Who Owns CGBL?
Capital Group Core Balanced ETF — Institutional Ownership & 13F Holdings
$36.70
-0.05 (-0.14%)
Market Cap
$2.9B
Shares Outstanding
80,294,673
Institutional Holders
213
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+165
Institutional data as of Q1 2025
New Positions
76
Closed Positions
12
Increased
101
Decreased
21
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $237.4M | 7,662 |
| 2 | MORGAN STANLEY | $68.1M | 2,199,014 |
| 3 | Advance Capital Management, Inc. | $67.4M | 2,176,576 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $53.8M | 1,737,175 |
| 5 | OSAIC HOLDINGS, INC. | $50.6M | 1,631,662 |
| 6 | Cetera Investment Advisers | $48.2M | 1,554,803 |
| 7 | Cambridge Investment Research Advisors, Inc. | $48.0M | 1,548,960 |
| 8 | ROYAL BANK OF CANADA | $46.8M | 1,509,453 |
| 9 | RAYMOND JAMES FINANCIAL INC | $32.4M | 1,047,390 |
| 10 | ST GERMAIN D J CO INC | $21.9M | 705,697 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +8K | $237.4M |
| MORGAN STANLEY | +376K | $68.1M |
| Advance Capital Management, Inc. | +16K | $67.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +585K | $53.8M |
| OSAIC HOLDINGS, INC. | +984K | $50.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Advisory Services Network, LLC | -85K | $5.7M |
| Strategic Financial Concepts, LLC | -48K | $389K |
| Rockport Wealth LLC | -40K | $1.8M |
| Kestra Advisory Services, LLC | -33K | $21K |
| Owen LaRue, LLC | -19K | $1.4M |
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Frequently Asked Questions
How many institutional investors hold CGBL?
As of Q1 2025, 213 institutional investors report holding CGBL (Capital Group Core Balanced ETF) in their 13F filings.
Which hedge fund owns the most CGBL?
The largest institutional holder of CGBL is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $237.4M in shares.
Are institutions buying or selling CGBL?
This quarter, 76 institutions opened new positions in CGBL and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.