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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

315 managers (321 13F filers) reported a position in CGBL shares at 2026-03-31, 117,223,779 shares in all. 32 filers opened a position and 18 filers sold out during the quarter.

Managers
315
13F filers
321
New
32
Added
219
Reduced
48
Sold out
18
Shares held by filers
117,223,779

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC14,908,799$513M0.14%+2,333,08313F-HRTimeline
Advance Capital Management, Inc.11,973,900$412M15.61%+2,588,18913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,383,504$288M+1,318,546Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,633,916$263M0.05%+3,011,78613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,432,051$187M0.01%+1,369,65613F-HRTimelineGroup
Cetera Investment Advisers4,048,725$139M0.15%+723,47113F-HRTimeline
Forge Financial Services LLC3,765,044$130M13.12%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,720,942$128M0.04%+1,119,92213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,242,044$112M0.16%+484,05913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,806,476$96.6M0.14%+200,10113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,335,514$80.4M0.02%+326,31413F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,295,214$79M0.2%+43,20513F-HRTimeline
CWM, LLCin group CWM, LLC2,229,671$76.7M0.2%+61,63113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding2,055,302$70.7M+247,674Timeline
Aprio Wealth Management, LLC1,907,753$65.6M3.59%+97,38213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,940,293$65.6M0.03%+432,79313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,348,871$46.7M0.1%-680,23113F-HRTimeline
Janney Montgomery Scott LLC1,342,291$46.2M0.11%+478,12113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,269,350$43.7M0.04%+214,62013F-HRTimelineGroup
J. Derek Lewis & Associates Inc.1,236,940$42.6M9.59%+90,60613F-HR/ATimeline
MML INVESTORS SERVICES, LLC1,049,905$36.1M0.1%+73,32713F-HRTimeline
HARBOUR INVESTMENTS, INC.970,642$33.4M0.52%+359,12613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC941,932$32.4M0.32%+295,29313F-HRTimelineGroup
&PARTNERS855,452$29.4M0.15%+145,47813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC696,400$24M0.95%+9,97813F-HRTimelineGroup
KWB Wealth670,921$23.7M2.34%-2,53713F-HRTimeline
Private Advisor Group, LLC591,041$20.3M0.1%+115,40913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…572,908$19.7M0.22%-271,04113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…562,939$19.4M0.35%+66,60813F-HRTimelineGroup
Greenbush Financial Group, LLC551,241$19M6.28%+36,28513F-HRTimeline
Compton Financial Group, LLC543,246$18.7M4.13%+520,63113F-HRTimeline
Confluence Wealth Services, Inc.532,357$18.3M0.71%+39,81913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC516,912$17.8M0.78%+232,81913F-HRTimeline
Mariner, LLCin group Mariner, LLC482,712$16.6M0.02%+43,60213F-HRTimelineGroup
Mesirow Financial Investment Management…439,352$15.1M0.24%+186,00513F-HRTimeline
Smartleaf Asset Management LLC426,687$14.4M0.52%+26,30113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding394,313$13.6M+39,975Timeline
NewEdge Advisors, LLC389,002$13.4M0.05%+59,86413F-HR/ATimeline
World Investment Advisors381,863$13.1M0.21%+107,95313F-HRTimeline
D.A. DAVIDSON & CO.352,726$12.1M0.07%+57,42313F-HRTimeline
Gateway Wealth Partners, LLC350,388$12.1M0.47%+285,76313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC347,520$12M0.19%+90,78813F-HRTimelineGroup
