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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

240 managers (244 13F filers) reported a position in CGBL shares at 2025-06-30, 52,163,439 shares in all. 34 filers opened a position and 12 filers sold out during the quarter.

Managers
240
13F filers
244
New
34
Added
149
Reduced
41
Sold out
12
Shares held by filers
52,163,439

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Wisconsin Wealth Advisors, LLC7,955$266K0.31%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,614$257K0.05%-73313F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,620$255K0.02%+6513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,351$247K0.09%new13F-HRTimeline
WARNER FINANCIAL, INC7,289$244K0.1%-89913F-HRTimeline
KINTRA WEALTH, LLC6,850$229K0.14%new13F-HRTimeline
Claro Advisors Inc.6,675$223K0.04%+4013F-HRTimeline
Hobart Private Capital, LLC6,549$219K0.05%-6613F-HRTimeline
Advisor Resource Council6,533$218K0.11%-158,29013F-HRTimeline
Creative Planningin group Creative Planning6,530$218K<0.01%new13F-HRTimelineGroup
SWEENEY & MICHEL, LLC6,437$216K0.08%new13F-HRTimeline
Simplicity Wealth,LLC6,402$214K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC6,398$214K0.06%-4,18713F-HRTimeline
Nicholson Wealth Management Group, LLC6,392$214K0.13%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,385$214K<0.01%new13F-HR/ATimeline
Onyx Bridge Wealth Group LLC6,280$210K0.03%new13F-HRTimeline
Savvy Advisors, Inc.6,069$203K0.01%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,993$200K0.08%new13F-HRTimeline
Financial Perspectives, Inc5,821$195K0.06%+4,03513F-HRTimeline
TD Waterhouse Canada Inc.5,645$188K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,845$162K0.01%-3,78713F-HRTimelineGroup
Allworth Financial LP4,666$156K<0.01%+39013F-HRTimeline
Arax Advisory Partners4,453$149K0.01%+2,04713F-HRTimeline
N.E.W. Advisory Services LLC4,287$143K0.01%-4,25313F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,437$81.5K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,088$69.8K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,985$66.4K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,765$59K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC1,372$45.9K0.01%+70913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,300$43.5K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1,000$33.4K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC600$20K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\540$18.1K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC444$14.8K0.01%+813F-HRTimeline
EQ WEALTH ADVISORS, LLC280$9.37K0.01%+113F-HRTimeline
Bell Investment Advisors, Inc46$1.55K<0.01%013F-HRTimeline
Rossby Financial, LCC29$970<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB11$368<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1$33<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.