%
8/14/2025CLG LLC92,348$3.09M1.0%+125.2%0.113%
8/14/2025Challenger Wealth Management109,258$3.65M2.5%-6.1%0.134%
8/14/2025Jane Street Group LLC140,000$4.68M0.0%-50.2%0.172%
8/14/2025Ausdal Financial Partners Inc.13,665$457K0.0%+17.6%0.017%
8/14/2025Raymond James Financial Inc.1,838,766$61.49M0.0%+75.6%2.259%
8/14/2025Diversify Wealth Management LLC11,911$405K0.0%+14.0%0.015%
8/14/2025HUB Investment Partners LLC35,093$1.17M0.0%-52.3%0.043%
8/14/2025NewEdge Advisors LLC133,638$4.47M0.0%+293.7%0.164%
8/14/2025Gerber Kawasaki Wealth & Investment Management91,327$3.05M0.1%+23.1%0.112%
8/14/2025Cary Street Partners Financial LLC367,032$12.27M0.3%+4,825.9%0.451%
8/13/2025Gateway Wealth Partners LLC24,810$830K0.2%+28.4%0.030%
8/13/2025Baird Financial Group Inc.203,993$6.82M0.0%+3.6%0.251%
8/13/2025Smith Moore & CO.153,168$5.12M0.4%+23.6%0.188%
8/13/2025Bare Financial Services Inc36,522$1.22M0.4%+22.5%0.045%
8/13/2025VestGen Advisors LLC277,245$9.27M0.4%+5.1%0.341%
8/13/2025Northwestern Mutual Wealth Management Co.22,545$754K0.0%+194.2%0.028%
8/13/2025Vermillion & White Wealth Management Group LLC8,120$272K0.2%+4.1%0.010%
8/12/2025J.W. Cole Advisors Inc.22,544$754K0.0%+61.1%0.028%
8/12/2025Richmond Investment Services LLC24,583$822K0.2%+91.5%0.030%
8/12/2025Financial Advocates Investment Management34,722$1.16M0.1%-8.5%0.043%
8/12/2025Steward Partners Investment Advisory LLC51,829$1.73M0.0%+15.0%0.064%
8/12/2025Summit Global Investments13,015$435K0.0%+10.1%0.016%
8/12/2025Global Retirement Partners LLC9,683$324K0.0%N/A0.012%
8/12/2025Franklin Resources Inc.61,621$2.06M0.0%N/A0.076%
8/12/2025JPMorgan Chase & Co.8,040$269K0.0%N/A0.010%
8/12/2025Wisconsin Wealth Advisors LLC7,955$266K0.3%N/A0.010%
8/11/2025United Advisor Group LLC28,694$960K0.2%+69.8%0.036%
8/8/2025Kingsview Wealth Management LLC27,787$929K0.0%-12.3%0.035%
8/8/2025Avantax Advisory Services Inc.58,702$1.96M0.0%+38.0%0.074%
8/8/2025Thoroughbred Financial Services LLC112,179$3.75M0.3%+27.1%0.141%
8/8/2025Cetera Investment Advisers1,744,688$58.34M0.1%+12.2%2.193%
8/8/2025CWS Financial Advisors LLC93,389$3.12M0.9%+32.2%0.117%
8/8/2025Creative Planning6,530$218K0.0%N/A0.008%
8/8/2025Security Financial Services INC.23,733$794K0.1%N/A0.030%
8/8/2025Davies Financial Advisors Inc.55,223$1.85M1.4%-2.1%0.069%
8/7/2025Clarity Wealth Advisors LLC106,568$3.56M0.9%+19.7%0.134%
8/7/2025Cvfg LLC103,662$3.47M2.7%+17.8%0.130%
8/7/2025Allworth Financial LP4,666$156K0.0%+9.1%0.006%
8/7/2025PFG Advisors49,998$1.67M0.1%+54.6%0.063%
8/7/2025Midwest Trust Co9,783$327K0.0%N/A0.012%
8/6/2025Prospera Financial Services Inc87,584$2.93M0.1%+42.4%0.110%
8/6/2025Mascagni Wealth Management Inc.67,080$2.24M1.9%+19.8%0.084%
8/6/2025Commonwealth Equity Services LLC1,818,806$60.82M0.1%-0.2%2.286%
8/5/2025GPS Wealth Strategies Group LLC49,010$1.64M0.2%+26.7%0.062%
8/5/2025Westside Investment Management Inc.108,068$3.61M0.7%+8.6%0.136%
8/5/2025Sigma Planning Corp100,967$3.38M0.1%+35.0%0.127%
8/5/2025Strategic Financial Concepts LLC9,602$321K0.0%-23.6%0.012%
8/4/2025Bridgewealth Advisory Group LLC16,631$556K0.1%+6.0%0.021%
8/4/2025Mesirow Financial Investment Management Inc.289,500$9.68M0.2%+10.4%0.364%
8/4/2025Savvy Advisors Inc.6,069$203K0.0%N/A0.008%
8/4/2025Assetmark Inc.22,668$758K0.0%N/A0.028%
8/4/2025Spire Wealth Management4,845$162K0.0%-43.9%0.006%
8/4/2025World Investment Advisors132,554$4.43M0.1%+25.7%0.167%
8/4/2025Flagship Harbor Advisors LLC194,959$6.52M0.3%N/A0.245%
