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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

356 managers (362 13F filers) reported a position in CGBL shares at 2026-06-30, 134,578,959 shares in all. 47 filers opened a position and 8 filers sold out during the quarter.

Managers
356
13F filers
362
New
47
Added
233
Reduced
48
Sold out
8
Shares held by filers
134,578,959

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
SILVER OAK SECURITIES, INCORPORATED24,963$948K0.06%+9,30013F-HRTimeline
Colonial River Investments, LLC24,881$944K0.27%+4,58713F-HRTimeline
ADVISORTRUST PARTNERS, LLC24,777$941K0.32%+7,15913F-HRTimeline
Advisor Resource Council24,364$925K0.31%+6,39113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,239$886K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC22,754$864K0.02%+31413F-HRTimeline
OakTrust Wealth Advisors, LLC22,515$855K0.74%+8,46713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,415$851K0.04%+3,36013F-HRTimeline
PRIVATE TRUST CO NA22,399$850K0.07%-2,22913F-HRTimeline
Williams & Novak Wealth Management, LLC21,936$833K0.56%-7,47013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC21,879$831K0.03%+98013F-HRTimeline
Strategic Blueprint, LLC21,737$825K0.04%+86513F-HRTimeline
Bridgewealth Advisory Group, LLC21,705$824K0.16%+713F-HRTimeline
Harborfront Financial Group LLC21,409$813K3.06%13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments21,061$799K0.04%+4,91213F-HRTimelineGroup
KPP Advisory Services LLC20,981$796K0.1%013F-HRTimeline
Vise Technologies, Inc.20,924$794K0.01%new13F-HRTimeline
Atria Investments, Inc20,899$793K0.01%+3,70013F-HRTimeline
Regal Investment Advisors LLC20,804$790K0.04%-87013F-HRTimeline
Walkner Condon Financial Advisors LLC20,435$776K0.09%-8213F-HRTimeline
Pines Wealth Management, LLC20,313$771K0.22%-10513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,880$755K0.02%+1,57013F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc19,191$728K0.24%+713F-HRTimeline
Old North State Wealth Management, LLC19,049$723K0.31%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,932$719K0.05%-16,92013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC19,130$712K0.1%+4,59313F-HRTimeline
Tudor Financial Inc.18,655$708K0.32%+1,43013F-HR/ATimeline
Focus Financial Network, Inc.18,221$695K0.02%+8,34413F-HRTimeline
Souders Financial Advisors17,928$681K0.07%+3,29413F-HRTimeline
Stonebridge Financial Group, LLC / MO17,881$679K0.45%+6,37013F-HRTimeline
McNamara Financial Services, Inc.17,399$660K0.11%+2,34413F-HRTimeline
Balboa Wealth Partners16,737$635K0.09%+11213F-HRTimeline
Coastal Bridge Advisors, LLC15,965$606K0.04%+1,03013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,867$602K0.03%+4,34513F-HRTimelineGroup
Financial Perspectives, Inc15,490$588K0.14%+6,12413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,239$578K0.01%-114,68413F-HRTimelineGroup
Owen LaRue, LLC15,069$572K0.2%-73113F-HRTimeline
44 WEALTH MANAGEMENT LLC14,805$562K0.19%+3213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.14,754$560K0.18%+60013F-HRTimeline
Mayflower Financial Advisors, LLC14,540$552K0.05%+1,19613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC14,379$546K0.02%new13F-HRTimelineGroup
Belpointe Asset Management LLC14,371$546K0.02%+7,81413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,224$539K<0.01%+2,27413F-HRTimelineGroup
Lodestone Wealth Management LLC14,146$537K0.19%-8013F-HRTimeline
Spinnaker Investment Group, LLC13,815$524K0.08%+21913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,627$517K0.01%+5,52013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.13,358$507K0.02%+1,07913F-HRTimeline
Jacobi Capital Management LLC13,072$496K0.02%+91013F-HRTimeline
Arkadios Wealth Advisors12,982$493K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,979$493K<0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC12,912$490K0.09%+78813F-HRTimeline
Lincoln Capital LLC12,680$481K0.09%+6,81013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC12,560$477K0.16%+1,69213F-HRTimelineGroup
Modern Wealth Management, LLC12,423$472K0.01%+913F-HRTimeline
AMERIFLEX GROUP, INC.12,267$466K0.19%013F-HRTimeline
Southland Equity Partners LLC12,173$462K0.08%-13313F-HRTimeline
TD Waterhouse Canada Inc.12,215$460K<0.01%013F-HRTimeline
Transcendent Capital Group LLC12,056$458K0.18%+1,22013F-HRTimeline
Medallion Wealth Advisors, LLC11,850$450K0.14%+11,25013F-HRTimeline
Strategic Financial Concepts, LLC11,484$436K0.13%-6,72913F-HRTimeline
HUB Investment Partners, LLC11,434$434K0.01%-1,25813F-HRTimeline
Intrua Financial, LLC11,183$425K0.04%+1,02613F-HRTimeline
Birchwood Financial Partners, Inc.11,062$420K0.34%+29213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,978$417K0.01%+5213F-HRTimelineGroup
WARNER FINANCIAL, INC10,973$417K0.12%+3013F-HRTimeline
SWEENEY & MICHEL, LLC10,706$411K0.11%+1,06413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,684$406K0.07%-87313F-HRTimeline
Parsonex Advisory Services, Inc.10,682$405K0.35%013F-HRTimeline
Bill Few Associates, Inc.10,531$400K0.09%+1,65413F-HRTimeline
Maridea Wealth Management LLC10,450$397K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC10,358$393K<0.01%+80213F-HRTimeline
Prepared Retirement Institute LLC10,101$383K0.16%-6,22513F-HRTimeline
