Capital Group Core Balanced ETF (CGBL)

ETF ยท NYSE Arca

Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 26, 2023.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
September 26, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 358 institutions reported holding CGBL, with 134.5 million shares worth $5.1 billion in aggregate. The largest reported holder was Lpl Financial, with 18.7 million shares worth $710.5 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Lpl Financial18,718,252$711MAdded 25.55%
Advance Capital Management12,041,305$457MAdded 0.56%
Wells Fargo & Company/MN10,140,759$385MAdded 32.84%
Envestnet Asset Management9,654,718$366MAdded 17.11%
Morgan Stanley6,153,666$234MAdded 13.28%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CGBL?

Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 26, 2023.

Who are the largest institutional holders of CGBL?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CGBL were Lpl Financial, Advance Capital Management and Wells Fargo & Company/MN.

How many institutions own CGBL?

358 institutions reported a position in CGBL for the quarter ended June 30, 2026, worth $5.1 billion in total.

Did institutions buy or sell CGBL last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CGBL.

Every reported institutional holder, plus insider and congressional trades in CGBL, on SentiSense.