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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$31.04 +0.14 (+0.45%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$589.10M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$22.19M
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CGBL Institutional Buying and Selling by Quarter

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Capital Group Core Balanced ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025Centaurus Financial Inc.35,489$1.11M0.1%N/A0.064%
2/26/2025 Capital A Wealth Management LLC2,040$64K0.1%N/A0.014%
2/25/2025 B. Riley Wealth Advisors Inc.62,511$1.96M0.1%+113.1%0.440%
2/24/2025 Great Valley Advisor Group Inc.62,893$1.97M0.0%N/A0.443%
2/24/2025 United Advisor Group LLC16,334$511K0.1%N/A0.115%
2/24/2025 Challenger Wealth Management102,351$3.20M2.8%N/A0.721%
2/21/2025 WNY Asset Management LLC23,974$750K0.1%N/A0.169%
2/19/2025 Richmond Investment Services LLC18,567$581K0.3%N/A0.131%
2/18/2025 Sunbelt Securities Inc.156,919$4.92M0.4%+1.5%1.105%
2/18/2025 First Heartland Consultants Inc.15,284$478K0.0%+7.0%0.108%
2/18/2025 Continuum Advisory LLC10,006$313K0.0%+4.6%0.070%
2/17/2025 Visionary Wealth Advisors9,309$291K0.0%N/A0.066%
2/17/2025 Royal Bank of Canada1,365,499$42.70M0.0%-7.0%9.616%
2/17/2025 Cambridge Investment Research Advisors Inc.1,271,468$39.76M0.1%+33.3%8.954%
2/17/2025 Cetera Investment Advisers1,027,084$32.12M0.1%+41.1%7.233%
2/17/2025 Captrust Financial Advisors54,936$1.72M0.0%+35.5%0.387%
2/17/2025 Citadel Advisors LLC49,710$1.55M0.0%N/A0.350%
2/17/2025 Cary Street Partners Financial LLC7,451$233K0.0%N/A0.052%
2/17/2025 Benjamin Edwards Inc.141,056$4.41M0.1%+58.1%0.993%
2/14/2025 Jane Street Group LLC224,245$7.01M0.0%-26.9%1.579%
2/14/2025 Comerica Bank64,223$2.01M0.0%+23.5%0.452%
2/14/2025 Bridgewealth Advisory Group LLC16,006$520K0.1%+15.3%0.113%
2/14/2025 Owen LaRue LLC63,275$1.98M1.0%+105.1%0.446%
2/14/2025 Gerber Kawasaki Wealth & Investment Management59,087$1.85M0.1%+83.2%0.416%
2/14/2025 Integrated Wealth Concepts LLC39,278$1.23M0.0%+87.3%0.277%
2/14/2025 MGO One Seven LLC10,401$325K0.0%N/A0.073%
2/14/2025 IHT Wealth Management LLC8,806$275K0.0%N/A0.062%
2/14/2025 Stifel Financial Corp179,995$5.63M0.0%+48.5%1.268%
2/14/2025 TD Waterhouse Canada Inc.5,645$176K0.0%+564.1%0.040%
2/14/2025 MML Investors Services LLC471,160$14.73M0.1%+94.0%3.318%
2/14/2025 Concourse Financial Group Securities Inc.55,404$1.78M0.1%+21.4%0.390%
2/14/2025 Capital Group Private Client Services Inc.154,597$4.83M0.0%+0.2%1.089%
2/14/2025 Capital International Investors31,665$990K0.0%-24.0%0.223%
2/13/2025 MSH Capital Advisors LLC16,926$529K0.2%N/A0.119%
2/13/2025 NewEdge Advisors LLC19,956$624K0.0%+35.5%0.141%
2/13/2025 Mariner LLC440,641$13.78M0.0%+110.7%3.103%
2/13/2025 Carson Advisory Inc.13,353$418K0.3%+15.6%0.094%
2/13/2025 Sagespring Wealth Partners LLC34,117$1.07M0.0%N/A0.240%
2/13/2025 Raymond James Financial Inc.843,786$26.39M0.0%N/A5.942%
2/13/2025 Advisory Services Network LLC269,585$8.43M0.2%+153.6%1.898%
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2/13/2025 Certior Financial Group LLC11,587$362K0.3%N/A0.082%
2/13/2025 Envestnet Asset Management Inc.2,389,179$74.71M0.0%+47.2%16.825%
2/13/2025 Smith Moore & CO.91,212$2.85M0.3%+216.8%0.642%
2/12/2025 Thoroughbred Financial Services LLC53,019$1.66M0.1%N/A0.373%
2/12/2025 World Investment Advisors63,249$1.98M0.1%+42.3%0.445%
2/12/2025 Orion Portfolio Solutions LLC8,450$264K0.0%N/A0.060%
2/12/2025 Tyler Stone Wealth Management13,020$407K0.1%+27.1%0.092%
