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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$36.73 +0.24 (+0.66%)
As of 05/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$82.59M
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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
5/5/2026D.A. Davidson & CO.352,726$12.14M0.1%+19.4%0.212%
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%
5/5/2026 Sigma Planning Corp141,565$4.87M0.1%+14.1%0.085%
5/5/2026 Nwam LLC6,678$230K0.0%-13.6%0.004%
5/4/2026 Bleakley Financial Group LLC165,049$5.68M0.1%+18.4%0.099%
5/4/2026 HBW Advisory Services LLC50,516$1.74M0.2%+11.1%0.030%
5/4/2026 NWF Advisory Services Inc.50,987$1.75M0.2%+15.8%0.031%
5/2/2026 Anchor Investment Management LLC1,250$43K0.0%N/A0.001%
5/2/2026 Diversify Wealth Management LLC21,770$790K0.0%+30.3%0.013%
5/2/2026 Valmark Advisers Inc.155,985$5.37M0.1%+31.6%0.094%
5/1/2026 Lincoln Capital LLC5,870$202K0.0%N/A0.004%
5/1/2026 Fifth Third Bancorp97,078$3.34M0.0%N/A0.059%
5/1/2026 Sovran Advisors LLC87,758$3.22M0.3%+2.6%0.053%
5/1/2026 Simplicity Wealth LLC8,718$300K0.0%+4.4%0.005%
4/30/2026 Kestra Advisory Services LLC1,573,552$54.15M0.2%+20.8%0.950%
4/30/2026 Base Wealth Management LLC315,259$10.85M6.1%-7.4%0.190%
4/29/2026 Richmond Investment Services LLC32,589$1.12M0.2%+51.7%0.020%
4/29/2026 Cvfg LLC143,479$4.94M0.6%+16.4%0.087%
4/29/2026 Advance Capital Management Inc.11,973,900$412.02M15.6%+27.6%7.226%
4/29/2026 Kiley Juergens Wealth Management LLC24,895$857K0.2%+6.7%0.015%
4/28/2026 Compton Financial Group LLC543,246$18.69M4.1%+2,302.1%0.332%
4/28/2026 Stephens Inc. AR59,100$2.03M0.0%-7.8%0.036%
4/28/2026 Walkner Condon Financial Advisors LLC20,517$706K0.1%+71.9%0.013%
4/28/2026 Koshinski Asset Management Inc.136,129$4.68M0.3%+17.0%0.083%
4/28/2026 CWS Financial Advisors LLC120,953$4.16M1.1%+12.8%0.074%
4/28/2026 Latitude Advisors LLC28,227$971K0.4%+28.1%0.017%
4/28/2026 Beacon Financial Advisory LLC35,361$1.22M0.3%-18.3%0.022%
4/27/2026 Burford Brothers Inc.71,419$2.46M1.0%+4.4%0.044%
4/27/2026 PFG Investments LLC13,822$476K0.0%+24.2%0.008%
4/27/2026 World Investment Advisors381,863$13.14M0.2%+39.4%0.233%
4/27/2026 Private Advisor Group LLC591,041$20.34M0.1%+24.3%0.361%
4/25/2026 Seamount Financial Group Inc.241,321$8.30M3.7%+24.5%0.148%
4/25/2026 Clarity Wealth Advisors LLC292,341$10.06M2.1%+41.4%0.179%
4/25/2026 Northwest Financial Advisors26,410$909K1.8%+38.4%0.016%
4/25/2026 KPP Advisory Services LLC20,981$722K0.1%+15.9%0.013%
4/24/2026 Essex Financial Services Inc.217,276$7.48M0.4%+32.8%0.133%
4/24/2026 Merited Wealth LLC155,328$5.35M4.4%+3.0%0.095%
4/24/2026 Tcfg Wealth Management LLC10,868$374K0.1%N/A0.007%
4/23/2026 OakTrust Wealth Advisors LLC14,048$483K0.4%-49.6%0.009%
4/23/2026 Intrua Financial LLC10,157$350K0.0%+8.0%0.006%
4/23/2026 Continuum Advisory LLC94,030$3.24M0.3%+34.2%0.057%
4/23/2026 Asset Allocation Strategies LLC56,599$1.95M0.3%+271.6%0.035%
4/23/2026 Apollon Wealth Management LLC347,520$11.96M0.2%+35.4%0.212%
4/23/2026 Vicus Capital45,361$1.56M0.1%+37.7%0.028%
4/22/2026 Hartmann Taylor Wealth Management LLC326,175$11.22M7.4%+0.9%0.199%
4/22/2026 Patriot Financial Group Insurance Agency LLC202,522$6.97M0.4%+286.3%0.124%
4/22/2026 Janney Montgomery Scott LLC1,342,291$46.19M0.1%+55.3%0.830%
4/22/2026 Onyx Bridge Wealth Group LLC122,508$4.22M0.5%+7.2%0.076%
4/21/2026 AA Financial Advisors LLC136,290$4.69M0.7%+110.2%0.084%
4/21/2026 Independent Wealth Network Inc.34,179$1.18M0.3%+21.8%0.021%
4/21/2026 Silver Oak Securities Incorporated15,663$539K0.0%+52.2%0.010%
4/20/2026 Kestra Private Wealth Services LLC481,750$16.58M0.2%+0.4%0.298%
4/20/2026 RFG Advisory LLC88,888$3.06M0.1%+0.8%0.055%
4/18/2026 Nautilus Advisors LLC34,152$1.18M0.8%-3.5%0.021%
4/17/2026 Worth Asset Management LLC196,324$6.76M2.5%-0.4%0.122%
4/17/2026 Stonebridge Financial Group LLC MO11,511$396K0.3%+31.9%0.007%
4/17/2026 AdvisorNet Financial Inc241,714$8.32M0.4%+416.7%0.150%
