Who owns CGBL?
Capital Group Core Balanced ETF · Capital Group
360 institutions reported holding CGBL, worth $5.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGBL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $710.5M | 18,718,252 | +3,809,453 shares |
| Advance Capital Management, Inc. | Southfield, MI | $457.1M | 12,041,305 | +67,405 shares |
| Wells Fargo & Company | San Francisco, CA | $384.9M | 10,140,759 | +2,506,843 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $366.5M | 9,654,718 | +1,410,430 shares |
| Morgan Stanley | New York, NY | $233.6M | 6,153,666 | +721,615 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $215.4M | 5,674,737 | +1,953,795 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $196.9M | 5,187,858 | +2,892,644 shares |
| Cetera Investment Advisers | Schaumburg, IL | $182.9M | 4,819,328 | +770,603 shares |
| Forge Financial Services LLC | Edmond, OK | $145.9M | 3,842,632 | +77,588 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $136.1M | 3,585,680 | +779,204 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGBL?
360 institutional managers reported holding CGBL in Form 13F filings for June 30, 2026, worth $5.2B in total. The largest reported position was held by LPL Financial LLC, at $710.5M.
Did institutions buy or sell CGBL last quarter?
Reported 13F value rose 32.6% from March 31, 2026, which includes price moves as well as buying and selling. 56 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGBL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.