Cap Group Core BalancedCGBLETF
13F holders, Q4 2025 (December 31)311holders +56
45new positions
6sold out
3famous investors
$35.35avg. 13F price*
At the end of Q4 2025, 311 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 56 from Q3 2025. 45 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($444.3M), Advance Capital Management, Inc. ($331.6M) and Envestnet Asset Management Inc. ($245.4M). 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 (Q4 2025)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $96.6M |
| Exits | 6 | $8.8M |
All 13F filers, Q3 2025 → Q4 2025: 20,520,117 shares bought and 1,066,558 shares sold, net +19,453,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 311 holders
| LPL Financial LLC | 0.12% | Add +27.7% | 12,575,716 | $444.3M |
| Advance Capital Management, Inc. | 14.06% | Add +1.2% | 9,385,711 | $331.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +27.5% | 6,945,438 | $245.4M |
| Wells Fargo & Company | 0.03% | Add +191.0% | 4,622,130 | $163.3M |
| Morgan Stanley | 0.01% | Add +17.0% | 4,062,395 | $143.5M |
| Cetera Investment Advisers | 0.13% | Add +40.1% | 3,325,254 | $117.5M |
| Commonwealth Equity Services, LLC | 0.13% | Add +33.8% | 2,757,985 | $97.4M |
| Osaic Holdings, Inc. | 0.13% | Add +24.9% | 2,606,375 | $92.1M |
| Raymond James Financial Inc. | 0.03% | Add +17.7% | 2,601,020 | $91.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +17.2% | 2,252,009 | $79.6M |
| Cwm, LLC | 0.21% | Add +5.7% | 2,168,040 | $76.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +4.7% | 2,029,102 | $73.1M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 2,009,200 | $71.0M |
| Aprio Wealth Management, LLC | 3.67% | New | 1,810,371 | $64.0M |
| Jones Financial Companies LLLP | 0.03% | Add +49.3% | 1,507,500 | $53.3M |
| Kestra Advisory Services, LLC | 0.19% | Add +20.6% | 1,302,345 | $46.0M |
| J. Derek Lewis & Associates Inc. | 9.49% | — | 1,146,334 | $40.5M |
| Stifel Financial Corp. | 0.03% | Add +28.0% | 1,054,730 | $37.3M |
| MML Investors Services, LLC | 0.08% | Add +16.6% | 976,578 | $34.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +61.1% | 864,170 | $30.5M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +72.6% | 843,949 | $29.8M |
| &partners | 0.13% | Add +121.7% | 709,974 | $25.2M |
| St Germain D J Co. Inc. | 0.94% | Add +4.4% | 686,422 | $24.3M |
| KWB Wealth | 2.25% | Add +84.1% | 673,458 | $23.8M |
| Benjamin Edwards Inc. | 0.25% | Add +66.0% | 646,639 | $22.8M |
| Harbour Investments, Inc. | 0.44% | Add +37.9% | 611,516 | $21.6M |
| Greenbush Financial Group, LLC | 6.19% | Add +11.3% | 514,956 | $18.2M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +25.5% | 496,331 | $17.5M |
| Confluence Wealth Services, Inc. | 0.72% | Add +75.4% | 492,538 | $17.4M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +1.8% | 479,872 | $17.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -7.8% | 475,632 | $16.8M |
| Mariner, LLC | 0.02% | Add +8.5% | 439,110 | $15.5M |
| Smartleaf Asset Management LLC | 0.54% | Add +5.0% | 400,386 | $14.2M |
| B. Riley Wealth Advisors, Inc. | 0.64% | Reduce -9.0% | 383,283 | $13.5M |
| Cary Street Partners Financial LLC | 0.31% | Reduce -3.6% | 356,266 | $12.6M |
| Base Wealth Management LLC | 6.47% | Add +5.1% | 340,480 | $12.0M |
| NewEdge Advisors, LLC | 0.04% | Add +151.0% | 329,138 | $11.6M |
| Hartmann Taylor Wealth Management, LLC | 7.71% | Add +5.0% | 323,243 | $11.4M |
| Quantum Financial Planning Services, Inc. | 4.09% | Add +15.2% | 319,107 | $11.3M |
| IFP Advisors, Inc | 0.25% | Add +6.3% | 317,223 | $11.2M |
| Johnson Bixby & Associates, LLC | 1.39% | Add +25.2% | 316,835 | $11.2M |
| Smith, Moore & Co. | 0.82% | Add +25.3% | 307,520 | $10.9M |
| High Net Worth Advisory Group LLC | 2.41% | Add +11.0% | 295,837 | $10.5M |
| D.A. Davidson & Co. | 0.06% | Add +6.3% | 295,303 | $10.4M |
| Flagship Harbor Advisors, LLC | 0.47% | Add +28.9% | 284,093 | $10.0M |