Vermillion & White Wealth Management Gr…9,998$379K0.19%+1,03813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,700$368K0.03%013F-HRTimelineGroup
Professional Financial Advisors, LLC9,483$360K0.06%new13F-HRTimeline
Tennessee Valley Asset Management Partn…9,476$360K0.04%+64513F-HRTimeline
Snowden Capital Advisors LLC9,377$357K0.01%+2,43613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,367$356K0.05%+35213F-HRTimeline
Simplicity Wealth,LLC9,305$353K0.01%+58713F-HRTimeline
IFG Advisory, LLC9,039$343K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC9,031$343K<0.01%+20013F-HRTimeline
PFG Investments, LLC8,838$335K0.01%-4,98413F-HRTimeline
Sowell Financial Services LLC8,746$332K0.01%+2,03913F-HRTimeline
Wealth Management Associates, Inc.8,260$314K0.09%+1,80013F-HRTimeline
Kovack Advisors, Inc.8,287$313K0.02%-1,29213F-HRTimeline
CALTON & ASSOCIATES, INC.8,180$311K0.05%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…8,001$304K<0.01%new13F-HRTimelineGroup
Cooper Financial Group7,998$304K0.03%new13F-HRTimeline
Johnson Financial Group, LLC7,850$298K0.02%013F-HRTimeline
Virtus Wealth Solutions LLC7,745$294K0.04%+2513F-HRTimeline
Savvy Advisors, Inc.7,670$291K0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,595$288K<0.01%+1,34213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,534$286K0.08%+1,20113F-HRTimeline
Retireful, LLC7,497$285K0.26%new13F-HRTimeline
Guardian Asset Advisors, LLC7,300$277K0.13%new13F-HRTimeline
Creative Planningin group Creative Planning7,281$276K<0.01%-32613F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC7,186$273K0.12%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC7,175$272K0.09%new13F-HRTimeline
Wealthspire Retirement, LLC7,088$269K0.01%new13F-HRTimeline
Hobbs Group Advisors, LLC6,930$263K0.07%-31013F-HRTimeline
Dynamic Advisor Solutions LLC6,840$260K0.01%-33913F-HRTimeline
WEDBUSH SECURITIES INC6,800$258K0.01%+71113F-HRTimeline
Claro Advisors Inc.6,725$255K0.03%013F-HRTimeline
NWAM LLC6,678$253K0.01%013F-HRTimeline
January Capital Advisors LLC6,600$251K0.21%+7713F-HRTimeline
Aspire Growth Partners LLC6,531$248K0.14%new13F-HRTimeline
M.E. ALLISON & CO., INC.6,410$243K0.14%-12513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC6,401$243K0.05%new13F-HRTimeline
Nicholson Wealth Management Group, LLC6,392$243K0.14%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,368$242K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC6,319$240K0.01%-39413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,212$236K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors6,211$236K0.03%new13F-HRTimelineGroup
Hobart Private Capital, LLC6,138$233K0.04%-56213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,098$231K0.01%-1,39113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5,966$226K0.02%+2213F-HRTimeline
Old Port Advisors5,755$218K0.04%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,707$217K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,636$214K0.01%+1,63013F-HRTimeline
Perigon Wealth Management, LLC5,585$212K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,507$209K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,377$203K0.01%new13F-HRTimeline
Tumwater Wealth Management, LLC5,338$203K0.07%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC5,272$200K0.03%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,437$130K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.3,155$120K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,941$112K<0.01%new13F-HRTimelineGroup
Cascades Capital Asset Management, LLC2,886$110K0.04%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,792$106K0.06%013F-HRTimeline
Godfrey Financial Associates, Inc.2,439$92.6K0.07%+5013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,431$92.3K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,000$75.9K<0.01%013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,765$67K0.01%013F-HRTimeline
Larson Financial Group LLC1,700$64.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,510$57.3K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,480$56.2K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,454$55.2K0.03%new13F-HRTimeline
Allworth Financial LP1,352$51.3K<0.01%-43013F-HRTimeline
Anchor Investment Management, LLC1,255$47.6K<0.01%+513F-HRTimeline
Rossby Financial, LCC928$35.2K0.01%-45613F-HRTimeline
CoreCap Advisors, LLC919$34.9K<0.01%-30313F-HRTimeline
FMR LLCin group FMR LLC876$33.2K<0.01%-25313F-HRTimelineGroup
Parkside Financial Bank & Trust870$33K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.773$29.3K<0.01%+49013F-HRTimeline
BOKF, NAin group BOKF, NA605$23K<0.01%013F-HRTimelineGroup
BAYBAN604$22.9K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC474$18K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS339$12.9K<0.01%new13F-HRTimeline
Archer Investment Corp314$11.9K<0.01%new13F-HR/ATimeline
N.E.W. Advisory Services LLC309$11.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co308$11.7K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners300$11.4K<0.01%new13F-HRTimelineGroup
Trust Co200$7.59K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC158$6.02K<0.01%013F-HRTimeline
Dunhill Financial, LLC144$5.47K<0.01%new13F-HRTimeline
Schuylkill Financial LLC1$15<0.01%13F-HRTimeline