Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free CGBL Stock Alerts

Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$37.16 -0.04 (-0.11%)
As of 07/24/2026 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)
292
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$65.55M
Get CGBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Balanced ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGBL Institutional Buying and Selling by Quarter

Capital Group Core Balanced ETF Major Shareholders & Ownership History

Export
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%
6/3/2026NewEdge Advisors LLC389,002$13.39M0.0%+18.2%0.234%
5/28/2026Challenger Wealth Management124,296$4.28M3.4%-1.5%0.075%
5/27/2026 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%
5/22/2026Verus 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%
5/14/2026 CLG LLC204,440$7.04M1.7%+24.4%0.123%
5/14/2026Modern Wealth Management LLC12,414$430K0.0%+5.5%0.007%
5/13/2026Cetera Investment Advisers4,048,725$139.32M0.1%+21.8%2.433%
5/8/2026Summit Global Investments16,149$556K0.0%+2.7%0.010%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
5/6/2026 Independent 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%
5/5/2026 Harmony 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%
5/5/2026 Nwam LLC6,678$230K0.0%-13.6%0.004%
5/4/2026Bleakley 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%
5/4/2026NWF 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%
5/1/2026 Lincoln 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%
4/30/2026 Base 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%
4/27/2026 PFG Investments LLC13,822$476K0.0%+24.2%0.008%
4/27/2026World Investment Advisors381,863$13.14M0.2%+39.4%0.233%
4/27/2026Private 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
4/23/2026 Apollon 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%
4/22/2026 Patriot 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%
4/22/2026 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, 327 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 321 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 ($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 ($2.27M).

Institutional investors have bought a total of 45,276,001 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Of the 54 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 Citadel Advisors LLC ($119.68K).

Institutional investors have sold a total of 1,892,534 shares in the last 24 months. This volume of shares sold represents approximately $65.55M in transactions.


Related Companies

This page (NYSEARCA:CGBL) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel