CGBL icon

Capital Group Core Balanced ETF

237 hedge funds and large institutions have $1.72B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 144 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+23
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
37
Increased
144
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
201
Rothschild Investment LLC
Illinois
$255K +$2.17K +65 +0.9%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$250K +$250K +7,472 New
FFA
203
Fi3 Financial Advisors
Indiana
$247K +$247K +7,351 New
WF
204
Warner Financial
Maryland
$244K -$30.1K -899 -11%
EWS
205
Evergreen Wealth Solutions
Pennsylvania
$229K +$229K +6,850 New
CA
206
Claro Advisors
Massachusetts
$223K +$1.34K +40 +0.6%
HPC
207
Hobart Private Capital
North Carolina
$219K -$2.21K -66 -1%
ARC
208
Advisor Resource Council
Texas
$218K -$5.29M -158,290 -96%
Creative Planning
209
Creative Planning
Kansas
$218K +$218K +6,530 New
SM
210
Sweeney & Michel
California
$216K +$216K +6,437 New
SW
211
Simplicity Wealth
New Jersey
$214K +$214K +6,402 New
HP
212
Holistic Planning
Texas
$214K -$140K -4,187 -40%
NWMG
213
Nicholson Wealth Management Group
South Carolina
$214K +$214K +6,392 New
BCI
214
Brinker Capital Investments
Pennsylvania
$214K +$214K +6,385 New
OBWG
215
Onyx Bridge Wealth Group
New York
$210K +$210K +6,280 New
SAI
216
Savvy Advisors Inc
New York
$203K +$203K +6,069 New
HAM
217
Harmony Asset Management
Arizona
$200K +$200K +5,993 New
FP
218
Financial Perspectives
Minnesota
$195K +$135K +4,035 +226%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$188K
SWM
220
Spire Wealth Management
Virginia
$162K -$127K -3,787 -44%
AF
221
Allworth Financial
California
$156K +$13K +390 +9%
AAP
222
Arax Advisory Partners
Colorado
$149K +$68.5K +2,047 +85%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$143K -$142K -4,253 -50%
SIS
224
Strategic Investment Solutions
Illinois
$81.5K
MSFP
225
Mark Sheptoff Financial Planning
Connecticut
$69.8K