Cap Group Core BalancedCGBLETF
13F holders, Q1 2025 (March 31)219holders +33
43new positions
12sold out
1famous investor
$30.98avg. 13F price*
At the end of Q1 2025, 219 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 33 from Q4 2024. 43 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($170.5M), Envestnet Asset Management Inc. ($97.5M) and Morgan Stanley ($68.1M). 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 (Q1 2025)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $32.7M |
| Exits | 12 | $20.6M |
All 13F filers, Q4 2024 → Q1 2025: 10,570,003 shares bought and 446,533 shares sold, net +10,123,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| LPL Financial LLC | 0.07% | Add +45.4% | 5,504,865 | $170.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +31.7% | 3,147,197 | $97.5M |
| Morgan Stanley | 0.00% | Add +20.6% | 2,199,014 | $68.1M |
| Advance Capital Management, Inc. | 3.23% | Add +0.7% | 2,176,576 | $67.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +47.8% | 1,821,751 | $56.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +9.1% | 1,737,175 | $53.8M |
| Osaic Holdings, Inc. | 0.11% | Add +38.5% | 1,631,662 | $50.6M |
| Cetera Investment Advisers | 0.09% | Add +51.4% | 1,554,803 | $48.2M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +21.8% | 1,548,960 | $48.0M |
| Royal Bank of Canada | 0.01% | Add +10.5% | 1,509,453 | $46.8M |
| Raymond James Financial Inc. | 0.01% | Add +24.1% | 1,047,390 | $32.4M |
| Cwm, LLC | 0.09% | Add +1006.3% | 715,313 | $22.2M |
| St Germain D J Co. Inc. | 1.03% | Add +23.1% | 705,697 | $21.9M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -4.7% | 672,732 | $20.8M |
| MML Investors Services, LLC | 0.06% | Add +20.1% | 566,110 | $17.5M |
| Mariner, LLC | 0.03% | Add +19.2% | 525,340 | $16.3M |
| Private Advisor Group, LLC | 0.07% | Add +16.3% | 370,123 | $11.5M |
| Base Wealth Management LLC | 8.55% | — | 362,371 | $11.2M |
| Greenbush Financial Group, LLC | 5.14% | Add +3.4% | 333,338 | $10.3M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Add +418.7% | 324,223 | $10.0M |
| Harbour Investments, Inc. | 0.28% | Add +17.5% | 317,921 | $9.8M |
| Jones Financial Companies LLLP | 0.01% | Add +132.4% | 316,833 | $9.8M |
| Capital Management Associates, Inc | 2.19% | Add +199.8% | 312,794 | $9.7M |
| Smartleaf Asset Management LLC | 0.89% | Add +27.4% | 296,940 | $9.2M |
| Hartmann Taylor Wealth Management, LLC | 8.10% | — | 291,584 | $9.0M |
| Jane Street Group, LLC | 0.02% | Add +25.4% | 281,274 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +56.1% | 280,945 | $8.7M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +336.7% | 274,644 | $8.5M |
| VestGen Advisors, LLC | 0.37% | — | 263,673 | $8.2M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Add +84.5% | 262,237 | $8.1M |
| Confluence Wealth Services, Inc. | 0.50% | Add +22.2% | 262,645 | $8.0M |
| D.A. Davidson & Co. | 0.06% | Add +12.3% | 236,290 | $7.3M |
| Johnson Bixby & Associates, LLC | 0.96% | Add +17.3% | 208,211 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +7.1% | 203,497 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +4.1% | 199,248 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | New | 196,950 | $6.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +62.8% | 188,761 | $5.8M |
| Benjamin Edwards Inc. | 0.08% | Add +33.8% | 188,722 | $5.8M |
| Advisory Services Network, LLC | 0.11% | Reduce -31.4% | 184,914 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +43.2% | 183,101 | $5.7M |
| IFP Advisors, Inc | 0.17% | Add +49957.9% | 180,709 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +44.0% | 169,692 | $5.3M |
| Advisor Resource Council | 0.41% | New | 164,823 | $5.1M |
| Founders Financial Securities LLC | 0.43% | Add +42.0% | 162,673 | $5.0M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +2.9% | 159,143 | $4.9M |
