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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$25.86 +0.05 (+0.19%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Core Bond ETF (NYSEARCA:CGCB)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$242.40M
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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
5/21/2025 Geneos Wealth Management Inc.137,772$3.62M0.1%N/A0.169%
5/19/2025 Jane 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%
5/16/2025 Jones Financial Companies Lllp49,626$1.29M0.0%-50.0%0.061%
5/16/2025 NewEdge Advisors LLC130,240$3.42M0.0%+43.3%0.159%
5/16/2025 Integrated Wealth Concepts LLC35,441$931K0.0%+20.2%0.043%
5/16/2025 Ancora Advisors LLC133,046$3.50M0.1%-6.7%0.163%
5/15/2025 Royal Bank of Canada1,205,090$31.67M0.0%+8.5%1.475%
5/15/2025 Baird Financial Group Inc.75,685$1.99M0.0%+679.1%0.093%
5/15/2025 OLD Mission Capital LLC24,592$646K0.0%-81.6%0.030%
5/15/2025 Vermillion & White Wealth Management Group LLC3,744$98K0.1%N/A0.005%
5/14/2025 Jane Street Group LLC349,693$9.19M0.0%+124.2%0.428%
5/14/2025 Evergreen Wealth Solutions LLC45,085$1.19M0.8%+344.2%0.055%
5/14/2025 Full Sail Capital LLC9,714$255K0.0%N/A0.012%
5/14/2025 Comerica Bank14,016$368K0.0%+62.6%0.017%
5/14/2025 Smartleaf Asset Management LLC256,461$6.73M0.6%+66.0%0.314%
5/14/2025 Northwestern Mutual Wealth Management Co.2,654,098$69.75M0.1%+66.7%3.248%
5/14/2025 Kestra Advisory Services LLC294,792$7.75M0.0%+11.6%0.361%
5/14/2025 CW Advisors LLC66,440$1.74M0.0%N/A0.081%
5/14/2025 Capital Analysts LLC4,104$108K0.0%N/A0.005%
5/14/2025 CWS Financial Advisors LLC27,961$735K0.2%+63.4%0.034%
5/13/2025 Raymond James Financial Inc.1,589,533$41.77M0.0%+113.4%1.945%
5/13/2025 Sei 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%
5/12/2025 Benjamin Edwards Inc.61,378$1.61M0.0%+61.3%0.075%
5/12/2025 Townsquare Capital LLC27,365$719K0.0%-54.4%0.033%
5/12/2025 AlphaCore Capital LLC19,549$514K0.0%N/A0.024%
5/9/2025 Atria Wealth Solutions Inc.300,000$7.91M0.1%+73.9%0.367%
5/9/2025 Commonwealth Equity Services LLC596,861$15.69M0.0%+22.0%0.730%
5/9/2025 Delta 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%
5/8/2025 IFG Advisory LLC22,653$595K0.0%+80.3%0.028%
5/8/2025 Strategic 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%
5/8/2025 Geneos Wealth Management Inc.136,273$3.58M0.1%N/A0.167%
5/7/2025 Richards Merrill & Peterson Inc.50,075$1.32M0.7%+11.8%0.061%
5/7/2025 LPL Financial LLC9,379,977$246.51M0.1%+77.2%11.478%
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5/7/2025 Trilogy Capital Inc.12,060$317K0.0%-36.0%0.015%
5/6/2025 Cetera Investment Advisers1,132,698$29.77M0.1%+37.4%1.386%
5/6/2025 Avantax Advisory Services Inc.71,250$1.87M0.0%+5.9%0.087%
5/6/2025 Tempus Wealth Planning LLC25,831$679K0.2%+28.8%0.032%
5/6/2025 PFG Advisors14,082$370K0.0%+32.9%0.017%
5/5/2025 Cannon Financial Strategists Inc.460,158$12.09M2.1%+5.9%0.563%
5/5/2025 Private Advisor Group LLC439,910$11.56M0.1%-42.9%0.538%
5/2/2025 Kingsview Wealth Management LLC191,785$5.04M0.1%-12.5%0.235%
5/2/2025 Cullen Frost Bankers Inc.65,414$1.72M0.0%+25.8%0.080%
5/2/2025 Future You Wealth LLC224,011$5.89M3.7%+311.2%0.274%
5/2/2025 Sigma Planning Corp28,070$738K0.0%-1.7%0.034%
5/1/2025 Smith Thornton Advisors LLC192,708$5.06M3.2%+4.5%0.236%
5/1/2025 CWM LLC3,386$89K0.0%N/A0.004%
5/1/2025 Stephens Inc. AR541,836$14.24M0.2%-5.9%0.663%
5/1/2025 American Financial Advisors LLC904,344$23.77M3.4%-0.6%1.107%
5/1/2025 Gateway Wealth Partners LLC16,962$446K0.1%+97.4%0.021%
4/30/2025 Aurdan Capital Management LLC30,768$809K0.3%+19.3%0.040%
4/30/2025 Stratos Wealth Partners LTD.9,541$251K0.0%N/A0.012%
4/30/2025 Synergy Investment Management LLC39,945$1.05M0.4%+233.0%0.052%
4/29/2025 U.S. Capital Wealth Advisors LLC35,677$938K0.0%+39.9%0.046%
4/29/2025 Wood Tarver Financial Group LLC54,794$1.44M0.5%+79.3%0.071%
4/29/2025 Envestnet Asset Management Inc.2,794,427$73.44M0.0%+42.0%3.636%
4/29/2025 Capital & Planning LLC125,865$3.31M2.5%+7.1%0.154%
