Who Owns Capital Group Core Balanced ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Capital Group Core Balanced ETF.
Who crossed 5% of CGBL →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Venture Visionary Partners LLCSHS336.4K shadded | $12.4M |
| Worth Asset Management, LLCETF201.7K shtrimmed | $7.4M |
| First Heartland Consultants, Inc.SHS160.3K shadded | $5.9M |
| TITLEIST ASSET MANAGEMENT, LLCSHS40.7K shtrimmed | $1.5M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCSHS36.7K shtrimmed | $1.4M |
| Wisconsin Wealth Advisors, LLCSHS35.7K shadded | $1.3M |
| Lincoln Capital LLCSHS29.6K shadded | $1.1M |
| Nautilus Advisors LLCSHS29.3K shtrimmed | $1.1M |
| Farther Finance Advisors, LLCETF21.5K shtrimmed | $791.4K |
| FINANCIAL MANAGEMENT NETWORK INCSHS18.5K shtrimmed | $682.8K |
| Williams & Novak Wealth Management, LLCSHS15.1K shtrimmed | $554.6K |
| Bill Few Associates, Inc.SHS11.9K shadded | $437.3K |
| Cooper Financial GroupSHS10.9K shadded | $399.8K |
| Retireful, LLCSHS8.1K shadded | $298.4K |
| M.E. ALLISON & CO., INC.SHS6.4K shheld | $235.6K |
| CoreCap Advisors, LLCETF2.1K shadded | $78K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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