| Sunbelt Securities, Inc. | 0.43% | Reduce -0.3% | 156,458 | $4.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +61.6% | 147,627 | $4.6M |
| Endeavor Private Wealth, Inc. | 2.48% | Add +19.6% | 146,905 | $4.6M |
| KWB Wealth | 0.52% | Add +571.1% | 138,307 | $4.3M |
| High Net Worth Advisory Group LLC | 1.21% | Add +10.3% | 138,524 | $4.3M |
| LongView Wealth Management | 1.25% | Add +23.5% | 134,364 | $4.2M |
| PCG Wealth Advisors, LLC | 1.42% | Add +394.0% | 131,456 | $4.1M |
| Tempus Wealth Planning, LLC | 1.22% | Add +17.1% | 131,354 | $4.1M |
| Smith, Moore & Co. | 0.36% | Add +35.9% | 123,932 | $3.8M |
| J Hagan Capital, Inc. | 3.06% | — | 120,264 | $3.8M |
| Acas, LLC | 2.76% | Add +14.3% | 116,819 | $3.6M |
| Challenger Wealth Management | 2.86% | Add +13.7% | 116,326 | $3.6M |
| &partners | 0.04% | Add +904.9% | 111,677 | $3.5M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +26.6% | 109,838 | $3.4M |
| Seamount Financial Group Inc. | 2.24% | Add +21.0% | 106,161 | $3.3M |
| World Investment Advisors | 0.09% | Add +66.7% | 105,417 | $3.3M |
| Westside Investment Management, Inc. | 0.66% | Add +14.2% | 99,536 | $3.1M |
| Worth Asset Management, LLC | 1.60% | New | 94,719 | $2.9M |
| Taylor Financial Group, Inc. | 2.03% | Add +9.6% | 93,985 | $2.9M |
| Sagespring Wealth Partners, LLC | 0.07% | Add +174.8% | 93,749 | $2.9M |
| UBS Group AG | 0.00% | New | 91,394 | $2.8M |
| Clarity Wealth Advisors, LLC | 0.77% | Add +32.9% | 89,052 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +66.5% | 88,250 | $2.7M |
| CVFG LLC | 2.48% | Add +60.4% | 87,971 | $2.7M |
| Clear Creek Financial Management, LLC | 0.27% | Add +17.8% | 84,483 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +104.9% | 80,482 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +32.3% | 79,101 | $2.5M |
| Mascagni Wealth Management, Inc. | 2.37% | No change | 76,972 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +12.9% | 74,773 | $2.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +25.6% | 74,190 | $2.3M |
| HUB Investment Partners, LLC | 0.09% | Add +21.6% | 73,528 | $2.3M |
| Centaurus Financial, Inc. | 0.14% | Add +105.8% | 73,020 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +32.3% | 72,363 | $2.2M |
| Merit Financial Group, LLC | 0.03% | New | 71,281 | $2.2M |
| CWS Financial Advisors, LLC | 0.69% | Add +60.9% | 70,621 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +23.8% | 67,981 | $2.1M |
| StrongBox Wealth, LLC | 0.83% | New | 63,972 | $2.0M |
| Comerica Bank | 0.01% | Reduce -2.0% | 62,910 | $1.9M |
| Bleakley Financial Group, LLC | 0.06% | Add +23.8% | 62,096 | $1.9M |
| Koshinski Asset Management, Inc. | 0.16% | Add +65.8% | 61,677 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +77.7% | 61,490 | $1.9M |
| AA Financial Advisors, LLC | 0.45% | Reduce -7.7% | 58,900 | $1.8M |
| Rockport Wealth LLC | 0.63% | Reduce -40.9% | 57,781 | $1.8M |
| Essex Financial Services, Inc. | 0.13% | Add +35.7% | 57,457 | $1.8M |
| Davies Financial Advisors, Inc. | 1.49% | Reduce -4.2% | 56,413 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +4.0% | 56,012 | $1.7M |
| Venture Visionary Partners LLC | 0.07% | Add +24.3% | 55,986 | $1.7M |
| Dahring | Cusmano LLC | 1.42% | Add +240.6% | 53,176 | $1.6M |
| WNY Asset Management, LLC | 0.18% | Add +99.8% | 47,906 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +106.0% | 47,526 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +1.3% | 46,692 | $1.4M |
| Nautilus Advisors LLC | 1.18% | Add +3.5% | 46,038 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +62.1% | 45,081 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -9.6% | 44,958 | $1.4M |
| Owen LaRue, LLC | 0.68% | Reduce -30.8% | 43,793 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +36.7% | 43,607 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.9% | 42,530 | $1.3M |
| CLG LLC | 0.44% | Add +57.5% | 41,004 | $1.3M |
