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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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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
LPL Financial LLC9,848,897$342M0.1%+2,399,91813F-HRTimeline
Advance Capital Management, Inc.9,275,964$322M13.98%+6,568,56013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,552,304$193M+1,326,584Timeline
MORGAN STANLEYin group MORGAN STANLEY3,472,022$121M0.01%+1,069,99713F-HR/ATimelineGroup
Cetera Investment Advisers2,372,898$82.4M0.1%+628,21013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,209,899$76.7M0.02%+371,13313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,087,539$71.9M0.1%+654,57013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,061,754$71.6M0.09%+242,94813F-HRTimeline
CWM, LLCin group CWM, LLC2,050,753$71.2M0.21%-156,81213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,937,897$67.6M0.1%+141,37513F-HRTimeline
Cambridge Investment Research Advisors,…1,921,538$66.7M0.18%+285,47613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,816,240$63.1M0.01%+282,73313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,588,197$55.1M0.01%+975,24913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,576,741$54.7M+309,777Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,009,987$35.2M0.02%+365,94113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC837,490$29.1M0.08%+131,28813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP823,785$28.6M0.03%+384,37213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC657,682$22.8M0.91%+4,74213F-HRTimelineGroup
Janney Montgomery Scott LLC536,511$18.6M0.04%+226,08113F-HRTimeline
Private Advisor Group, LLC515,755$17.9M0.09%+71,15413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…489,085$17M0.29%+133,29213F-HRTimelineGroup
Greenbush Financial Group, LLC462,521$16.1M6.16%+27,34513F-HRTimeline
HARBOUR INVESTMENTS, INC.443,573$15.4M0.35%+7,11713F-HRTimeline
B. Riley Wealth Advisors, Inc.421,154$14.6M0.7%+37,08013F-HRTimeline
Mariner, LLCin group Mariner, LLC404,817$14.1M0.02%-155,96013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…395,618$13.7M0.28%+51,34613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC389,669$13.5M0.15%+123,77613F-HRTimelineGroup
Smartleaf Asset Management LLC381,150$13.3M0.82%+44,34113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…369,431$12.8M0.33%+2,39913F-HRTimelineGroup
Mesirow Financial Investment Management…367,638$12.8M0.23%+78,13813F-HRTimeline
KWB Wealth365,843$12.2M1.35%+133,47213F-HRTimeline
Base Wealth Management LLC324,042$11.3M6.41%-44,14713F-HRTimeline
&PARTNERS320,187$11.2M0.07%+156,06013F-HRTimeline
Hartmann Taylor Wealth Management, LLC307,904$10.7M7.68%+20,77113F-HRTimeline
IFP Advisors, Inc298,500$10.4M0.27%+88,02913F-HR/ATimeline
VestGen Advisors, LLC286,450$9.95M0.33%+9,20513F-HRTimeline
Confluence Wealth Services, Inc.280,805$9.75M0.48%+8,98513F-HRTimeline
D.A. DAVIDSON & CO.277,710$9.64M0.06%+14,64813F-HRTimeline
Quantum Financial Planning Services, In…277,016$9.62M3.89%+39,30113F-HRTimeline
High Net Worth Advisory Group LLC266,513$9.25M2.23%+101,76813F-HRTimeline
Johnson Bixby & Associates, LLC253,138$8.79M1.13%+46,16313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding250,284$8.69M+127,040Timeline
SMITH, MOORE & CO.245,481$8.52M0.65%+92,31313F-HRTimeline
