Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Buy CGBL Stock  Free CGBL Stock Alerts

Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$29.92 -0.03 (-0.10%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$29.92 +0.00 (+0.00%)
As of 04/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$566.03M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$22.41M
Get CGBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Balanced ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGBL Institutional Buying and Selling by Quarter

Capital Group Core Balanced ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Tennessee Valley Asset Management Partners15,925$493K0.1%+3.6%0.026%
4/18/2025Greenbush Financial Group LLC333,338$10.33M5.1%+3.4%0.554%
4/17/2025Vicus Capital10,267$318K0.0%N/A0.017%
4/17/2025AA Financial Advisors LLC58,900$1.83M0.4%-7.7%0.098%
4/17/2025Sagespring Wealth Partners LLC93,749$2.90M0.0%+174.8%0.156%
4/17/2025Janney Montgomery Scott LLC183,101$5.67M0.0%+43.2%0.304%
4/17/2025Keystone Wealth Services LLC36,084$1.12M0.3%+16.4%0.060%
4/17/2025Dynamic Advisor Solutions LLC8,407$260K0.0%+8.0%0.014%
4/16/2025 Wealth Enhancement Advisory Services LLC1,737,175$53.82M0.1%+9.1%2.887%
4/16/2025 Tudor Financial Inc.7,558$234K0.1%+17.0%0.013%
4/15/2025 GPS Wealth Strategies Group LLC38,678$1.20M0.2%+6.5%0.064%
4/14/2025 Patriot Financial Group Insurance Agency LLC43,607$1.35M0.2%+36.7%0.072%
4/11/2025 Pines Wealth Management LLC17,974$515K0.2%-9.7%0.030%
4/11/2025 McNamara Financial Services Inc.22,794$706K0.2%N/A0.038%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.4,709$146K0.0%+39.2%0.008%
4/10/2025 KWB Wealth138,307$4.33M0.5%+571.1%0.230%
4/9/2025 RFG Advisory LLC46,692$1.45M0.0%+1.3%0.078%
4/9/2025 HBW Advisory Services LLC7,997$248K0.0%+21.3%0.013%
4/9/2025 ST Germain D J Co. Inc.705,697$21.86M1.0%+23.1%1.173%
4/9/2025 Merit Financial Group LLC71,281$2.21M0.0%N/A0.118%
4/9/2025 High Net Worth Advisory Group LLC138,524$4.29M1.2%+10.3%0.230%
4/9/2025 Worth Asset Management LLC94,719$2.93M1.6%N/A0.157%
4/9/2025 Advance Capital Management Inc.2,176,576$67.43M3.2%+0.7%3.785%
4/7/2025 Summit Global Investments11,818$366K0.0%+19.0%0.021%
4/7/2025 AdvisorNet Financial Inc20,720$642K0.0%+35.0%0.036%
3/24/2025Mascagni Wealth Management Inc.55,992$1.75M1.5%N/A0.097%
3/17/2025 Wealth Enhancement Advisory Services LLC1,592,644$49.80M0.1%+38.1%2.868%
3/12/2025Centaurus Financial Inc.35,489$1.11M0.1%N/A0.064%
2/26/2025Capital A Wealth Management LLC2,040$64K0.1%N/A0.014%
2/25/2025B. Riley Wealth Advisors Inc.62,511$1.96M0.1%+113.1%0.440%
2/24/2025Great Valley Advisor Group Inc.62,893$1.97M0.0%N/A0.443%
2/24/2025United Advisor Group LLC16,334$511K0.1%N/A0.115%
2/24/2025Challenger Wealth Management102,351$3.20M2.8%N/A0.721%
2/21/2025WNY Asset Management LLC23,974$750K0.1%N/A0.169%
2/19/2025Richmond Investment Services LLC18,567$581K0.3%N/A0.131%
2/18/2025Sunbelt Securities Inc.156,919$4.92M0.4%+1.5%1.105%
2/18/2025First Heartland Consultants Inc.15,284$478K0.0%+7.0%0.108%
2/18/2025Continuum Advisory LLC10,006$313K0.0%+4.6%0.070%
2/17/2025Visionary Wealth Advisors9,309$291K0.0%N/A0.066%
2/17/2025Royal Bank of Canada1,365,499$42.70M0.0%-7.0%9.616%
The Crypto Market is About to Change Lives (Ad)