4/17/2026 Financial Management Network Inc.14,537$520K0.1%+22.0%0.009%
4/17/2026 High Net Worth Advisory Group LLC316,985$10.91M2.5%+7.1%0.197%
4/17/2026 Greenbush Financial Group LLC551,241$18.97M6.3%+7.0%0.343%
4/17/2026 Sweeney & Michel LLC9,642$348K0.1%+42.8%0.006%
4/17/2026 Johnson Bixby & Associates LLC323,272$11.12M1.4%+2.0%0.201%
4/16/2026 Balboa Wealth Partners16,625$572K0.1%+3.1%0.010%
4/16/2026 VVR Holdings LLC112,227$3.86M2.0%+57.3%0.073%
4/16/2026 Founders Financial Securities LLC278,522$9.97M0.6%+20.0%0.180%
4/15/2026 Nations Financial Group Inc. IA ADV19,055$656K0.0%+13.8%0.012%
3/23/2026 J. Derek Lewis & Associates Inc.1,146,334$40.50M9.5%N/A0.849%
3/17/2026Rockefeller Capital Management L.P.88,296$3.12M0.0%+139.3%0.065%
3/13/2026 World Investment Advisors273,910$9.68M0.2%+57.9%0.203%
3/10/2026Advisortrust Partners LLC8,260$292K0.1%N/A0.006%
3/3/2026 NWF Advisory Services Inc.44,015$1.56M0.2%+27.3%0.033%
2/27/2026 OakTrust Wealth Advisors LLC27,895$986K0.9%N/A0.021%
2/20/2026Sunbelt Securities Inc.141,957$5.02M0.3%-5.8%0.105%
2/19/2026 Axxcess Wealth Management LLC17,406$615K0.0%+14.2%0.013%
2/19/2026Birchwood Financial Partners Inc.4,828$171K0.2%N/A0.004%
2/18/2026High Falls Advisors Inc10,064$356K0.1%+4.5%0.007%
2/18/2026Summit Global Investments15,723$555K0.0%+3.8%0.012%
2/18/2026 Onyx Bridge Wealth Group LLC114,283$4.04M0.4%+338.5%0.085%
2/18/2026Wealthspire Retirement LLC5,668$200K0.0%N/A0.004%
2/18/2026Vermillion & White Wealth Management Group LLC9,004$318K0.2%+3.3%0.007%
2/18/2026Coastal Bridge Advisors LLC6,735$238K0.0%N/A0.005%
2/18/2026NewEdge Advisors LLC329,138$11.63M0.0%+151.0%0.244%
2/18/2026VestGen Advisors LLC92,616$3.27M0.1%-67.7%0.069%
2/18/2026OLD Mission Capital LLC57,606$2.04M0.0%+714.7%0.043%
2/18/2026IHT Wealth Management LLC22,833$807K0.0%+45.0%0.017%
2/17/2026Challenger Wealth Management126,126$4.46M3.4%+7.8%0.093%
2/17/2026Cetera Investment Advisers3,325,254$117.48M0.1%+40.1%2.461%
2/17/2026Equitable Holdings Inc.157,833$5.58M0.0%+32.3%0.117%
2/17/2026Kovack Advisors Inc.9,679$342K0.0%N/A0.007%
2/17/2026Regal Investment Advisors LLC15,211$537K0.0%+62.5%0.011%
2/17/2026Osaic Holdings Inc.2,606,375$92.09M0.1%+24.9%1.929%
2/17/2026Advisory Services Network LLC158,317$5.59M0.1%+21.0%0.117%
2/17/2026 Private Advisor Group LLC475,632$16.80M0.1%-7.8%0.352%
2/17/2026Captrust Financial Advisors129,729$4.58M0.0%+18.5%0.096%
2/17/2026&PARTNERS709,974$25.15M0.1%+121.7%0.526%
2/17/2026Royal Bank of Canada2,009,200$71M0.0%+10.6%1.487%
2/17/2026 Beacon Financial Advisory LLC43,297$1.53M0.4%+0.8%0.032%


CGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGBL shares?

During the previous two years, 314 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 ($117.48M), and Commonwealth Equity Services LLC ($97.44M).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 309 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. ($10.05M), LPL Financial LLC ($6.86M), Envestnet Asset Management Inc. ($4.89M), Raymond James Financial Inc. ($3.05M), Wells Fargo & Company MN ($3.03M), Cetera Investment Advisers ($2.37M), and CWM LLC ($2.29M).

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

Institutional investors have bought a total of 50,527,591 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

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

Of the 68 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: Osaic Holdings Inc. ($198.69K), VestGen Advisors LLC ($193.83K), CWM LLC ($156.81K), Mariner LLC ($155.96K), Jane Street Group LLC ($141.27K), Strategic Blueprint LLC ($137.11K), and Capital Management Associates Inc ($126.61K).

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

Institutional investors have sold a total of 2,413,784 shares in the last 24 months. This volume of shares sold represents approximately $82.72M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 5/6/2026 by MarketBeat.com Staff.
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