2/11/2025 Signature Estate & Investment Advisors LLC59,806$1.87M0.0%+93.6%0.421%
2/11/2025 Ashton Thomas Securities LLC15,211$476K0.1%+235.1%0.107%
2/11/2025 Modern Wealth Management LLC9,817$318K0.0%N/A0.069%
2/11/2025 LPL Financial LLC3,787,433$118.43M0.0%+50.7%26.672%
2/11/2025 Summit Global Investments9,932$311K0.0%+47.3%0.070%
2/11/2025 HUB Investment Partners LLC60,449$1.89M0.1%+465.7%0.426%
2/10/2025 Taylor Financial Group Inc.85,747$2.68M1.9%+7.1%0.604%
2/10/2025 Creative Financial Designs Inc. ADV1,300$41K0.0%N/A0.009%
2/10/2025 Rockport Wealth LLC97,781$3.06M1.4%+987.2%0.689%
2/10/2025 Harbour Investments Inc.270,602$8.46M0.2%+21.4%1.906%
2/10/2025 Envestnet Portfolio Solutions Inc.115,946$3.63M0.0%+24.3%0.817%
2/10/2025 Commonwealth Equity Services LLC1,232,842$38.55M0.1%+38.7%8.682%
2/10/2025 Avantax Advisory Services Inc.37,671$1.18M0.0%+113.9%0.265%
2/10/2025 Bare Financial Services Inc24,598$769K0.3%+105.6%0.173%
2/7/2025 PFG Advisors36,645$1.15M0.1%+12.7%0.258%
2/7/2025 HighTower Advisors LLC117,868$3.69M0.0%+23.9%0.830%
2/7/2025 Independent Advisor Alliance60,677$1.90M0.0%N/A0.427%
2/7/2025 Mesirow Financial Investment Management Inc.142,126$4.44M0.1%+576.3%1.001%
2/7/2025 Acas LLC102,229$3.32M2.5%+18.1%0.720%
2/6/2025 Raymond James Financial Inc.843,786$26.39M0.0%N/A5.942%
2/6/2025 Cullen Frost Bankers Inc.86,742$2.71M0.0%+25.3%0.611%
2/6/2025 Synergy Investment Management LLC17,515$548K0.2%N/A0.123%
2/6/2025 Steward Partners Investment Advisory LLC27,816$870K0.0%+101.0%0.196%
2/6/2025 Keystone Wealth Services LLC31,001$969K0.3%+38.7%0.218%
2/6/2025 Jones Financial Companies Lllp136,304$4.26M0.0%+321.7%0.960%
2/5/2025 Smartleaf Asset Management LLC233,146$7.30M0.7%+10.2%1.642%
2/5/2025 WR Wealth Planners LLC45,085$1.41M0.5%-64.0%0.318%
2/5/2025 Private Trust Co. NA9,676$303K0.0%+46.8%0.068%
2/5/2025 A&I Financial Services LLC7,824$245K0.2%N/A0.055%
2/5/2025 Advisor OS LLC15,790$494K0.1%+4.0%0.111%
2/4/2025 FFT Wealth Management LLC7,079$221K0.0%N/A0.050%
2/4/2025 Transcendent Capital Group LLC7,441$233K0.1%+17.8%0.052%
2/4/2025 CWS Financial Advisors LLC43,903$1.37M0.4%+51.3%0.309%
2/4/2025 Rothschild Investment LLC7,555$236K0.0%-5.0%0.053%
2/3/2025 Sigma Planning Corp66,245$2.07M0.1%N/A0.467%
2/3/2025 Dahring Cusmano LLC15,611$488K0.4%N/A0.110%
2/3/2025 Concurrent Investment Advisors LLC191,462$5.99M0.2%-1.5%1.348%
2/3/2025 Private Advisor Group LLC318,296$9.95M0.1%+20.9%2.242%
1/31/2025 Global Retirement Partners LLC2,484$78K0.0%+420.8%0.017%
1/31/2025 Atria Wealth Solutions Inc.91,343$2.86M0.0%+39.7%0.643%
1/31/2025 D.A. Davidson & CO.210,349$6.58M0.1%+7.6%1.481%
1/31/2025 Truist Financial Corp54,683$1.71M0.0%+241.7%0.385%
1/30/2025 Allworth Financial LP3,276$105K0.0%N/A0.023%
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1/30/2025 Strategic Financial Concepts LLC60,300$1.89M0.1%N/A0.425%
1/30/2025 Lodestone Wealth Management LLC9,858$308K0.2%+5.9%0.069%
1/30/2025 Nations Financial Group Inc. IA ADV7,601$238K0.0%N/A0.054%
1/30/2025 WealthPLAN Partners LLC23,374$731K0.1%N/A0.165%
1/29/2025 Latitude Advisors LLC13,078$409K0.2%+58.8%0.092%
1/29/2025 Essex Financial Services Inc.42,328$1.32M0.1%+134.4%0.298%
1/28/2025 Kestra Private Wealth Services LLC190,043$5.94M0.1%+68.7%1.338%
1/28/2025 Moloney Securities Asset Management LLC33,594$1.05M0.1%+38.5%0.237%
1/28/2025 Kingsview Wealth Management LLC48,417$1.51M0.0%+4.4%0.341%
1/28/2025 Clarity Wealth Advisors LLC67,031$2.10M0.6%+69.5%0.472%
(Data available from 1/1/2016 forward)

