Skip to content
Disclosery

CGBL CAPITAL GROUP CORE BALANCED

Follow

SHS (fund)

249 managers (255 13F filers) reported a position in CGBL shares at 2025-09-30, 71,452,411 shares in all. 28 filers opened a position and 14 filers sold out during the quarter.

Managers
249
13F filers
255
New
28
Added
189
Reduced
24
Sold out
14
Shares held by filers
71,452,411

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Williams & Novak Wealth Management, LLC9,994$347K0.27%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,750$339K0.02%013F-HRTimelineGroup
High Falls Advisors, Inc9,635$335K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,620$334K0.02%+2,00013F-HRTimeline
Regal Investment Advisors LLC9,360$325K0.02%+19413F-HRTimeline
Vermillion & White Wealth Management Gr…8,718$303K0.17%+59813F-HRTimeline
Sanctuary Advisors, LLC8,552$297K<0.01%+1113F-HR/ATimeline
Advisor Resource Council8,374$291K0.39%+1,84113F-HRTimeline
Concorde Asset Management, LLC8,289$289K0.12%13F-HRTimeline
Simplicity Wealth,LLC8,289$288K0.02%+1,88713F-HRTimeline
A&I FINANCIAL SERVICES, LLC8,179$285K0.14%013F-HRTimeline
MSH Capital Advisors LLC8,184$284K0.08%new13F-HRTimeline
Dynamic Advisor Solutions LLC8,045$279K0.01%-6213F-HRTimeline
Southland Equity Partners LLC7,737$269K0.05%new13F-HRTimeline
Intrua Financial, LLC7,608$264K0.03%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,611$264K0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.7,569$263K0.01%+1,50013F-HRTimeline
Skyline Advisors, Inc.7,490$260K0.09%new13F-HRTimeline
Asset Allocation Strategies LLC7,297$253K0.05%new13F-HRTimeline
Financial Perspectives, Inc7,208$250K0.07%+1,38713F-HRTimeline
Hobbs Group Advisors, LLC7,180$249K0.08%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,071$246K0.01%-254,65113F-HRTimeline
KINTRA WEALTH, LLC6,850$238K0.13%013F-HRTimeline
PRIVATE TRUST CO NA6,781$235K0.02%-3,08513F-HRTimeline
Claro Advisors Inc.6,675$232K0.03%013F-HRTimeline
Hobart Private Capital, LLC6,672$232K0.05%+12313F-HRTimeline
Arax Advisory Partners6,557$228K<0.01%+2,10413F-HRTimeline
Prepared Retirement Institute LLC6,545$227K0.12%-2,98313F-HRTimeline
TD Waterhouse Canada Inc.6,490$226K<0.01%+84513F-HRTimeline
Nicholson Wealth Management Group, LLC6,392$222K0.13%013F-HRTimeline
SWEENEY & MICHEL, LLC6,471$222K0.07%+3413F-HRTimeline
IFG Advisory, LLC6,289$218K0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.5,965$207K0.14%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,919$206K0.07%-7413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,113$178K0.01%new13F-HRTimelineGroup
Allworth Financial LP4,977$173K<0.01%+31113F-HRTimeline
N.E.W. Advisory Services LLC4,308$150K0.01%+2113F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,437$84.6K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,266$78.7K0.04%+17813F-HRTimeline
ARVEST INVESTMENTS, INC.1,765$61.3K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,645$57.1K<0.01%+1,10513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,626$56.5K<0.01%-35913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,300$45.1K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,147$39.8K0.01%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA605$21K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC600$20.8K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC504$17.5K0.01%+6013F-HRTimeline
Rossby Financial, LCC60$2.09K<0.01%+3113F-HRTimeline
CoreCap Advisors, LLC7$243<0.01%new13F-HRTimeline