Cap Group Core BalancedCGBLETF
13F holders, Q3 2025 (September 30)255holders +12
28new positions
14sold out
3famous investors
$34.72avg. 13F price*
At the end of Q3 2025, 255 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 12 from Q2 2025. 28 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($342.0M), Advance Capital Management, Inc. ($322.1M) and Envestnet Asset Management Inc. ($189.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Core Balanced
- Filed as
- CAPITAL GROUP CORE BALANCED (Q3 2025)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $27.3M |
| Exits | 14 | $14.2M |
All 13F filers, Q2 2025 → Q3 2025: 20,690,221 shares bought and 1,285,478 shares sold, net +19,404,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| LPL Financial LLC | 0.10% | Add +32.2% | 9,848,897 | $342.0M |
| Advance Capital Management, Inc. | 13.98% | Add +242.6% | 9,275,964 | $322.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +31.6% | 5,448,051 | $189.2M |
| Morgan Stanley | 0.01% | Add +44.5% | 3,472,022 | $120.5M |
| Cetera Investment Advisers | 0.10% | Add +36.0% | 2,372,898 | $82.4M |
| Raymond James Financial Inc. | 0.02% | Add +20.2% | 2,209,899 | $76.7M |
| Osaic Holdings, Inc. | 0.10% | Add +45.7% | 2,087,539 | $71.9M |
| Commonwealth Equity Services, LLC | 0.09% | Add +13.4% | 2,061,754 | $71.6M |
| Cwm, LLC | 0.21% | Reduce -7.1% | 2,050,753 | $71.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +7.9% | 1,937,897 | $67.6M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +17.4% | 1,921,538 | $66.7M |
| Royal Bank of Canada | 0.01% | Add +18.4% | 1,816,240 | $63.1M |
| Wells Fargo & Company | 0.01% | Add +159.1% | 1,588,197 | $55.1M |
| Kestra Advisory Services, LLC | 0.17% | Add +33.8% | 1,080,283 | $37.5M |
| Jones Financial Companies LLLP | 0.02% | Add +56.8% | 1,009,987 | $35.2M |
| MML Investors Services, LLC | 0.08% | Add +18.6% | 837,490 | $29.1M |
| Stifel Financial Corp. | 0.03% | Add +87.5% | 823,785 | $28.6M |
| St Germain D J Co. Inc. | 0.91% | Add +0.7% | 657,682 | $22.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +72.8% | 536,511 | $18.6M |
| Private Advisor Group, LLC | 0.09% | Add +16.0% | 515,755 | $17.9M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +37.5% | 489,085 | $17.0M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +2.5% | 471,323 | $16.4M |
| Greenbush Financial Group, LLC | 6.16% | Add +6.3% | 462,521 | $16.1M |
| Harbour Investments, Inc. | 0.35% | Add +1.6% | 443,573 | $15.4M |
| B. Riley Wealth Advisors, Inc. | 0.70% | Add +9.7% | 421,154 | $14.6M |
| Mariner, LLC | 0.02% | Reduce -27.8% | 404,817 | $14.1M |
| Great Valley Advisor Group, Inc. | 0.28% | Add +14.9% | 395,618 | $13.7M |
| Benjamin Edwards Inc. | 0.15% | Add +46.5% | 389,669 | $13.5M |
| Smartleaf Asset Management LLC | 0.82% | Add +13.2% | 381,150 | $13.3M |
| Cary Street Partners Financial LLC | 0.33% | Add +0.7% | 369,431 | $12.8M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Add +27.0% | 367,638 | $12.8M |
| KWB Wealth | 1.35% | Add +57.4% | 365,843 | $12.2M |
| Base Wealth Management LLC | 6.41% | Reduce -12.0% | 324,042 | $11.3M |
| &partners | 0.07% | Add +95.1% | 320,187 | $11.2M |
| Hartmann Taylor Wealth Management, LLC | 7.68% | Add +7.2% | 307,904 | $10.7M |
| IFP Advisors, Inc | 0.27% | Add +41.8% | 298,500 | $10.4M |
| VestGen Advisors, LLC | 0.33% | Add +3.3% | 286,450 | $9.9M |
| Confluence Wealth Services, Inc. | 0.48% | Add +3.3% | 280,805 | $9.7M |
| D.A. Davidson & Co. | 0.06% | Add +5.6% | 277,710 | $9.6M |
| Quantum Financial Planning Services, Inc. | 3.89% | Add +16.5% | 277,016 | $9.6M |
| High Net Worth Advisory Group LLC | 2.23% | Add +61.8% | 266,513 | $9.3M |
| Johnson Bixby & Associates, LLC | 1.13% | Add +22.3% | 253,138 | $8.8M |
| Smith, Moore & Co. | 0.65% | Add +60.3% | 245,481 | $8.5M |
| Capital Management Associates, Inc | 2.08% | Add +18.9% | 221,459 | $7.7M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +13.1% | 220,429 | $7.7M |
