CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom +21.7% ·
netto nieuwe posities +5.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 9.65M | +17.1% | $366.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.15M | +13.3% | $233.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 5.67M | +52.5% | $215.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 4.82M | +19.0% | $182.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.59M | +27.8% | $136.12M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 3.48M | +7.5% | $132.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 2.38M | +22.9% | $89.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 1.60M | +18.3% | $60.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 1.56M | +23.3% | $59.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 1.35M | +28.4% | $51.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 426.28K | +37.2% | $16.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 395.94K | +40.1% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | UBS Group AG | 333.53K | +19.9% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 242.08K | +6.6% | $9.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 213.50K | +24.7% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Captrust Financial Advisors | 143.38K | +3.8% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 142.12K | +38.5% | $5.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 105.65K | +137.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Fifth Third Bancorp | 97.39K | +0.3% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 97.00K | Nieuw | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 95.39K | -21.0% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Mariner, LLC | 57.40K | -88.1% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 57.22K | +43.8% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 34.93K | +6.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 23.24K | Nieuw | $885,971 | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 20.00K | +19.7% | $759,086 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 12.98K | 0.0% | $492,697 | 0.0% | Held | 4 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 12.21K | 0.0% | $460,383 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Capital International Investors | 8.00K | Nieuw | $303,718 | 0.0% | New | 1 | SEC ↗ |
| 34 | Creative Planning | 7.28K | -4.3% | $276,387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.94K | Nieuw | $111,640 | 0.0% | New | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 2.00K | 0.0% | $75,920 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.51K | 0.0% | $57,320 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 876 | -22.4% | $33,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Jane Street Group, Llc | $11.32M | was 0.0% |
| Citadel Advisors | $7.66M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 317 houders, 116.23M aandelen, $3.85B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.