Capital Group Core Balanced

CGBL • ARCA

Capital Group Core Balanced is an exchange-traded fund on ARCA. As of Q3 2025, 251 institutional investors hold shares in this ETF, with total holdings valued at $2.5B. LPL Financial LLC is the largest holder with a position valued at $342.0M.

Overview

Overview of institutional ownership in CGBL as of Q3 2025

All Institutions

Institutions: 251
Value Held: $2.5B
Shares Held: 71.3M
Avg Position: $9.9M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 3
Value Held: $7.1M
Shares Held: 203.5K
Avg Position: $2.4M
Median Position: $1.9M

Biggest Investors

Institutions with the largest positions in CGBL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$342.0M 0.10% of portfolio	9.8M shares	Q1 2024 Held for 1y 8m	$340.07B
Advance Capital Management, Inc. RIA/Wealth	Christopher Michael Kostiz President	$322.1M 14.11% of portfolio	9.3M shares	Q1 2024 Held for 1y 8m	$2.3B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$189.2M 0.06% of portfolio	5.4M shares	Q4 2023 Held for 1y 11m	$341.99B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$120.5M 0.01% of portfolio	3.5M shares	Q1 2024 Held for 1y 8m	$1.65T
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$82.4M 0.10% of portfolio	2.4M shares	Q2 2024 Held for 1y 5m	$85.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$76.7M 0.02% of portfolio	2.2M shares	Q4 2024 Held for 11 months	$310.43B
A Advisor Group Holdings, Inc. Institution	-	$71.9M 0.10% of portfolio	2.1M shares	Q3 2023 Held for 2y 2m	$71.0B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$71.6M 0.10% of portfolio	2.1M shares	Q4 2023 Held for 1y 11m	$71.1B
CWM, LLC RIA/Wealth	George Burton White CEO	$71.2M 0.23% of portfolio	2.1M shares	Q4 2023 Held for 1y 11m	$31.5B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$67.6M 0.10% of portfolio	1.9M shares	Q4 2023 Held for 1y 11m	$65.5B

Net Capital Flow

Institutional buying and selling activity for CGBL in Q3 2025

Traded: +$686.5M
Buyers: 218
Sellers: 35
Total Bought: +$723.3M
Total Sold: −$36.9M
Avg Position: $9.4M

Biggest Buyers

Institution	Net Bought	Current Position
Advance Capital Management, Inc. RIA/Wealth	+$228.1M +6.6M shares	$322.1M 9.3M shares
L LPL Financial LLC Institution	+$83.3M +2.4M shares	$342.0M 9.8M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$45.4M +1.3M shares	$189.2M 5.4M shares
MORGAN STANLEY RIA/Wealth	+$37.2M +1.1M shares	$120.5M 3.5M shares
WELLS FARGO & COMPANY/MN Institution	+$33.9M +975.2K shares	$55.1M 1.6M shares
A Advisor Group Holdings, Inc. Institution	+$22.5M +654.6K shares	$71.9M 2.1M shares
Cetera Investment Advisers RIA/Wealth	+$21.8M +628.2K shares	$82.4M 2.4M shares
S STIFEL FINANCIAL CORP Long Only Manager	+$13.3M +384.4K shares	$28.6M 823.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$12.9M +371.1K shares	$76.7M 2.2M shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$12.8M +365.9K shares	$35.2M 1.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$10.2M −304.9K shares	Sold Off 0 shares
CWM, LLC RIA/Wealth	−$5.4M −156.8K shares	$71.2M 2.1M shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$5.4M −156.0K shares	$14.1M 404.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.2M −119.7K shares	$4.7M 136.2K shares
Divergent Planning, LLC RIA/Wealth	−$2.2M −66.8K shares	Sold Off 0 shares
Base Wealth Management LLC RIA/Wealth	−$1.5M −44.1K shares	$11.3M 324.0K shares
FRANKLIN RESOURCES INC Institution	−$1.5M −42.7K shares	$655.8K 18.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.3M −38.7K shares	$1.9M 54.4K shares
Financial Advocates Investment Management RIA/Wealth	−$1.2M −34.7K shares	Sold Off 0 shares
Herold Advisors, Inc. RIA/Wealth	−$609.3K −18.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CGBL in Q3 2025