| Apollon Wealth Management, LLC | 0.13% | Add +276.6% | 216,923 | $7.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.8% | 207,616 | $7.2M |
| PCG Wealth Advisors, LLC | 2.08% | New | 205,155 | $7.1M |
| Endeavor Private Wealth, Inc. | 2.20% | Add +10.9% | 203,403 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +9.9% | 202,746 | $7.0M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +13.3% | 196,998 | $6.8M |
| RFG Advisory, LLC | 0.14% | Add +135.9% | 194,736 | $6.8M |
| LongView Wealth Management | 1.81% | Add +21.0% | 192,256 | $6.7M |
| Merit Financial Group, LLC | 0.06% | Add +22.5% | 191,569 | $6.7M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +23.2% | 191,255 | $6.6M |
| Geneos Wealth Management Inc. | 0.17% | Add +73.0% | 191,054 | $6.6M |
| Founders Financial Securities LLC | 0.44% | Add +2.7% | 187,066 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +124.0% | 186,068 | $6.5M |
| World Investment Advisors | 0.12% | Add +30.9% | 173,505 | $6.0M |
| Worth Asset Management, LLC | 2.70% | Add +7.1% | 172,919 | $6.0M |
| UBS Group AG | 0.00% | Add +41.0% | 160,251 | $5.6M |
| Strategic Blueprint, LLC | 0.24% | Add +19.5% | 157,526 | $5.5M |
| Tempus Wealth Planning, LLC | 1.24% | Add +15.8% | 155,911 | $5.4M |
| Seamount Financial Group Inc. | 2.53% | Add +21.7% | 154,397 | $5.4M |
| Kingsview Wealth Management, LLC | 0.08% | Add +444.4% | 151,268 | $5.3M |
| Sunbelt Securities, Inc. | 0.36% | Reduce -4.0% | 150,686 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +40.3% | 149,663 | $5.2M |
| Clarity Wealth Advisors, LLC | 1.14% | Add +39.5% | 148,689 | $5.2M |
| Mach-1 Financial Group, LLC | 0.79% | New | 143,335 | $5.0M |
| Integrity Advisory Solutions, LLC | 0.79% | — | 143,335 | $5.0M |
| Jane Street Group, LLC | 0.01% | No change | 140,000 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -46.8% | 136,168 | $4.7M |
| Essex Financial Services, Inc. | 0.28% | Add +57.8% | 134,904 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.9% | 131,114 | $4.6M |
| Advisory Services Network, LLC | 0.07% | Add +8.0% | 130,820 | $4.5M |
| Bleakley Financial Group, LLC | 0.10% | Add +37.3% | 129,953 | $4.5M |
| CLG LLC | 1.18% | Add +35.1% | 124,775 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +442.4% | 122,948 | $4.3M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +2.4% | 122,131 | $4.2M |
| Koshinski Asset Management, Inc. | 0.30% | Add +88.0% | 121,489 | $4.2M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +6.8% | 119,846 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +32.6% | 119,265 | $4.1M |
| Westside Investment Management, Inc. | 0.66% | Add +10.3% | 119,195 | $4.1M |
| Venture Visionary Partners LLC | 0.14% | Add +39.2% | 118,867 | $4.1M |
| CVFG LLC | 2.96% | Add +13.8% | 118,003 | $4.1M |
| Challenger Wealth Management | 3.18% | Add +7.1% | 116,992 | $4.1M |
| Sigma Planning Corp | 0.11% | Add +14.4% | 115,533 | $4.0M |
| Taylor Financial Group, Inc. | 2.23% | Add +6.9% | 111,605 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +33.8% | 109,434 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Add +22.1% | 106,938 | $3.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +16.6% | 106,489 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.9% | 104,253 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +12.6% | 101,303 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +26.2% | 100,087 | $3.5M |
| CWS Financial Advisors, LLC | 0.95% | Add +5.8% | 98,838 | $3.4M |
| J Hagan Capital, Inc. | 2.06% | Add +0.1% | 97,943 | $3.4M |
| First Heartland Consultants, Inc. | 0.27% | Add +72.7% | 97,680 | $3.4M |
| Clear Creek Financial Management, LLC | 0.29% | Add +6.6% | 95,880 | $3.3M |
| Centaurus Financial, Inc. | 0.15% | Reduce -0.3% | 93,275 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Add +43.0% | 92,126 | $3.2M |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.