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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$38.41 -0.16 (-0.41%)
As of 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)
285
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$58.21M
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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
7/10/2026 Accel Wealth Management60,453$2.30M0.5%+184.4%0.033%
7/10/2026 KWB Wealth925,891$35.15M3.0%+38.0%0.502%
7/9/2026 Professional Financial Advisors LLC9,483$360K0.1%N/A0.005%
7/9/2026 Focus Financial Network Inc.18,221$695K0.0%+84.5%0.010%
7/9/2026 Adamsbrown Wealth Consultants LLC6,401$243K0.0%N/A0.003%
7/9/2026 Worth Asset Management LLC209,524$7.95M2.5%+6.7%0.114%
7/8/2026 Williams & Novak LLC21,936$833K0.6%-25.4%0.012%
7/8/2026 First Heartland Consultants Inc.149,359$5.67M0.4%+2.3%0.081%
7/8/2026 Cooper Financial Group7,998$304K0.0%N/A0.004%
7/8/2026 Lincoln Capital LLC12,680$481K0.1%+116.0%0.007%
7/7/2026 Bill Few Associates Inc.10,531$400K0.1%+18.6%0.006%
7/7/2026 Dynamic Advisor Solutions LLC6,840$260K0.0%-4.7%0.004%
7/7/2026 Wisconsin Wealth Advisors LLC34,663$1.32M1.1%+3.3%0.019%
7/7/2026 CoreCap Advisors LLC919$35K0.0%-24.8%0.000%
7/6/2026 Hobart 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%
6/3/2026 NewEdge Advisors LLC389,002$13.39M0.0%+18.2%0.234%
5/28/2026 Challenger Wealth Management124,296$4.28M3.4%-1.5%0.075%
5/27/2026 Security 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%
5/22/2026 Verus Capital Partners LLC7,489$258K0.0%+8.0%0.005%
5/21/2026 J. 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%
5/19/2026 Mascagni 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%
5/19/2026 Cassady 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%
5/19/2026 Ashton 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%
5/18/2026 EverSource 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%
5/15/2026 Gateway Wealth Partners LLC350,388$12.06M0.5%+442.2%0.211%
5/15/202644 Wealth Management LLC14,773$508K0.2%N/A0.009%
5/14/2026 CLG LLC204,440$7.04M1.7%+24.4%0.123%
5/14/2026Modern Wealth Management LLC12,414$430K0.0%+5.5%0.007%
5/13/2026 Cetera Investment Advisers4,048,725$139.32M0.1%+21.8%2.433%
5/8/2026 Summit Global Investments16,149$556K0.0%+2.7%0.010%
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5/7/2026 Carson Advisory Inc.45,656$1.57M0.8%+213.2%0.027%
5/6/2026 Advisortrust Partners LLC17,618$606K0.3%+113.3%0.011%
5/6/2026 Assetmark Inc.310,622$10.69M0.0%+37.9%0.187%
5/6/2026 One Day In July LLC5,864$202K0.0%N/A0.004%
5/6/2026 Independent Financial Group LLC40,009$1.38M0.0%N/A0.024%
5/6/2026 Dahring Cusmano LLC87,228$3.00M1.8%+46.3%0.052%
5/6/2026 Birchwood Financial Partners Inc.10,770$371K0.4%+123.1%0.006%
5/5/2026 D.A. Davidson & CO.352,726$12.14M0.1%+19.4%0.212%
5/5/2026 Bank of New York Mellon Corp44,432$1.53M0.0%+244.5%0.027%
5/5/2026 Harmony Asset Management LLC6,333$218K0.1%+7.0%0.004%
5/5/2026 Geneos 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%
5/2/2026Anchor 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%
4/29/2026Advance 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%
4/27/2026World 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%
4/24/2026Merited Wealth LLC155,328$5.35M4.4%+3.0%0.095%
4/24/2026Tcfg Wealth Management LLC10,868$374K0.1%N/A0.007%
4/23/2026 OakTrust Wealth Advisors LLC14,048$483K0.4%-49.6%0.009%
4/23/2026 Intrua Financial LLC10,157$350K0.0%+8.0%0.006%
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4/23/2026 Continuum Advisory LLC94,030$3.24M0.3%+34.2%0.057%
4/23/2026Asset Allocation Strategies LLC56,599$1.95M0.3%+271.6%0.035%
4/23/2026 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%


CGBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 325 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 320 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. ($9.96M), LPL Financial LLC ($5.72M), Envestnet Asset Management Inc. ($3.82M), Cetera Investment Advisers ($3.09M), Raymond James Financial Inc. ($3.05M), Wells Fargo & Company MN ($3.03M), and CWM LLC ($2.27M).

Institutional investors have bought a total of 41,410,818 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Of the 45 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), Strategic Blueprint LLC ($137.11K), Citadel Advisors LLC ($119.68K), and Mesirow Financial Investment Management Inc. ($114.29K).

Institutional investors have sold a total of 1,673,126 shares in the last 24 months. This volume of shares sold represents approximately $58.21M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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