Capital Management Associates, Inc221,459$7.69M2.08%+35,27013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC220,429$7.65M0.33%+25,47013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC216,923$7.53M0.13%+159,32413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.207,616$7.21M0.01%+3,62313F-HRTimelineGroup
PCG Wealth Advisors, LLC205,155$7.12M2.08%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.203,403$7.1M2.2%+20,02213F-HRTimeline
HighTower Advisors, LLC202,746$7.04M0.01%+18,33213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…196,998$6.84M0.11%+23,17313F-HRTimelineGroup
RFG Advisory, LLC194,736$6.76M0.14%+112,19113F-HRTimeline
LongView Wealth Management192,256$6.68M1.81%+33,41913F-HRTimeline
Merit Financial Group, LLC191,569$6.65M0.06%+35,22113F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.191,255$6.64M0.08%+35,97513F-HRTimelineGroup
Geneos Wealth Management Inc.191,054$6.63M0.17%+80,63713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC187,066$6.49M0.44%+4,90113F-HRTimeline
World Investment Advisors173,505$6.02M0.12%+40,95113F-HRTimeline
Worth Asset Management, LLC172,919$6M2.7%+11,49013F-HRTimeline
UBS Group AGin group UBS Group AG160,251$5.56M<0.01%+46,56213F-HRTimelineGroup
Strategic Blueprint, LLC157,526$5.47M0.24%+25,69213F-HRTimeline
Tempus Wealth Planning, LLC155,911$5.41M1.24%+21,26213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC154,397$5.36M2.53%+27,49013F-HRTimeline
Kingsview Wealth Management, LLC151,268$5.25M0.08%+123,48113F-HRTimeline
Sunbelt Securities, Inc.150,686$5.23M0.36%-6,23313F-HRTimeline
Integrated Wealth Concepts LLC149,663$5.2M0.05%+42,95313F-HRTimeline
Clarity Wealth Advisors, LLC148,689$5.16M1.14%+42,12113F-HRTimeline
Mach-1 Financial Group, LLC143,335$4.98M0.79%new13F-HRTimeline
Integrity Advisory Solutions, LLC143,335$4.98M0.79%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC140,000$4.86M0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC136,168$4.73M<0.01%-119,67913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.134,904$4.68M0.28%+49,42213F-HRTimelineGroup
NewEdge Advisors, LLC131,114$4.55M0.02%-2,52413F-HRTimeline
Advisory Services Network, LLC130,820$4.54M0.07%+9,68613F-HRTimeline
Bleakley Financial Group, LLC129,953$4.51M0.1%+35,27113F-HRTimeline
CLG LLC124,775$4.33M1.18%+32,42713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC122,948$4.27M0.01%+100,28013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC122,131$4.24M0.08%+2,81813F-HRTimeline
Koshinski Asset Management, Inc.121,489$4.22M0.28%+56,87913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC119,846$4.16M0.26%+7,66713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.119,265$4.14M0.03%+29,34213F-HRTimelineGroup
Westside Investment Management, Inc.119,195$4.14M0.66%+11,12713F-HRTimeline
Venture Visionary Partners LLC118,867$4.13M0.14%+33,46213F-HRTimeline
CVFG LLC118,003$4.1M2.96%+14,34113F-HRTimeline
Challenger Wealth Management116,992$4.06M3.18%+7,73413F-HRTimeline
Sigma Planning Corp115,533$4.01M0.11%+14,56613F-HRTimeline
Taylor Financial Group, Inc.111,605$3.87M2.23%+7,23513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS109,434$3.8M0.01%+27,63813F-HRTimeline
Prospera Financial Services Inc106,938$3.71M0.06%+19,35413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…106,489$3.7M0.13%+15,16213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…101,303$3.52M0.08%+11,32713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,087$3.48M<0.01%+20,77513F-HRTimelineGroup
CWS Financial Advisors, LLC98,838$3.43M0.95%+5,44913F-HRTimeline
J HAGAN CAPITAL, INC.97,943$3.4M2.06%+6413F-HRTimeline
First Heartland Consultants, Inc.97,680$3.39M0.27%+41,10913F-HRTimeline
