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Capital Group Core Balanced ETF

236 hedge funds and large institutions have $1.71B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
236
Holders Change
+22
Holders Change %
+10.28%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
36
Increased
144
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$249M 7,448,979 +1,944,114 +35%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M 4,140,219 +993,022 +32%
ACM
3
Advance Capital Management
Michigan
$90.5M 2,707,404 +530,828 +24%
Morgan Stanley
4
Morgan Stanley
New York
$80.3M 2,402,025 +203,011 +9%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$73.8M 2,207,565 +1,492,252 +209%
Raymond James Financial
6
Raymond James Financial
Florida
$61.5M 1,838,766 +791,376 +76%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$60.8M 1,818,806 -2,945 -0.2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$60.5M 1,796,522 +59,347 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$58.3M 1,744,688 +189,885 +12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$54.7M 1,636,062 +87,102 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.3M 1,533,507 +24,054 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$39.8M 1,255,930 -375,732 -23%
KAS
13
Kestra Advisory Services
Texas
$27M 807,188 +134,456 +20%
MML Investors Services
14
MML Investors Services
Massachusetts
$23.6M 706,202 +140,092 +25%
DJSG
15
D.J. St. Germain
Massachusetts
$21.8M 652,940 -52,757 -7%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$21.5M 644,046 +327,213 +103%
Wells Fargo
17
Wells Fargo
California
$20.5M 612,948 +612,782 +369,146%
Mariner
18
Mariner
Kansas
$18.8M 560,777 +35,437 +7%
KPWS
19
Kestra Private Wealth Services
Texas
$15.4M 459,776 +256,279 +126%
PAG
20
Private Advisor Group
New Jersey
$14.9M 444,601 +74,478 +20%
Stifel Financial
21
Stifel Financial
Missouri
$14.7M 439,413 +158,468 +56%
HI
22
Harbour Investments
Wisconsin
$14.6M 436,456 +118,535 +37%
GFG
23
Greenbush Financial Group
New York
$14.6M 435,176 +101,838 +31%
BRWA
24
B. Riley Wealth Advisors
Florida
$12.8M 384,074 +384,074 New
CSP
25
Cary Street Partners
Virginia
$12.3M 367,032 +359,581 +4,826%