Cap Group Core BalancedCGBLETF
13F holders, Q1 2026 (March 31)321holders +10
32new positions
18sold out
2famous investors
$34.42avg. 13F price*
At the end of Q1 2026, 321 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 10 from Q4 2025. 32 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($513.0M), Advance Capital Management, Inc. ($412.0M) and Envestnet Asset Management Inc. ($283.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Core Balanced
- Filed as
- CAPITAL GROUP CORE BALANCED (Q1 2026)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $163.4M |
| Exits | 18 | $12.6M |
All 13F filers, Q4 2025 → Q1 2026: 25,991,291 shares bought and 1,865,014 shares sold, net +24,126,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| LPL Financial LLC | 0.14% | Add +18.6% | 14,908,799 | $513.0M |
| Advance Capital Management, Inc. | 15.61% | Add +27.6% | 11,973,900 | $412.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +18.7% | 8,244,288 | $283.7M |
| Wells Fargo & Company | 0.05% | Add +65.2% | 7,633,916 | $262.7M |
| Morgan Stanley | 0.01% | Add +33.7% | 5,432,051 | $186.9M |
| Cetera Investment Advisers | 0.15% | Add +21.8% | 4,048,725 | $139.3M |
| Forge Financial Services LLC | 13.12% | New | 3,765,044 | $129.6M |
| Raymond James Financial Inc. | 0.04% | Add +43.1% | 3,720,942 | $128.0M |
| Commonwealth Equity Services, LLC | 0.16% | Add +17.6% | 3,242,044 | $111.6M |
| Osaic Holdings, Inc. | 0.14% | Add +7.7% | 2,806,476 | $96.6M |
| Royal Bank of Canada | 0.02% | Add +16.2% | 2,335,514 | $80.4M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +1.9% | 2,295,214 | $79.0M |
| Cwm, LLC | 0.20% | Add +2.8% | 2,229,671 | $76.7M |
| Aprio Wealth Management, LLC | 3.59% | Add +5.4% | 1,907,753 | $65.6M |
| Jones Financial Companies LLLP | 0.03% | Add +28.7% | 1,940,293 | $65.6M |
| Kestra Advisory Services, LLC | 0.21% | Add +20.8% | 1,573,552 | $54.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -33.5% | 1,348,871 | $46.7M |
| Janney Montgomery Scott LLC | 0.11% | Add +55.3% | 1,342,291 | $46.2M |
| Stifel Financial Corp. | 0.04% | Add +20.4% | 1,269,350 | $43.7M |
| J. Derek Lewis & Associates Inc. | 9.59% | Add +7.9% | 1,236,940 | $42.6M |
| MML Investors Services, LLC | 0.10% | Add +7.5% | 1,049,905 | $36.1M |
| Harbour Investments, Inc. | 0.52% | Add +58.7% | 970,642 | $33.4M |
| Benjamin Edwards Inc. | 0.32% | Add +45.7% | 941,932 | $32.4M |
| &partners | 0.15% | Add +20.5% | 855,452 | $29.4M |
| St Germain D J Co. Inc. | 0.95% | Add +1.4% | 696,400 | $24.0M |
| KWB Wealth | 2.34% | Reduce -0.4% | 670,921 | $23.7M |
| Private Advisor Group, LLC | 0.10% | Add +24.3% | 591,041 | $20.3M |
| Concurrent Investment Advisors, LLC | 0.22% | Reduce -32.1% | 572,908 | $19.7M |
| Great Valley Advisor Group, Inc. | 0.35% | Add +13.4% | 562,939 | $19.4M |
| Greenbush Financial Group, LLC | 6.28% | Add +7.0% | 551,241 | $19.0M |
| Compton Financial Group, LLC | 4.13% | Add +2302.2% | 543,246 | $18.7M |
| Confluence Wealth Services, Inc. | 0.71% | Add +8.1% | 532,357 | $18.3M |
| Flagship Harbor Advisors, LLC | 0.78% | Add +82.0% | 516,912 | $17.8M |
| Mariner, LLC | 0.02% | Add +9.9% | 482,712 | $16.6M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +0.4% | 481,750 | $16.6M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +73.4% | 439,352 | $15.1M |
| Smartleaf Asset Management LLC | 0.52% | Add +6.6% | 426,687 | $14.4M |
| NewEdge Advisors, LLC | 0.05% | Add +18.2% | 389,002 | $13.4M |
| World Investment Advisors | 0.21% | Add +39.4% | 381,863 | $13.1M |
| D.A. Davidson & Co. | 0.07% | Add +19.4% | 352,726 | $12.1M |
| Gateway Wealth Partners, LLC | 0.47% | Add +442.2% | 350,388 | $12.1M |
| Apollon Wealth Management, LLC | 0.19% | Add +35.4% | 347,520 | $12.0M |
| PCG Wealth Advisors, LLC | 3.02% | Add +53.6% | 346,953 | $11.9M |
| Cary Street Partners Financial LLC | 0.29% | Reduce -3.5% | 343,614 | $11.8M |
| B. Riley Wealth Advisors, Inc. | 0.75% | Reduce -10.2% | 344,298 | $11.6M |
