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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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$3.281B
QoQ value delta ($000)
+$868.4M
(+35.99%)
Implied price effect (QoQ)
+1.83%
Shares
Total shares
92,821,359
QoQ shares delta
+23,315,897
(+33.55%)
Total shares held by funds (by quarter)
Market chart (CGBL)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| LPL Financial LLC | 444,300 | 12,575,716 | 0.12% |
| Advance Capital Management, Inc. | 331,597 | 9,385,711 | 14.06% |
| ENVESTNET ASSET MANAGEMENT INC | 245,382 | 6,945,438 | 0.07% |
| WELLS FARGO & COMPANY/MN | 163,299 | 4,622,130 | 0.03% |
| MORGAN STANLEY | 143,524 | 4,062,395 | 0.01% |
| Cetera Investment Advisers | 117,481 | 3,325,254 | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 97,439 | 2,757,985 | 0.13% |
| OSAIC HOLDINGS, INC. | 92,091 | 2,606,375 | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 91,894 | 2,601,020 | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 79,563 | 2,252,009 | 0.21% |
| CWM, LLC | 76,597 | 2,168,040 | 0.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,128 | 2,029,102 | 0.1% |
| ROYAL BANK OF CANADA | 71,000 | 2,009,200 | 0.01% |
| Aprio Wealth Management, LLC | 63,960 | 1,810,371 | 3.67% |
| JONES FINANCIAL COMPANIES LLLP | 53,259 | 1,507,500 | 0.03% |
| Kestra Advisory Services, LLC | 46,011 | 1,302,345 | 0.19% |
| J. Derek Lewis & Associates Inc. | 40,499 | 1,146,334 | 9.49% |
| STIFEL FINANCIAL CORP | 37,263 | 1,054,730 | 0.03% |
| MML INVESTORS SERVICES, LLC | 34,502 | 976,578 | 0.08% |
| Janney Montgomery Scott LLC | 30,531 | 864,170 | 0.07% |
| Concurrent Investment Advisors, LLC | 29,816 | 843,949 | 0.34% |
| &PARTNERS | 25,150 | 709,974 | 0.13% |
| ST GERMAIN D J CO INC | 24,251 | 686,422 | 0.94% |
| KWB Wealth | 23,793 | 673,458 | 2.25% |
| BENJAMIN EDWARDS INC | 22,845 | 646,639 | 0.25% |