I've discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it. This isn't just another Bitcoin prediction – it's a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade. The evidence is so compelling, I'm doing something that probably seems insane: I'm giving away my entire book for free.

Claim your FREE copy of my controversial book before I change my mind.
2/17/2025Cambridge Investment Research Advisors Inc.1,271,468$39.76M0.1%+33.3%8.954%
2/17/2025Cetera Investment Advisers1,027,084$32.12M0.1%+41.1%7.233%
2/17/2025Captrust Financial Advisors54,936$1.72M0.0%+35.5%0.387%
2/17/2025Citadel Advisors LLC49,710$1.55M0.0%N/A0.350%
2/17/2025Cary Street Partners Financial LLC7,451$233K0.0%N/A0.052%
2/17/2025Benjamin Edwards Inc.141,056$4.41M0.1%+58.1%0.993%
2/14/2025Jane Street Group LLC224,245$7.01M0.0%-26.9%1.579%
2/14/2025Comerica Bank64,223$2.01M0.0%+23.5%0.452%
2/14/2025Bridgewealth Advisory Group LLC16,006$520K0.1%+15.3%0.113%
2/14/2025Owen LaRue LLC63,275$1.98M1.0%+105.1%0.446%
2/14/2025Gerber Kawasaki Wealth & Investment Management59,087$1.85M0.1%+83.2%0.416%
2/14/2025Integrated Wealth Concepts LLC39,278$1.23M0.0%+87.3%0.277%
2/14/2025MGO One Seven LLC10,401$325K0.0%N/A0.073%
2/14/2025IHT Wealth Management LLC8,806$275K0.0%N/A0.062%
2/14/2025Stifel Financial Corp179,995$5.63M0.0%+48.5%1.268%
2/14/2025TD Waterhouse Canada Inc.5,645$176K0.0%+564.1%0.040%
2/14/2025MML Investors Services LLC471,160$14.73M0.1%+94.0%3.318%
2/14/2025Concourse Financial Group Securities Inc.55,404$1.78M0.1%+21.4%0.390%
2/14/2025Capital Group Private Client Services Inc.154,597$4.83M0.0%+0.2%1.089%
2/14/2025Capital International Investors31,665$990K0.0%-24.0%0.223%
2/13/2025MSH Capital Advisors LLC16,926$529K0.2%N/A0.119%
2/13/2025NewEdge Advisors LLC19,956$624K0.0%+35.5%0.141%
2/13/2025Mariner LLC440,641$13.78M0.0%+110.7%3.103%
2/13/2025Carson Advisory Inc.13,353$418K0.3%+15.6%0.094%
2/13/2025Sagespring Wealth Partners LLC34,117$1.07M0.0%N/A0.240%
2/13/2025Raymond James Financial Inc.843,786$26.39M0.0%N/A5.942%
2/13/2025Advisory Services Network LLC269,585$8.43M0.2%+153.6%1.898%
2/13/2025Certior Financial Group LLC11,587$362K0.3%N/A0.082%
2/13/2025Envestnet Asset Management Inc.2,389,179$74.71M0.0%+47.2%16.825%
2/13/2025Smith Moore & CO.91,212$2.85M0.3%+216.8%0.642%
2/12/2025Thoroughbred Financial Services LLC53,019$1.66M0.1%N/A0.373%
2/12/2025World Investment Advisors63,249$1.98M0.1%+42.3%0.445%
2/12/2025Orion Portfolio Solutions LLC8,450$264K0.0%N/A0.060%
2/12/2025Tyler Stone Wealth Management13,020$407K0.1%+27.1%0.092%
2/11/2025Signature Estate & Investment Advisors LLC59,806$1.87M0.0%+93.6%0.421%
2/11/2025Ashton Thomas Securities LLC15,211$476K0.1%+235.1%0.107%
2/11/2025Modern Wealth Management LLC9,817$318K0.0%N/A0.069%
2/11/2025LPL Financial LLC3,787,433$118.43M0.0%+50.7%26.672%
2/11/2025 Summit Global Investments9,932$311K0.0%+47.3%0.070%
2/11/2025HUB Investment Partners LLC60,449$1.89M0.1%+465.7%0.426%
2/10/2025Taylor Financial Group Inc.85,747$2.68M1.9%+7.1%0.604%
2/10/2025Creative Financial Designs Inc. ADV1,300$41K0.0%N/A0.009%
2/10/2025Rockport Wealth LLC97,781$3.06M1.4%+987.2%0.689%
2/10/2025Harbour Investments Inc.270,602$8.46M0.2%+21.4%1.906%
2/10/2025Envestnet Portfolio Solutions Inc.115,946$3.63M0.0%+24.3%0.817%
2/10/2025Commonwealth Equity Services LLC1,232,842$38.55M0.1%+38.7%8.682%
2/10/2025Avantax Advisory Services Inc.37,671$1.18M0.0%+113.9%0.265%
2/10/2025Bare Financial Services Inc24,598$769K0.3%+105.6%0.173%
2/7/2025PFG Advisors36,645$1.15M0.1%+12.7%0.258%
2/7/2025HighTower Advisors LLC117,868$3.69M0.0%+23.9%0.830%
The Crypto Market is About to Change Lives (Ad)

