Skip to content
Disclosery

CGBL CAPITAL GROUP CORE BALANCED

Follow

SHS (common)

354 managers (360 13F filers) reported a position in CGBL shares at 2026-06-30, 134,777,072 shares in all. 46 filers opened a position and 8 filers sold out during the quarter.

Managers
354
13F filers
360
New
46
Added
232
Reduced
48
Sold out
8
Shares held by filers
134,777,072

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC18,718,252$711M0.16%+3,809,45313F-HRTimeline
Advance Capital Management, Inc.12,041,305$457M14.77%+67,40513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,140,759$385M0.07%+2,506,84313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,827,436$373M+1,443,932Timeline
MORGAN STANLEYin group MORGAN STANLEY6,153,666$234M0.01%+721,61513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,674,737$215M0.06%+1,953,79513F-HRTimelineGroup
Cetera Investment Advisers4,819,328$183M0.17%+770,60313F-HRTimeline
Forge Financial Services LLC3,842,632$146M12.56%+77,58813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,585,680$136M0.16%+779,20413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,483,547$132M0.17%+241,50313F-HRTimeline
Cambridge Investment Research Advisors,…2,594,048$98.5M0.22%+298,83413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,519,318$95.6M0.02%+183,80413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,384,205$89.7M0.04%+443,91213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,298,599$87.3M+243,297Timeline
Aprio Wealth Management, LLC1,688,355$64.1M3.17%-219,39813F-HRTimeline
Janney Montgomery Scott LLC1,594,134$60.5M0.12%+251,84313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,595,320$60.1M0.1%+246,44913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,564,764$59.4M0.05%+295,41413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,347,667$51.2M0.1%+297,76213F-HRTimeline
J. Derek Lewis & Associates Inc.1,337,192$50.8M9.59%+100,25213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,314,820$49.9M0.46%+372,88813F-HRTimelineGroup
Compton Financial Group, LLC1,268,449$48.2M9.27%+725,20313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,015,848$38.6M0.52%+45,20613F-HRTimeline
&PARTNERS1,005,263$38.3M0.16%+149,81113F-HRTimeline
KWB Wealth925,891$35.1M3.01%+254,97013F-HRTimeline
Private Advisor Group, LLC905,873$34.4M0.16%+314,83213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC721,765$27.4M0.99%+25,36513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…623,389$23.7M0.2%+50,48113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.575,229$21.8M0.34%+12,29013F-HRTimeline
Confluence Wealth Services, Inc.562,184$21.3M0.61%+29,82713F-HRTimeline
Greenbush Financial Group, LLC549,400$20.9M6.13%-1,84113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC548,608$20.8M0.8%+31,69613F-HRTimeline
Mesirow Financial Investment Management…501,967$19.1M0.3%+62,61513F-HRTimeline
NewEdge Advisors, LLC491,913$18.7M0.06%+102,91113F-HRTimeline
Integrated Wealth Concepts LLC474,351$18M0.09%+247,82013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding431,021$16.4M+36,708Timeline
ASSETMARK, INCin group ASSETMARK, INC426,280$16.2M0.03%+115,65813F-HRTimelineGroup
Smartleaf Asset Management LLC426,687$16.2M0.53%013F-HRTimeline
Betterment LLC422,613$16M0.03%+92,45513F-HRTimeline
Quantum Financial Planning Services, In…421,907$16M4.97%+109,11213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…420,622$16M0.23%+122,81213F-HRTimelineGroup
PCG Wealth Advisors, LLC402,421$15.3M3.41%+55,46813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/395,943$15M<0.01%+113,28013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC374,554$14.2M0.17%+27,03413F-HRTimelineGroup
