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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$26.56 -0.03 (-0.11%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Bond ETF (NYSEARCA:CGCB)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$256.78M
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CGCB Institutional Buying and Selling by Quarter

Capital Group Core Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Venture Visionary Partners LLC25,695$683K0.0%+124.7%0.022%
10/3/2025 Dentgroup LLC166,848$4.44M2.9%-22.1%0.155%
9/4/2025Osaic Holdings Inc.1,504,689$39.58M0.1%-0.8%1.402%
8/27/2025Orion Porfolio Solutions LLC32,320$850K0.0%+83.2%0.030%
8/25/2025Silverlake Wealth Management LLC7,909$208K0.1%N/A0.007%
8/18/2025Geneos Wealth Management Inc.376,695$9.91M0.2%+173.4%0.351%
8/15/2025Equitable Holdings Inc.128,855$3.39M0.0%+41.9%0.120%
8/15/2025Captrust Financial Advisors658,661$17.32M0.0%+77.5%0.614%
8/15/2025Lantern Wealth Advisors LLC8,679$228K0.1%N/A0.008%
8/15/2025Smartleaf Asset Management LLC282,228$7.39M0.7%+10.0%0.263%
8/15/2025Orion Porfolio Solutions LLC32,320$850K0.0%+83.2%0.030%
8/15/2025MML Investors Services LLC1,044,671$27.48M0.1%+50.4%0.974%
8/15/2025IHT Wealth Management LLC8,707$229K0.0%N/A0.008%
8/15/2025Freedom Financial Partners LLC232,886$6.13M2.6%+1.8%0.217%
8/15/2025Great Valley Advisor Group Inc.76,923$2.02M0.0%+11.9%0.072%
8/15/2025Benjamin Edwards Inc.76,292$2.01M0.0%+24.3%0.071%
8/15/2025Bank of America Corp DE1,203,357$31.65M0.0%+269.8%1.121%
8/14/2025Jane Street Group LLC639,046$16.81M0.0%+82.7%0.596%
8/14/2025Raymond James Financial Inc.2,153,628$56.64M0.0%+35.5%2.007%
8/14/2025Keystone Financial Services LLC162,251$4.27M3.2%+6.1%0.151%
8/14/2025Sei Investments Co.505,722$13.30M0.0%+1,552.3%0.471%
8/14/2025NewEdge Advisors LLC170,961$4.50M0.0%+31.3%0.159%
8/13/2025Strategic Family Wealth Counselors L.L.C.172,022$4.52M1.3%+7.1%0.160%
8/13/2025Gateway Wealth Partners LLC22,246$585K0.1%+31.2%0.021%
8/13/2025M Holdings Securities Inc.24,124$632K0.1%N/A0.022%
8/13/2025CW Advisors LLC70,156$1.85M0.0%+5.6%0.065%
8/13/2025VestGen Advisors LLC188,202$4.95M0.2%+8.5%0.175%
8/13/2025Northwestern Mutual Wealth Management Co.3,504,539$92.17M0.1%+32.0%3.266%
8/12/2025Richmond Investment Services LLC24,508$645K0.1%N/A0.023%
8/12/2025XTX Topco Ltd7,724$203K0.0%N/A0.007%
8/12/2025Steward Partners Investment Advisory LLC8,915$234K0.0%+422.9%0.008%
8/12/2025Summit Global Investments8,273$218K0.0%N/A0.008%
8/12/2025Global Retirement Partners LLC82,963$2.18M0.1%N/A0.077%
8/12/2025Titleist Asset Management LLC9,000$237K0.0%N/A0.008%
8/12/2025JPMorgan Chase & Co.197,988$5.21M0.0%+3.0%0.185%
8/12/2025Lodestone Wealth Management LLC87,073$2.29M1.1%-0.5%0.086%
8/11/2025Perennial Investment Advisors LLC20,855$548K0.1%+12.4%0.021%
8/11/2025United Advisor Group LLC85,895$2.26M0.4%+22.2%0.085%
8/11/2025Rothschild Investment LLC99,188$2.61M0.2%+26.6%0.098%
8/11/2025Western Wealth Management LLC107,262$2.82M0.2%+4.3%0.106%
8/8/2025Rockefeller Capital Management L.P.189,609$4.99M0.0%-1.4%0.187%
8/8/2025Kingsview Wealth Management LLC235,612$6.20M0.1%+22.9%0.232%
8/8/2025Avantax Advisory Services Inc.98,394$2.59M0.0%+38.1%0.097%
8/8/2025Cetera Investment Advisers1,549,123$40.74M0.1%+36.8%1.529%
8/8/2025CWS Financial Advisors LLC30,204$794K0.2%+8.0%0.030%
8/8/2025Meridian Wealth Management LLC56,897$1.50M0.1%-3.2%0.056%
8/7/2025PFG Advisors12,967$341K0.0%-7.9%0.013%
8/6/2025Prospera Financial Services Inc30,329$798K0.0%+40.9%0.030%
8/6/2025Cannon Financial Strategists Inc.464,593$12.22M1.9%+1.0%0.458%
8/5/2025GPS Wealth Strategies Group LLC34,112$897K0.1%+18.0%0.034%
8/5/2025Tsfg LLC257,051$6.76M1.2%N/A0.254%
