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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

Filings received so far for Q3 2026: 34 13F filers report a position in CGBL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,331,297$86.4M0.13%+735,97713F-HRTimeline
B. Riley Wealth Advisors, Inc.417,954$15.4M0.61%+63,53213F-HRTimeline
Hartmann Taylor Wealth Management, LLC346,952$12.8M7.16%+20,77713F-HRTimeline
Venture Visionary Partners LLC336,374$12.4M0.32%+31,68513F-HRTimeline
CLG LLC329,968$12.1M2.52%+29,45413F-HRTimeline
Worth Asset Management, LLC201,745$7.41M2.16%-7,77913F-HRTimeline
First Heartland Consultants, Inc.160,324$5.89M0.39%+10,96513F-HRTimeline
Patriot Financial Group Insurance Agenc…110,555$4.06M0.39%+1,88313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC108,591$3.99M1.07%+28,92413F-HRTimeline
Accel Wealth Management91,011$3.34M0.72%+30,55813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC65,321$2.4M0.04%+5,81213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,690$1.5M0.1%-58713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…36,748$1.35M0.88%-113F-HRTimeline
Wisconsin Wealth Advisors, LLC35,694$1.31M1.1%+1,03113F-HRTimeline
Merited Wealth, LLC31,528$1.16M0.8%-21,17513F-HRTimeline
Lincoln Capital LLC29,639$1.09M0.19%+16,95913F-HRTimeline
Nautilus Advisors LLC29,274$1.08M0.65%-1,72913F-HRTimeline
Focus Financial Network, Inc.27,191$1M0.03%+8,97013F-HRTimeline
Farther Finance Advisors, LLC21,535$791K0.01%-38,55013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC18,489$683K0.1%-64113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,903$658K0.01%+2,66413F-HRTimelineGroup
Williams & Novak Wealth Management, LLC15,091$555K0.33%-6,84513F-HRTimeline
Spinnaker Investment Group, LLC12,844$472K0.07%-97113F-HRTimeline
Southland Equity Partners LLC12,014$442K0.08%-15913F-HRTimeline
Bill Few Associates, Inc.11,900$437K0.09%+1,36913F-HRTimeline
Cape Investment Advisory, Inc.11,161$410K0.11%+8,00613F-HRTimeline
Cooper Financial Group10,880$400K0.03%+2,88213F-HRTimeline
Professional Financial Advisors, LLC8,829$324K0.06%-65413F-HRTimeline
Retireful, LLC8,121$298K0.26%+62413F-HRTimeline
Dynamic Advisor Solutions LLC7,175$264K0.01%+33513F-HRTimeline
Ignite Planners, LLC6,414$236K0.03%new13F-HRTimeline
M.E. ALLISON & CO., INC.6,410$236K0.13%013F-HRTimeline
CX Institutional2,120$78K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,122$78K<0.01%+1,20313F-HRTimeline