4/29/2025 Concurrent Investment Advisors LLC127,656$3.36M0.1%+8.3%0.166%
4/29/2025 World Investment Advisors8,422$221K0.0%N/A0.011%
4/29/2025 Strategic Blueprint LLC175,224$4.61M0.3%+10.4%0.228%
4/28/2025 D.A. Davidson & CO.843,719$22.17M0.2%+25.6%1.098%
4/28/2025 Mutual Advisors LLC78,095$2.05M0.1%+13.7%0.102%
4/28/2025 Lodestone Wealth Management LLC87,498$2.30M1.2%+9.9%0.114%
4/25/2025 Keystone Financial Services LLC152,888$4.02M3.4%+4.6%0.199%
4/25/2025 Ameritas Advisory Services LLC9,464$248K0.0%N/A0.012%
4/25/2025 Sovran Advisors LLC12,855$335K0.0%N/A0.017%
4/24/2025 Confluence Wealth Services Inc.58,383$1.52M0.1%N/A0.076%
4/24/2025 Hartmann Taylor Wealth Management LLC7,913$208K0.2%N/A0.010%
4/24/2025 Holistic Planning LLC23,458$616K0.2%-15.5%0.031%
4/23/2025 KPP Advisory Services LLC67,756$1.78M0.3%-1.9%0.088%
4/23/2025 Western Wealth Management LLC102,858$2.70M0.2%+19.0%0.134%
4/23/2025 Creative Financial Designs Inc. ADV6,763$178K0.0%+104.6%0.009%
4/23/2025 Saxony Capital Management LLC71,110$1.87M1.6%-3.6%0.093%
4/23/2025 Valmark Advisers Inc.856,359$22.51M0.3%+5.1%1.114%
4/23/2025 Continuum Advisory LLC664,244$17.46M2.2%+380.6%0.864%
4/22/2025 Spinnaker Investment Group LLC698,328$18.35M4.1%+656.1%0.909%
4/22/2025 Cambridge Investment Research Advisors Inc.1,105,434$29.05M0.1%+10.6%1.438%
4/21/2025 LongView Wealth Management40,829$1.07M0.3%+27.3%0.053%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,102$554K0.1%-40.2%0.027%
4/21/2025 United Advisor Group LLC70,289$1.85M0.4%+20.9%0.091%
4/21/2025 Envestnet Portfolio Solutions Inc.126,434$3.32M0.0%+40.0%0.164%
4/18/2025 Cornerstone Wealth Management LLC23,731$624K0.0%+70.2%0.031%
4/18/2025 Greenbush Financial Group LLC327,523$8.61M4.3%+4.5%0.426%
4/17/2025 Sagespring Wealth Partners LLC9,480$249K0.0%N/A0.012%
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4/17/2025 Janney Montgomery Scott LLC17,423$458K0.0%+3.2%0.023%
4/17/2025 Mission Wealth Management LP62,833$1.65M0.0%N/A0.082%
4/17/2025 Cyndeo Wealth Partners LLC14,042$369K0.0%+36.9%0.018%
4/17/2025 Dynamic Advisor Solutions LLC172,441$4.53M0.1%+4.1%0.224%
4/16/2025 Wealth Enhancement Advisory Services LLC372,953$9.80M0.0%+0.6%0.485%
4/15/2025 GPS Wealth Strategies Group LLC28,897$759K0.1%-2.7%0.038%
4/14/2025 Regatta Capital Group LLC706,058$18.56M3.6%+10.1%0.919%
4/14/2025 Dentgroup LLC198,212$5.21M3.9%+64.5%0.258%
4/11/2025 Pines Wealth Management LLC31,166$812K0.3%-1.5%0.041%
4/10/2025 Leverty Financial Group LLC1,357,211$35.67M14.6%N/A1.766%
(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, 153 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($283.25M), LPL Financial LLC ($246.51M), Capital International Investors ($130.16M), Envestnet Asset Management Inc. ($73.44M), Northwestern Mutual Wealth Management Co. ($69.75M), Raymond James Financial Inc. ($41.77M), and Leverty Financial Group LLC ($35.67M).Learn more on CGCB's institutional investors.

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

Of the 150 institutional investors that purchased Capital Group Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($18.55M), LPL Financial LLC ($7.77M), Capital International Investors ($3.13M), Raymond James Financial Inc. ($2.33M), Envestnet Asset Management Inc. ($2.23M), Leverty Financial Group LLC ($1.36M), 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 54,206,671 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 29 institutional investors that sold Capital Group Core Bond ETF 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), Capital International Investors ($673K), Private Advisor Group LLC ($330.67K), AdvisorNet Financial Inc ($197.17K), OLD Mission Capital LLC ($140.50K), and Mutual Advisors LLC ($107.80K).

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

Institutional investors have sold a total of 10,222,040 shares in the last 24 months. This volume of shares sold represents approximately $267.20M in transactions.



This page (NYSEARCA:CGCB) was last updated on 5/24/2025 by MarketBeat.com Staff
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