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Public ownership evidence

Capital Group Core Balanced ETF (CGBL) Ownership Disclosures

Read CGBL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29324,223$10,044,429None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2744,230$1,521,954None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2729,430$1,039,762None
Dakota Wealth Management2025-09-302026-08-2721,780$760,095None
Dakota Wealth Management2025-12-312026-08-2725,430$898,442None
Dakota Wealth Management2026-03-312026-08-2730,320$1,046,693None
January Capital Advisors LLC2026-06-302026-08-266,600$250,536None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-209,998$378,590None
Kingsview Wealth Management, LLC2026-06-302026-08-20143,350$5,441,562None
Archer Investment Corp2026-06-302026-08-20314$11,919None
WNY Asset Management, LLC2026-06-302026-08-18140,638$5,338,620None
Coastal Bridge Advisors, LLC2026-06-302026-08-1815,965$606,026None
Asset Allocation Strategies LLC2026-06-302026-08-1868,255$2,590,956None
Equitable Holdings, Inc.2026-06-302026-08-18320,886$12,180,837None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18149,521$5,676,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,454$55,194None
Hopwood Nicholas Hunter2026-06-302026-08-15288,664$10,957,687None
Hopwood Nicholas Hunter2026-03-312026-08-15279,526$9,618,501None
Hopwood Nicholas Hunter2025-12-312026-08-15274,904$9,712,374None
Michael Brady & Co., LLC2026-06-302026-08-15161,496$6,130,467None
AMERIFLEX GROUP, INC.2026-06-302026-08-1512,267$465,655None
Blueprint Financial Advisors LLC2026-06-302026-08-15100,797$3,826,254None
Synergy Investment Management, LLC2026-06-302026-08-1531,820$1,207,887None
Modern Wealth Management, LLC2026-06-302026-08-1512,423$471,594None
Mutual Advisors, LLC2026-06-302026-08-15164,708$6,252,326None
Advyzon Investment Management, LLC2026-06-302026-08-151,314$49,879None
Advyzon Investment Management, LLC2026-06-302026-08-1527,735$1,052,821None
J HAGAN CAPITAL, INC.2026-06-302026-08-1589,827$3,409,831None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-1554,730$2,077,551None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-15212,646$8,106,773None
KINTRA WEALTH, LLC2026-06-302026-08-15200,753$7,743,025None
Ameritas Advisory Services, LLC2026-06-302026-08-15149,799$5,686,368None
WCG Wealth Advisors LLC2026-06-302026-08-1599,121$3,762,637None
Western Wealth Management, LLC2026-06-302026-08-1544,351$1,683,570None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1510,684$405,565None
44 WEALTH MANAGEMENT LLC2026-06-302026-08-1514,805$561,982None
IFG Advisory, LLC2026-06-302026-08-159,039$343,134None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,043$39,763None
OSAIC HOLDINGS, INC.2026-06-302026-08-15252,351$9,579,237None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,332,286$126,502,854None
Betterment LLC2026-06-302026-08-15422,613$16,042,000None
Regal Investment Advisors LLC2026-06-302026-08-1520,804$789,720None
GTS SECURITIES LLC2026-06-302026-08-1543,291$1,643,326None
Medallion Wealth Advisors, LLC2026-06-302026-08-1511,850$449,826None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-155,272$200,125None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$3,796None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1545$1,708None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1529$1,101None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15165$6,263None
Waverly Advisors, LLC2026-06-302026-08-1598,234$3,728,963None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗January Capital Advisors LLC ↗Vermillion & White Wealth Management Group, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.