Free Trial

Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$33.74 +0.15 (+0.45%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$33.72 -0.02 (-0.07%)
As of 08/8/2025 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.

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

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$839.61M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$37.25M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/7/2025 Clarity Wealth Advisors LLC106,568$3.56M0.9%+19.7%0.134%
8/7/2025 Cvfg LLC103,662$3.47M2.7%+17.8%0.130%
8/7/2025 Allworth Financial LP4,666$156K0.0%+9.1%0.006%
8/7/2025 PFG Advisors49,998$1.67M0.1%+54.6%0.063%
8/7/2025 Midwest Trust Co9,783$327K0.0%N/A0.012%
8/6/2025 Prospera Financial Services Inc87,584$2.93M0.1%+42.4%0.110%
8/6/2025 Mascagni Wealth Management Inc.67,080$2.24M1.9%+19.8%0.084%
8/6/2025 Commonwealth Equity Services LLC1,818,806$60.82M0.1%-0.2%2.286%
8/5/2025 GPS Wealth Strategies Group LLC49,010$1.64M0.2%+26.7%0.062%
8/5/2025 Westside Investment Management Inc.108,068$3.61M0.7%+8.6%0.136%
8/5/2025 Sigma Planning Corp100,967$3.38M0.1%+35.0%0.127%
8/5/2025 Strategic Financial Concepts LLC9,602$321K0.0%-23.6%0.012%
8/4/2025 Bridgewealth Advisory Group LLC16,631$556K0.1%+6.0%0.021%
8/4/2025 Mesirow Financial Investment Management Inc.289,500$9.68M0.2%+10.4%0.364%
8/4/2025 Savvy Advisors Inc.6,069$203K0.0%N/A0.008%
8/4/2025 Assetmark Inc.22,668$758K0.0%N/A0.028%
8/4/2025 Spire Wealth Management4,845$162K0.0%-43.9%0.006%
8/4/2025 World Investment Advisors132,554$4.43M0.1%+25.7%0.167%
8/4/2025 Flagship Harbor Advisors LLC194,959$6.52M0.3%N/A0.245%
8/4/2025 Northwest Financial Advisors13,195$441K0.6%N/A0.017%
8/4/2025 WNY Asset Management LLC42,077$1.41M0.2%-12.2%0.053%
8/1/2025 Taylor Financial Group Inc.104,370$3.49M2.2%+11.0%0.131%
8/1/2025 Brookwood Investment Group LLC20,367$681K0.1%-2.6%0.026%
8/1/2025 Envestnet Asset Management Inc.4,140,219$138.45M0.0%+31.6%5.204%
7/31/2025 Focus Partners Advisor Solutions LLC16,144$540K0.0%+30.7%0.020%
7/31/2025 Moloney Securities Asset Management LLC28,516$954K0.1%+9.0%0.036%
7/30/2025 Bleakley Financial Group LLC94,682$3.17M0.1%+52.5%0.119%
7/30/2025 Strategic Blueprint LLC131,834$4.41M0.2%+316.2%0.166%
7/30/2025 Onyx Bridge Wealth Group LLC6,280$210K0.0%N/A0.008%
7/30/2025 D.A. Davidson & CO.263,062$8.80M0.1%+11.3%0.331%
7/30/2025 Cullen Frost Bankers Inc.155,280$5.19M0.1%+41.4%0.195%
7/30/2025 Smith Thornton Advisors LLC20,073$671K0.4%+50.4%0.025%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
7/30/2025 Divergent Planning LLC66,782$2.23M0.4%N/A0.084%
7/30/2025 Financial Perspectives Inc5,821$195K0.1%+225.9%0.007%
7/29/2025 Stephens Inc. AR11,695$391K0.0%N/A0.015%
7/29/2025 Balboa Wealth Partners14,723$492K0.1%N/A0.019%
7/29/2025 Uhlmann Price Securities LLC16,032$536K0.4%+18.8%0.020%
7/29/2025 Burford Brothers Inc.38,845$1.30M0.6%+18.7%0.049%
7/29/2025 Signature Estate & Investment Advisors LLC89,976$3.01M0.1%+13.7%0.113%
7/29/2025 Koshinski Asset Management Inc.64,610$2.16M0.2%+4.8%0.081%
7/29/2025 Nicholson Wealth Management Group LLC6,392$214K0.1%N/A0.008%
7/29/2025 Stratos Wealth Partners LTD.83,082$2.78M0.0%+237.3%0.104%
7/29/2025 Stratos Wealth Advisors LLC40,162$1.34M0.1%+40.5%0.050%
7/29/2025 Latitude Advisors LLC16,433$550K0.3%+7.7%0.021%
7/29/2025 Creekside Partners12,456$417K0.2%N/A0.016%
7/28/2025 Uptick Partners LLC6,398$214K0.1%-39.6%0.008%
7/28/2025 Mutual Advisors LLC32,788$1.11M0.0%-11.0%0.041%
7/28/2025 Harbour Investments Inc.436,456$14.60M0.4%+37.3%0.549%
7/28/2025 Sagespring Wealth Partners LLC119,313$3.99M0.0%+27.3%0.150%
7/28/2025 RFG Advisory LLC82,545$2.76M0.1%+76.8%0.104%
7/28/2025 Axxcess Wealth Management LLC12,173$407K0.0%+22.0%0.015%
7/25/2025 Atria Wealth Solutions Inc.60,108$2.02M0.0%-59.3%0.076%
7/25/2025 Envestnet Portfolio Solutions Inc.85,501$2.86M0.0%-54.7%0.107%