Clarity Wealth Advisors, LLC369,648$14M2.48%+77,30713F-HRTimeline
World Investment Advisors393,194$13.6M0.23%+11,33113F-HRTimeline
B. Riley Wealth Advisors, Inc.354,422$13.4M0.73%+10,12413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…347,708$13.2M0.29%+4,09413F-HRTimelineGroup
IFP Advisors, Inc347,015$13.2M0.24%+18,16613F-HRTimeline
Johnson Bixby & Associates, LLC342,396$13M1.45%+19,12413F-HRTimeline
D.A. DAVIDSON & CO.338,733$12.9M0.07%-13,99313F-HRTimeline
UBS Group AGin group UBS Group AG333,534$12.7M<0.01%+55,35913F-HRTimelineGroup
High Net Worth Advisory Group LLC330,840$12.6M2.67%+13,85513F-HRTimeline
SMITH, MOORE & CO.326,851$12.4M0.81%+9,98613F-HRTimeline
Base Wealth Management LLC321,993$12.2M5.69%+6,73413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.320,886$12.2M0.07%+134,96313F-HRTimelineGroup
Capital Management Associates, Inc320,084$12.2M2.44%+20,72813F-HRTimeline
Geneos Wealth Management Inc.319,852$12.1M0.25%+39,49213F-HRTimeline
Merit Financial Group, LLC318,159$12.1M0.08%+27,76113F-HR/ATimeline
Valmark Advisers, Inc.314,960$12M0.13%+158,97513F-HRTimeline
Venture Visionary Partners LLC304,689$11.6M0.32%+66,98813F-HRTimeline
CLG LLC300,514$11.4M2.5%+96,07413F-HRTimeline
Hartmann Taylor Wealth Management, LLC326,175$11.2M7.43%013F-HRTimeline
Boyer Financial Services, Inc.295,203$11.1M9.41%+2,25913F-HRTimeline
Hopwood Nicholas Hunter288,664$11M3.01%+9,13813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.282,636$10.7M0.11%+22,80313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC279,066$10.6M0.54%+54413F-HRTimeline
LongView Wealth Management276,470$10.5M2.69%+12,13713F-HRTimeline
AdvisorNet Financial, Inc271,457$10.3M0.47%+29,74313F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC261,952$9.94M5.09%13F-HRTimeline
Gateway Wealth Partners, LLC259,076$9.83M0.59%-91,31213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC258,114$9.8M3.95%+16,79313F-HRTimeline
HighTower Advisors, LLC242,078$9.19M0.01%+15,05513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.239,613$9.1M0.45%+22,33713F-HRTimelineGroup
Advisory Services Network, LLC226,175$8.59M0.1%+35,00113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.212,646$8.11M1.97%+8,69813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP213,499$8.1M0.01%+42,28513F-HRTimelineGroup
Worth Asset Management, LLC209,524$7.95M2.54%+13,20013F-HRTimeline
Spectrum Investment Advisors, Inc.208,664$7.92M3.24%new13F-HRTimeline
KINTRA WEALTH, LLC200,753$7.74M0.4%+92,97713F-HRTimeline
Westside Investment Management, Inc.201,673$7.66M1.01%+22,10813F-HRTimeline
Bleakley Financial Group, LLC189,752$7.2M0.09%+24,70313F-HRTimeline
Tempus Wealth Planning, LLC176,327$6.69M1.31%+2,33113F-HRTimeline
Clear Creek Financial Management, LLC173,854$6.6M0.42%+10,22413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC173,608$6.59M0.1%+9,54313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…167,605$6.36M0.01%+9,98813F-HRTimelineGroup
CVFG LLC164,981$6.26M0.66%+21,50213F-HRTimeline
Mutual Advisors, LLC164,708$6.25M0.12%+76,33813F-HRTimeline
Sigma Planning Corp162,362$6.16M0.16%+20,79713F-HRTimeline
Michael Brady & Co., LLC161,496$6.13M5.41%-1,41013F-HRTimeline
Integrity Advisory Solutions, LLC157,589$5.98M0.62%+9,78813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC154,094$5.85M0.28%+2,99713F-HRTimeline
DAVENPORT & Co LLC151,828$5.76M0.03%+28,92913F-HRTimeline
