Skip to content
Disclosery

CGBL CAPITAL GROUP CORE BALANCED

Follow

SHS (fund)

305 managers (311 13F filers) reported a position in CGBL shares at 2025-12-31, 93,226,472 shares in all. 45 filers opened a position and 6 filers sold out during the quarter.

Managers
305
13F filers
311
New
45
Added
207
Reduced
27
Sold out
6
Shares held by filers
93,226,472

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC12,575,716$444M0.12%+2,726,81913F-HRTimeline
Advance Capital Management, Inc.9,385,711$332M14.06%+109,74713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,064,958$250M+1,512,654Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,622,130$163M0.03%+3,033,93313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,062,395$144M0.01%+590,37313F-HR/ATimelineGroup
Cetera Investment Advisers3,325,254$117M0.13%+952,35613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,757,985$97.4M0.13%+696,23113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,606,375$92.1M0.13%+518,83613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,601,020$91.9M0.03%+391,12113F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,252,009$79.6M0.21%+330,47113F-HRTimeline
CWM, LLCin group CWM, LLC2,168,040$76.6M0.21%+117,28713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,029,102$73.1M0.1%+91,20513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,009,200$71M0.01%+192,96013F-HRTimelineGroup
Aprio Wealth Management, LLC1,810,371$64M3.67%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,807,628$63.9M+230,887Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,507,500$53.3M0.03%+497,51313F-HRTimelineGroup
J. Derek Lewis & Associates Inc.1,146,334$40.5M9.49%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,054,730$37.3M0.03%+230,94513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC976,578$34.5M0.08%+139,08813F-HRTimeline
Janney Montgomery Scott LLC864,170$30.5M0.07%+327,65913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…843,949$29.8M0.34%+354,86413F-HRTimelineGroup
&PARTNERS709,974$25.2M0.13%+389,78713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC686,422$24.3M0.94%+28,74013F-HRTimelineGroup
KWB Wealth673,458$23.8M2.25%+307,61513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC646,639$22.8M0.25%+256,97013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.611,516$21.6M0.44%+167,94313F-HRTimeline
Greenbush Financial Group, LLC514,956$18.2M6.19%+52,43513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…496,331$17.5M0.34%+100,71313F-HRTimelineGroup
Confluence Wealth Services, Inc.492,538$17.4M0.72%+211,73313F-HRTimeline
Private Advisor Group, LLC475,632$16.8M0.08%-40,12313F-HRTimeline
Mariner, LLCin group Mariner, LLC439,110$15.5M0.02%+34,29313F-HRTimelineGroup
Smartleaf Asset Management LLC400,386$14.2M0.54%+19,23613F-HRTimeline
B. Riley Wealth Advisors, Inc.383,283$13.5M0.64%-37,87113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…356,266$12.6M0.31%-13,16513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding354,338$12.5M+104,054Timeline
Base Wealth Management LLC340,480$12M6.47%+16,43813F-HRTimeline
NewEdge Advisors, LLC329,138$11.6M0.04%+198,02413F-HRTimeline
Hartmann Taylor Wealth Management, LLC323,243$11.4M7.71%+15,33913F-HRTimeline
Quantum Financial Planning Services, In…319,107$11.3M4.09%+42,09113F-HRTimeline
IFP Advisors, Inc317,223$11.2M0.25%+18,72313F-HRTimeline
Johnson Bixby & Associates, LLC316,835$11.2M1.39%+63,69713F-HRTimeline
SMITH, MOORE & CO.307,520$10.9M0.82%+62,03913F-HRTimeline
High Net Worth Advisory Group LLC295,837$10.5M2.41%+29,32413F-HRTimeline