8/5/2025Hunter Associates Investment Management LLC8,730$231K0.0%N/A0.009%
8/5/2025Bank of Montreal Can5,300$139K0.0%+23.3%0.005%
8/5/2025Mission Wealth Management LP64,183$1.69M0.0%+2.1%0.063%
8/4/2025Saxony Capital Management LLC72,711$1.91M1.5%+2.3%0.072%
8/4/2025Creative Financial Designs Inc. ADV14,635$385K0.0%+116.4%0.014%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,488$434K0.1%-21.9%0.016%
8/4/2025Creekmur Asset Management LLC344,870$9.07M1.6%N/A0.340%
8/4/2025IFG Advisory LLC43,320$1.14M0.1%+91.2%0.043%
8/4/2025Assetmark Inc.9,359$246K0.0%N/A0.009%
8/4/2025World Investment Advisors18,393$484K0.0%+118.4%0.018%
8/1/2025Envestnet Asset Management Inc.3,576,899$94.07M0.0%+28.0%3.530%
7/31/2025Richards Merrill & Peterson Inc.66,720$1.76M0.8%+33.2%0.066%
7/30/2025KPP Advisory Services LLC65,349$1.72M0.3%-3.6%0.064%
7/30/2025Strategic Blueprint LLC210,070$5.53M0.3%+19.9%0.207%
7/30/2025Brookstone Capital Management21,382$562K0.0%-50.2%0.021%
7/30/2025D.A. Davidson & CO.580,897$15.28M0.1%-31.2%0.573%
7/30/2025Cullen Frost Bankers Inc.89,177$2.35M0.0%+36.3%0.088%
7/30/2025Financial Perspectives Inc6,004$158K0.0%+17.7%0.006%
7/29/2025Stephens Inc. AR584,325$15.37M0.2%+7.8%0.577%
7/29/2025Madison Wealth Partners Inc10,971$289K0.1%N/A0.011%
7/29/2025Balboa Wealth Partners10,047$264K0.1%N/A0.010%
7/29/2025Morgan Dempsey Capital Management LLC5,622$148K0.1%+15.8%0.006%
7/29/2025Signature Estate & Investment Advisors LLC158,200$4.16M0.1%-5.7%0.156%
7/29/2025Stratos Wealth Partners LTD.55,369$1.46M0.0%+480.3%0.055%
7/29/2025Private Trust Co. NA3,964$104K0.0%+133.2%0.004%
7/29/2025Werba Rubin Papier Wealth Management9,243$243K0.0%N/A0.009%
7/28/2025Uptick Partners LLC42,325$1.11M0.3%+80.4%0.042%
7/28/2025Keeler & Nadler Financial Planning & Wealth Management128,648$3.38M1.4%-30.3%0.127%
7/28/2025EQ Wealth Advisors LLC11,138$293K0.2%+18.4%0.011%
7/28/2025Mutual Advisors LLC103,067$2.70M0.1%+32.0%0.102%
7/28/2025Harbour Investments Inc.75,910$2.00M0.1%+8.3%0.075%
7/28/2025Sagespring Wealth Partners LLC11,161$294K0.0%+17.7%0.011%
7/28/2025RFG Advisory LLC208,523$5.48M0.1%-2.2%0.206%
7/25/2025Atria Wealth Solutions Inc.251,920$6.63M0.1%-16.0%0.249%
7/25/2025Envestnet Portfolio Solutions Inc.97,364$2.56M0.0%-23.0%0.096%
7/25/2025Bill Few Associates Inc.47,071$1.24M0.4%+0.9%0.046%
7/25/2025CWM LLC4,417$116K0.0%+30.4%0.004%
7/25/2025Concurrent Investment Advisors LLC130,444$3.43M0.1%+2.2%0.129%
7/25/2025Apollon Wealth Management LLC28,298$744K0.0%N/A0.028%
7/24/2025Endeavor Private Wealth Inc.114,217$3.00M1.4%+27.6%0.113%
7/24/2025MSH Capital Advisors LLC17,947$472K0.1%+24.5%0.018%
7/23/2025InTrack Investment Management Inc85,025$2.24M1.5%N/A0.084%
7/23/2025Valmark Advisers Inc.876,546$23.05M0.3%+2.4%0.865%
7/22/2025Confluence Wealth Services Inc.62,377$1.64M0.1%+6.8%0.062%
7/22/2025Berger Financial Group Inc71,444$1.88M0.1%+14.7%0.070%
7/21/2025Ameritas Advisory Services LLC12,516$329K0.0%+32.2%0.012%
7/18/2025Panoramic Capital Partners LLC586,898$15.37M10.7%N/A0.579%
7/18/2025Truist Financial Corp61,167$1.61M0.0%+35.9%0.060%
7/17/2025Leverty Financial Group LLC1,427,371$37.54M11.2%+5.2%1.437%
(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, 184 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 181 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 46,384,139 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 40 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 9,817,362 shares in the last 24 months. This volume of shares sold represents approximately $256.78M in transactions.


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This page (NYSEARCA:CGCB) was last updated on 10/6/2025 by MarketBeat.com Staff
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