¡Ya estamos en ! Descubre más
icono de CGBL

Capital Group Core Balanced ETF
CGBL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 711 M +USD 141 M +3,809,453 +26%
Advance Capital Management
2
Advance Capital Management
Michigan
USD 457 M +USD 2.49 M +67,405 +0.6%
Wells Fargo
3
Wells Fargo
California
USD 385 M +USD 92.6 M +2,506,843 +33%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 366 M +USD 52.1 M +1,410,430 +17%
Morgan Stanley
5
Morgan Stanley
New York
USD 234 M +USD 26.7 M +721,615 +13%
Raymond James Financial
6
Raymond James Financial
Florida
USD 215 M +USD 72.2 M +1,953,795 +53%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 183 M +USD 28.5 M +770,603 +19%
Forge Financial Services
8
Forge Financial Services
Oklahoma
USD 146 M +USD 2.87 M +77,588 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 136 M +USD 28.8 M +779,204 +28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 132 M +USD 8.92 M +241,503 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 98.5 M +USD 11 M +298,834 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 95.6 M +USD 6.79 M +183,804 +8%
Jones Financial Companies
13
Jones Financial Companies
Missouri
USD 89.7 M +USD 16.4 M +443,912 +23%
Kestra Advisory Services
14
Kestra Advisory Services
Texas
USD 66.8 M +USD 6.84 M +185,041 +12%
Aprio Wealth Management
15
Aprio Wealth Management
Georgia
USD 64.1 M -USD 8.11 M -219,398 -12%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
USD 60.5 M +USD 9.31 M +251,843 +19%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 60.1 M +USD 9.11 M +246,449 +18%
Stifel Financial
18
Stifel Financial
Missouri
USD 59.4 M +USD 10.9 M +295,414 +23%
MML Investors Services
19
MML Investors Services
Massachusetts
USD 51.2 M +USD 11 M +297,762 +28%
JDLA
20
J. Derek Lewis & Associates
California
USD 50.8 M +USD 3.7 M +100,252 +8%
Benjamin Edwards Inc
21
Benjamin Edwards Inc
Missouri
USD 49.9 M +USD 13.8 M +372,888 +40%
CFG
22
Compton Financial Group
Maryland
USD 48.2 M +USD 26.8 M +725,203 +133%
Harbour Investments
23
Harbour Investments
Wisconsin
USD 38.6 M +USD 1.67 M +45,206 +5%
&Partners
24
&Partners
Tennessee
USD 38.3 M +USD 5.54 M +149,811 +18%
KWB Wealth
25
KWB Wealth
California
USD 35.1 M +USD 9.42 M +254,970 +38%
1
2 3 4 5