Capital Group Core Balanced ETF - CGBL
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$5.105B
QoQ value delta ($000)
+$299K
(+0.01%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
134,620,151
QoQ shares delta
+41,430
(+0.03%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (CGBL)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 18 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| LPL Financial LLC | 710,544 | 18,718,252 | 0.16% |
| Advance Capital Management, Inc. | 457,087 | 12,041,305 | 14.77% |
| WELLS FARGO & COMPANY/MN | 384,943 | 10,140,759 | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 366,493 | 9,654,718 | 0.09% |
| MORGAN STANLEY | 233,593 | 6,153,666 | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 215,413 | 5,674,737 | 0.06% |
| Cetera Investment Advisers | 182,941 | 4,819,328 | 0.17% |
| Forge Financial Services LLC | 145,866 | 3,842,632 | 12.56% |
| OSAIC HOLDINGS, INC. | 136,121 | 3,585,680 | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 132,235 | 3,483,547 | 0.17% |
| Cambridge Investment Research Advisors, Inc. | 98,461 | 2,593,810 | 0.23% |
| ROYAL BANK OF CANADA | 95,633 | 2,519,318 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 89,669 | 2,384,205 | 0.04% |
| Kestra Advisory Services, LLC | 66,756 | 1,758,593 | 0.22% |
| Aprio Wealth Management, LLC | 64,089 | 1,688,355 | 3.17% |
| Janney Montgomery Scott LLC | 60,513 | 1,594,134 | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,095 | 1,595,320 | 0.1% |
| STIFEL FINANCIAL CORP | 59,398 | 1,564,764 | 0.05% |
| MML INVESTORS SERVICES, LLC | 51,157 | 1,347,667 | 0.1% |
| J. Derek Lewis & Associates Inc. | 50,759 | 1,337,192 | 9.59% |
| BENJAMIN EDWARDS INC | 49,910 | 1,314,820 | 0.46% |
| Compton Financial Group, LLC | 48,150 | 1,268,449 | 9.27% |
| HARBOUR INVESTMENTS, INC. | 38,561 | 1,015,848 | 0.52% |
| &PARTNERS | 38,270 | 1,005,263 | 0.16% |
| KWB Wealth | 35,146 | 925,891 | 3.01% |