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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$26.42 +0.12 (+0.46%)
Closing price 08/22/2025 04:10 PM Eastern
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$26.42 -0.01 (-0.02%)
As of 08/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Bond ETF (NYSEARCA:CGCB)

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$255.19M
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CGCB Institutional Buying and Selling by Quarter

Capital Group Core Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.376,695$9.91M0.2%+173.4%0.351%
8/15/2025 Equitable Holdings Inc.128,855$3.39M0.0%+41.9%0.120%
8/15/2025 Captrust Financial Advisors658,661$17.32M0.0%+77.5%0.614%
8/15/2025 Lantern Wealth Advisors LLC8,679$228K0.1%N/A0.008%
8/15/2025 Smartleaf Asset Management LLC282,228$7.39M0.7%+10.0%0.263%
8/15/2025 Orion Porfolio Solutions LLC32,320$850K0.0%+83.2%0.030%
8/15/2025 MML Investors Services LLC1,044,671$27.48M0.1%+50.4%0.974%
8/15/2025 IHT Wealth Management LLC8,707$229K0.0%N/A0.008%
8/15/2025 Freedom Financial Partners LLC232,886$6.13M2.6%+1.8%0.217%
8/15/2025 Great Valley Advisor Group Inc.76,923$2.02M0.0%+11.9%0.072%
8/15/2025 Benjamin Edwards Inc.76,292$2.01M0.0%+24.3%0.071%
8/15/2025 Bank of America Corp DE1,203,357$31.65M0.0%+269.8%1.121%
8/14/2025 Jane Street Group LLC639,046$16.81M0.0%+82.7%0.596%
8/14/2025 Raymond James Financial Inc.2,153,628$56.64M0.0%+35.5%2.007%
8/14/2025 Keystone Financial Services LLC162,251$4.27M3.2%+6.1%0.151%
8/14/2025 Sei Investments Co.505,722$13.30M0.0%+1,552.3%0.471%
8/14/2025 NewEdge Advisors LLC170,961$4.50M0.0%+31.3%0.159%
8/13/2025 Strategic Family Wealth Counselors L.L.C.172,022$4.52M1.3%+7.1%0.160%
8/13/2025 Gateway Wealth Partners LLC22,246$585K0.1%+31.2%0.021%
8/13/2025 M Holdings Securities Inc.24,124$632K0.1%N/A0.022%
8/13/2025 CW Advisors LLC70,156$1.85M0.0%+5.6%0.065%
8/13/2025 VestGen Advisors LLC188,202$4.95M0.2%+8.5%0.175%
8/13/2025 Northwestern Mutual Wealth Management Co.3,504,539$92.17M0.1%+32.0%3.266%
8/12/2025 Richmond Investment Services LLC24,508$645K0.1%N/A0.023%
8/12/2025 XTX Topco Ltd7,724$203K0.0%N/A0.007%
8/12/2025 Steward Partners Investment Advisory LLC8,915$234K0.0%+422.9%0.008%
8/12/2025 Summit Global Investments8,273$218K0.0%N/A0.008%
8/12/2025 Global Retirement Partners LLC82,963$2.18M0.1%N/A0.077%
8/12/2025 Titleist Asset Management LLC9,000$237K0.0%N/A0.008%
8/12/2025 JPMorgan Chase & Co.197,988$5.21M0.0%+3.0%0.185%
8/12/2025 Lodestone Wealth Management LLC87,073$2.29M1.1%-0.5%0.086%
8/11/2025 Perennial Investment Advisors LLC20,855$548K0.1%+12.4%0.021%
8/11/2025 United Advisor Group LLC85,895$2.26M0.4%+22.2%0.085%
8/11/2025 Rothschild Investment LLC99,188$2.61M0.2%+26.6%0.098%
8/11/2025 Western Wealth Management LLC107,262$2.82M0.2%+4.3%0.106%
8/8/2025 Rockefeller Capital Management L.P.189,609$4.99M0.0%-1.4%0.187%
8/8/2025 Kingsview Wealth Management LLC235,612$6.20M0.1%+22.9%0.232%
8/8/2025 Avantax Advisory Services Inc.98,394$2.59M0.0%+38.1%0.097%
8/8/2025 Cetera Investment Advisers1,549,123$40.74M0.1%+36.8%1.529%
8/8/2025 CWS Financial Advisors LLC30,204$794K0.2%+8.0%0.030%
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8/8/2025 Meridian Wealth Management LLC56,897$1.50M0.1%-3.2%0.056%
8/7/2025 PFG Advisors12,967$341K0.0%-7.9%0.013%
8/6/2025 Prospera Financial Services Inc30,329$798K0.0%+40.9%0.030%
8/6/2025 Cannon Financial Strategists Inc.464,593$12.22M1.9%+1.0%0.458%
8/5/2025 GPS Wealth Strategies Group LLC34,112$897K0.1%+18.0%0.034%
8/5/2025 Tsfg LLC257,051$6.76M1.2%N/A0.254%
