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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

217 managers (220 13F filers) reported a position in CGBL shares at 2025-03-31, 40,774,406 shares in all. 43 filers opened a position and 11 filers sold out during the quarter.

Managers
217
13F filers
220
New
43
Added
131
Reduced
24
Sold out
11
Shares held by filers
40,774,406

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC5,504,865$171M0.07%+1,717,43213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,335,958$103M+830,833Timeline
MORGAN STANLEYin group MORGAN STANLEY2,199,014$68.1M<0.01%+376,05913F-HRTimelineGroup
Advance Capital Management, Inc.2,176,576$67.4M3.22%+16,02313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,821,751$56.4M0.08%+588,90913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,737,175$53.8M0.1%+144,53113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,631,662$50.6M0.11%+453,46613F-HRTimelineGroup
Cetera Investment Advisers1,554,803$48.2M0.09%+527,71913F-HRTimeline
Cambridge Investment Research Advisors,…1,548,960$48M0.16%+277,49213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,509,453$46.8M0.01%+143,95413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,047,390$32.4M0.01%+203,60413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding876,229$27.1M-19,668Timeline
CWM, LLCin group CWM, LLC715,313$22.2M0.09%+650,65413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC705,697$21.9M1.03%+132,52513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC566,110$17.5M0.06%+94,95013F-HRTimeline
Mariner, LLCin group Mariner, LLC525,340$16.3M0.03%+84,69913F-HRTimelineGroup
Private Advisor Group, LLC370,123$11.5M0.07%+51,82713F-HRTimeline
Base Wealth Management LLC362,371$11.2M8.55%13F-HRTimeline
Greenbush Financial Group, LLC333,338$10.3M5.14%+11,00213F-HRTimeline
B. Riley Wealth Advisors, Inc.324,223$10M0.31%+261,71213F-HRTimeline
HARBOUR INVESTMENTS, INC.317,921$9.85M0.28%+47,31913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP316,833$9.82M0.01%+180,52913F-HR/ATimelineGroup
Capital Management Associates, Inc312,794$9.69M2.19%+208,46513F-HRTimeline
Smartleaf Asset Management LLC296,940$9.2M0.89%+63,79413F-HRTimeline
Hartmann Taylor Wealth Management, LLC291,584$9.03M8.1%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC281,274$8.71M0.02%+57,02913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP280,945$8.7M0.01%+100,95013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…274,644$8.51M0.18%+211,75113F-HRTimelineGroup
VestGen Advisors, LLC263,673$8.17M0.37%13F-HRTimeline
Mesirow Financial Investment Management…262,237$8.12M0.16%+120,11113F-HRTimeline
Confluence Wealth Services, Inc.262,645$7.95M0.5%+47,64613F-HRTimeline
D.A. DAVIDSON & CO.236,290$7.32M0.06%+25,94113F-HRTimeline
Johnson Bixby & Associates, LLC208,211$6.45M0.96%+30,64113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…199,248$6.17M0.15%+7,78613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.196,950$6.1M0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC188,722$5.85M0.08%+47,66613F-HRTimelineGroup
Advisory Services Network, LLC184,914$5.73M0.11%-84,67113F-HRTimeline
Janney Montgomery Scott LLC183,101$5.67M0.02%+55,22613F-HRTimeline
IFP Advisors, Inc180,709$5.6M0.17%+180,34813F-HRTimeline
HighTower Advisors, LLC169,692$5.26M0.01%+51,82413F-HRTimeline
Advisor Resource Council164,823$5.11M0.41%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC162,673$5.02M0.43%+48,08413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…159,143$4.93M0.05%+4,54613F-HRTimelineGroup
