CGBL icon

Capital Group Core Balanced ETF

253 hedge funds and large institutions have $2.48B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 188 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$228M
2 +$83.3M
3 +$45.4M
4
Morgan Stanley
Morgan Stanley
New York
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$33.9M

Top Sellers

1 -$10.2M
2 -$8.84M
3 -$5.44M
4
Mariner
Mariner
Kansas
-$5.41M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
126
Burford Brothers
Texas
$1.41M
AAS
127
Ameritas Advisory Services
Nebraska
$1.4M
KWS
128
Keystone Wealth Services
California
$1.4M
HAS
129
HBW Advisory Services
California
$1.39M
VFPW
130
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.33M
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$1.28M
UAG
132
United Advisor Group
Ohio
$1.21M
NA
133
Nautilus Advisors
California
$1.21M
NAS
134
NWF Advisory Services
California
$1.2M
SI
135
Stephens Inc
Arkansas
$1.19M
WWM
136
Western Wealth Management
Colorado
$1.19M
GWP
137
Gateway Wealth Partners
Wisconsin
$1.17M
ATS
138
Ashton Thomas Securities
New York
$1.17M
AF
139
Advisornet Financial
Minnesota
$1.16M
MOS
140
MGO One Seven
Ohio
$1.13M
LBC
141
Leigh Baldwin & Co
New York
$1.12M
RAG
142
RIA Advisory Group
Iowa
$1.07M
SF
143
Summit Financial
New Jersey
$1.06M
AFP
144
Ausdal Financial Partners
Iowa
$1.06M
JWCA
145
J.W. Cole Advisors
Florida
$1.05M
STA
146
Smith Thornton Advisors
Alabama
$1.03M
MSAM
147
Moloney Securities Asset Management
Missouri
$1.01M
IWN
148
Independent Wealth Network
Iowa
$993K
WWA
149
Wisconsin Wealth Advisors
Wisconsin
$989K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$982K