证券记录 · 已归档季度
CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
39被追踪持有人
+2Δ持有人
51.88M持有股份
$1.83B报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.4% ·
股份流向 +1.2% ·
净新建仓位 +5.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12.58M | n/a | $444.30M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 6.95M | n/a | $245.38M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 4.62M | n/a | $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 | n/a | $117.48M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 2.76M | n/a | $97.44M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.61M | n/a | $92.09M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 2.60M | n/a | $91.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cwm, Llc | 2.17M | n/a | $76.60M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 2.03M | n/a | $73.13M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.01M | n/a | $71.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Jones Financial Companies Lllp | 1.51M | n/a | $53.26M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 1.05M | n/a | $37.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 976.58K | n/a | $34.50M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 439.11K | n/a | $15.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 225.17K | n/a | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 212.40K | n/a | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 210.40K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 201.08K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 200.00K | n/a | $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 | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 158.71K | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Ameriprise Financial Inc | 145.06K | n/a | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 129.73K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 127.25K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 88.30K | n/a | $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 | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 16.62K | n/a | $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 | n/a | $455,659 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Creative Planning | 12.39K | n/a | $437,801 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 8.92K | n/a | $314,965 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 7.54K | n/a | $266,282 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 2.00K | 新增 | $70,660 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.95K | n/a | $68,717 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 6 | 新增 | $212 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| BlackRock | $70,660 | 0.0% |
| Fidelity (FMR) | $212 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 317 持有人, 116.23M 股份, $3.85B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据