CGBL

Capital Group Core Balanced ETF
$35.23-0.47 (-1.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$4.4400033159724504e+244T

% of Float

Price History

$28.65$30.66$32.66$34.66$36.67Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC12,575,716$444.0M0.12%Share
2Advance Capital Management, Inc.9,385,711$331.6M14.06%Share
3ENVESTNET ASSET MANAGEMENT INC6,945,438$245.0M0.07%Share
4MORGAN STANLEY4,057,304$143.0M0.01%Share
5WELLS FARGO & COMPANY/MN3,426,574$121.0M0.02%Share
6Cetera Investment Advisers3,325,254$117.0M0.13%Share
7COMMONWEALTH EQUITY SERVICES, LLC2,757,985$97.0M0.13%Share
8OSAIC HOLDINGS, INC.2,350,875$83.0M0.12%Share
9Cambridge Investment Research Advisors, Inc.2,252,009$79.0M0.21%Share
10CWM, LLC2,168,040$76.6M0.21%Share
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,029,102$73.1M0.10%Share
12Aprio Wealth Management, LLC1,810,371$64.0M3.67%Share
13ROYAL BANK OF CANADA1,761,523$62.0M0.01%Share
14JONES FINANCIAL COMPANIES LLLP1,507,500$53.0M0.03%Share
15RAYMOND JAMES FINANCIAL INC1,352,104$47.0M0.01%Share
16Kestra Advisory Services, LLC1,302,345$46.0M0.19%Share
17WELLS FARGO & COMPANY/MN1,195,556$42.0M0.01%Share
18RAYMOND JAMES FINANCIAL INC1,210,704$42.0M0.01%Share
19STIFEL FINANCIAL CORP1,053,951$37.0M0.03%Share
20MML INVESTORS SERVICES, LLC976,578$34.0M0.08%Share
21Janney Montgomery Scott LLC864,170$30.0M0.07%Share
22&PARTNERS709,974$25.0M0.13%Share
23ST GERMAIN D J CO INC686,422$24.3M0.94%Share
24KWB Wealth673,458$23.8M2.25%Share
25BENJAMIN EDWARDS INC646,639$22.8M0.25%Share
26HARBOUR INVESTMENTS, INC.611,516$21.6M0.44%Share
27Concurrent Investment Advisors, LLC546,205$19.3M0.22%Share
28Greenbush Financial Group, LLC514,956$18.2M6.19%Share
29Confluence Wealth Services, Inc.492,538$17.4M0.72%Share
30GREAT VALLEY ADVISOR GROUP, INC.496,331$17.0M0.33%Share
31KESTRA PRIVATE WEALTH SERVICES, LLC479,872$17.0M0.21%Share
32Private Advisor Group, LLC475,632$16.0M0.08%Share
33Mariner, LLC428,018$15.0M0.02%Share
34Smartleaf Asset Management LLC400,386$14.0M0.53%Share
35B. Riley Wealth Advisors, Inc.383,283$13.5M0.62%Share
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO161,594$13.4M0.01%Share
37CARY STREET PARTNERS FINANCIAL LLC356,266$12.6M0.31%Share
38Base Wealth Management LLC340,480$12.0M6.47%Share
39Hartmann Taylor Wealth Management, LLC323,243$11.4M7.71%Share
40Quantum Financial Planning Services, Inc.319,107$11.3M4.09%Share
41Johnson Bixby & Associates, LLC316,835$11.2M1.39%Share
42NewEdge Advisors, LLC329,138$11.0M0.04%Share
43IFP Advisors, Inc317,223$11.0M0.25%Share
44SMITH, MOORE & CO.307,520$10.9M0.82%Share
45Concurrent Investment Advisors, LLC297,744$10.5M0.12%Share
46High Net Worth Advisory Group LLC295,837$10.5M2.41%Share
47D.A. DAVIDSON & CO.295,303$10.4M0.06%Share
48FLAGSHIP HARBOR ADVISORS, LLC284,093$10.0M0.47%Share
49Stratos Wealth Partners, LTD.273,120$9.6M0.11%Share
50Capital Management Associates, Inc270,608$9.6M2.11%Share