| Betterment LLC | 0.02% | New | 330,158 | $11.4M |
| Jane Street Group, LLC | 0.01% | Add +64.5% | 328,952 | $11.3M |
| IFP Advisors, Inc | 0.23% | Add +3.7% | 328,849 | $11.3M |
| Hartmann Taylor Wealth Management, LLC | 7.42% | Add +0.9% | 326,175 | $11.2M |
| Johnson Bixby & Associates, LLC | 1.38% | Add +2.0% | 323,272 | $11.1M |
| High Net Worth Advisory Group LLC | 2.54% | Add +7.2% | 316,985 | $10.9M |
| Smith, Moore & Co. | 0.79% | Add +3.0% | 316,865 | $10.9M |
| Base Wealth Management LLC | 6.07% | Reduce -7.4% | 315,259 | $10.8M |
| Quantum Financial Planning Services, Inc. | 3.87% | Reduce -2.0% | 312,795 | $10.8M |
| Assetmark, Inc. | 0.02% | Add +38.0% | 310,622 | $10.7M |
| Capital Management Associates, Inc | 2.33% | Add +10.6% | 299,356 | $10.3M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +9.6% | 299,200 | $10.3M |
| Capital Group Private Client Services, Inc. | 0.17% | Add +43.2% | 297,810 | $10.2M |
| Boyer Financial Services, Inc. | 10.69% | Add +15.4% | 292,944 | $10.1M |
| Clarity Wealth Advisors, LLC | 2.07% | Add +41.4% | 292,341 | $10.1M |
| Merit Financial Group, LLC | 0.07% | Add +19.4% | 290,398 | $10.0M |
| Founders Financial Securities LLC | 0.56% | Add +20.0% | 278,522 | $10.0M |
| Bank of America Corp. | 0.00% | Add +78.1% | 282,663 | $9.7M |
| Geneos Wealth Management Inc. | 0.22% | Add +3.8% | 280,360 | $9.6M |
| LongView Wealth Management | 2.42% | Add +7.9% | 264,333 | $9.6M |
| Hopwood Nicholas Hunter | 3.06% | Add +1.7% | 279,526 | $9.6M |
| UBS Group AG | 0.00% | Add +38.3% | 278,175 | $9.6M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +2.1% | 259,833 | $8.9M |
| AdvisorNet Financial, Inc | 0.43% | Add +416.7% | 241,714 | $8.3M |
| Seamount Financial Group Inc. | 3.74% | Add +24.5% | 241,321 | $8.3M |
| Venture Visionary Partners LLC | 0.27% | Add +6.0% | 237,701 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +7.9% | 227,023 | $7.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +16.2% | 226,531 | $7.8M |
| Citadel Advisors | 0.01% | Add +32.9% | 222,510 | $7.7M |
| Essex Financial Services, Inc. | 0.42% | Add +32.8% | 217,276 | $7.5M |
| Independent Advisor Alliance | 0.08% | New | 216,544 | $7.5M |
| Endeavor Private Wealth, Inc. | 2.02% | Reduce -5.2% | 203,948 | $7.0M |
| CLG LLC | 1.75% | Add +24.4% | 204,440 | $7.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +286.3% | 202,522 | $7.0M |
| Worth Asset Management, LLC | 2.52% | Reduce -0.4% | 196,324 | $6.8M |
| Advisory Services Network, LLC | 0.09% | Add +20.8% | 191,174 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Add +17.8% | 185,923 | $6.6M |
| Westside Investment Management, Inc. | 0.95% | Add +22.8% | 179,565 | $6.2M |
| Tempus Wealth Planning, LLC | 1.38% | Add +3.6% | 173,996 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +34.5% | 171,214 | $5.9M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -3.7% | 170,507 | $5.9M |
| Prospera Financial Services Inc | 0.09% | Add +12.6% | 166,795 | $5.7M |
| Bleakley Financial Group, LLC | 0.09% | Add +18.4% | 165,049 | $5.7M |
| Sagespring Wealth Partners, LLC | 0.10% | Add +18.2% | 164,065 | $5.6M |
| Clear Creek Financial Management, LLC | 0.43% | Add +56.1% | 163,630 | $5.6M |
| Michael Brady & Co., LLC | 5.63% | Add +9.9% | 162,906 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +78.5% | 157,617 | $5.4M |
| Valmark Advisers, Inc. | 0.06% | Add +31.6% | 155,985 | $5.4M |
| Merited Wealth, LLC | 4.43% | Add +3.0% | 155,328 | $5.3M |
| Thoroughbred Financial Services, LLC | 0.31% | Add +8.4% | 151,097 | $5.2M |
| Integrity Advisory Solutions, LLC | 0.67% | Add +1.5% | 147,801 | $5.1M |
| WealthCare Investment Partners, LLC | 1.41% | Reduce -0.2% | 146,172 | $5.1M |
| First Heartland Consultants, Inc. | 0.38% | Add +9.3% | 146,005 | $5.0M |
| CVFG LLC | 0.61% | Add +16.4% | 143,479 | $4.9M |
| Sunbelt Securities, Inc. | 0.31% | Add +0.4% | 142,527 | $4.9M |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.