CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
Dados de momentum (gestores comparáveis):
amplitude de detentores -5.1% ·
fluxo de ações +22.0% ·
novas posições líquidas -5.4%
· fórmula
Acumulação concentrada: participações crescentes entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.89M | $106.90M | n/a | n/a |
| Q2 2026 | 38 | +2 | 74.34M | $2.82B | +4 | −2 |
| Q1 2026 | 37 | -2 | 63.30M | $2.18B | +1 | −3 |
| Q4 2025 | 39 | +2 | 51.88M | $1.83B | +2 | n/a |
| Q3 2025 | 5 | +1 | 3.72M | $129.21M | +1 | n/a |
| Q2 2025 | 2 | +1 | 348.95K | $11.67M | +1 | n/a |
| Q1 2025 | 1 | 0 | 44.96K | $1.39M | n/a | n/a |
| Q4 2024 | 1 | +1 | 49.71K | $1.55M | +1 | n/a |
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 14.91M | +18.6% | $513.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 8.24M | +18.7% | $283.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.63M | +65.2% | $262.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 5.43M | +33.7% | $186.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 4.05M | +21.8% | $139.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.72M | +43.1% | $128.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 3.24M | +17.6% | $111.56M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 2.81M | +7.7% | $96.58M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 2.34M | +16.2% | $80.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Cwm, Llc | 2.23M | +2.8% | $76.72M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 1.94M | +28.7% | $65.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 1.35M | -33.5% | $46.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 1.27M | +20.4% | $43.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 1.05M | +7.5% | $36.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 482.71K | +9.9% | $16.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 328.95K | +64.5% | $11.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 310.62K | +38.0% | $10.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 282.66K | +78.1% | $9.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | UBS Group AG | 278.18K | +38.3% | $9.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 227.02K | +7.9% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 222.51K | +32.9% | $7.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Truist Financial Corp | 171.21K | +34.5% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 157.62K | +78.5% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Captrust Financial Advisors | 138.08K | +6.4% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 120.69K | -16.8% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 102.58K | +80.1% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 97.08K | Novo | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 44.43K | +244.5% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Northwestern Mutual Wealth… | 39.79K | +22.6% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 32.86K | -84.5% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 16.71K | +0.5% | $574,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 12.98K | 0.0% | $446,621 | 0.0% | Held | 3 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 12.21K | +36.9% | $422,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 7.61K | -38.6% | $261,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passivo) | 2.00K | 0.0% | $68,820 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.51K | -22.4% | $51,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.13K | +18716.7% | $38,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Fifth Third Bancorp | $3.34M | 0.0% |
Encerrado
| Susquehanna International… | $5.61M | era 0.0% |
| Renaissance Technologies | $459,290 | era 0.0% |
| Franklin Resources Inc | $266,282 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 317 detentores, 116.23M ações, $3.85B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.