CAPITAL GROUP CORE BALANCED ETF

$CGBL
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Smart money positioned

6 of the Top-200 alpha managers hold $CGBL as of the latest 13F snapshot.

13F holders
314
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$CGBL is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.06% to 3.87%, with an average of 1.17% of portfolio. Largest holder: Quantum Financial Planning Services, Inc. at 3.87%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Quantum Financial Planning Services, Inc.
3.87% held
α +28.9pts
02
Endeavor Private Wealth, Inc.
2.02% held
α +13.5pts
03
Certior Financial Group, LLC
0.71% NEW
α +11.1pts
04
Venture Visionary Partners LLC
0.27% NEW
α +10.3pts
05
Walkner Condon Financial Advisors LLC
0.09% held
α +23.7pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 314 · Source: 13F-HR
01
Taconic Capital Advisors LP
0.14% of portfolio
14,908,799 sh
02
Institute for Wealth Management, LLC.
15.61% of portfolio
11,973,900 sh
03
State Farm Mutual Automobile Insurance Co.
0.05% of portfolio
11,521,984 sh
04
Marquette Asset Management, LLC
0.08% of portfolio
8,244,288 sh
05
Sheaff Brock Investment Advisors, LLC
0.14% of portfolio
8,000,206 sh
06
Banyan Capital Management, Inc.
0.01% of portfolio
5,432,051 sh
07
FengHe Fund Management Pte. Ltd.
0.15% of portfolio
4,048,725 sh
08
IFC Advisors LLC
13.12% of portfolio
3,765,044 sh
09
Ryan Investment Management, Inc.
0.16% of portfolio
3,242,044 sh
10
Jaffetilchin Investment Partners, LLC
0.20% of portfolio
2,295,214 sh
See all 314 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CGBL in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CGBL in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:00 UTC.