Cap Group Core BalancedCGBLETF
13F holders, Q4 2024 (December 31)186holders +50
39new positions
7sold out
1famous investor
$31.78avg. 13F price*
At the end of Q4 2024, 186 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 50 from Q3 2024. 39 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($118.4M), Envestnet Asset Management Inc. ($74.7M) and Advance Capital Management, Inc. ($67.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Core Balanced
- Filed as
- CAPITAL GROUP CORE BALANCED (Q4 2024)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $36.7M |
| Exits | 7 | $9.9M |
All 13F filers, Q3 2024 → Q4 2024: 8,085,087 shares bought and 614,856 shares sold, net +7,470,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| LPL Financial LLC | 0.05% | Add +50.7% | 3,787,433 | $118.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +47.2% | 2,389,179 | $74.7M |
| Advance Capital Management, Inc. | 3.09% | Add +3.1% | 2,160,553 | $67.6M |
| Morgan Stanley | 0.00% | Add +45.0% | 1,822,955 | $57.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +38.1% | 1,592,644 | $49.8M |
| Royal Bank of Canada | 0.01% | Reduce -7.0% | 1,365,499 | $42.7M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +33.3% | 1,271,468 | $39.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +38.7% | 1,232,842 | $38.6M |
| Osaic Holdings, Inc. | 0.08% | Add +47.0% | 1,178,196 | $36.8M |
| Cetera Investment Advisers | 0.07% | Add +41.1% | 1,027,084 | $32.1M |
| Raymond James Financial Inc. | 0.01% | — | 843,786 | $26.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +22.7% | 705,854 | $22.1M |
| St Germain D J Co. Inc. | 0.81% | Add +22.3% | 573,172 | $17.9M |
| Strategic Wealth Investment Group, LLC | 0.90% | New | 48,620 | $16.3M |
| MML Investors Services, LLC | 0.05% | Add +94.0% | 471,160 | $14.7M |
| Mariner, LLC | 0.02% | Add +110.7% | 440,641 | $13.8M |
| Greenbush Financial Group, LLC | 5.31% | — | 322,336 | $10.1M |
| Private Advisor Group, LLC | 0.06% | Add +20.9% | 318,296 | $10.0M |
| Harbour Investments, Inc. | 0.24% | Add +21.4% | 270,602 | $8.5M |
| Advisory Services Network, LLC | 0.16% | Add +153.6% | 269,585 | $8.4M |
| Smartleaf Asset Management LLC | 0.74% | Add +10.2% | 233,146 | $7.3M |
| Jane Street Group, LLC | 0.01% | Reduce -26.9% | 224,245 | $7.0M |
| Confluence Wealth Services, Inc. | 0.45% | Add +252.5% | 214,999 | $6.9M |
| D.A. Davidson & Co. | 0.05% | Add +7.6% | 210,349 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.16% | Reduce -1.5% | 191,462 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +68.7% | 190,043 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +48.5% | 179,995 | $5.6M |
| Johnson Bixby & Associates, LLC | 0.85% | Add +83.7% | 177,570 | $5.6M |
| Sunbelt Securities, Inc. | 0.43% | Add +1.5% | 156,919 | $4.9M |
| Capital Group Private Client Services, Inc. | 0.04% | Add +0.2% | 154,597 | $4.8M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +576.3% | 142,126 | $4.4M |
| Benjamin Edwards Inc. | 0.06% | Add +58.1% | 141,056 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +321.7% | 136,304 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +101.0% | 127,875 | $4.0M |
| High Net Worth Advisory Group LLC | 1.10% | Add +821.8% | 125,600 | $3.9M |
| Endeavor Private Wealth, Inc. | 3.65% | — | 122,871 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +23.9% | 117,868 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +24.3% | 115,946 | $3.6M |
| Founders Financial Securities LLC | 0.32% | Add +12.1% | 114,589 | $3.6M |
| Tempus Wealth Planning, LLC | 1.07% | Add +23.0% | 112,154 | $3.5M |
| LongView Wealth Management | 1.04% | Add +50.8% | 108,765 | $3.4M |
| Acas, LLC | 2.46% | Add +18.1% | 102,229 | $3.3M |
| Capital Management Associates, Inc | 1.22% | Add +155.6% | 104,329 | $3.3M |
| Challenger Wealth Management | 2.76% | — | 102,351 | $3.2M |
