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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$37.09 -0.04 (-0.11%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$37.10 +0.01 (+0.03%)
As of 08:58 AM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
289
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$50.58M
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Skip Chart & View Institutional Buying and Selling Data

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
10/14/2026Focus Financial Network Inc.27,191$1.01M0.0%+49.2%0.013%
10/14/2026B. Riley Wealth Advisors Inc.417,954$15.36M0.6%+17.9%0.198%
10/13/2026Accel Wealth Management91,011$3.35M0.7%+50.5%0.043%
10/9/2026Williams & Novak Wealth Management LLC15,091$555K0.3%-31.2%0.007%
10/9/2026Lincoln Capital LLC29,639$1.09M0.2%+133.7%0.014%
10/9/2026Bill Few Associates Inc.11,900$437K0.1%+13.0%0.006%
10/9/2026First Heartland Consultants Inc.160,324$5.89M0.4%+7.3%0.077%
10/8/2026Wisconsin Wealth Advisors LLC35,694$1.31M1.1%+3.0%0.017%
10/8/2026Farther Finance Advisors LLC21,535$791K0.0%-64.2%0.010%
10/8/2026CoreCap Advisors LLC2,122$78K0.0%+130.9%0.001%
10/8/2026Titleist Asset Management LLC40,690$1.50M0.1%-1.4%0.019%
10/7/2026Venture Visionary Partners LLC336,374$12.36M0.3%+10.4%0.161%
10/7/2026Cooper Financial Group10,880$400K0.0%+36.0%0.005%
10/7/2026Worth Asset Management LLC201,745$7.41M2.2%-3.7%0.096%
10/7/2026Nautilus Advisors LLC29,274$1.08M0.7%-5.6%0.014%
10/2/2026 CX Institutional2,120$78K0.0%N/A0.001%
10/2/2026 Private Client Services LLC108,591$3.99M1.1%+36.3%0.052%
9/23/2026Envestnet Portfolio Solutions Inc.172,718$6.56M0.0%+24.1%0.089%
9/9/2026Capital Analysts LLC116,614$4.43M0.1%+112.6%0.060%
9/9/2026Integrated Wealth Concepts LLC274,113$10.41M0.1%+21.0%0.142%
9/9/2026RFG Advisory LLC92,604$3.52M0.1%+4.2%0.048%
9/9/2026NewEdge Advisors LLC491,913$18.67M0.1%+26.5%0.254%
9/9/2026IFP Advisors Inc347,015$13.17M0.2%+5.5%0.180%
9/9/2026Baird Financial Group Inc.34,931$1.33M0.0%+6.3%0.018%
9/8/2026Allworth Financial LP1,352$51K0.0%-24.1%0.001%
9/8/2026Waverly Advisors LLC98,234$3.73M0.0%N/A0.051%
9/4/2026Parkside Financial Bank & Trust870$33K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC149,799$5.69M0.1%+1,114.1%0.077%
8/23/2026Kintra Wealth LLC200,753$7.74M0.4%+86.3%0.104%
8/23/2026PCG Wealth Advisors LLC402,421$15.28M3.4%+16.0%0.208%
8/23/2026Endeavor Private Wealth Inc.212,646$8.11M2.0%+4.3%0.110%
8/23/2026Asset Allocation Strategies LLC68,255$2.59M0.4%+20.6%0.035%
8/22/2026William John Sempolinski54,730$2.08M0.8%N/A0.028%
8/22/2026Hopwood Nicholas Hunter288,664$10.96M3.0%N/A0.149%
8/22/2026Tudor Financial Inc.18,655$708K0.3%+1,594.4%0.010%
8/22/2026NWF Advisory Services Inc.94,957$3.61M0.3%+86.2%0.049%
8/22/2026Concurrent Investment Advisors LLC623,389$23.66M0.2%+8.8%0.322%
8/22/2026Burford Brothers Inc.73,347$2.78M1.0%+2.7%0.038%
8/21/2026High Net Worth Advisory Group LLC330,840$12.56M2.7%+4.4%0.171%
8/21/2026Retireful LLC7,497$285K0.3%N/A0.004%
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8/21/2026Continuum Advisory LLC109,546$4.16M0.3%+16.5%0.057%
8/21/2026Beacon Financial Advisory LLC36,456$1.38M0.3%+3.1%0.019%
7/10/2026Accel Wealth Management60,453$2.30M0.5%+184.4%0.033%
7/10/2026KWB Wealth925,891$35.15M3.0%+38.0%0.502%
7/9/2026Professional Financial Advisors LLC9,483$360K0.1%N/A0.005%
7/9/2026Focus Financial Network Inc.18,221$695K0.0%+84.5%0.010%
7/9/2026Adamsbrown Wealth Consultants LLC6,401$243K0.0%N/A0.003%
7/9/2026Worth Asset Management LLC209,524$7.95M2.5%+6.7%0.114%
7/8/2026Williams & Novak LLC21,936$833K0.6%-25.4%0.012%
7/8/2026First Heartland Consultants Inc.149,359$5.67M0.4%+2.3%0.081%
7/8/2026Cooper Financial Group7,998$304K0.0%N/A0.004%
7/8/2026Lincoln Capital LLC12,680$481K0.1%+116.0%0.007%
7/7/2026Bill Few Associates Inc.10,531$400K0.1%+18.6%0.006%
7/7/2026Dynamic Advisor Solutions LLC6,840$260K0.0%-4.7%0.004%
7/7/2026Wisconsin Wealth Advisors LLC34,663$1.32M1.1%+3.3%0.019%
7/7/2026CoreCap Advisors LLC919$35K0.0%-24.8%0.000%
7/6/2026Hobart Private Capital LLC6,138$233K0.0%-8.4%0.003%
7/6/2026 Private Client Services LLC79,667$3.02M0.8%+1,209.5%0.043%