PCG Wealth Advisors, LLC346,953$11.9M3.02%+121,04513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…343,614$11.8M0.29%-12,65213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.344,298$11.6M0.75%-38,98513F-HRTimeline
Betterment LLC330,158$11.4M0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC328,952$11.3M0.01%+128,95213F-HRTimelineGroup
IFP Advisors, Inc328,849$11.3M0.23%+11,62613F-HRTimeline
Hartmann Taylor Wealth Management, LLC326,175$11.2M7.42%+2,93213F-HRTimeline
Johnson Bixby & Associates, LLC323,272$11.1M1.38%+6,43713F-HRTimeline
High Net Worth Advisory Group LLC316,985$10.9M2.54%+21,14813F-HRTimeline
SMITH, MOORE & CO.316,865$10.9M0.79%+9,34513F-HRTimeline
Base Wealth Management LLC315,259$10.8M6.07%-25,22113F-HRTimeline
Quantum Financial Planning Services, In…312,795$10.8M3.87%-6,31213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC310,622$10.7M0.02%+85,44813F-HRTimelineGroup
Capital Management Associates, Inc299,356$10.3M2.33%+28,74813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…297,810$10.2M0.17%+89,83113F-HRTimelineGroup
Boyer Financial Services, Inc.292,944$10.1M10.69%+39,02813F-HRTimeline
Clarity Wealth Advisors, LLC292,341$10.1M2.07%+85,64813F-HRTimeline
Merit Financial Group, LLC290,398$9.99M0.07%+47,08413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC278,522$9.97M0.56%+46,38713F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/282,663$9.73M<0.01%+123,95313F-HRTimelineGroup
Geneos Wealth Management Inc.280,360$9.65M0.22%+10,28813F-HRTimeline
LongView Wealth Management264,333$9.62M2.42%+19,29413F-HRTimeline
Hopwood Nicholas Hunter279,526$9.62M3.06%+4,62213F-HRTimeline
UBS Group AGin group UBS Group AG278,175$9.57M<0.01%+77,09813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.259,833$8.94M0.1%+5,25713F-HRTimelineGroup
AdvisorNet Financial, Inc241,714$8.32M0.43%+194,93413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC241,321$8.3M3.74%+47,53813F-HRTimeline
Venture Visionary Partners LLC237,701$8.18M0.27%+13,49013F-HRTimeline
HighTower Advisors, LLC227,023$7.81M0.01%+16,62113F-HRTimeline
Integrated Wealth Concepts LLC226,531$7.79M0.06%+31,55113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC222,510$7.66M0.01%+55,05213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.217,276$7.48M0.42%+53,65713F-HRTimelineGroup
Independent Advisor Alliance216,544$7.45M0.08%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.203,948$7.04M2.02%-11,13813F-HRTimeline
CLG LLC204,440$7.03M1.75%+40,08913F-HRTimeline
Patriot Financial Group Insurance Agenc…202,522$6.97M0.39%+150,09613F-HRTimeline
Worth Asset Management, LLC196,324$6.76M2.52%-74513F-HRTimeline
Advisory Services Network, LLC191,174$6.58M0.09%+32,85713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.185,923$6.57M0.04%+28,09013F-HRTimelineGroup
Westside Investment Management, Inc.179,565$6.18M0.95%+33,29513F-HRTimeline
Tempus Wealth Planning, LLC173,996$5.99M1.38%+6,07713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP171,214$5.89M0.01%+43,96313F-HRTimelineGroup
Kingsview Wealth Management, LLC170,507$5.87M0.08%-6,49513F-HRTimeline
Prospera Financial Services Inc166,795$5.74M0.09%+18,71513F-HRTimeline
Bleakley Financial Group, LLC165,049$5.68M0.09%+25,69613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC164,065$5.65M0.1%+25,24113F-HRTimeline
Clear Creek Financial Management, LLC163,630$5.63M0.43%+58,78413F-HRTimeline
Michael Brady & Co., LLC162,906$5.61M5.63%+14,71613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,617$5.42M0.01%+69,32113F-HRTimelineGroup
Valmark Advisers, Inc.155,985$5.37M0.06%+37,43513F-HRTimeline
Merited Wealth, LLC155,328$5.34M4.43%+4,57413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC151,097$5.2M0.31%+11,77113F-HRTimeline