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CGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGBL shares?

During the previous two years, 172 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were LPL Financial LLC ($118.43M), Envestnet Asset Management Inc. ($74.71M), Advance Capital Management Inc. ($67.56M), Royal Bank of Canada ($42.70M), Cambridge Investment Research Advisors Inc. ($39.76M), Commonwealth Equity Services LLC ($38.55M), and Wealth Enhancement Advisory Services LLC ($35.79M).Learn more on CGBL's institutional investors.

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

Of the 166 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: LPL Financial LLC ($2.42M), Advance Capital Management Inc. ($2.16M), Envestnet Asset Management Inc. ($1.83M), Raymond James Financial Inc. ($1.69M), Wealth Enhancement Advisory Services LLC ($1.09M), Cambridge Investment Research Advisors Inc. ($996.45K), and Commonwealth Equity Services LLC ($913.65K).

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

Institutional investors have bought a total of 19,984,494 shares in the last 24 months. This purchase volume represents approximately $606.91M in transactions.

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

Of the 15 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 ($436.99K), Jane Street Group LLC ($220.36K), Royal Bank of Canada ($102.23K), WR Wealth Planners LLC ($80.96K), Sunbelt Securities Inc. ($32.54K), OLD Mission Capital LLC ($30.91K), and Commonwealth Equity Services LLC ($13.11K).

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

Institutional investors have sold a total of 953,099 shares in the last 24 months. This volume of shares sold represents approximately $28.34M in transactions.



This page (NYSEARCA:CGBL) was last updated on 3/12/2025 by MarketBeat.com Staff
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