D.A. DAVIDSON & CO.295,303$10.4M0.06%+17,59313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC284,093$10M0.47%+63,66413F-HRTimeline
Hopwood Nicholas Hunter274,904$9.71M3.16%13F-HRTimeline
World Investment Advisors273,910$9.68M0.16%+100,40513F-HR/ATimeline
Capital Management Associates, Inc270,608$9.56M2.11%+49,14913F-HRTimeline
Geneos Wealth Management Inc.270,072$9.54M0.23%+79,01813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC256,732$9.07M0.16%+39,80913F-HRTimelineGroup
Boyer Financial Services, Inc.253,916$9.03M9.57%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.254,576$8.99M0.1%+63,32113F-HRTimelineGroup
Mesirow Financial Investment Management…253,347$8.95M0.18%-114,29113F-HRTimeline
LongView Wealth Management245,039$8.89M2.15%+52,78313F-HRTimeline
Merit Financial Group, LLC243,314$8.6M0.07%+51,74513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC232,135$8.2M0.48%+45,06913F-HRTimeline
Venture Visionary Partners LLC224,211$8.05M0.26%+105,34413F-HRTimeline
PCG Wealth Advisors, LLC225,908$7.98M2.26%+20,75313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC225,174$7.96M0.02%+102,22613F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.215,086$7.6M2.18%+11,68313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.212,396$7.5M0.01%+4,78013F-HRTimelineGroup
HighTower Advisors, LLC210,402$7.43M0.01%+7,65613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…207,979$7.35M0.12%+10,98113F-HRTimelineGroup
Clarity Wealth Advisors, LLC206,693$7.3M1.49%+58,00413F-HRTimeline
UBS Group AGin group UBS Group AG201,077$7.1M<0.01%+40,82613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,000$7.07M0.01%+60,00013F-HRTimelineGroup
Worth Asset Management, LLC197,069$6.96M2.95%+24,15013F-HRTimeline
Integrated Wealth Concepts LLC194,980$6.89M0.08%+45,31713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC193,783$6.85M3.11%+39,38613F-HRTimeline
Kingsview Wealth Management, LLC177,002$6.25M0.09%+25,73413F-HRTimeline
Tempus Wealth Planning, LLC167,919$5.93M1.36%+12,00813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC167,458$5.92M<0.01%+31,29013F-HRTimelineGroup
CLG LLC164,351$5.81M1.45%+39,57613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.163,619$5.78M0.33%+28,71513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…158,871$5.61M0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,710$5.61M<0.01%+135,64013F-HRTimelineGroup
Advisory Services Network, LLC158,317$5.59M0.08%+27,49713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.157,833$5.58M0.04%+38,56813F-HRTimelineGroup
Merited Wealth, LLC150,754$5.33M4.94%13F-HRTimeline
Michael Brady & Co., LLC148,190$5.24M5.22%13F-HRTimeline
Prospera Financial Services Inc148,080$5.23M0.09%+41,14213F-HRTimeline
WealthCare Investment Partners, LLC146,471$5.21M1.52%new13F-HRTimeline
Westside Investment Management, Inc.146,270$5.17M0.83%+27,07513F-HRTimeline
Integrity Advisory Solutions, LLC145,600$5.14M0.74%+2,26513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC145,055$5.12M<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.141,957$5.02M0.33%-8,72913F-HRTimeline
Bleakley Financial Group, LLC139,353$4.92M0.09%+9,40013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC139,326$4.92M0.29%+19,48013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC138,824$4.9M0.09%+16,69313F-HRTimeline
First Heartland Consultants, Inc.133,516$4.72M0.36%+35,83613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS129,729$4.58M0.01%+20,29513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP127,251$4.5M0.01%+27,16413F-HRTimelineGroup
