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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 %
BFG
76
Bleakley Financial Group
New Jersey
$3.17M 94,682 +32,586 +52%
CF
77
Centaurus Financial
California
$3.13M 93,507 +20,487 +28%
CFA
78
CWS Financial Advisors
Michigan
$3.12M 93,389 +22,768 +32%
Renaissance Technologies
79
Renaissance Technologies
New York
$3.11M 93,100 +93,100 New
CL
80
CLG LLC
California
$3.09M 92,348 +51,344 +125%
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$3.05M 91,327 +17,137 +23%
SEIA
82
Signature Estate & Investment Advisors
California
$3.01M 89,976 +10,875 +14%
CCFM
83
Clear Creek Financial Management
Washington
$3.01M 89,959 +5,476 +6%
EH
84
Equitable Holdings
New York
$3.01M 89,923 +70,107 +354%
PFS
85
Prospera Financial Services
Texas
$2.93M 87,584 +26,094 +42%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$2.86M 85,501 -103,260 -55%
EFS
87
Essex Financial Services
Connecticut
$2.86M 85,482 +28,025 +49%
VVP
88
Venture Visionary Partners
Ohio
$2.86M 85,405 +29,419 +53%
SWP
89
Stratos Wealth Partners
Ohio
$2.78M 83,082 +58,447 +237%
RA
90
RFG Advisory
Alabama
$2.76M 82,545 +35,853 +77%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.74M 81,796 +13,815 +20%
Truist Financial
92
Truist Financial
North Carolina
$2.65M 79,312 +6,949 +10%
SA
93
Sovran Advisors
California
$2.53M 75,663 +68,933 +1,024%
MWM
94
Mascagni Wealth Management
Mississippi
$2.24M 67,080 -9,892 -13%
SW
95
StrongBox Wealth
Missouri
$2.23M 66,782 +2,810 +4%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$2.16M 64,610 +2,933 +5%
VA
97
Valmark Advisers
Ohio
$2.15M 64,442 +16,916 +36%
Franklin Resources
98
Franklin Resources
California
$2.06M 61,621 +61,621 New
AWS
99
Atria Wealth Solutions
New York
$2.02M 60,108 -87,519 -59%
AAS
100
Avantax Advisory Services
Texas
$1.96M 58,702 +16,172 +38%