MML INVESTORS SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 701059
SPRINGFIELD, MA
Position in CGBL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$36,127,231
+$1,624,731 QoQ
Shares Held
1,049,905
+7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,127,231 | 1,049,905 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $34,502,500 | 976,578 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29,077,652 | 837,490 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,615,394 | 706,202 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,538,087 | 566,110 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,733,173 | 471,160 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,542,790 | 242,924 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $6,108,206 | 205,456 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,845,777 | 63,407 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,415,419 | 51,771 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||