MGO ONE SEVEN LLC151,676$5.76M0.1%+95,30413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…149,799$5.69M0.11%+137,46113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.149,521$5.68M0.22%+28,51513F-HRTimeline
Steward Partners Investment Advisory, L…149,387$5.67M0.03%+28,39113F-HRTimeline
First Heartland Consultants, Inc.149,359$5.67M0.37%+3,35413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…149,187$5.66M0.15%+13,52913F-HRTimeline
WealthCare Investment Partners, LLC145,243$5.51M1.34%-92913F-HRTimeline
HighPoint Advisor Group LLC145,183$5.51M0.19%+41,71613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS143,378$5.44M0.01%+5,29513F-HRTimeline
Kingsview Wealth Management, LLC143,350$5.44M0.07%-27,15713F-HRTimeline
VVR Holdings LLC142,823$5.42M2.34%+30,59613F-HRTimeline
PFG Advisors142,674$5.42M0.27%+11,63413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142,116$5.39M<0.01%+39,53113F-HRTimelineGroup
WNY Asset Management, LLC140,638$5.34M0.48%+47,23413F-HRTimeline
AA Financial Advisors, LLC137,630$5.22M0.63%+1,34013F-HRTimeline
CWS Financial Advisors, LLC137,150$5.21M1.16%+16,19713F-HRTimeline
Koshinski Asset Management, Inc.133,218$5.06M0.27%-2,91113F-HRTimeline
Challenger Wealth Management125,580$4.77M3.51%+1,28413F-HRTimeline
Onyx Bridge Wealth Group LLC124,253$4.72M0.42%+1,74513F-HRTimeline
Taylor Financial Group, Inc.121,739$4.62M2.54%+5,76613F-HRTimeline
Vestmark Advisory Solutions, Inc.120,119$4.56M0.04%+52,10213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116,614$4.43M0.1%+61,76113F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…110,393$4.19M1.95%+2,87113F-HRTimeline
Continuum Advisory, LLC109,546$4.16M0.34%+15,51613F-HRTimeline
Patriot Financial Group Insurance Agenc…108,672$4.13M0.42%-93,85013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp105,647$4.01M<0.01%+61,21513F-HRTimelineGroup
StrongBox Wealth, LLC101,934$3.87M1.1%+3,82713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding100,797$3.83M+4,300Timeline
WCG Wealth Advisors LLC99,121$3.76M0.09%new13F-HRTimeline
Waverly Advisors, LLC98,234$3.73M0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…97,395$3.7M0.01%+31713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC97,000$3.68M0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,389$3.62M<0.01%-25,29613F-HRTimelineGroup
DAHRING | CUSMANO LLC94,996$3.61M1.9%+7,76813F-HRTimeline
NWF Advisory Services Inc.94,957$3.6M0.34%+43,97013F-HRTimeline
Sovran Advisors, LLC96,563$3.6M0.27%+8,80513F-HRTimeline
Keystone Wealth Services, LLC94,853$3.6M0.67%+47,01813F-HRTimeline
Clear Trail Advisors, LLC93,718$3.56M0.54%new13F-HRTimeline
RFG Advisory, LLC92,604$3.52M0.05%+3,71613F-HRTimeline
J.W. COLE ADVISORS, INC.89,836$3.41M0.06%+83,94213F-HRTimeline
J HAGAN CAPITAL, INC.89,827$3.41M1.58%+6,29613F-HRTimeline
Mascagni Wealth Management, Inc.79,910$3.03M1.88%+1,00613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC79,667$3.02M0.79%+73,58313F-HRTimeline
PKS Advisory Services, LLC78,541$2.98M0.48%new13F-HRTimeline
Burford Brothers, Inc.73,347$2.78M1.02%+1,92813F-HRTimeline
Ausdal Financial Partners, Inc.69,174$2.63M0.1%+15,56613F-HRTimeline
Asset Allocation Strategies LLC68,255$2.59M0.4%+11,65613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…62,472$2.37M0.03%+3,37213F-HRTimelineGroup
Keystone Financial Group60,729$2.31M0.14%+13,50013F-HRTimeline
Accel Wealth Management60,453$2.29M0.52%+39,20013F-HRTimeline
Farther Finance Advisors, LLC60,085$2.28M0.02%+35,24013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,509$2.26M0.04%+18,15513F-HRTimeline
Creekside Partners57,717$2.19M0.79%+20813F-HRTimeline