Challenger Wealth Management126,126$4.46M3.4%+9,13413F-HRTimeline
Sigma Planning Corp124,057$4.38M0.12%+8,52413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…123,671$4.37M0.15%+17,18213F-HRTimeline
CVFG LLC123,283$4.36M2.99%+5,28013F-HRTimeline
Valmark Advisers, Inc.118,550$4.19M0.05%+26,42413F-HRTimeline
Koshinski Asset Management, Inc.116,310$4.11M0.26%-5,17913F-HRTimeline
Onyx Bridge Wealth Group LLC114,283$4.04M0.43%+88,22213F-HRTimeline
Taylor Financial Group, Inc.111,359$3.93M2.31%-24613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…111,291$3.93M0.08%+9,98813F-HRTimelineGroup
PFG Advisors108,627$3.84M0.19%+32,93513F-HRTimeline
CWS Financial Advisors, LLC107,249$3.79M1.03%+8,41113F-HRTimeline
CENTAURUS FINANCIAL, INC.106,656$3.77M0.17%+13,38113F-HRTimeline
Clear Creek Financial Management, LLC104,846$3.7M0.3%+8,96613F-HRTimeline
Cassady Wealth & Retirement Planning, L…96,627$3.41M2.23%13F-HRTimeline
J HAGAN CAPITAL, INC.95,818$3.39M1.87%-2,12513F-HRTimeline
VestGen Advisors, LLC92,616$3.27M0.14%-193,83413F-HRTimeline
DAVENPORT & Co LLC89,010$3.14M0.02%+26,33013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,296$3.12M0.01%+51,39613F-HR/ATimelineGroup
RFG Advisory, LLC88,159$3.11M0.06%-106,57713F-HRTimeline
Sovran Advisors, LLC85,526$3.1M0.26%+2,28613F-HRTimeline
StrongBox Wealth, LLC83,515$2.95M0.97%+12,57213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding82,681$2.92M+23,332Timeline
Steward Partners Investment Advisory, L…73,580$2.6M0.01%+13,84613F-HRTimeline
Mascagni Wealth Management, Inc.73,035$2.58M1.92%+3,62413F-HRTimeline
VVR Holdings LLC71,348$2.52M1.31%13F-HRTimeline
Continuum Advisory, LLC70,060$2.48M0.25%+25,04913F-HRTimeline
Burford Brothers, Inc.68,416$2.42M1%+27,76513F-HRTimeline
COMERICA BANK66,686$2.36M0.01%+6,33913F-HRTimeline
ORG Partners LLC65,790$2.32M0.41%+18,78413F-HRTimeline
AA Financial Advisors, LLC64,843$2.29M0.42%+1,29913F-HRTimeline
Gateway Wealth Partners, LLC64,625$2.28M0.25%+30,89313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…64,090$2.26M0.03%+29,76013F-HRTimelineGroup
DAHRING | CUSMANO LLC59,605$2.11M1.46%+3,63013F-HRTimeline
Mutual Advisors, LLC58,732$2.07M0.04%+11,99113F-HRTimeline
OLD MISSION CAPITAL LLC57,606$2.04M0.08%+50,53513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,971$2.01M<0.01%+33,96513F-HRTimelineGroup
Englebert Financial Advisers, LLC54,935$1.94M2.23%13F-HRTimeline
MGO ONE SEVEN LLC54,285$1.92M0.04%+21,81513F-HRTimeline
Patriot Financial Group Insurance Agenc…52,426$1.85M0.22%+6,65013F-HRTimeline
Farther Finance Advisors, LLC52,227$1.85M0.02%new13F-HRTimeline
Creekside Partners52,216$1.84M0.78%+11,03113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,285$1.81M0.04%+3,91813F-HRTimeline
J.W. COLE ADVISORS, INC.52,094$1.74M0.04%+21,88313F-HRTimeline
Security Financial Services, INC.49,020$1.73M0.27%+4,33413F-HRTimeline
HighPoint Advisor Group LLC48,960$1.73M0.04%new13F-HRTimeline
Keystone Wealth Services, LLC48,197$1.7M0.36%+7,84713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…47,895$1.69M1.43%13F-HRTimeline
Ausdal Financial Partners, Inc.46,782$1.65M0.08%+16,26613F-HRTimeline
AdvisorNet Financial, Inc46,780$1.65M0.09%+13,49313F-HRTimeline
HBW ADVISORY SERVICES LLC45,475$1.61M0.17%+5,40113F-HRTimeline
Bare Financial Services, Inc44,245$1.56M0.43%+1,80413F-HRTimeline
NWF Advisory Services Inc.44,015$1.56M0.17%+9,45013F-HRTimeline
Beacon Financial Advisory LLC43,297$1.53M0.35%+33713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding42,111$1.49M-12,840Timeline
