CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
Input di momentum (manager comparabili):
ampiezza dei detentori +5.4% ·
flusso azionario +1.2% ·
nuove posizioni nette +5.1%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12.58M | — | $444.30M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 6.95M | — | $245.38M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 4.62M | — | $163.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 4.06M | +17.0% | $143.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 3.33M | — | $117.48M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 2.76M | — | $97.44M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.61M | — | $92.09M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 2.60M | — | $91.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cwm, Llc | 2.17M | — | $76.60M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 2.03M | — | $73.13M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.01M | — | $71.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Jones Financial Companies Lllp | 1.51M | — | $53.26M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 1.05M | — | $37.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 976.58K | — | $34.50M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 439.11K | — | $15.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 225.17K | — | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 212.40K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 210.40K | — | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 201.08K | — | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 200.00K | — | $7.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 167.46K | +23.0% | $5.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 158.87K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 158.71K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Ameriprise Financial Inc | 145.06K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 129.73K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 127.25K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 88.30K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | JPMorgan Chase ✦ | 56.97K | +23.8% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 32.47K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 16.62K | — | $587,255 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 13.00K | -76.1% | $459,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 12.98K | 0.0% | $458,562 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 12.90K | — | $455,659 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Creative Planning | 12.39K | — | $437,801 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 8.92K | — | $314,965 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 7.54K | — | $266,282 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passivo) | 2.00K | Nuovo | $70,660 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.95K | — | $68,717 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 6 | Nuovo | $212 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| BlackRock | $70,660 | 0.0% |
| Fidelity (FMR) | $212 | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 317 detentori, 116.23M azioni, $3.85B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.