Clear Creek Financial Management, LLC95,880$3.33M0.29%+5,92113F-HRTimeline
CENTAURUS FINANCIAL, INC.93,275$3.24M0.15%-23213F-HRTimeline
Valmark Advisers, Inc.92,126$3.2M0.04%+27,68413F-HRTimeline
Sovran Advisors, LLC83,240$2.9M0.26%+7,57713F-HRTimeline
PFG Advisors75,692$2.63M0.11%+25,69413F-HRTimeline
GPS Wealth Strategies Group, LLC72,900$2.53M0.27%+23,89013F-HRTimeline
StrongBox Wealth, LLC70,943$2.46M0.83%+4,16113F-HRTimeline
Mascagni Wealth Management, Inc.69,411$2.41M1.86%+2,33113F-HRTimeline
AA Financial Advisors, LLC63,544$2.21M0.43%+5,94513F-HRTimeline
DAVENPORT & Co LLC62,680$2.18M0.01%+15,49413F-HRTimeline
COMERICA BANK60,347$2.1M0.01%+3,67513F-HRTimeline
Steward Partners Investment Advisory, L…59,734$2.07M0.01%+7,90513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding59,349$2.06MnewTimeline
DAHRING | CUSMANO LLC55,975$1.94M1.4%+6,18913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding54,951$1.91M+31,335Timeline
RENAISSANCE TECHNOLOGIES LLC54,400$1.89M<0.01%-38,70013F-HRTimeline
ORG Partners LLC47,006$1.85M0.34%+19,40213F-HRTimeline
Davies Financial Advisors, Inc.52,531$1.82M1.48%-2,69213F-HRTimeline
WNY Asset Management, LLC48,635$1.69M0.16%+6,55813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,367$1.64M0.04%+12,25713F-HRTimeline
Mutual Advisors, LLC46,741$1.63M0.04%+13,95313F-HRTimeline
Patriot Financial Group Insurance Agenc…45,776$1.59M0.2%-9,92913F-HRTimeline
Continuum Advisory, LLC45,011$1.56M0.17%+20,78613F-HRTimeline
Security Financial Services, INC.44,686$1.55M0.25%+20,95313F-HRTimeline
Beacon Financial Advisory LLC42,960$1.49M0.35%+3,42213F-HRTimeline
Bare Financial Services, Inc42,441$1.47M0.44%+5,91913F-HRTimeline
Creekside Partners41,185$1.43M0.63%+28,72913F-HRTimeline
Burford Brothers, Inc.40,651$1.41M0.6%+1,80613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,367$1.4M0.09%+6,60313F-HRTimelineGroup
Keystone Wealth Services, LLC40,350$1.4M0.31%+10,35013F-HRTimeline
HBW ADVISORY SERVICES LLC40,074$1.39M0.16%+21,31913F-HRTimeline
Vantage Financial Partners, LLC38,209$1.33M0.28%+4,38813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,900$1.28M<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC34,962$1.21M0.16%+6,26813F-HRTimeline
Nautilus Advisors LLC34,839$1.21M0.81%+1,32113F-HRTimeline
NWF Advisory Services Inc.34,565$1.2M0.13%+16,44113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,330$1.19M0.02%+22,63513F-HRTimelineGroup
Western Wealth Management, LLC34,161$1.19M0.06%new13F-HRTimeline
Gateway Wealth Partners, LLC33,732$1.17M0.16%+8,92213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC33,587$1.17M0.16%+3,80713F-HRTimeline
AdvisorNet Financial, Inc33,287$1.16M0.07%+7,12413F-HRTimeline
MGO ONE SEVEN LLC32,470$1.13M0.03%+1,17713F-HRTimeline
LEIGH BALDWIN & CO., LLC32,318$1.12M0.63%+1,39313F-HR/ATimeline
RIA Advisory Group LLC30,754$1.07M0.28%-3113F-HRTimeline
Summit Financial, LLC30,582$1.06M0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.30,516$1.06M0.05%+16,85113F-HRTimeline
J.W. COLE ADVISORS, INC.30,211$1.05M0.02%+7,66713F-HRTimeline
Smith Thornton Advisors LLC29,620$1.03M0.54%+9,54713F-HRTimeline
Moloney Securities Asset Management, LLC29,118$1.01M0.12%+60213F-HRTimeline
Independent Wealth Network Inc.28,598$993K0.32%+3,59213F-HRTimeline
Wisconsin Wealth Advisors, LLC28,475$989K0.94%+20,52013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,276$982K<0.01%+5,73113F-HRTimelineGroup
Synergy Investment Management, LLC27,915$969K0.37%new13F-HRTimeline
Onyx Bridge Wealth Group LLC26,061$905K0.1%+19,78113F-HRTimeline
Richmond Investment Services, LLC24,595$854K0.16%+1213F-HRTimeline
VICUS CAPITAL23,331$810K0.06%+6,75313F-HRTimeline
SFG Wealth Management, LLC.23,071$801K0.35%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,070$801K<0.01%+23,06913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,006$799K<0.01%+14,96613F-HR/ATimelineGroup
Capital International Investorsin group Capital International Investo…22,373$777K<0.01%+66913F-HRTimelineGroup
Dakota Wealth Management21,780$760K0.02%-1,40413F-HR/ATimeline
Visionary Wealth Advisors21,692$753K0.04%+3,61413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,937$727K0.06%+1,41613F-HRTimelineGroup
Brookwood Investment Group LLC20,449$710K0.09%+8213F-HRTimeline
HUB Investment Partners, LLC20,238$703K0.03%-14,85513F-HRTimeline
Owen LaRue, LLC19,746$686K0.27%-2,67413F-HRTimeline
Pines Wealth Management, LLC19,236$668K0.23%-74813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,889$656K<0.01%-42,73213F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc18,840$654K0.31%+2,92213F-HRTimeline
Lantern Wealth Advisors, LLC18,469$641K0.34%+24913F-HRTimeline
KPP Advisory Services LLC18,128$629K0.09%+59513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC18,071$627K0.14%+3,01013F-HRTimeline
Bridgewealth Advisory Group, LLC17,209$598K0.14%+57813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC16,796$583K0.36%+76413F-HRTimeline
Latitude Advisors, LLC16,459$571K0.26%+2613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,873$552K0.03%+3,96213F-HRTimelineGroup
IHT Wealth Management, LLC15,745$547K0.01%+7713F-HRTimeline
Colonial River Investments, LLC15,243$529K0.2%+3,07013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,243$529K0.01%+3,07013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,234$529K0.03%-25613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,141$526K0.03%+2,12613F-HRTimelineGroup
Balboa Wealth Partners15,065$523K0.09%+34213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC14,957$519K0.35%+1,64913F-HRTimeline
McNamara Financial Services, Inc.14,829$515K0.1%+4,55813F-HRTimeline
Carson Advisory Inc.13,575$471K0.25%+50013F-HRTimeline
Tudor Financial Inc.13,569$471K0.25%+2,17513F-HRTimeline
Spinnaker Investment Group, LLC13,403$465K0.09%+86213F-HRTimeline
Mayflower Financial Advisors, LLC13,344$463K0.06%new13F-HRTimeline
Northwest Financial Advisors13,202$458K0.59%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,979$451K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…12,843$446K0.04%+3,66713F-HRTimeline
Global Retirement Partners, LLC12,815$445K0.01%+3,13213F-HRTimeline
Lodestone Wealth Management LLC12,433$432K0.19%-49413F-HRTimeline
Creative Planningin group Creative Planning12,219$424K<0.01%+5,68913F-HRTimelineGroup
Modern Wealth Management, LLC11,440$397K0.01%+1,96013F-HRTimeline
Walkner Condon Financial Advisors LLC11,437$397K0.06%new13F-HRTimeline
Accel Wealth Management11,152$387K0.11%new13F-HRTimeline
tru Independence LLC11,091$385K0.1%+2,72113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,927$379K0.1%+18913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,869$377K0.01%+6,02413F-HRTimelineGroup
WARNER FINANCIAL, INC10,848$377K0.14%+3,55913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC10,404$364K0.06%+2,79013F-HRTimeline
Transcendent Capital Group LLC10,377$360K0.16%+1,78513F-HRTimeline
PFG Investments, LLC10,127$352K0.02%new13F-HRTimeline
Strategic Financial Concepts, LLC10,001$347K0.05%+39913F-HRTimeline