7/25/2025 MGO One Seven LLC31,293$1.05M0.0%+6.5%0.039%
7/25/2025 McNamara Financial Services Inc.10,271$343K0.1%-54.9%0.013%
7/25/2025 Quantum Financial Planning Services Inc.237,715$7.95M3.7%+2,113.8%0.299%
7/25/2025 CWM LLC2,207,565$73.82M0.3%+208.6%2.775%
7/25/2025 Transcendent Capital Group LLC8,592$287K0.1%-11.0%0.011%
7/25/2025 Concurrent Investment Advisors LLC355,793$11.90M0.2%+78.6%0.447%
7/25/2025 Apollon Wealth Management LLC57,599$1.93M0.0%N/A0.072%
7/24/2025 Endeavor Private Wealth Inc.183,381$6.16M2.9%+24.8%0.230%
7/24/2025 IFP Advisors Inc210,471$7.04M0.2%+16.5%0.265%
7/23/2025 Armstrong Fleming & Moore Inc15,918$532K0.3%N/A0.020%
7/23/2025 Capital Management Associates Inc186,189$6.23M2.0%-40.5%0.234%
7/23/2025 Clear Creek Financial Management LLC89,959$3.01M0.3%+6.5%0.113%
7/23/2025 Valmark Advisers Inc.64,442$2.16M0.0%+35.6%0.081%
7/23/2025 Seamount Financial Group Inc.126,907$4.24M2.2%+19.5%0.160%
7/22/2025 Confluence Wealth Services Inc.271,820$9.09M0.5%+3.5%0.342%
7/22/2025 DAVENPORT & Co LLC47,186$1.58M0.0%+74.8%0.059%
7/22/2025 Merit Financial Group LLC156,348$5.23M0.1%+119.3%0.197%
7/22/2025 Beacon Financial Advisory LLC39,538$1.32M0.3%+25.4%0.050%
7/22/2025 Simplicity Wealth LLC6,402$214K0.0%N/A0.008%
7/21/2025 Ameritas Advisory Services LLC33,764$1.13M0.1%-39.7%0.042%
7/21/2025 Warner Financial Inc.7,289$244K0.1%-11.0%0.009%
7/21/2025 Ashton Thomas Securities LLC29,780$996K0.2%+64.4%0.037%
7/21/2025 Patriot Financial Group Insurance Agency LLC55,705$1.86M0.2%+27.7%0.070%
7/18/2025 Vicus Capital16,578$554K0.0%+61.5%0.021%
7/18/2025 Truist Financial Corp79,312$2.65M0.0%+9.6%0.100%
7/17/2025 Janney Montgomery Scott LLC310,430$10.38M0.0%+69.5%0.399%
7/17/2025 Venture Visionary Partners LLC85,405$2.86M0.1%+52.5%0.110%
7/17/2025 Greenbush Financial Group LLC435,176$14.55M6.3%+30.6%0.560%
7/17/2025 Johnson Bixby & Associates LLC206,975$6.92M1.0%-0.6%0.266%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
7/17/2025 KWB Wealth232,371$7.20M0.8%+68.0%0.299%
7/17/2025 Tempus Wealth Planning LLC134,649$4.50M1.1%+2.5%0.173%
7/16/2025 Kiley Juergens Wealth Management LLC15,061$504K0.1%+32.7%0.019%
7/16/2025 Independent Wealth Network Inc.25,006$836K0.3%+18.2%0.032%
7/16/2025 ORG Partners LLC27,604$921K0.2%+4,700.7%0.035%
7/16/2025 ST Germain D J Co. Inc.652,940$21.83M0.9%-7.5%0.840%
7/16/2025 Spinnaker Investment Group LLC12,541$419K0.1%N/A0.016%
7/16/2025 Owen LaRue LLC22,420$750K0.3%-48.8%0.029%
7/16/2025 Essex Financial Services Inc.85,482$2.86M0.2%+48.8%0.110%
7/16/2025 Dakota Wealth Management23,184$779K0.0%-6.7%0.030%
(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, 224 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), Commonwealth Equity Services LLC ($60.82M), Wealth Enhancement Advisory Services LLC ($60.54M), and Cetera Investment Advisers ($58.34M).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 219 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), CWM LLC ($2.19M), Raymond James Financial Inc. ($1.89M), 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 26,567,820 shares in the last 24 months. This purchase volume represents approximately $839.61M in transactions.

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

Of the 44 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 ($220.36K), Capital Management Associates Inc ($126.61K), Envestnet Portfolio Solutions Inc. ($103.26K), Royal Bank of Canada ($102.23K), Atria Wealth Solutions Inc. ($87.52K), WR Wealth Planners LLC ($80.01K), and ST Germain D J Co. Inc. ($52.76K).

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

Institutional investors have sold a total of 1,161,992 shares in the last 24 months. This volume of shares sold represents approximately $37.25M in transactions.



This page (NYSEARCA:CGBL) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners