Capital Group Core Balanced ETF - CGBL

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$4.019B

QoQ value delta ($000)

+$735.8M (+22.41%)

Implied price effect (QoQ)

-2.63%

Total shares

116,759,137

QoQ shares delta

+23,885,893 (+25.72%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 318 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	513,011	14,908,799	0.14%
Advance Capital Management, Inc.	412,021	11,973,900	15.61%
ENVESTNET ASSET MANAGEMENT INC	283,685	8,244,288	0.08%
WELLS FARGO & COMPANY/MN	262,683	7,633,916	0.05%
MORGAN STANLEY	186,916	5,432,051	0.01%
Cetera Investment Advisers	139,316	4,048,725	0.15%
Forge Financial Services LLC	129,555	3,765,044	13.12%
RAYMOND JAMES FINANCIAL INC	128,037	3,720,942	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	111,558	3,242,044	0.16%
OSAIC HOLDINGS, INC.	96,578	2,806,476	0.14%
ROYAL BANK OF CANADA	80,364	2,335,514	0.01%
Cambridge Investment Research Advisors, Inc.	78,978	2,295,214	0.2%
CWM, LLC	76,722	2,229,671	0.2%
Aprio Wealth Management, LLC	65,645	1,907,753	3.59%
JONES FINANCIAL COMPANIES LLLP	65,620	1,940,293	0.03%
Kestra Advisory Services, LLC	54,145	1,573,552	0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46,670	1,348,871	0.1%
Janney Montgomery Scott LLC	46,188	1,342,291	0.11%
STIFEL FINANCIAL CORP	43,678	1,269,350	0.04%
J. Derek Lewis & Associates Inc.	42,618	1,236,940	9.59%
MML INVESTORS SERVICES, LLC	36,127	1,049,905	0.1%
HARBOUR INVESTMENTS, INC.	33,399	970,642	0.52%
BENJAMIN EDWARDS INC	32,411	941,932	0.32%
&PARTNERS	29,430	855,452	0.15%
ST GERMAIN D J CO INC	23,963	696,400	0.95%