Sunbelt Securities, Inc.156,458$4.85M0.43%-46113F-HRTimeline
Atria Wealth Solutions, Inc.147,627$4.59M0.06%+56,28413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.146,905$4.57M2.48%+24,03413F-HRTimeline
KWB Wealth138,307$4.32M0.52%+117,69713F-HRTimeline
High Net Worth Advisory Group LLC138,524$4.29M1.21%+12,92413F-HRTimeline
LongView Wealth Management134,364$4.16M1.25%+25,59913F-HRTimeline
PCG Wealth Advisors, LLC131,456$4.07M1.42%+104,84713F-HRTimeline
Tempus Wealth Planning, LLC131,354$4.07M1.22%+19,20013F-HRTimeline
SMITH, MOORE & CO.123,932$3.84M0.36%+32,72013F-HRTimeline
J HAGAN CAPITAL, INC.120,264$3.76M3.06%13F-HRTimeline
ACAS, LLC116,819$3.63M2.76%+14,59013F-HRTimeline
Challenger Wealth Management116,326$3.6M2.86%+13,97513F-HRTimeline
&PARTNERS111,677$3.49M0.04%+100,56413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.109,838$3.4M0.05%+23,09613F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC106,161$3.29M2.24%+18,40713F-HRTimeline
World Investment Advisors105,417$3.27M0.08%+42,16813F-HRTimeline
Westside Investment Management, Inc.99,536$3.08M0.66%+12,34013F-HRTimeline
Worth Asset Management, LLC94,719$2.93M1.6%new13F-HRTimeline
Taylor Financial Group, Inc.93,985$2.91M2.03%+8,23813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC93,749$2.9M0.07%+59,63213F-HRTimeline
UBS Group AGin group UBS Group AG91,394$2.83M<0.01%new13F-HRTimelineGroup
Clarity Wealth Advisors, LLC89,052$2.76M0.77%+22,02113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC88,250$2.73M0.17%+35,23113F-HRTimeline
CVFG LLC87,971$2.73M2.48%+33,14013F-HRTimeline
Clear Creek Financial Management, LLC84,483$2.62M0.27%+12,77413F-HRTimeline
Integrated Wealth Concepts LLC80,482$2.49M0.03%+41,20413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…79,101$2.45M0.06%+19,29513F-HRTimelineGroup
Mascagni Wealth Management, Inc.76,972$2.38M2.37%013F-HR/ATimeline
Sigma Planning Corp74,773$2.32M0.07%+8,52813F-HRTimeline
Geneos Wealth Management Inc.74,581$2.31M0.03%+64,30013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…74,190$2.3M0.1%+15,10313F-HRTimeline
HUB Investment Partners, LLC73,528$2.28M0.09%+13,07913F-HRTimeline
CENTAURUS FINANCIAL, INC.73,020$2.26M0.14%+37,53113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,363$2.24M<0.01%+17,68013F-HRTimelineGroup
Merit Financial Group, LLC71,281$2.21M0.03%new13F-HRTimeline
CWS Financial Advisors, LLC70,621$2.19M0.69%+26,71813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,981$2.11M0.01%+13,04513F-HRTimeline
StrongBox Wealth, LLC63,972$1.98M0.83%new13F-HRTimeline
COMERICA BANK62,910$1.95M0.01%-1,31313F-HRTimeline
Bleakley Financial Group, LLC62,096$1.92M0.06%+11,91713F-HRTimeline
Koshinski Asset Management, Inc.61,677$1.91M0.16%+24,47613F-HRTimeline
Prospera Financial Services Inc61,490$1.91M0.04%+26,89413F-HRTimeline
AA Financial Advisors, LLC58,900$1.82M0.45%-4,94413F-HRTimeline
Rockport Wealth LLC57,781$1.79M0.63%-40,00013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.57,457$1.78M0.13%+15,12913F-HRTimelineGroup
Davies Financial Advisors, Inc.56,413$1.75M1.49%-2,49313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…56,012$1.74M0.07%+2,14613F-HRTimelineGroup
Venture Visionary Partners LLC55,986$1.73M0.07%+10,95413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding53,227$1.65M+434Timeline
DAHRING | CUSMANO LLC53,176$1.65M1.42%+37,56513F-HRTimeline
