Who owns Capital Group Core Balanced ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGBL from SEC Form 13F filings across 362 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 362 institutions disclosed 134.6M shares of Capital Group Core Balanced ETF worth $5.10B — about 68.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
362
13F holders
$5.10B
value, 2026 filers
68.4%
of shares outstanding (134.6M sh)
57
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGBL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18.7M | $710.5M | 0.2% | 9.5% | +25.6% |
| 2 | Advance Capital Management, Inc. | 12.0M | $457.1M | 14.8% | 6.1% | +0.6% |
| 3 | WELLS FARGO & COMPANY/MN | 10.1M | $384.9M | 0.1% | 5.2% | +32.8% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 9.7M | $366.5M | 0.1% | 4.9% | +17.1% |
| 5 | MORGAN STANLEY | 6.2M | $233.6M | 0.0% | 3.1% | +13.3% |
| 6 | RAYMOND JAMES FINANCIAL INC | 5.7M | $215.4M | 0.1% | 2.9% | +52.5% |
| 7 | Cetera Investment Advisers | 4.8M | $182.9M | 0.2% | 2.4% | +19.0% |
| 8 | Forge Financial Services LLC | 3.8M | $145.9M | 12.6% | 2% | +2.1% |
| 9 | OSAIC HOLDINGS, INC. | 3.6M | $136.1M | 0.2% | 1.8% | +27.8% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 3.5M | $132.2M | 0.2% | 1.8% | +7.4% |
| 11 | Cambridge Investment Research Advisors, Inc. | 2.6M | $98.5M | 0.2% | 1.3% | +13.0% |
| 12 | ROYAL BANK OF CANADA | 2.5M | $95.6M | 0.0% | 1.3% | +7.9% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 2.4M | $89.7M | 0.0% | 1.2% | +22.9% |
| 14 | Kestra Advisory Services, LLC | 1.8M | $66.8M | 0.2% | 0.9% | +11.8% |
| 15 | Aprio Wealth Management, LLC | 1.7M | $64.1M | 3.2% | 0.9% | -11.5% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.6M | $60.1M | 0.1% | 0.8% | +18.3% |
| 17 | Janney Montgomery Scott LLC | 1.6M | $60.5M | 0.1% | 0.8% | +18.8% |
| 18 | STIFEL FINANCIAL CORP | 1.6M | $59.4M | 0.0% | 0.8% | +23.3% |
| 19 | MML INVESTORS SERVICES, LLC | 1.3M | $51.2M | 0.1% | 0.7% | +28.4% |
| 20 | J. Derek Lewis & Associates Inc. | 1.3M | $50.8M | 9.6% | 0.7% | +8.1% |
| 21 | BENJAMIN EDWARDS INC | 1.3M | $49.9M | 0.5% | 0.7% | +39.6% |
| 22 | Compton Financial Group, LLC | 1.3M | $48.2M | 9.3% | 0.6% | +133.5% |
| 23 | HARBOUR INVESTMENTS, INC. | 1.0M | $38.6M | 0.5% | 0.5% | +4.7% |
| 24 | &PARTNERS | 1.0M | $38.3M | 0.2% | 0.5% | +17.5% |
| 25 | KWB Wealth | 925,891 | $35.1M | 3.0% | 0.5% | +38.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.