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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$32.12 -0.06 (-0.17%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$766.57M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$21.85M
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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
5/21/2025 Geneos Wealth Management Inc.20,481$634K0.0%+99.2%0.032%
5/19/2025 Jane Street Group LLC281,274$8.71M0.0%+25.4%0.439%
5/16/2025 Signature Estate & Investment Advisors LLC79,101$2.45M0.1%+32.3%0.123%
5/16/2025 Challenger Wealth Management116,326$3.60M2.9%+13.7%0.181%
5/16/2025 Jones Financial Companies Lllp198,091$6.13M0.0%+45.3%0.309%
5/16/2025 Rockport Wealth LLC57,781$1.79M0.6%-40.9%0.090%
5/16/2025 NewEdge Advisors LLC33,942$1.05M0.0%+70.1%0.053%
5/16/2025 Integrated Wealth Concepts LLC80,482$2.49M0.0%+104.9%0.125%
5/15/2025 Ashton Thomas Securities LLC18,111$561K0.2%+19.1%0.028%
5/15/2025 Focus Partners Advisor Solutions LLC12,349$383K0.0%N/A0.019%
5/15/2025 Royal Bank of Canada1,509,453$46.76M0.0%+10.5%2.353%
5/15/2025 Certior Financial Group LLC12,152$376K0.3%+4.9%0.019%
5/15/2025 Baird Financial Group Inc.196,950$6.10M0.0%N/A0.307%
5/15/2025 OLD Mission Capital LLC39,473$1.22M0.0%N/A0.062%
5/15/2025 Vermillion & White Wealth Management Group LLC7,801$242K0.2%N/A0.012%
5/15/2025 Gerber Kawasaki Wealth & Investment Management74,190$2.30M0.1%+25.6%0.116%
5/14/2025 Comerica Bank62,910$1.95M0.0%-2.0%0.098%
5/14/2025 Smartleaf Asset Management LLC296,940$9.20M0.9%+27.4%0.463%
5/14/2025 Northwestern Mutual Wealth Management Co.7,662$237K0.0%N/A0.012%
5/14/2025 Kestra Advisory Services LLC672,732$20.84M0.1%-4.7%1.049%
5/14/2025 Venture Visionary Partners LLC55,986$1.73M0.1%+24.3%0.087%
5/14/2025 CWS Financial Advisors LLC70,621$2.19M0.7%+60.9%0.110%
5/13/2025 Tyler Stone Wealth Management18,220$564K0.1%+39.9%0.028%
5/13/2025 Raymond James Financial Inc.1,047,390$32.45M0.0%+24.1%1.633%
5/13/2025 Leigh Baldwin & CO. LLC19,780$613K0.5%N/A0.031%
5/13/2025 HighTower Advisors LLC169,692$5.26M0.0%+44.0%0.265%
5/12/2025 Bare Financial Services Inc29,802$923K0.4%+21.2%0.046%
5/12/2025 Taylor Financial Group Inc.93,985$2.91M2.0%+9.6%0.147%
5/12/2025 Benjamin Edwards Inc.188,722$5.85M0.1%+33.8%0.294%
5/9/2025 Atria Wealth Solutions Inc.147,627$4.59M0.1%+61.6%0.230%
5/9/2025 Thoroughbred Financial Services LLC88,250$2.73M0.2%+66.4%0.138%
5/9/2025 Strategic Investment Solutions Inc. IL2,437$75K0.0%N/A0.004%
5/9/2025 Commonwealth Equity Services LLC1,821,751$56.44M0.1%+47.8%2.840%
5/9/2025 Quantum Financial Planning Services Inc.10,738$333K0.2%-46.4%0.017%
5/8/2025 Endeavor Private Wealth Inc.146,905$4.57M2.5%+19.6%0.229%
5/8/2025 Harbour Investments Inc.317,921$9.85M0.3%+17.5%0.496%
5/8/2025 Mesirow Financial Investment Management Inc.262,237$8.12M0.2%+84.5%0.409%