Integrity Advisory Solutions, LLC147,801$5.09M0.67%+2,20113F-HRTimeline
WealthCare Investment Partners, LLC146,172$5.07M1.41%-29913F-HRTimeline
First Heartland Consultants, Inc.146,005$5.02M0.38%+12,48913F-HRTimeline
CVFG LLC143,479$4.94M0.61%+20,19613F-HRTimeline
Sunbelt Securities, Inc.142,527$4.9M0.31%+57013F-HRTimeline
Sigma Planning Corp141,565$4.87M0.14%+17,50813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS138,083$4.75M0.01%+8,35413F-HRTimeline
AA Financial Advisors, LLC136,290$4.69M0.66%+71,44713F-HRTimeline
Koshinski Asset Management, Inc.136,129$4.68M0.29%+19,81913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…135,658$4.67M0.15%+11,98713F-HRTimeline
PFG Advisors131,040$4.51M0.22%+22,41313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…129,923$4.47M0.09%+18,63213F-HRTimelineGroup
Challenger Wealth Management124,296$4.28M3.42%-1,83013F-HRTimeline
DAVENPORT & Co LLC122,899$4.23M0.02%+33,88913F-HRTimeline
Onyx Bridge Wealth Group LLC122,508$4.22M0.45%+8,22513F-HRTimeline
CENTAURUS FINANCIAL, INC.121,006$4.16M0.2%+14,35013F-HRTimeline
Steward Partners Investment Advisory, L…120,996$4.16M0.02%+47,41613F-HRTimeline
CWS Financial Advisors, LLC120,953$4.16M1.07%+13,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC120,685$4.15M<0.01%-24,37013F-HR/ATimelineGroup
Taylor Financial Group, Inc.115,973$3.99M2.42%+4,61413F-HRTimeline
Cassady Wealth & Retirement Planning, L…107,522$3.94M2.04%+10,89513F-HRTimeline
VVR Holdings LLC112,227$3.86M1.99%+40,87913F-HRTimeline
KINTRA WEALTH, LLC107,776$3.71M0.26%+100,68113F-HRTimeline
HighPoint Advisor Group LLC103,467$3.56M0.15%+54,50713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO102,585$3.47M<0.01%+45,61413F-HR/ATimelineGroup
StrongBox Wealth, LLC98,107$3.38M1.08%+14,59213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…97,078$3.34M0.01%new13F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding96,497$3.32M+13,816Timeline
Continuum Advisory, LLC94,030$3.24M0.31%+23,97013F-HRTimeline
Sovran Advisors, LLC87,758$3.22M0.25%+2,23213F-HRTimeline
WNY Asset Management, LLC93,404$3.21M0.33%13F-HRTimeline
RFG Advisory, LLC88,888$3.06M0.06%+72913F-HRTimeline
Mutual Advisors, LLC88,370$3.04M0.07%+29,63813F-HRTimeline
DAHRING | CUSMANO LLC87,228$3M1.85%+27,62313F-HRTimeline
J HAGAN CAPITAL, INC.83,531$2.87M1.55%-12,28713F-HRTimeline
Mascagni Wealth Management, Inc.78,904$2.72M1.93%+5,86913F-HRTimeline
Burford Brothers, Inc.71,419$2.46M1.01%+3,00313F-HRTimeline
Vestmark Advisory Solutions, Inc.68,017$2.34M0.03%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…59,100$2.03M0.03%-4,99013F-HRTimelineGroup
Security Financial Services, INC.57,539$1.98M0.31%+8,51913F-HRTimeline
Creekside Partners57,509$1.98M0.81%+5,29313F-HRTimeline
Asset Allocation Strategies LLC56,599$1.95M0.35%+41,36913F-HRTimeline
MGO ONE SEVEN LLC56,372$1.94M0.04%+2,08713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,853$1.89M0.05%+43,51213F-HRTimelineGroup
Ausdal Financial Partners, Inc.53,608$1.84M0.08%+6,82613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…51,145$1.76M0.05%new13F-HR/ATimelineGroup
Bare Financial Services, Inc51,052$1.76M0.46%+6,80713F-HRTimeline
NWF Advisory Services Inc.50,987$1.75M0.2%+6,97213F-HRTimeline
HBW ADVISORY SERVICES LLC50,516$1.74M0.18%+5,04113F-HRTimeline
Keystone Wealth Services, LLC47,835$1.65M0.35%-36213F-HRTimeline
Keystone Financial Group47,229$1.63M0.11%+16,03013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC45,963$1.59M0.43%+37,15013F-HRTimeline
VestGen Advisors, LLC42,214$1.57M0.04%-50,40213F-HRTimeline