WNY Asset Management, LLC47,906$1.48M0.18%+23,93213F-HRTimeline
Valmark Advisers, Inc.47,526$1.47M0.02%+24,45413F-HRTimeline
RFG Advisory, LLC46,692$1.45M0.04%+59413F-HRTimeline
Nautilus Advisors LLC46,038$1.43M1.18%+1,54513F-HRTimeline
Steward Partners Investment Advisory, L…45,081$1.4M0.01%+17,26513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,958$1.39M<0.01%-4,75213F-HRTimelineGroup
Owen LaRue, LLC43,793$1.36M0.68%-19,48213F-HRTimeline
Patriot Financial Group Insurance Agenc…43,607$1.35M0.18%+11,71113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.42,530$1.32M0.01%+4,85913F-HRTimeline
CLG LLC41,004$1.27M0.44%+14,96713F-HRTimeline
OLD MISSION CAPITAL LLC39,473$1.22M0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC38,678$1.2M0.16%+2,35113F-HRTimeline
Financial Advocates Investment Manageme…37,956$1.18M0.08%+22,72213F-HRTimeline
Mutual Advisors, LLC36,859$1.13M0.03%-14,54913F-HRTimeline
Keystone Wealth Services, LLC36,084$1.12M0.3%+5,08313F-HRTimeline
First Heartland Consultants, Inc.35,465$1.1M0.11%+20,18113F-HRTimeline
NewEdge Advisors, LLC33,942$1.05M0.01%+13,98613F-HRTimeline
Burford Brothers, Inc.32,727$1.01M0.49%+5,07513F-HRTimeline
PFG Advisors32,343$1M0.06%-4,30213F-HRTimeline
Strategic Blueprint, LLC31,676$981K0.05%+21,98113F-HRTimeline
Kingsview Wealth Management, LLC31,667$981K0.02%-16,75013F-HRTimeline
Capital International Investorsin group Capital International Investo…31,653$981K<0.01%-1213F-HRTimelineGroup
Beacon Financial Advisory LLC31,532$977K0.3%+9,47713F-HRTimeline
Synergy Investment Management, LLC31,115$964K0.4%+13,60013F-HRTimeline
Bare Financial Services, Inc29,802$923K0.35%+5,20413F-HRTimeline
RIA Advisory Group LLC29,648$918K0.3%-3,15713F-HRTimeline
MGO ONE SEVEN LLC29,393$911K0.04%+18,99213F-HRTimeline
DAVENPORT & Co LLC26,994$836K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC26,157$810K0.11%-7,43713F-HRTimeline
Dakota Wealth Management24,845$773K0.02%-21513F-HRTimeline
McNamara Financial Services, Inc.22,794$706K0.15%new13F-HRTimeline
Independent Wealth Network Inc.21,159$656K0.26%+5,88813F-HRTimeline
Brookwood Investment Group LLC20,912$648K0.11%13F-HRTimeline
AdvisorNet Financial, Inc20,720$642K0.05%+5,37713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,447$633K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,816$614K0.01%+48313F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC19,780$613K0.49%new13F-HRTimeline
Continuum Advisory, LLC19,695$610K0.08%+9,68913F-HRTimeline
Gateway Wealth Partners, LLC19,322$599K0.13%+3,36913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,233$596K0.07%+3,44313F-HRTimelineGroup
Tyler-Stone Wealth Management18,220$564K0.1%+5,20013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,111$561K0.16%+2,90013F-HRTimeline
NWF Advisory Services Inc.17,815$552K0.08%+3,02513F-HRTimeline
KPP Advisory Services LLC17,533$543K0.1%new13F-HRTimeline
MSH Capital Advisors LLC17,017$527K0.16%+9113F-HRTimeline
Visionary Wealth Advisors16,949$525K0.03%+7,64013F-HRTimeline
United Advisor Group, LLC16,894$523K0.11%+56013F-HRTimeline
Pines Wealth Management, LLC17,974$515K0.24%-1,92413F-HRTimeline
Tennessee Valley Asset Management Partn…15,925$493K0.08%+55513F-HRTimeline
Bridgewealth Advisory Group, LLC15,696$486K0.64%-31013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,565$482K0.1%+8,06213F-HRTimelineGroup
GWN SECURITIES INC.15,258$473K0.03%new13F-HRTimeline
Latitude Advisors, LLC15,258$473K0.27%+2,18013F-HRTimeline