| Old Mission Capital LLC | 0.02% | New | 39,473 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.16% | Add +6.5% | 38,678 | $1.2M |
| Financial Advocates Investment Management | 0.08% | Add +149.2% | 37,956 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -28.3% | 36,859 | $1.1M |
| Keystone Wealth Services, LLC | 0.30% | Add +16.4% | 36,084 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Add +132.0% | 35,465 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +70.1% | 33,942 | $1.1M |
| Burford Brothers, Inc. | 0.49% | Add +18.4% | 32,727 | $1.0M |
| PFG Advisors | 0.06% | Reduce -11.7% | 32,343 | $1.0M |
| Strategic Blueprint, LLC | 0.05% | Add +226.7% | 31,676 | $981K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -34.6% | 31,667 | $981K |
| Capital International Investors | 0.00% | Reduce -0.0% | 31,653 | $981K |
| Beacon Financial Advisory LLC | 0.30% | Add +43.0% | 31,532 | $977K |
| Synergy Investment Management, LLC | 0.40% | Add +77.7% | 31,115 | $964K |
| Bare Financial Services, Inc | 0.35% | Add +21.2% | 29,802 | $923K |
| RIA Advisory Group LLC | 0.30% | Reduce -9.6% | 29,648 | $918K |
| Mgo One Seven LLC | 0.04% | Add +182.6% | 29,393 | $911K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +13.2% | 28,592 | $886K |
| DAVENPORT & Co LLC | 0.00% | New | 26,994 | $836K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -22.1% | 26,157 | $810K |
| Dakota Wealth Management | 0.02% | Reduce -0.9% | 24,845 | $773K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.6% | 24,635 | $763K |
| McNamara Financial Services, Inc. | 0.15% | New | 22,794 | $706K |
| Independent Wealth Network Inc. | 0.26% | Add +38.6% | 21,159 | $656K |
| Brookwood Investment Group LLC | 0.11% | — | 20,912 | $648K |
| AdvisorNet Financial, Inc | 0.05% | Add +35.0% | 20,720 | $642K |
| Geneos Wealth Management Inc. | 0.02% | Add +99.2% | 20,481 | $634K |
| Independent Financial Group, LLC | 0.02% | New | 20,447 | $633K |
| Equitable Holdings, Inc. | 0.01% | Add +2.5% | 19,816 | $614K |
| Leigh Baldwin & Co., LLC | 0.49% | New | 19,780 | $613K |
| Continuum Advisory, LLC | 0.08% | Add +96.8% | 19,695 | $610K |
| Gateway Wealth Partners, LLC | 0.13% | Add +21.1% | 19,322 | $599K |
| Advisor OS, LLC | 0.07% | Add +21.8% | 19,233 | $596K |
| Tyler-Stone Wealth Management | 0.10% | Add +39.9% | 18,220 | $564K |
| Ashton Thomas Securities, LLC | 0.16% | Add +19.1% | 18,111 | $561K |
| NWF Advisory Services Inc. | 0.08% | Add +20.4% | 17,815 | $552K |
| KPP Advisory Services LLC | 0.10% | New | 17,533 | $543K |
| MSH Capital Advisors LLC | 0.16% | Add +0.5% | 17,017 | $527K |
| Visionary Wealth Advisors | 0.03% | Add +82.1% | 16,949 | $525K |
| United Advisor Group, LLC | 0.11% | Add +3.4% | 16,894 | $523K |
| Pines Wealth Management, LLC | 0.24% | Reduce -9.7% | 17,974 | $515K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +3.6% | 15,925 | $493K |
| Bridgewealth Advisory Group, LLC | 0.64% | Reduce -1.9% | 15,696 | $486K |
| Ascentis Independent Advisors | 0.10% | Add +107.5% | 15,565 | $482K |
| Latitude Advisors, LLC | 0.27% | Add +16.7% | 15,258 | $473K |
| GWN Securities Inc. | 0.03% | New | 15,258 | $473K |
| SFG Wealth Management, LLC. | 0.21% | New | 14,048 | $435K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 13,995 | $434K |
| Uhlmann Price Securities, LLC | 0.31% | Add +45.0% | 13,494 | $418K |
| Smith Thornton Advisors LLC | 0.26% | Add +14.6% | 13,342 | $413K |
| Carson Advisory Inc. | 0.27% | Reduce -2.1% | 13,075 | $405K |
| Lodestone Wealth Management LLC | 0.21% | Add +30.7% | 12,886 | $399K |
| Richmond Investment Services, LLC | 0.22% | Reduce -30.9% | 12,836 | $398K |
| Strategic Financial Concepts, LLC | 0.07% | New | 12,565 | $389K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,349 | $383K |
| Certior Financial Group, LLC | 0.31% | Add +4.9% | 12,152 | $376K |