I've discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it. This isn't just another Bitcoin prediction – it's a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade. The evidence is so compelling, I'm doing something that probably seems insane: I'm giving away my entire book for free.

Claim your FREE copy of my controversial book before I change my mind.
2/7/2025Independent Advisor Alliance60,677$1.90M0.0%N/A0.427%
2/7/2025Mesirow Financial Investment Management Inc.142,126$4.44M0.1%+576.3%1.001%
2/7/2025Acas LLC102,229$3.32M2.5%+18.1%0.720%
2/6/2025Raymond James Financial Inc.843,786$26.39M0.0%N/A5.942%
2/6/2025Cullen Frost Bankers Inc.86,742$2.71M0.0%+25.3%0.611%
2/6/2025Synergy Investment Management LLC17,515$548K0.2%N/A0.123%
2/6/2025Steward Partners Investment Advisory LLC27,816$870K0.0%+101.0%0.196%
2/6/2025Keystone Wealth Services LLC31,001$969K0.3%+38.7%0.218%
2/6/2025Jones Financial Companies Lllp136,304$4.26M0.0%+321.7%0.960%
2/5/2025Smartleaf Asset Management LLC233,146$7.30M0.7%+10.2%1.642%
(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, 178 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. ($67.43M), Wealth Enhancement Advisory Services LLC ($53.82M), Royal Bank of Canada ($42.70M), Cambridge Investment Research Advisors Inc. ($39.76M), and Commonwealth Equity Services LLC ($38.55M).Learn more on CGBL's institutional investors.

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

Of the 172 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. ($2.18M), Envestnet Asset Management Inc. ($1.83M), Raymond James Financial Inc. ($1.69M), Wealth Enhancement Advisory Services LLC ($1.67M), 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 21,262,318 shares in the last 24 months. This purchase volume represents approximately $646.64M in transactions.

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

Of the 17 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 959,967 shares in the last 24 months. This volume of shares sold represents approximately $28.56M in transactions.


Related Companies

This page (NYSEARCA:CGBL) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
100-year-old investment secret predicts what?!
A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...
Weiss Ratings | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored