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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 %
CIA
26
Concurrent Investment Advisors
Florida
$11.9M 355,793 +156,545 +79%
GVAG
27
Great Valley Advisor Group
Delaware
$11.5M 344,272 +69,628 +25%
SAM
28
Smartleaf Asset Management
Massachusetts
$11.3M 336,809 +39,869 +13%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$10.4M 310,430 +127,329 +70%
MFIM
30
Mesirow Financial Investment Management
Illinois
$9.68M 289,500 +27,263 +10%
HTWM
31
Hartmann Taylor Wealth Management
Texas
$9.6M 287,133 -4,451 -2%
VA
32
VestGen Advisors
Illinois
$9.27M 277,245 +13,572 +5%
CWS
33
Confluence Wealth Services
Pennsylvania
$9.09M 271,820 +9,175 +3%
BEI
34
Benjamin Edwards Inc
Missouri
$8.89M 265,893 +77,171 +41%
DADC
35
D.A. Davidson & Co
Montana
$8.8M 263,062 +26,772 +11%
OMC
36
Old Mission Capital
Illinois
$8.75M 261,722 +222,249 +563%
Citadel Advisors
37
Citadel Advisors
Florida
$8.56M 255,847 +210,889 +469%
QFPS
38
Quantum Financial Planning Services
Washington
$7.95M 237,715 +226,977 +2,114%
KW
39
KWB Wealth
California
$7.2M 232,371 +94,064 +68%
IA
40
IFP Advisors
Florida
$7.04M 210,471 +29,762 +16%
JBA
41
Johnson Bixby & Associates
Washington
$6.92M 206,975 -1,236 -0.6%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$6.82M 203,993 +7,043 +4%
FHA
43
Flagship Harbor Advisors
Massachusetts
$6.52M 194,959 +194,959 New
CMAI
44
Capital Management Associates Inc
Minnesota
$6.23M 186,189 -126,605 -40%
HighTower Advisors
45
HighTower Advisors
Illinois
$6.17M 184,414 +14,722 +9%
EPW
46
Endeavor Private Wealth
Kansas
$6.16M 183,381 +36,476 +25%
FFS
47
Founders Financial Securities
Maryland
$6.09M 182,165 +19,492 +12%
CGPCS
48
Capital Group Private Client Services
California
$5.81M 173,825 +14,682 +9%
P
49
&Partners
Tennessee
$5.53M 164,127 +52,450 +47%
HNWAG
50
High Net Worth Advisory Group
Florida
$5.51M 164,745 +26,221 +19%