| Summit Global Investments | 0.03% | Add +19.0% | 11,818 | $366K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 11,618 | $360K |
| Kiley Juergens Wealth Management, LLC | 0.09% | New | 11,347 | $352K |
| Quantum Financial Planning Services, Inc. | 0.18% | Reduce -46.4% | 10,738 | $333K |
| Magnolia Capital Advisors LLC | 0.09% | New | 10,738 | $333K |
| Uptick Partners, LLC | 0.11% | No change | 10,585 | $328K |
| Diversify Wealth Management, LLC | 0.02% | New | 10,444 | $323K |
| Vicus Capital | 0.03% | New | 10,267 | $318K |
| Mission Financial Group, LLC | 0.29% | — | 9,187 | $316K |
| Colonial River Investments, LLC | 0.17% | New | 9,978 | $309K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,978 | $309K |
| Private Trust Co. NA | 0.03% | Add +2.0% | 9,866 | $306K |
| Hilltop Holdings Inc. | 0.02% | No change | 9,750 | $302K |
| Transcendent Capital Group LLC | 0.17% | Add +29.8% | 9,655 | $299K |
| High Falls Advisors, Inc | 0.07% | No change | 9,635 | $298K |
| Modern Wealth Management, LLC | 0.01% | Add +15.0% | 9,520 | $295K |
| Prepared Retirement Institute LLC | 0.19% | New | 9,490 | $294K |
| IHT Wealth Management, LLC | 0.01% | No change | 8,806 | $273K |
| Spire Wealth Management | 0.01% | No change | 8,632 | $267K |
| N.E.W. Advisory Services LLC | 0.02% | New | 8,540 | $265K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,540 | $265K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.0% | 8,407 | $260K |
| Warner Financial, Inc. | 0.11% | Add +12.6% | 8,188 | $254K |
| A&I Financial Services, LLC | 0.17% | Add +4.5% | 8,179 | $253K |
| HBW Advisory Services LLC | 0.04% | Add +21.3% | 7,997 | $248K |
| Financial Management Network Inc. | 0.05% | New | 8,347 | $242K |
| Vermillion & White Wealth Management Group, LLC | 0.17% | New | 7,801 | $242K |
| tru Independence LLC | 0.07% | Add +8.8% | 7,761 | $240K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.3% | 7,701 | $239K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 7,662 | $237K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 7,601 | $235K |
| Tudor Financial Inc. | 0.14% | Add +17.0% | 7,558 | $234K |
| Rothschild Investment LLC | 0.02% | No change | 7,555 | $234K |
| Keystone Financial Group | 0.02% | New | 7,493 | $232K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,451 | $231K |
| Claro Advisors Inc. | 0.03% | No change | 6,635 | $206K |
| Hobart Private Capital, LLC | 0.05% | Add +1.9% | 6,615 | $205K |
| Sovran Advisors, LLC | 0.03% | New | 6,730 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,645 | $175K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +39.2% | 4,709 | $146K |
| Allworth Financial LP | 0.00% | Add +30.5% | 4,276 | $131K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 2,625 | $81K |
| Strategic Investment Solutions, Inc. | 0.02% | New | 2,437 | $75K |
| Arax Advisory Partners | 0.00% | New | 2,406 | $75K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | New | 2,088 | $65K |
| Capital A Wealth Management, LLC | 0.06% | Reduce -8.9% | 1,858 | $58K |
| Financial Perspectives, Inc | 0.02% | New | 1,786 | $55K |
| Arvest Investments, Inc. | 0.01% | No change | 1,765 | $55K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,300 | $40K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,000 | $31K |
| Opal Wealth Advisors, LLC | 0.01% | New | 663 | $21K |
| ORG Partners LLC | 0.00% | New | 575 | $18K |
| US Bancorp \de | 0.00% | New | 540 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 436 | $14K |
| Eq Wealth Advisors, LLC | 0.01% | New | 279 | $9K |
| Wells Fargo & Company | 0.00% | Add +0.6% | 166 | $5K |
| Ameriflex Group, Inc. | 0.00% | Add +50.0% | 81 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 47 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 46 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 11 | $341 |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.