8/4/2025Northwest Financial Advisors13,195$441K0.6%N/A0.017%
8/4/2025WNY Asset Management LLC42,077$1.41M0.2%-12.2%0.053%
8/1/2025Taylor Financial Group Inc.104,370$3.49M2.2%+11.0%0.131%
8/1/2025Brookwood Investment Group LLC20,367$681K0.1%-2.6%0.026%
8/1/2025Envestnet Asset Management Inc.4,140,219$138.45M0.0%+31.6%5.204%
7/31/2025Focus Partners Advisor Solutions LLC16,144$540K0.0%+30.7%0.020%
7/31/2025Moloney Securities Asset Management LLC28,516$954K0.1%+9.0%0.036%
7/30/2025Bleakley Financial Group LLC94,682$3.17M0.1%+52.5%0.119%
7/30/2025Strategic Blueprint LLC131,834$4.41M0.2%+316.2%0.166%
7/30/2025Onyx Bridge Wealth Group LLC6,280$210K0.0%N/A0.008%
7/30/2025D.A. Davidson & CO.263,062$8.80M0.1%+11.3%0.331%
7/30/2025Cullen Frost Bankers Inc.155,280$5.19M0.1%+41.4%0.195%
7/30/2025Smith Thornton Advisors LLC20,073$671K0.4%+50.4%0.025%
7/30/2025Divergent Planning LLC66,782$2.23M0.4%N/A0.084%
7/30/2025Financial Perspectives Inc5,821$195K0.1%+225.9%0.007%
7/29/2025Stephens Inc. AR11,695$391K0.0%N/A0.015%
7/29/2025Balboa Wealth Partners14,723$492K0.1%N/A0.019%
7/29/2025Uhlmann Price Securities LLC16,032$536K0.4%+18.8%0.020%
7/29/2025Burford Brothers Inc.38,845$1.30M0.6%+18.7%0.049%
7/29/2025Signature Estate & Investment Advisors LLC89,976$3.01M0.1%+13.7%0.113%
7/29/2025Koshinski Asset Management Inc.64,610$2.16M0.2%+4.8%0.081%
7/29/2025Nicholson Wealth Management Group LLC6,392$214K0.1%N/A0.008%
7/29/2025Stratos Wealth Partners LTD.83,082$2.78M0.0%+237.3%0.104%
7/29/2025Stratos Wealth Advisors LLC40,162$1.34M0.1%+40.5%0.050%
7/29/2025Latitude Advisors LLC16,433$550K0.3%+7.7%0.021%
(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, 235 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were LPL Financial LLC ($170.54M), Envestnet Asset Management Inc. ($138.45M), Advance Capital Management Inc. ($90.54M), CWM LLC ($73.82M), Raymond James Financial Inc. ($61.49M), Commonwealth Equity Services LLC ($60.82M), and Wealth Enhancement Advisory Services LLC ($60.54M).Learn more on Capital Group Core Balanced ETF's institutional investors.

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

Of the 229 institutional investors that purchased Capital Group Core Balanced ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($4.14M), Envestnet Asset Management Inc. ($3.58M), Advance Capital Management Inc. ($2.71M), Raymond James Financial Inc. ($2.68M), CWM LLC ($2.19M), Wealth Enhancement Advisory Services LLC ($1.73M), and Commonwealth Equity Services LLC ($1.50M).

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

Institutional investors have bought a total of 28,591,561 shares in the last 24 months. This purchase volume represents approximately $908.99M in transactions.

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

Of the 50 institutional investors that sold Capital Group Core Balanced ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($361.63K), Osaic Holdings Inc. ($198.69K), Capital Management Associates Inc ($126.61K), Envestnet Portfolio Solutions Inc. ($103.26K), Royal Bank of Canada ($102.23K), Atria Wealth Solutions Inc. ($87.52K), and WR Wealth Planners LLC ($80.01K).

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

Institutional investors have sold a total of 1,624,117 shares in the last 24 months. This volume of shares sold represents approximately $52.73M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 9/10/2025 by MarketBeat.com Staff
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