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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$37.74 0.00 (0.00%)
As of 07/2/2026 04:10 PM 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)
287
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$80.05M
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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
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%
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%
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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%
5/2/2026Diversify Wealth Management LLC21,770$790K0.0%+30.3%0.013%
5/2/2026Valmark Advisers Inc.155,985$5.37M0.1%+31.6%0.094%
5/1/2026Lincoln Capital LLC5,870$202K0.0%N/A0.004%
5/1/2026Fifth Third Bancorp97,078$3.34M0.0%N/A0.059%
5/1/2026Sovran Advisors LLC87,758$3.22M0.3%+2.6%0.053%
5/1/2026Simplicity Wealth LLC8,718$300K0.0%+4.4%0.005%
4/30/2026Kestra Advisory Services LLC1,573,552$54.15M0.2%+20.8%0.950%
4/30/2026Base Wealth Management LLC315,259$10.85M6.1%-7.4%0.190%
4/29/2026Richmond Investment Services LLC32,589$1.12M0.2%+51.7%0.020%
4/29/2026Cvfg LLC143,479$4.94M0.6%+16.4%0.087%
4/29/2026Advance Capital Management Inc.11,973,900$412.02M15.6%+27.6%7.226%
4/29/2026Kiley Juergens Wealth Management LLC24,895$857K0.2%+6.7%0.015%
4/28/2026Compton Financial Group LLC543,246$18.69M4.1%+2,302.1%0.332%
4/28/2026Stephens Inc. AR59,100$2.03M0.0%-7.8%0.036%
4/28/2026Walkner Condon Financial Advisors LLC20,517$706K0.1%+71.9%0.013%
4/28/2026Koshinski Asset Management Inc.136,129$4.68M0.3%+17.0%0.083%
4/28/2026CWS Financial Advisors LLC120,953$4.16M1.1%+12.8%0.074%
4/28/2026Latitude Advisors LLC28,227$971K0.4%+28.1%0.017%
4/28/2026Beacon Financial Advisory LLC35,361$1.22M0.3%-18.3%0.022%
4/27/2026Burford Brothers Inc.71,419$2.46M1.0%+4.4%0.044%
4/27/2026PFG Investments LLC13,822$476K0.0%+24.2%0.008%
4/27/2026World Investment Advisors381,863$13.14M0.2%+39.4%0.233%
4/27/2026Private Advisor Group LLC591,041$20.34M0.1%+24.3%0.361%
4/25/2026Seamount Financial Group Inc.241,321$8.30M3.7%+24.5%0.148%
4/25/2026Clarity Wealth Advisors LLC292,341$10.06M2.1%+41.4%0.179%
4/25/2026Northwest Financial Advisors26,410$909K1.8%+38.4%0.016%
4/25/2026KPP Advisory Services LLC20,981$722K0.1%+15.9%0.013%
4/24/2026Essex Financial Services Inc.217,276$7.48M0.4%+32.8%0.133%
4/24/2026Merited Wealth LLC155,328$5.35M4.4%+3.0%0.095%
4/24/2026Tcfg Wealth Management LLC10,868$374K0.1%N/A0.007%
4/23/2026OakTrust Wealth Advisors LLC14,048$483K0.4%-49.6%0.009%
4/23/2026Intrua Financial LLC10,157$350K0.0%+8.0%0.006%
4/23/2026Continuum Advisory LLC94,030$3.24M0.3%+34.2%0.057%
4/23/2026Asset Allocation Strategies LLC56,599$1.95M0.3%+271.6%0.035%
4/23/2026Apollon Wealth Management LLC347,520$11.96M0.2%+35.4%0.212%
4/23/2026Vicus Capital45,361$1.56M0.1%+37.7%0.028%
4/22/2026Hartmann Taylor Wealth Management LLC326,175$11.22M7.4%+0.9%0.199%
4/22/2026Patriot Financial Group Insurance Agency LLC202,522$6.97M0.4%+286.3%0.124%
4/22/2026Janney Montgomery Scott LLC1,342,291$46.19M0.1%+55.3%0.830%
4/22/2026Onyx Bridge Wealth Group LLC122,508$4.22M0.5%+7.2%0.076%
4/21/2026AA Financial Advisors LLC136,290$4.69M0.7%+110.2%0.084%
4/21/2026Independent Wealth Network Inc.34,179$1.18M0.3%+21.8%0.021%
4/21/2026Silver Oak Securities Incorporated15,663$539K0.0%+52.2%0.010%
4/20/2026Kestra Private Wealth Services LLC481,750$16.58M0.2%+0.4%0.298%
4/20/2026RFG Advisory LLC88,888$3.06M0.1%+0.8%0.055%
4/18/2026Nautilus Advisors LLC34,152$1.18M0.8%-3.5%0.021%
4/17/2026Worth Asset Management LLC196,324$6.76M2.5%-0.4%0.122%
4/17/2026Stonebridge Financial Group LLC MO11,511$396K0.3%+31.9%0.007%
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4/17/2026AdvisorNet Financial Inc241,714$8.32M0.4%+416.7%0.150%
4/17/2026Financial Management Network Inc.14,537$520K0.1%+22.0%0.009%
4/17/2026High Net Worth Advisory Group LLC316,985$10.91M2.5%+7.1%0.197%
4/17/2026Greenbush Financial Group LLC551,241$18.97M6.3%+7.0%0.343%
4/17/2026Sweeney & Michel LLC9,642$348K0.1%+42.8%0.006%
4/17/2026Johnson Bixby & Associates LLC323,272$11.12M1.4%+2.0%0.201%
4/16/2026Balboa Wealth Partners16,625$572K0.1%+3.1%0.010%
4/16/2026VVR Holdings LLC112,227$3.86M2.0%+57.3%0.073%
4/16/2026Founders Financial Securities LLC278,522$9.97M0.6%+20.0%0.180%
4/15/2026Nations Financial Group Inc. IA ADV19,055$656K0.0%+13.8%0.012%


CGBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 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 315 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), Cetera Investment Advisers ($3.09M), Raymond James Financial Inc. ($3.05M), Wells Fargo & Company MN ($3.03M), and CWM LLC ($2.29M).

Institutional investors have bought a total of 48,307,174 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

Of the 63 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).

Institutional investors have sold a total of 2,327,573 shares in the last 24 months. This volume of shares sold represents approximately $80.05M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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