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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$34.09 -0.14 (-0.41%)
Closing price 04:10 PM Eastern
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$34.08 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
219
Total
Institutional Inflows
(last 12 months)
$908.30M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$46.09M
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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
8/27/2025 Orion Porfolio Solutions LLC6,385$214K0.0%N/A0.008%
8/26/2025 Nautilus Advisors LLC33,518$1.12M0.8%-27.2%0.041%
8/19/2025 B. Riley Wealth Advisors Inc.384,074$12.84M0.6%N/A0.472%
8/19/2025 Advisory Services Network LLC121,134$4.07M0.1%-34.5%0.149%
8/18/2025 Tyler Stone Wealth Management20,990$702K0.1%+15.2%0.026%
8/18/2025 N.E.W. Advisory Services LLC4,287$143K0.0%-49.8%0.005%
8/18/2025 Geneos Wealth Management Inc.110,417$3.69M0.1%+439.1%0.136%
8/15/2025 Equitable Holdings Inc.89,923$3.01M0.0%+353.8%0.110%
8/15/2025 Captrust Financial Advisors81,796$2.74M0.0%+20.3%0.100%
8/15/2025 Lantern Wealth Advisors LLC18,220$609K0.3%N/A0.022%
8/15/2025 Visionary Wealth Advisors18,078$605K0.0%+6.7%0.022%
8/15/2025 Smartleaf Asset Management LLC336,809$11.26M1.0%+13.4%0.414%
8/15/2025 Orion Porfolio Solutions LLC6,385$214K0.0%N/A0.008%
8/15/2025 MML Investors Services LLC706,202$23.62M0.1%+24.7%0.868%
8/15/2025 IHT Wealth Management LLC15,668$524K0.0%+77.9%0.019%
8/15/2025 Great Valley Advisor Group Inc.344,272$11.51M0.3%+25.4%0.423%
8/15/2025 Benjamin Edwards Inc.265,893$8.89M0.1%+40.9%0.327%
8/15/2025 Acas LLC127,742$4.35M2.9%+9.4%0.157%
8/14/2025 CLG LLC92,348$3.09M1.0%+125.2%0.113%
8/14/2025 Challenger Wealth Management109,258$3.65M2.5%-6.1%0.134%
8/14/2025 Jane Street Group LLC140,000$4.68M0.0%-50.2%0.172%
8/14/2025 Ausdal Financial Partners Inc.13,665$457K0.0%+17.6%0.017%
8/14/2025 Raymond James Financial Inc.1,838,766$61.49M0.0%+75.6%2.259%
8/14/2025 Diversify Wealth Management LLC11,911$405K0.0%+14.0%0.015%
8/14/2025 HUB Investment Partners LLC35,093$1.17M0.0%-52.3%0.043%
8/14/2025 NewEdge Advisors LLC133,638$4.47M0.0%+293.7%0.164%
8/14/2025 Gerber Kawasaki Wealth & Investment Management91,327$3.05M0.1%+23.1%0.112%
8/14/2025 Cary Street Partners Financial LLC367,032$12.27M0.3%+4,825.9%0.451%
8/13/2025 Gateway Wealth Partners LLC24,810$830K0.2%+28.4%0.030%
8/13/2025 Baird Financial Group Inc.203,993$6.82M0.0%+3.6%0.251%
8/13/2025 Smith Moore & CO.153,168$5.12M0.4%+23.6%0.188%
8/13/2025 Bare Financial Services Inc36,522$1.22M0.4%+22.5%0.045%
8/13/2025 VestGen Advisors LLC277,245$9.27M0.4%+5.1%0.341%
8/13/2025 Northwestern Mutual Wealth Management Co.22,545$754K0.0%+194.2%0.028%
8/13/2025 Vermillion & White Wealth Management Group LLC8,120$272K0.2%+4.1%0.010%
8/12/2025 J.W. Cole Advisors Inc.22,544$754K0.0%+61.1%0.028%
8/12/2025 Richmond Investment Services LLC24,583$822K0.2%+91.5%0.030%
8/12/2025 Financial Advocates Investment Management34,722$1.16M0.1%-8.5%0.043%
8/12/2025 Steward Partners Investment Advisory LLC51,829$1.73M0.0%+15.0%0.064%
8/12/2025 Summit Global Investments13,015$435K0.0%+10.1%0.016%
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8/12/2025 Global Retirement Partners LLC9,683$324K0.0%N/A0.012%
8/12/2025 Franklin Resources Inc.61,621$2.06M0.0%N/A0.076%
8/12/2025 JPMorgan Chase & Co.8,040$269K0.0%N/A0.010%
8/12/2025 Wisconsin Wealth Advisors LLC7,955$266K0.3%N/A0.010%
8/11/2025 United Advisor Group LLC28,694$960K0.2%+69.8%0.036%
8/8/2025 Kingsview Wealth Management LLC27,787$929K0.0%-12.3%0.035%
8/8/2025 Avantax Advisory Services Inc.58,702$1.96M0.0%+38.0%0.074%
8/8/2025 Thoroughbred Financial Services LLC112,179$3.75M0.3%+27.1%0.141%
8/8/2025 Cetera Investment Advisers1,744,688$58.34M0.1%+12.2%2.193%
8/8/2025 CWS Financial Advisors LLC93,389$3.12M0.9%+32.2%0.117%
8/8/2025 Creative Planning6,530$218K0.0%N/A0.008%
8/8/2025 Security Financial Services INC.23,733$794K0.1%N/A0.030%
8/8/2025 Davies 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%
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%
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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%
(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, 234 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 228 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 28,591,252 shares in the last 24 months. This purchase volume represents approximately $908.98M in transactions.

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

Of the 49 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), 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 Advisory Services Network LLC ($63.78K).

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

Institutional investors have sold a total of 1,425,424 shares in the last 24 months. This volume of shares sold represents approximately $46.09M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 8/29/2025 by MarketBeat.com Staff
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