Ficha del valor
CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
38Tenedores rastreados
+2Δ titulares
74.34MAcciones mantenidas
$2.82BValor declarado
+4Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones +21.7% ·
nuevas posiciones netas +5.3%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 5 | +1 | 3.72M | $129.21M | +1 | — |
| Q2 2025 | 2 | +1 | 348.95K | $11.67M | +1 | — |
| Q1 2025 | 1 | 0 | 44.96K | $1.39M | — | — |
| Q4 2024 | 1 | +1 | 49.71K | $1.55M | +1 | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18.72M | +25.6% | $710.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 10.14M | +32.8% | $384.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 10.14M | +32.8% | $384.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 9.65M | +17.1% | $366.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.15M | +13.3% | $233.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 6.15M | +13.3% | $233.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 6.15M | +13.3% | $233.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.67M | +52.5% | $215.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.67M | +52.5% | $215.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.67M | +52.5% | $215.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 4.82M | +19.0% | $182.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 3.59M | +27.8% | $136.12M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.59M | +27.8% | $136.12M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.59M | +27.8% | $136.12M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 3.48M | +7.5% | $132.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 2.38M | +22.9% | $89.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 1.60M | +18.3% | $60.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 1.56M | +23.3% | $59.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 1.56M | +23.3% | $59.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 1.35M | +28.4% | $51.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 426.28K | +37.2% | $16.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 395.94K | +40.1% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 395.94K | +40.1% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 333.53K | +19.9% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS Group AG | 333.53K | +19.9% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 242.08K | +6.6% | $9.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 213.50K | +24.7% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 213.50K | +24.7% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 143.38K | +3.8% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 142.12K | +38.5% | $5.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 142.12K | +38.5% | $5.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 105.65K | +137.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 105.65K | +137.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 105.65K | +137.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 97.39K | +0.3% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Renaissance Technologies ✦ | 97.00K | Nuevo | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 95.39K | -21.0% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 95.39K | -21.0% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mariner, LLC | 57.40K | -88.1% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 57.22K | +43.8% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 34.93K | +6.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Lido Advisors, LLC | 23.24K | Nuevo | $885,971 | 0.0% | New | 1 | SEC ↗ |
| 51 | Focus Partners Wealth | 20.00K | +19.7% | $759,086 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 12.98K | 0.0% | $492,697 | 0.0% | Held | 4 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 12.21K | 0.0% | $460,383 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Capital International Investors | 8.00K | Nuevo | $303,718 | 0.0% | New | 1 | SEC ↗ |
| 55 | Creative Planning | 7.28K | -4.3% | $276,387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.94K | Nuevo | $111,640 | 0.0% | New | 1 | SEC ↗ |
| 57 | BlackRock ✦ (pasivo) | 2.00K | 0.0% | $75,920 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Us Bancorp \De\ | 1.51K | 0.0% | $57,320 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 876 | -22.4% | $33,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $3.68M | 0.0% |
| Lido Advisors, LLC | $885,971 | 0.0% |
| Capital International… | $303,718 | 0.0% |
| Pnc Financial Services Group… | $111,640 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $11.32M | era 0.0% |
| Citadel Advisors | $7.66M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 317 tenedores, 116.23M acciones, $3.85B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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