6/18/2026Western Wealth Management LLC43,873$1.51M0.1%+26.5%0.026%
6/3/2026NewEdge Advisors LLC389,002$13.39M0.0%+18.2%0.234%
5/28/2026Challenger Wealth Management124,296$4.28M3.4%-1.5%0.075%
5/27/2026Security Financial Services INC.57,539$1.98M0.3%+17.4%0.035%
5/22/2026WNY Asset Management LLC93,404$3.21M0.3%N/A0.056%
5/22/2026Verus Capital Partners LLC7,489$258K0.0%+8.0%0.005%
5/21/2026J. Derek Lewis & Associates Inc.1,236,940$42.62M9.5%+7.9%0.743%
5/20/2026January Capital Advisors LLC6,523$224K0.3%N/A0.004%
5/20/2026Leigh Baldwin & CO. LLC35,258$1.21M0.8%+2.2%0.021%
5/19/2026Western Wealth Management LLC43,873$1.51M0.1%+26.5%0.026%
5/19/2026Mascagni Wealth Management Inc.78,904$2.72M1.9%+8.0%0.047%
5/19/2026Bank of America Corp DE282,663$9.73M0.0%+78.1%0.170%
5/19/2026Cassady Wealth & Retirement Planning LLC107,522$3.94M1.9%+11.3%0.065%
5/19/2026Centaurus Financial Inc.121,006$4.16M0.2%+13.5%0.073%
5/19/2026Ashton Thomas Securities LLC38,174$1.31M0.2%+4.3%0.023%
5/18/2026Sunbelt Securities Inc.142,527$4.90M0.3%+0.4%0.086%
5/18/2026EverSource Wealth Advisors LLC51,145$1.76M0.1%N/A0.031%
5/18/2026Royal Bank of Canada2,335,514$80.36M0.0%+16.2%1.404%
5/15/2026Gateway Wealth Partners LLC350,388$12.06M0.5%+442.2%0.211%
5/15/202644 Wealth Management LLC14,773$508K0.2%N/A0.009%
5/14/2026CLG LLC204,440$7.04M1.7%+24.4%0.123%
5/14/2026Modern Wealth Management LLC12,414$430K0.0%+5.5%0.007%
5/13/2026Cetera Investment Advisers4,048,725$139.32M0.1%+21.8%2.433%
5/8/2026Summit Global Investments16,149$556K0.0%+2.7%0.010%
5/7/2026Carson Advisory Inc.45,656$1.57M0.8%+213.2%0.027%
5/6/2026Advisortrust Partners LLC17,618$606K0.3%+113.3%0.011%
5/6/2026Assetmark Inc.310,622$10.69M0.0%+37.9%0.187%
5/6/2026One Day In July LLC5,864$202K0.0%N/A0.004%
5/6/2026Independent Financial Group LLC40,009$1.38M0.0%N/A0.024%
5/6/2026Dahring Cusmano LLC87,228$3.00M1.8%+46.3%0.052%
5/6/2026Birchwood Financial Partners Inc.10,770$371K0.4%+123.1%0.006%
5/5/2026D.A. Davidson & CO.352,726$12.14M0.1%+19.4%0.212%
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5/5/2026Bank of New York Mellon Corp44,432$1.53M0.0%+244.5%0.027%
5/5/2026Harmony Asset Management LLC6,333$218K0.1%+7.0%0.004%
5/5/2026Geneos Wealth Management Inc.280,360$9.65M0.2%+3.8%0.168%
5/5/2026Sanctuary Advisors LLC9,556$329K0.0%+4.6%0.006%
5/5/2026Sigma Planning Corp141,565$4.87M0.1%+14.1%0.085%
5/5/2026Nwam LLC6,678$230K0.0%-13.6%0.004%
5/4/2026Bleakley Financial Group LLC165,049$5.68M0.1%+18.4%0.099%
5/4/2026HBW Advisory Services LLC50,516$1.74M0.2%+11.1%0.030%
5/4/2026NWF Advisory Services Inc.50,987$1.75M0.2%+15.8%0.031%
5/2/2026Anchor Investment Management LLC1,250$43K0.0%N/A0.001%


CGBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 333 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were LPL Financial LLC ($444.30M), Advance Capital Management Inc. ($412.02M), Envestnet Asset Management Inc. ($189.16M), Wells Fargo & Company MN ($163.30M), Morgan Stanley ($143.52M), Cetera Investment Advisers ($139.32M), and Commonwealth Equity Services LLC ($97.44M).Learn more on Capital Group Core Balanced ETF's institutional investors.

Of the 327 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: Advance Capital Management Inc. ($9.88M), LPL Financial LLC ($5.72M), Envestnet Asset Management Inc. ($3.82M), Raymond James Financial Inc. ($3.05M), Wells Fargo & Company MN ($3.03M), Cetera Investment Advisers ($2.69M), and CWM LLC ($2.26M).

Institutional investors have bought a total of 34,920,465 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

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: VestGen Advisors LLC ($193.83K), CWM LLC ($156.81K), Mariner LLC ($155.96K), Strategic Blueprint LLC ($137.11K), Citadel Advisors LLC ($119.68K), Mesirow Financial Investment Management Inc. ($114.29K), and RFG Advisory LLC ($106.58K).

Institutional investors have sold a total of 1,439,871 shares in the last 24 months. This volume of shares sold represents approximately $50.58M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGBL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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