Vantage Financial Partners, LLC41,808$1.48M0.3%+3,59913F-HRTimeline
United Advisor Group, LLC40,332$1.42M0.18%+5,37013F-HRTimeline
Sun Financial Inc40,071$1.42M0.79%13F-HRTimeline
Smith Thornton Advisors LLC37,508$1.33M0.67%+7,88813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC36,744$1.3M0.1%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC36,604$1.29M0.25%+3,01713F-HRTimeline
INTEGRITY ALLIANCE, LLC.35,850$1.27M0.05%new13F-HRTimeline
Nautilus Advisors LLC35,378$1.25M0.82%+53913F-HRTimeline
Western Wealth Management, LLC34,685$1.23M0.06%+52413F-HRTimeline
LEIGH BALDWIN & CO., LLC34,510$1.22M0.8%+2,19213F-HRTimeline
RIA Advisory Group LLC33,737$1.19M0.29%+2,98313F-HRTimeline
Wisconsin Wealth Advisors, LLC33,583$1.19M1.16%+5,10813F-HRTimeline
VICUS CAPITAL32,943$1.16M0.09%+9,61213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,466$1.15M<0.01%+4,19013F-HR/ATimelineGroup
Brookwood Investment Group LLC31,206$1.1M0.13%+10,75713F-HRTimeline
Keystone Financial Group31,199$1.1M0.08%new13F-HRTimeline
Summit Financial, LLC30,847$1.09M0.02%+26513F-HRTimeline
Synergy Investment Management, LLC30,715$1.09M0.38%+2,80013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,420$1.07M0.09%+9,48313F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI29,430$1.04M0.51%13F-HRTimeline
Independent Wealth Network Inc.28,065$992K0.3%-53313F-HRTimeline
OakTrust Wealth Advisors, LLC27,895$986K0.91%13F-HRTimeline
Global Retirement Partners, LLC25,833$913K0.02%+13,01813F-HRTimeline
Dakota Wealth Management25,430$898K0.02%+3,65013F-HR/ATimeline
Visionary Wealth Advisors24,993$883K0.04%+3,30113F-HRTimeline
Advisor Resource Council23,904$855K0.3%+15,53013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC23,335$824K0.18%+5,26413F-HRTimeline
SFG Wealth Management, LLC.23,103$816K0.32%+3213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC22,858$808K0.55%+7,90113F-HRTimeline
IHT Wealth Management, LLC22,833$807K0.02%+7,08813F-HRTimeline
Compton Financial Group, LLC22,615$799K0.18%new13F-HRTimeline
Advyzon Investment Management, LLC22,231$785K0.09%new13F-HRTimeline
Vantus Wealth LLC22,231$785K0.58%13F-HRTimeline
Latitude Advisors, LLC22,027$778K0.34%+5,56813F-HRTimeline
Richmond Investment Services, LLC21,482$759K0.13%-3,11313F-HRTimeline
Capital Investment Advisory Services, L…21,026$743K0.05%+8,18313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC20,900$738K0.44%+4,10413F-HRTimeline
Strategic Blueprint, LLC20,412$721K0.04%-137,11413F-HRTimeline
Pines Wealth Management, LLC20,408$721K0.23%+1,17213F-HRTimeline
Davies Financial Advisors, Inc.19,460$688K1.27%-33,07113F-HRTimeline
Lantern Wealth Advisors, LLC19,340$683K0.36%+87113F-HRTimeline
Northwest Financial Advisors19,087$674K1.39%+5,88513F-HRTimeline
Armstrong, Fleming & Moore, Inc19,080$674K0.31%+24013F-HRTimeline
Bridgewealth Advisory Group, LLC18,842$666K0.15%+1,63313F-HRTimeline
KPP Advisory Services LLC18,100$639K0.09%-2813F-HRTimeline
Colonial River Investments, LLC17,406$615K0.22%+2,16313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,406$615K0.01%+2,16313F-HR/ATimeline
Accel Wealth Management17,353$613K0.17%+6,20113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …16,708$605K0.03%+83513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,739$591K0.03%+1,50513F-HRTimeline
Balboa Wealth Partners16,122$570K0.09%+1,05713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,035$567K0.02%new13F-HRTimelineGroup
Tudor Financial Inc.16,000$565K0.29%+2,43113F-HRTimeline
Owen LaRue, LLC15,800$558K0.21%-3,94613F-HRTimeline