| Rockport Wealth LLC | 1.36% | Add +987.2% | 97,781 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +39.7% | 91,343 | $2.9M |
| Smith, Moore & Co. | 0.26% | Add +216.8% | 91,212 | $2.9M |
| Seamount Financial Group Inc. | 1.90% | Add +92.5% | 87,754 | $2.7M |
| Westside Investment Management, Inc. | 0.57% | Add +42.7% | 87,196 | $2.7M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +25.3% | 86,742 | $2.7M |
| Taylor Financial Group, Inc. | 1.86% | Add +7.1% | 85,747 | $2.7M |
| Mascagni Wealth Management, Inc. | 2.37% | — | 76,972 | $2.4M |
| Clear Creek Financial Management, LLC | 0.24% | Add +23.6% | 71,709 | $2.2M |
| Clarity Wealth Advisors, LLC | 0.57% | Add +69.5% | 67,031 | $2.1M |
| Sigma Planning Corp | 0.07% | New | 66,245 | $2.1M |
| Cwm, LLC | 0.01% | Add +31.7% | 64,659 | $2.0M |
| Comerica Bank | 0.01% | Add +23.5% | 64,223 | $2.0M |
| AA Financial Advisors, LLC | 0.53% | Add +8.7% | 63,844 | $2.0M |
| Owen LaRue, LLC | 1.03% | Add +105.1% | 63,275 | $2.0M |
| World Investment Advisors | 0.05% | Add +42.3% | 63,249 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 62,893 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +113.1% | 62,511 | $2.0M |
| Independent Advisor Alliance | 0.03% | New | 60,677 | $1.9M |
| HUB Investment Partners, LLC | 0.08% | Add +465.7% | 60,449 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +93.6% | 59,806 | $1.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Add +83.2% | 59,087 | $1.8M |
| Davies Financial Advisors, Inc. | 1.57% | Add +1.3% | 58,906 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.10% | Add +21.4% | 55,404 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +35.5% | 54,936 | $1.7M |
| CVFG LLC | 1.56% | — | 54,831 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +241.7% | 54,683 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -14.2% | 53,866 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | New | 53,019 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +12.7% | 51,408 | $1.6M |
| Bleakley Financial Group, LLC | 0.05% | Add +142.9% | 50,179 | $1.6M |
| Citadel Advisors | 0.00% | New | 49,710 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +4.4% | 48,417 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +0.5% | 46,098 | $1.4M |
| WR Wealth Planners, LLC | 0.45% | Reduce -64.0% | 45,085 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | Add +14.8% | 45,032 | $1.4M |
| Nautilus Advisors LLC | 1.11% | — | 44,493 | $1.4M |
| CWS Financial Advisors, LLC | 0.44% | Add +51.3% | 43,903 | $1.4M |
| Essex Financial Services, Inc. | 0.09% | Add +134.4% | 42,328 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +87.3% | 39,278 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +113.9% | 37,671 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +29.0% | 37,201 | $1.2M |
| PFG Advisors | 0.07% | Add +12.7% | 36,645 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.15% | Add +73.9% | 36,327 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | New | 35,489 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +38.2% | 34,596 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 34,117 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.14% | Add +38.5% | 33,594 | $1.1M |
| RIA Advisory Group LLC | 0.35% | Add +8.5% | 32,805 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +32.3% | 31,896 | $997K |
| Capital International Investors | 0.00% | Reduce -24.0% | 31,665 | $990K |
| Keystone Wealth Services, LLC | 0.26% | Add +38.7% | 31,001 | $969K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +101.0% | 27,816 | $870K |
| Burford Brothers, Inc. | 0.42% | Add +9.6% | 27,652 | $865K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +226.0% | 27,541 | $861K |
| PCG Wealth Advisors, LLC | 0.31% | New | 26,609 | $832K |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.