SFG Wealth Management, LLC.14,048$435K0.21%new13F-HRTimeline
J.W. COLE ADVISORS, INC.13,995$434K0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC13,494$418K0.31%+4,18613F-HRTimeline
Smith Thornton Advisors LLC13,342$413K0.26%+1,69913F-HRTimeline
Carson Advisory Inc.13,075$405K0.27%-27813F-HRTimeline
Lodestone Wealth Management LLC12,886$399K0.21%+3,02813F-HRTimeline
Richmond Investment Services, LLC12,836$398K0.22%-5,73113F-HRTimeline
Strategic Financial Concepts, LLC12,565$389K0.07%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,349$383K0.01%new13F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC12,152$376K0.31%+56513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,818$366K0.03%+1,88613F-HRTimelineGroup
Ausdal Financial Partners, Inc.11,618$360K0.03%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC11,347$352K0.09%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,738$333K0.09%new13F-HRTimeline
Quantum Financial Planning Services, In…10,738$333K0.18%-9,30413F-HRTimeline
UPTICK PARTNERS, LLC10,585$328K0.11%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …10,444$323K0.02%new13F-HRTimelineGroup
VICUS CAPITAL10,267$318K0.03%new13F-HRTimeline
Mission Financial Group, LLC9,187$316K0.29%13F-HRTimeline
Colonial River Investments, LLC9,978$309K0.17%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,978$309K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA9,866$306K0.03%+19013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,750$302K0.02%013F-HRTimelineGroup
Transcendent Capital Group LLC9,655$299K0.17%+2,21413F-HRTimeline
High Falls Advisors, Inc9,635$298K0.07%013F-HRTimeline
Modern Wealth Management, LLC9,520$295K0.01%+1,24013F-HR/ATimeline
Prepared Retirement Institute LLC9,490$294K0.19%new13F-HRTimeline
IHT Wealth Management, LLC8,806$273K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,632$267K0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC8,540$265K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC8,540$265K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC8,407$260K0.01%+62313F-HRTimeline
WARNER FINANCIAL, INC8,188$254K0.11%+91313F-HRTimeline
A&I FINANCIAL SERVICES, LLC8,179$253K0.17%+35513F-HRTimeline
HBW ADVISORY SERVICES LLC7,997$248K0.04%+1,40513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,347$242K0.05%new13F-HRTimeline
Vermillion & White Wealth Management Gr…7,801$242K0.17%new13F-HRTimeline
tru Independence LLC7,761$240K0.07%+63013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,701$239K0.02%+10013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,662$237K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…7,601$235K0.02%new13F-HRTimeline
Tudor Financial Inc.7,558$234K0.14%+1,09613F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,555$234K0.02%013F-HRTimeline
Keystone Financial Group7,493$232K0.02%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,451$231K0.01%013F-HRTimelineGroup
Claro Advisors Inc.6,635$206K0.03%013F-HRTimeline
Hobart Private Capital, LLC6,615$205K0.05%+12113F-HRTimeline
Sovran Advisors, LLC6,730$201K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.5,645$175K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,709$146K0.02%+1,32713F-HRTimeline
Allworth Financial LP4,276$131K<0.01%+1,00013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,625$81.3K0.04%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,437$75.5K0.02%new13F-HRTimeline
Arax Advisory Partners2,406$74.5K<0.01%new13F-HRTimeline