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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 %
WAM
51
Worth Asset Management
Texas
$5.4M 161,429 +66,710 +70%
LWM
52
LongView Wealth Management
Georgia
$5.31M 158,837 +24,473 +18%
MFG
53
Merit Financial Group
Georgia
$5.23M 156,348 +85,067 +119%
CFB
54
Cullen/Frost Bankers
Texas
$5.19M 155,280 +45,442 +41%
SMC
55
Smith, Moore & Co
Missouri
$5.12M 153,168 +29,236 +24%
SS
56
Sunbelt Securities
Texas
$4.91M 156,919 +461 +0.3%
Jane Street
57
Jane Street
New York
$4.68M 140,000 -141,274 -50%
TWP
58
Tempus Wealth Planning
California
$4.5M 134,649 +3,295 +3%
NA
59
NewEdge Advisors
Louisiana
$4.47M 133,638 +99,696 +294%
WIA
60
World Investment Advisors
California
$4.43M 132,554 +27,137 +26%
SB
61
Strategic Blueprint
Georgia
$4.41M 131,834 +100,158 +316%
AL
62
ACAS LLC
California
$4.35M 127,742 +10,923 +9%
SFG
63
Seamount Financial Group
Colorado
$4.24M 126,907 +20,746 +20%
ASN
64
Advisory Services Network
Georgia
$4.07M 121,134 -63,780 -34%
SWP
65
Sagespring Wealth Partners
Tennessee
$3.99M 119,313 +25,564 +27%
UBS Group
66
UBS Group
Switzerland
$3.8M 113,689 +22,295 +24%
TFS
67
Thoroughbred Financial Services
Tennessee
$3.75M 112,179 +23,929 +27%
GWM
68
Geneos Wealth Management
Colorado
$3.69M 110,417 +35,836 +48%
CWM
69
Challenger Wealth Management
California
$3.65M 109,258 -7,068 -6%
WIM
70
Westside Investment Management
California
$3.61M 108,068 +8,532 +9%
IWC
71
Integrated Wealth Concepts
Massachusetts
$3.57M 106,710 +26,228 +33%
CWA
72
Clarity Wealth Advisors
California
$3.56M 106,568 +17,516 +20%
TFG
73
Taylor Financial Group
Virginia
$3.49M 104,370 +10,385 +11%
CL
74
CVFG LLC
Indiana
$3.47M 103,662 +15,691 +18%
SPC
75
Sigma Planning Corp
Michigan
$3.38M 100,967 +26,194 +35%