8/5/2025 Hunter Associates Investment Management LLC8,730$231K0.0%N/A0.009%
8/5/2025 Bank of Montreal Can5,300$139K0.0%+23.3%0.005%
8/5/2025 Mission Wealth Management LP64,183$1.69M0.0%+2.1%0.063%
8/4/2025 Saxony Capital Management LLC72,711$1.91M1.5%+2.3%0.072%
8/4/2025 Creative Financial Designs Inc. ADV14,635$385K0.0%+116.4%0.014%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,488$434K0.1%-21.9%0.016%
8/4/2025 Creekmur Asset Management LLC344,870$9.07M1.6%N/A0.340%
8/4/2025 IFG Advisory LLC43,320$1.14M0.1%+91.2%0.043%
8/4/2025 Assetmark Inc.9,359$246K0.0%N/A0.009%
8/4/2025 World Investment Advisors18,393$484K0.0%+118.4%0.018%
8/1/2025 Envestnet Asset Management Inc.3,576,899$94.07M0.0%+28.0%3.530%
7/31/2025 Richards Merrill & Peterson Inc.66,720$1.76M0.8%+33.2%0.066%
7/30/2025 KPP Advisory Services LLC65,349$1.72M0.3%-3.6%0.064%
7/30/2025 Strategic Blueprint LLC210,070$5.53M0.3%+19.9%0.207%
7/30/2025 Brookstone Capital Management21,382$562K0.0%-50.2%0.021%
7/30/2025 D.A. Davidson & CO.580,897$15.28M0.1%-31.2%0.573%
7/30/2025 Cullen Frost Bankers Inc.89,177$2.35M0.0%+36.3%0.088%
7/30/2025 Financial Perspectives Inc6,004$158K0.0%+17.7%0.006%
7/29/2025 Stephens Inc. AR584,325$15.37M0.2%+7.8%0.577%
7/29/2025 Madison Wealth Partners Inc10,971$289K0.1%N/A0.011%
7/29/2025 Balboa Wealth Partners10,047$264K0.1%N/A0.010%
7/29/2025 Morgan Dempsey Capital Management LLC5,622$148K0.1%+15.8%0.006%
7/29/2025 Signature Estate & Investment Advisors LLC158,200$4.16M0.1%-5.7%0.156%
7/29/2025 Stratos Wealth Partners LTD.55,369$1.46M0.0%+480.3%0.055%
7/29/2025 Private Trust Co. NA3,964$104K0.0%+133.2%0.004%
7/29/2025 Werba Rubin Papier Wealth Management9,243$243K0.0%N/A0.009%
7/28/2025 Uptick Partners LLC42,325$1.11M0.3%+80.4%0.042%
7/28/2025 Keeler & Nadler Financial Planning & Wealth Management128,648$3.38M1.4%-30.3%0.127%
7/28/2025 EQ Wealth Advisors LLC11,138$293K0.2%+18.4%0.011%
7/28/2025 Mutual Advisors LLC103,067$2.70M0.1%+32.0%0.102%
7/28/2025 Harbour Investments Inc.75,910$2.00M0.1%+8.3%0.075%
7/28/2025 Sagespring Wealth Partners LLC11,161$294K0.0%+17.7%0.011%
7/28/2025 RFG Advisory LLC208,523$5.48M0.1%-2.2%0.206%
7/25/2025 Atria Wealth Solutions Inc.251,920$6.63M0.1%-16.0%0.249%
7/25/2025 Envestnet Portfolio Solutions Inc.97,364$2.56M0.0%-23.0%0.096%
7/25/2025 Bill Few Associates Inc.47,071$1.24M0.4%+0.9%0.046%
7/25/2025 CWM LLC4,417$116K0.0%+30.4%0.004%
7/25/2025 Concurrent Investment Advisors LLC130,444$3.43M0.1%+2.2%0.129%
7/25/2025 Apollon Wealth Management LLC28,298$744K0.0%N/A0.028%
7/24/2025 Endeavor Private Wealth Inc.114,217$3.00M1.4%+27.6%0.113%
7/24/2025 MSH Capital Advisors LLC17,947$472K0.1%+24.5%0.018%
7/23/2025 InTrack Investment Management Inc85,025$2.24M1.5%N/A0.084%
7/23/2025 Valmark Advisers Inc.876,546$23.05M0.3%+2.4%0.865%
7/22/2025 Confluence Wealth Services Inc.62,377$1.64M0.1%+6.8%0.062%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
7/22/2025 Berger Financial Group Inc71,444$1.88M0.1%+14.7%0.070%
7/21/2025 Ameritas Advisory Services LLC12,516$329K0.0%+32.2%0.012%
7/18/2025 Panoramic Capital Partners LLC586,898$15.37M10.7%N/A0.579%
7/18/2025 Truist Financial Corp61,167$1.61M0.0%+35.9%0.060%
7/17/2025 Leverty Financial Group LLC1,427,371$37.54M11.2%+5.2%1.437%
7/17/2025 Janney Montgomery Scott LLC30,315$797K0.0%+74.0%0.031%
7/17/2025 Greenbush Financial Group LLC351,514$9.25M4.0%+7.3%0.354%
7/17/2025 Tempus Wealth Planning LLC26,583$699K0.2%+2.9%0.027%
7/16/2025 ORG Partners LLC6,819$179K0.0%+19,955.9%0.007%
7/16/2025 Spinnaker Investment Group LLC773,624$20.35M4.8%+10.8%0.779%
(Data available from 1/1/2016 forward)

CGCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCB shares?

During the previous two years, 182 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($302.91M), LPL Financial LLC ($246.51M), Capital International Investors ($130.16M), Envestnet Asset Management Inc. ($94.07M), Northwestern Mutual Wealth Management Co. ($92.17M), Raymond James Financial Inc. ($56.64M), and Cetera Investment Advisers ($40.74M).Learn more on Capital Group Core Bond ETF's institutional investors.

Which institutional investors have been buying Capital Group Core Bond ETF's stock?

Of the 179 institutional investors that purchased Capital Group Core Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($19.29M), LPL Financial LLC ($7.77M), Capital International Investors ($3.13M), Envestnet Asset Management Inc. ($3.01M), Raymond James Financial Inc. ($2.90M), Northwestern Mutual Wealth Management Co. ($1.91M), and Leverty Financial Group LLC ($1.43M).

How much institutional buying is happening at Capital Group Core Bond ETF?

Institutional investors have bought a total of 46,396,788 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Which of Capital Group Core Bond ETF's major shareholders have been selling company stock?

Of the 38 institutional investors that sold Capital Group Core Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($7.77M), Royal Bank of Canada ($693.06K), Private Advisor Group LLC ($330.67K), D.A. Davidson & CO. ($262.82K), OLD Mission Capital LLC ($140.50K), Jane Street Group LLC ($88.39K), and Keeler & Nadler Financial Planning & Wealth Management ($55.83K).

How much institutional selling is happening at Capital Group Core Bond ETF?

Institutional investors have sold a total of 9,757,564 shares in the last 24 months. This volume of shares sold represents approximately $255.19M in transactions.



This page (NYSEARCA:CGCB) was last updated on 8/23/2025 by MarketBeat.com Staff
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