Carson Advisory Inc.45,656$1.57M0.81%+31,08113F-HRTimeline
VICUS CAPITAL45,361$1.56M0.11%+12,41813F-HRTimeline
Lantern Wealth Advisors, LLC45,025$1.55M0.79%+25,68513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp44,432$1.53M<0.01%+31,53413F-HRTimelineGroup
Sun Financial Inc40,692$1.53M0.77%+62113F-HRTimeline
WILLIAM JOHN SEMPOLINSKI44,230$1.52M0.76%+14,80013F-HRTimeline
Western Wealth Management, LLC43,873$1.51M0.06%+9,18813F-HR/ATimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…43,245$1.49M1.17%-4,65013F-HRTimeline
Smith Thornton Advisors LLC42,986$1.48M0.74%+5,47813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,354$1.42M0.03%-9,93113F-HR/ATimeline
United Advisor Group, LLC40,957$1.41M0.17%+62513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,768$1.4M0.11%+4,02413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding40,311$1.39M-1,800Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,790$1.37M<0.01%+7,32413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC38,174$1.31M0.16%+1,57013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC35,852$1.23M0.09%+5,43213F-HRTimelineGroup
Beacon Financial Advisory LLC35,361$1.22M0.27%-7,93613F-HRTimeline
LEIGH BALDWIN & CO., LLC35,258$1.21M0.79%+74813F-HRTimeline
RIA Advisory Group LLC35,251$1.21M0.3%+1,51413F-HRTimeline
Independent Wealth Network Inc.34,179$1.18M0.35%+6,11413F-HRTimeline
Nautilus Advisors LLC34,152$1.18M0.81%-1,22613F-HRTimeline
Wisconsin Wealth Advisors, LLC33,559$1.15M1.14%-2413F-HRTimeline
Englebert Financial Advisers, LLC33,212$1.14M1.3%-21,72313F-HRTimeline
Brookwood Investment Group LLC33,164$1.14M0.15%+1,95813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,859$1.13M<0.01%-179,53713F-HRTimelineGroup
Richmond Investment Services, LLC32,589$1.12M0.18%+11,10713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC32,065$1.1M0.7%+9,20713F-HRTimeline
Summit Financial, LLC31,097$1.07M0.01%+25013F-HRTimeline
Synergy Investment Management, LLC30,715$1.06M0.35%013F-HRTimeline
Capital Investment Advisory Services, L…30,474$1.05M0.08%+9,44813F-HRTimeline
Dakota Wealth Management30,320$1.05M0.02%+4,89013F-HR/ATimeline
Williams & Novak Wealth Management, LLC29,406$1.02M0.76%+14,50513F-HRTimeline
Visionary Wealth Advisors29,370$1.01M0.04%+4,37713F-HRTimeline
Latitude Advisors, LLC28,227$971K0.45%+6,20013F-HRTimeline
Northwest Financial Advisors26,410$909K1.75%+7,32313F-HRTimeline
Advyzon Investment Management, LLC26,365$907K0.08%+4,13413F-HRTimeline
Lantz Financial LLC25,454$876K0.18%+10,58313F-HRTimeline
Farther Finance Advisors, LLC24,845$860K0.01%-27,38213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC24,895$857K0.15%+1,56013F-HRTimeline
PRIVATE TRUST CO NA24,628$847K0.08%+12,18413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,457$842K0.04%new13F-HRTimeline
tru Independence LLC24,227$834K0.41%+13,02313F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,455$807K0.04%+13,68513F-HRTimeline
SFG Wealth Management, LLC.23,420$806K0.33%+31713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …21,770$790K0.01%+5,06213F-HRTimelineGroup
IHT Wealth Management, LLC22,440$772K0.02%-39313F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding21,736$748KnewTimeline
Bridgewealth Advisory Group, LLC21,698$747K0.15%+2,85613F-HRTimeline
Regal Investment Advisors LLC21,674$746K0.04%+6,46313F-HRTimeline
Accel Wealth Management21,253$731K0.19%+3,90013F-HRTimeline
KPP Advisory Services LLC20,981$722K0.1%+2,88113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC20,899$719K0.05%-113F-HRTimeline
Strategic Blueprint, LLC20,872$718K0.04%+46013F-HRTimeline