5/7/2025 N.E.W. Advisory Services LLC8,540$265K0.0%N/A0.013%
5/7/2025 Financial Management Network Inc.8,347$242K0.0%N/A0.013%
5/7/2025 LPL Financial LLC5,504,865$170.54M0.1%+45.3%8.583%
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5/7/2025 First Heartland Consultants Inc.35,465$1.10M0.1%+132.0%0.055%
5/6/2025 Cetera Investment Advisers1,554,803$48.17M0.1%+51.4%2.424%
5/6/2025 Avantax Advisory Services Inc.42,530$1.32M0.0%+12.9%0.066%
5/6/2025 Tempus Wealth Planning LLC131,354$4.07M1.2%+17.1%0.205%
5/6/2025 Brookwood Investment Group LLC20,912$648K0.1%N/A0.033%
5/6/2025 Advisor OS LLC19,233$596K0.1%+21.8%0.030%
5/6/2025 PFG Advisors32,343$1.00M0.1%-11.7%0.050%
5/5/2025 WNY Asset Management LLC47,906$1.48M0.2%+99.8%0.075%
5/5/2025 IFP Advisors Inc180,709$5.60M0.2%+49,957.9%0.282%
5/5/2025 Dahring Cusmano LLC53,176$1.65M1.4%+240.6%0.083%
5/5/2025 Kestra Private Wealth Services LLC203,497$6.30M0.1%+7.1%0.317%
5/5/2025 PCG Wealth Advisors LLC131,456$4.07M1.4%+394.0%0.205%
5/5/2025 Private Advisor Group LLC370,123$11.47M0.1%+16.3%0.577%
5/2/2025 Independent Wealth Network Inc.21,159$656K0.3%+38.6%0.033%
5/2/2025 Acas LLC116,819$3.63M2.8%+14.3%0.182%
5/2/2025 Kingsview Wealth Management LLC31,667$981K0.0%-34.6%0.049%
5/2/2025 Cullen Frost Bankers Inc.109,838$3.40M0.0%+26.6%0.171%
5/2/2025 Prepared Retirement Institute LLC9,490$294K0.2%N/A0.015%
5/2/2025 Sigma Planning Corp74,773$2.32M0.1%+12.9%0.117%
5/2/2025 Transcendent Capital Group LLC9,655$299K0.2%+29.8%0.015%
5/1/2025 Bleakley Financial Group LLC62,096$1.92M0.1%+23.7%0.097%
5/1/2025 A&I Financial Services LLC8,179$253K0.2%+4.5%0.013%
5/1/2025 Smith Thornton Advisors LLC13,342$413K0.3%+14.6%0.021%
5/1/2025 CWM LLC715,313$22.16M0.1%+1,006.3%1.115%
5/1/2025 Gateway Wealth Partners LLC19,322$599K0.1%+21.1%0.030%
5/1/2025 Diversify Wealth Management LLC10,444$323K0.0%N/A0.016%
4/30/2025 Seamount Financial Group Inc.106,161$3.29M2.2%+21.0%0.176%
4/30/2025 Clarity Wealth Advisors LLC89,052$2.76M0.8%+32.9%0.148%
4/30/2025 Burford Brothers Inc.32,727$1.01M0.5%+18.4%0.054%
4/30/2025 Allworth Financial LP4,276$131K0.0%+30.5%0.007%
4/30/2025 tru Independence LLC7,761$240K0.1%+8.8%0.013%
4/30/2025 Moloney Securities Asset Management LLC26,157$810K0.1%-22.1%0.043%
4/30/2025 Axxcess Wealth Management LLC9,978$309K0.0%N/A0.017%
4/30/2025 Stratos Wealth Partners LTD.24,635$763K0.0%-10.6%0.041%
4/30/2025 Stratos Wealth Advisors LLC28,592$886K0.0%+13.2%0.048%
4/30/2025 Capital Management Associates Inc312,794$9.69M2.2%+199.8%0.520%
4/30/2025 J Hagan Capital Inc.120,264$3.76M3.4%N/A0.200%
4/30/2025 Synergy Investment Management LLC31,115$964K0.4%+77.6%0.052%
4/29/2025 Envestnet Asset Management Inc.3,147,197$97.50M0.0%+31.7%5.230%
4/29/2025 Concurrent Investment Advisors LLC199,248$6.17M0.1%+4.1%0.331%
4/29/2025 World Investment Advisors105,417$3.27M0.1%+66.7%0.175%
4/29/2025 Capital Investment Advisory Services LLC7,601$235K0.0%N/A0.013%