New Positions: 25
New Value: $23.0M
Exited Positions: 13
Exited Value: $15.8M

New Positions

Institution	Position Value
Mach-1 Financial Group, Inc. RIA/Wealth	$5.0M 143.3K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$5.0M 143.3K shares
Blueprint Investment Partners LLC Long Only Manager	$2.1M 59.3K shares
Blueprint Financial Advisors LLC RIA/Wealth	$2.1M 59.3K shares
Rockefeller Capital Management L.P. Long Only Manager	$1.3M 36.9K shares
Western Wealth Management, LLC RIA/Wealth	$1.2M 34.2K shares
Summit Financial, LLC RIA/Wealth	$1.1M 30.6K shares
Kestra Investment Management, LLC Long Only Manager	$872.7K 25.1K shares
Mayflower Financial Advisors, LLC RIA/Wealth	$463.3K 13.3K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$450.6K 13.0K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$10.2M 304.9K shares
Divergent Planning, LLC RIA/Wealth	$2.2M 66.8K shares
Financial Advocates Investment Management RIA/Wealth	$1.2M 34.7K shares
Herold Advisors, Inc. RIA/Wealth	$609.3K 18.2K shares
G GTS SECURITIES LLC Institution	$524.8K 15.7K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$331.7K 9.9K shares
F Fi3 FINANCIAL ADVISORS, LLC RIA/Wealth	$247.0K 7.4K shares
H Holistic Planning, LLC Institution	$213.9K 6.4K shares
C CLS Investments, LLC Institution	$213.5K 6.4K shares
Opal Wealth Advisors, LLC RIA/Wealth	$45.9K 1.4K shares

Options Activity

Institutions with the largest Call and Put options positions in CGBL as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CGBL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Advance Capital Management, Inc. RIA/Wealth	Christopher Michael Kostiz President	14.11% $322.1M	9.3M shares	Q1 2024 Held for 1y 8m	$2.3B
Hartmann Taylor Wealth Management, LLC RIA/Wealth	William Wade Taylor Managing Partner	7.68% $10.7M	307.9K shares	Q1 2025 Held for 8 months	$139.3M
Base Wealth Management LLC RIA/Wealth	Daniel Francis Dilascia Owner	6.41% $11.3M	324.0K shares	Q1 2025 Held for 8 months	$175.5M
Greenbush Financial Group, LLC RIA/Wealth	Michael R. Ruger Partner	6.36% $16.1M	462.5K shares	Q4 2024 Held for 11 months	$252.4M
Quantum Financial Planning Services, Inc. RIA/Wealth	Sidney Wilbert Vanloh CEO	3.89% $9.6M	277.0K shares	Q4 2024 Held for 11 months	$247.3M
C Challenger Wealth Management RIA/Wealth	John Peter Gutfreund Managing Partner	3.18% $4.1M	117.0K shares	Q4 2024 Held for 11 months	$127.9M
CVFG LLC RIA/Wealth	Beau M Browning Partner	2.96% $4.1M	118.0K shares	Q4 2024 Held for 11 months	$138.4M
Worth Asset Management, LLC RIA/Wealth	James Willard Clark Managing Partner	2.77% $6.0M	172.9K shares	Q1 2025 Held for 8 months	$216.5M
SEAMOUNT FINANCIAL GROUP INC RIA/Wealth	Rebecca Luzzi Colafrancesco President	2.53% $5.4M	154.4K shares	Q2 2024 Held for 1y 5m	$211.8M
H High Net Worth Advisory Group LLC Institution	-	2.23% $9.3M	266.5K shares	Q2 2024 Held for 1y 5m	$414.1M

Hedge Fund Spotlight

Discover hedge funds investing in CGBL

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Capital Group Core Balanced

Market Value: $1.9M
Shares Held: 54.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%