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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$26.36 +0.23 (+0.88%)
Closing price 08/1/2025 04:10 PM Eastern
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$26.34 -0.02 (-0.06%)
As of 08/1/2025 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)
159
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$254.91M
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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
8/1/2025Envestnet 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%
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%
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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%
7/16/2025 Freestate Advisors LLC12,913$340K0.3%N/A0.013%
7/15/2025 Regatta Capital Group LLC718,467$18.90M3.2%+1.8%0.723%
7/15/2025 Hartmann Taylor Wealth Management LLC12,546$330K0.3%+58.5%0.013%
7/14/2025 AdvisorNet Financial Inc25,878$681K0.0%+9.6%0.027%
7/14/2025 U.S. Capital Wealth Advisors LLC40,497$1.07M0.0%+13.5%0.042%
7/11/2025 AA Financial Advisors LLC24,616$647K0.1%N/A0.026%
7/11/2025 LongView Wealth Management53,120$1.40M0.4%+30.1%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC356,869$9.34M0.0%-4.3%0.373%
7/10/2025 American Financial Advisors LLC878,099$23.09M3.2%-2.9%0.917%
7/10/2025 Sovran Advisors LLC275,159$7.18M0.8%+2,040.5%0.287%
7/9/2025 Dynamic Advisor Solutions LLC195,948$5.15M0.2%+13.6%0.205%
7/9/2025 Pines Wealth Management LLC37,032$969K0.3%+18.8%0.039%
7/9/2025 Sunpointe LLC13,764$362K0.1%N/A0.014%
7/9/2025 Fiduciary Alliance LLC122,871$3.23M0.2%N/A0.128%
7/8/2025 Advance Capital Management Inc.11,517,435$302.91M13.7%+6.9%12.219%
7/7/2025 Peterson Wealth Advisors LLC7,614$200K0.0%N/A0.008%
7/2/2025 Dentgroup LLC214,207$5.63M3.9%+8.1%0.230%
7/1/2025 Harbor Investment Advisory LLC16,213$426K0.0%+13.5%0.017%
5/27/2025Jacobi Capital Management LLC20,434$537K0.0%N/A0.024%
5/21/2025Geneos Wealth Management Inc.137,772$3.62M0.1%N/A0.169%
5/19/2025Jane Street Group LLC349,693$9.19M0.0%+124.2%0.428%
5/16/2025 Signature Estate & Investment Advisors LLC167,850$4.41M0.1%-1.5%0.205%
5/16/2025Jones Financial Companies Lllp49,626$1.29M0.0%-50.0%0.061%
5/16/2025NewEdge Advisors LLC130,240$3.42M0.0%+43.3%0.159%
5/16/2025Integrated Wealth Concepts LLC35,441$931K0.0%+20.2%0.043%
5/16/2025Ancora Advisors LLC133,046$3.50M0.1%-6.7%0.163%
5/15/2025Royal Bank of Canada1,205,090$31.67M0.0%+8.5%1.475%
5/15/2025Baird Financial Group Inc.75,685$1.99M0.0%+679.1%0.093%
5/15/2025OLD Mission Capital LLC24,592$646K0.0%-81.6%0.030%
5/15/2025Vermillion & White Wealth Management Group LLC3,744$98K0.1%N/A0.005%
5/14/2025Jane Street Group LLC349,693$9.19M0.0%+124.2%0.428%
5/14/2025Evergreen Wealth Solutions LLC45,085$1.19M0.8%+344.2%0.055%
5/14/2025Full Sail Capital LLC9,714$255K0.0%N/A0.012%
5/14/2025Comerica Bank14,016$368K0.0%+62.6%0.017%
5/14/2025Smartleaf Asset Management LLC256,461$6.73M0.6%+66.0%0.314%
5/14/2025Northwestern Mutual Wealth Management Co.2,654,098$69.75M0.1%+66.7%3.248%
5/14/2025Kestra Advisory Services LLC294,792$7.75M0.0%+11.6%0.361%
5/14/2025CW Advisors LLC66,440$1.74M0.0%N/A0.081%
5/14/2025Capital Analysts LLC4,104$108K0.0%N/A0.005%
5/14/2025CWS Financial Advisors LLC27,961$735K0.2%+63.4%0.034%
5/13/2025Raymond James Financial Inc.1,589,533$41.77M0.0%+113.4%1.945%
5/13/2025Sei Investments Co.30,607$804K0.0%N/A0.037%
5/13/2025 MSH Capital Advisors LLC14,417$379K0.1%+15.4%0.018%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management184,480$4.84M2.2%+150.4%0.226%
5/12/2025 Berger Financial Group Inc62,311$1.64M0.1%N/A0.076%
5/12/2025Benjamin Edwards Inc.61,378$1.61M0.0%+61.3%0.075%
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5/12/2025Townsquare Capital LLC27,365$719K0.0%-54.4%0.033%
5/12/2025AlphaCore Capital LLC19,549$514K0.0%N/A0.024%
5/9/2025 Atria Wealth Solutions Inc.300,000$7.91M0.1%+73.9%0.367%
5/9/2025Commonwealth Equity Services LLC596,861$15.69M0.0%+22.0%0.730%
5/9/2025Delta Financial Group Inc.33,195$870K0.2%-3.9%0.041%
5/8/2025 Endeavor Private Wealth Inc.89,496$2.35M1.3%+21.0%0.110%
5/8/2025IFG Advisory LLC22,653$595K0.0%+80.3%0.028%
5/8/2025Strategic Family Wealth Counselors L.L.C.160,651$4.22M1.4%+34.2%0.197%
5/8/2025 Harbour Investments Inc.70,086$1.84M0.1%+118.3%0.086%
5/8/2025 Cannon Wealth Management Services LLC209,255$5.47M4.9%+4.8%0.256%
(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, 167 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. ($69.75M), Raymond James Financial Inc. ($41.77M), and Leverty Financial Group LLC ($37.54M).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 164 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. ($2.33M), Leverty Financial Group LLC ($1.43M), and Northwestern Mutual Wealth Management Co. ($1.06M).

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

Institutional investors have bought a total of 41,931,457 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

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

Of the 34 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 9,746,899 shares in the last 24 months. This volume of shares sold represents approximately $254.91M in transactions.



This page (NYSEARCA:CGCB) was last updated on 8/2/2025 by MarketBeat.com Staff
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