| Hopwood Nicholas Hunter | 3.16% | — | 274,904 | $9.7M |
| World Investment Advisors | 0.16% | Add +57.9% | 273,910 | $9.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +46.8% | 273,120 | $9.6M |
| Capital Management Associates, Inc | 2.11% | Add +22.2% | 270,608 | $9.6M |
| Geneos Wealth Management Inc. | 0.23% | Add +41.4% | 270,072 | $9.5M |
| Apollon Wealth Management, LLC | 0.16% | Add +18.4% | 256,732 | $9.1M |
| Boyer Financial Services, Inc. | 9.57% | — | 253,916 | $9.0M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +33.1% | 254,576 | $9.0M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -31.1% | 253,347 | $9.0M |
| LongView Wealth Management | 2.15% | Add +27.4% | 245,039 | $8.9M |
| Merit Financial Group, LLC | 0.07% | Add +27.0% | 243,314 | $8.6M |
| Founders Financial Securities LLC | 0.48% | Add +24.1% | 232,135 | $8.2M |
| Venture Visionary Partners LLC | 0.26% | Add +88.6% | 224,211 | $8.0M |
| PCG Wealth Advisors, LLC | 2.26% | Add +10.1% | 225,908 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +83.2% | 225,174 | $8.0M |
| Endeavor Private Wealth, Inc. | 2.18% | Add +5.7% | 215,086 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +2.3% | 212,396 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +3.8% | 210,402 | $7.4M |
| Capital Group Private Client Services, Inc. | 0.12% | Add +5.6% | 207,979 | $7.3M |
| Clarity Wealth Advisors, LLC | 1.49% | Add +39.0% | 206,693 | $7.3M |
| UBS Group AG | 0.00% | Add +25.5% | 201,077 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +42.9% | 200,000 | $7.1M |
| Worth Asset Management, LLC | 2.95% | Add +14.0% | 197,069 | $7.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +30.3% | 194,980 | $6.9M |
| Seamount Financial Group Inc. | 3.11% | Add +25.5% | 193,783 | $6.8M |
| Kingsview Wealth Management, LLC | 0.09% | Add +17.0% | 177,002 | $6.3M |
| Tempus Wealth Planning, LLC | 1.36% | Add +7.7% | 167,919 | $5.9M |
| Citadel Advisors | 0.00% | Add +23.0% | 167,458 | $5.9M |
| CLG LLC | 1.45% | Add +31.7% | 164,351 | $5.8M |
| Essex Financial Services, Inc. | 0.33% | Add +21.3% | 163,619 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | New | 158,871 | $5.6M |
| Bank of America Corp. | 0.00% | Add +588.0% | 158,710 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Add +21.0% | 158,317 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Add +32.3% | 157,833 | $5.6M |
| Merited Wealth, LLC | 4.94% | — | 150,754 | $5.3M |
| Michael Brady & Co., LLC | 5.22% | — | 148,190 | $5.2M |
| Prospera Financial Services Inc | 0.09% | Add +38.5% | 148,080 | $5.2M |
| WealthCare Investment Partners, LLC | 1.52% | New | 146,471 | $5.2M |
| Westside Investment Management, Inc. | 0.83% | Add +22.7% | 146,270 | $5.2M |
| Integrity Advisory Solutions, LLC | 0.74% | Add +1.6% | 145,600 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | New | 145,055 | $5.1M |
| Sunbelt Securities, Inc. | 0.33% | Reduce -5.8% | 141,957 | $5.0M |
| Bleakley Financial Group, LLC | 0.09% | Add +7.2% | 139,353 | $4.9M |
| Thoroughbred Financial Services, LLC | 0.29% | Add +16.3% | 139,326 | $4.9M |
| Sagespring Wealth Partners, LLC | 0.09% | Add +13.7% | 138,824 | $4.9M |
| First Heartland Consultants, Inc. | 0.36% | Add +36.7% | 133,516 | $4.7M |
| Captrust Financial Advisors | 0.01% | Add +18.6% | 129,729 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +27.1% | 127,251 | $4.5M |
| Challenger Wealth Management | 3.40% | Add +7.8% | 126,126 | $4.5M |
| Sigma Planning Corp | 0.12% | Add +7.4% | 124,057 | $4.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +16.1% | 123,671 | $4.4M |
| CVFG LLC | 2.99% | Add +4.5% | 123,283 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +14.6% | 119,520 | $4.2M |
| Valmark Advisers, Inc. | 0.05% | Add +28.7% | 118,550 | $4.2M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -4.3% | 116,310 | $4.1M |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.