HBW ADVISORY SERVICES LLC57,612$2.19M0.2%+7,09613F-HRTimeline
Mariner, LLCin group Mariner, LLC57,401$2.18M<0.01%-425,31113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,220$2.17M<0.01%+17,43013F-HRTimelineGroup
VICUS CAPITAL56,496$2.14M0.14%+11,13513F-HRTimeline
Security Financial Services, INC.56,484$2.14M0.3%-1,05513F-HRTimeline
WILLIAM JOHN SEMPOLINSKI54,730$2.08M0.84%+10,50013F-HRTimeline
Merited Wealth, LLC52,703$2M1.41%-102,62513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding53,224$1.98M+31,454Timeline
Bare Financial Services, Inc51,052$1.94M0.44%013F-HRTimeline
Carson Advisory Inc.51,012$1.94M0.89%+5,35613F-HRTimeline
Lantern Wealth Advisors, LLC49,991$1.9M0.87%+4,96613F-HRTimeline
Global Retirement Partners, LLC48,907$1.86M0.03%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48,560$1.84M0.06%-2,58513F-HRTimelineGroup
Richmond Investment Services, LLC48,393$1.84M0.58%+15,80413F-HRTimeline
Smith Thornton Advisors LLC48,796$1.82M0.8%+5,81013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding47,060$1.79M+6,749Timeline
ASHTON THOMAS SECURITIES, LLC46,200$1.75M0.26%+8,02613F-HRTimeline
United Advisor Group, LLC45,157$1.71M0.18%+4,20013F-HRTimeline
Western Wealth Management, LLC44,351$1.68M0.06%+47813F-HRTimeline
GTS SECURITIES LLC43,291$1.64M0.03%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC41,277$1.57M0.11%+50913F-HRTimeline
Sun Financial Inc40,726$1.56M0.74%+3413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC39,250$1.49M0.35%-6,71313F-HRTimeline
R2 Capital Strategies, LLC38,720$1.47M0.67%13F-HRTimeline
VestGen Advisors, LLC38,648$1.47M0.04%-3,56613F-HRTimeline
Lantz Financial LLC37,952$1.44M0.26%+12,49813F-HRTimeline
Prospera Financial Services Inc37,031$1.41M0.02%-129,76413F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC36,884$1.4M1.37%13F-HR/ATimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…36,749$1.39M0.94%-6,49613F-HRTimeline
Beacon Financial Advisory LLC36,456$1.38M0.27%+1,09513F-HRTimeline
RIA Advisory Group LLC36,344$1.38M0.31%+1,09313F-HRTimeline
LEIGH BALDWIN & CO., LLC36,315$1.38M0.74%+1,05713F-HRTimeline
Capital Investment Advisory Services, L…35,693$1.35M0.08%+5,21913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,931$1.33M<0.01%+2,07213F-HRTimelineGroup
Englebert Financial Advisers, LLC34,817$1.32M1.31%+1,60513F-HRTimeline
Wisconsin Wealth Advisors, LLC34,663$1.32M1.13%+1,10413F-HRTimeline
Dakota Wealth Management33,910$1.29M0.02%+3,59013F-HRTimeline
Duncan Williams Asset Management, LLC34,016$1.29M0.29%+21,45413F-HRTimeline
Brookwood Investment Group LLC33,349$1.27M0.15%+18513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC32,835$1.25M0.68%+77013F-HRTimeline
Independent Wealth Network Inc.32,630$1.24M0.32%-1,54913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC32,576$1.24M0.19%+7,68113F-HRTimeline
Synergy Investment Management, LLC31,820$1.21M0.29%+1,10513F-HRTimeline
Visionary Wealth Advisors31,389$1.19M0.05%+2,01913F-HRTimeline
Latitude Advisors, LLC31,172$1.18M0.47%+2,94513F-HRTimeline
Nautilus Advisors LLC31,003$1.17M0.69%-3,14913F-HRTimeline
Summit Financial, LLC30,047$1.15M0.01%-1,05013F-HRTimeline
Northwest Financial Advisors29,399$1.12M0.15%+2,98913F-HRTimeline
Advyzon Investment Management, LLC29,049$1.1M0.08%+2,68413F-HRTimeline
Arax Advisory Partners28,313$1.07M0.01%+13,12913F-HRTimeline
Vantus Wealth LLC27,735$1.05M0.56%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,045$1.03M0.04%+2,58813F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,455$966K0.04%+2,00013F-HRTimeline
tru Independence LLC25,162$955K0.42%+93513F-HRTimeline