4/29/2025 Strategic Blueprint LLC31,676$981K0.1%+226.7%0.053%
4/28/2025 D.A. Davidson & CO.236,290$7.32M0.1%+12.3%0.393%
4/28/2025 Mutual Advisors LLC36,859$1.13M0.0%-28.3%0.061%
4/28/2025 Lodestone Wealth Management LLC12,886$399K0.2%+30.7%0.021%
4/28/2025 Latitude Advisors LLC15,258$473K0.3%+16.7%0.025%
4/28/2025 Strategic Financial Concepts LLC12,565$389K0.1%-79.2%0.021%
4/28/2025 DAVENPORT & Co LLC26,994$836K0.0%N/A0.045%
4/28/2025 Clear Creek Financial Management LLC84,483$2.62M0.3%+17.8%0.140%
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4/25/2025 Koshinski Asset Management Inc.61,677$1.91M0.2%+65.8%0.102%
4/25/2025 Westside Investment Management Inc.99,536$3.08M0.7%+14.2%0.165%
4/25/2025 Ameritas Advisory Services LLC56,012$1.75M0.1%+4.0%0.093%
4/25/2025 Essex Financial Services Inc.57,457$1.78M0.1%+35.7%0.095%
4/25/2025 Sovran Advisors LLC6,730$201K0.0%N/A0.011%
4/25/2025 Colonial River Investments LLC9,978$309K0.2%N/A0.017%
4/24/2025 Confluence Wealth Services Inc.262,645$7.95M0.5%+22.2%0.436%
4/24/2025 Hartmann Taylor Wealth Management LLC291,584$9.03M8.1%N/A0.485%
4/24/2025 Beacon Financial Advisory LLC31,532$977K0.3%+43.0%0.052%
4/23/2025 SFG Wealth Management LLC.14,048$435K0.2%N/A0.023%
(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, 203 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. ($97.50M), Advance Capital Management Inc. ($67.43M), Commonwealth Equity Services LLC ($56.44M), Wealth Enhancement Advisory Services LLC ($53.82M), Cetera Investment Advisers ($48.17M), and Cambridge Investment Research Advisors Inc. ($47.99M).Learn more on CGBL's institutional investors.

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

Of the 199 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 ($4.14M), Envestnet Asset Management Inc. ($2.59M), Advance Capital Management Inc. ($2.18M), Raymond James Financial Inc. ($1.89M), Wealth Enhancement Advisory Services LLC ($1.67M), Commonwealth Equity Services LLC ($1.50M), and Cambridge Investment Research Advisors Inc. ($1.27M).

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

Institutional investors have bought a total of 29,145,553 shares in the last 24 months. This purchase volume represents approximately $890.86M in transactions.

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

Of the 29 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), Strategic Financial Concepts LLC ($47.74K), Rockport Wealth LLC ($40K), and Kestra Advisory Services LLC ($33.12K).

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

Institutional investors have sold a total of 1,160,858 shares in the last 24 months. This volume of shares sold represents approximately $34.78M in transactions.



This page (NYSEARCA:CGBL) was last updated on 5/30/2025 by MarketBeat.com Staff
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