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Capital Group Core Balanced ETF
CGBL

Overview Fund Activity

214 hedge funds and large institutions have $1.24B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+29
Holders Change %
+15.68%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
45
Increased
130
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$53.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$18.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.3M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$2.62M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.9M
3
RW
Rockport Wealth
Ohio
-$1.24M
4
KAS
Kestra Advisory Services
Texas
-$1.03M
5
WP
WealthPLAN Partners
Nebraska
-$731K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
176
Dynamic Advisor Solutions
Arizona
$260K +$19.3K +623 +8%
WF
177
Warner Financial
Maryland
$254K +$28.3K +913 +13%
AIFS
178
A&I Financial Services
Colorado
$253K +$11K +355 +5%
HAS
179
HBW Advisory Services
California
$248K +$43.5K +1,405 +21%
FMN
180
Financial Management Network
California
$242K +$242K +8,347 New
VWWMG
181
Vermillion & White Wealth Management Group
Pennsylvania
$242K +$242K +7,801 New
TI
182
tru Independence
Oregon
$240K +$19.5K +630 +9%
NFG
183
Nations Financial Group
Iowa
$239K +$3.1K +100 +1%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$237K +$237K +7,662 New
CIAS
185
Capital Investment Advisory Services
North Carolina
$235K +$235K +7,601 New
TF
186
Tudor Financial
Ohio
$234K +$34K +1,096 +17%
RIL
187
Rothschild Investment LLC
Illinois
$234K – – –
KFGK
188
Keystone Financial Group (Kentucky)
Kentucky
$232K +$232K +7,493 New
CSP
189
Cary Street Partners
Virginia
$231K – – –
CA
190
Claro Advisors
Massachusetts
$206K – – –
HPC
191
Hobart Private Capital
North Carolina
$205K +$3.75K +121 +2%
SA
192
Sovran Advisors
California
$201K +$201K +6,730 New
TWC
193
TD Waterhouse Canada
Ontario, Canada
$175K – – –
TSMHT
194
Thurston Springer Miller Herd & Titak
Indiana
$146K +$41.1K +1,327 +39%
AF
195
Allworth Financial
California
$131K +$30.7K +1,000 +31%
RMP
196
Richards, Merrill & Peterson
Washington
$81.3K – – –
SIS
197
Strategic Investment Solutions
Illinois
$75.5K +$75.5K +2,437 New
AAP
198
Arax Advisory Partners
Colorado
$74.5K +$74.5K +2,406 New
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$64.7K +$64.7K +2,088 New
CAWM
200
Capital A Wealth Management
Pennsylvania
$57.6K -$5.64K -182 -9%
6 7
8
9 10