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Capital Group Core Bond ETF (CGCB) Institutional Ownership

Capital Group Core Bond ETF logo
$26.18 +0.03 (+0.11%)
As of 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)
230
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$461.21M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026D.A. Davidson & CO.833,751$21.89M0.1%-0.6%0.454%
5/5/2026NerdWallet Wealth Partners LLC502,744$13.20M5.8%+44.8%0.274%
5/5/2026Bank of New York Mellon Corp17,560$461K0.0%N/A0.010%
5/5/2026Geneos Wealth Management Inc.5,850$154K0.0%-14.8%0.003%
5/4/2026 NWF Advisory Services Inc.8,878$233K0.0%N/A0.005%
5/4/2026 Uptick Partners LLC275,570$7.24M1.4%+28.6%0.150%
5/2/2026 Diversify Wealth Management LLC65,937$1.73M0.0%N/A0.036%
5/2/2026 Valmark Advisers Inc.2,058,831$54.07M0.6%+82.5%1.120%
5/1/2026 Fifth Third Bancorp35,109$922K0.0%+854.6%0.019%
5/1/2026 Sovran Advisors LLC396,846$10.40M0.8%+7.9%0.219%
5/1/2026 EQ Wealth Advisors LLC123,931$3.25M1.9%+407.1%0.068%
4/30/2026 Mosaic Family Wealth Partners LLC261,568$6.87M0.7%+37.4%0.144%
4/30/2026 Kestra Advisory Services LLC477,772$12.55M0.0%+51.2%0.263%
4/29/2026 Richmond Investment Services LLC69,905$1.84M0.3%+14.9%0.038%
4/29/2026 K2 Financial Inc.9,439$250K0.2%N/A0.005%
4/29/2026 Advance Capital Management Inc.146,277$3.84M0.1%-7.8%0.081%
4/28/2026 Compton Financial Group LLC335,482$8.81M1.9%+2,718.2%0.185%
4/28/2026 Stephens Inc. AR733,059$19.25M0.2%+5.9%0.404%
4/28/2026 Berger Financial Group Inc100,430$2.64M0.1%+3.0%0.055%
4/28/2026 Koshinski Asset Management Inc.24,955$655K0.0%+30.0%0.014%
4/28/2026 Hunter Associates Investment Management LLC14,580$384K0.1%+59.7%0.008%
4/28/2026 CWS Financial Advisors LLC70,914$1.86M0.5%+2.9%0.039%
4/27/2026 BIP Wealth LLC643,490$16.90M0.7%+26.5%0.355%
4/27/2026 World Investment Advisors99,393$2.61M0.0%+20.4%0.055%
4/27/2026 Private Advisor Group LLC597,594$15.69M0.1%+7.1%0.329%
4/25/2026 Royal Harbor Partners LLC660,777$17.35M5.9%N/A0.367%
4/25/2026 KPP Advisory Services LLC89,277$2.34M0.3%+3.1%0.050%
4/24/2026 Merited Wealth LLC99,030$2.60M2.2%-1.7%0.055%
4/24/2026 True Blue Financial LLC98,401$2.58M2.0%+19.6%0.055%
4/24/2026 Harbor Investment Advisory LLC26,233$689K0.1%+28.6%0.015%
4/23/2026 Continuum Advisory LLC1,108,814$29.12M2.8%+8.0%0.616%
4/23/2026 Apollon Wealth Management LLC215,320$5.65M0.1%+45.3%0.120%
4/23/2026 Vicus Capital13,083$344K0.0%+66.3%0.007%
4/22/2026 Hartmann Taylor Wealth Management LLC15,404$405K0.3%+35.1%0.009%
4/22/2026 Janney Montgomery Scott LLC283,729$7.45M0.0%+82.0%0.159%
4/21/2026 AA Financial Advisors LLC52,424$1.38M0.2%-7.8%0.029%
4/21/2026 Silver Oak Securities Incorporated8,568$225K0.0%N/A0.005%
4/21/2026 Fiduciary Alliance LLC136,146$3.60M0.2%+4.9%0.076%
4/20/2026 Kestra Private Wealth Services LLC59,209$1.56M0.0%+27.7%0.033%
4/20/2026 Heritage Wealth Management Inc.89,185$2.34M1.2%+24.4%0.050%
4/20/2026 RFG Advisory LLC287,416$7.55M0.1%+4.0%0.161%
4/18/2026 Richards Merrill & Peterson Inc.90,763$2.38M0.9%+5.7%0.051%
4/17/2026 Aspire Growth Partners LLC13,873$364K0.2%N/A0.008%
4/17/2026 AdvisorNet Financial Inc678,524$17.82M0.9%+968.9%0.380%
4/17/2026 Clear Trail Advisors LLC562,285$14.77M2.5%N/A0.315%
4/17/2026 Greenbush Financial Group LLC530,742$13.94M4.6%+20.4%0.297%
4/17/2026 Johnson Bixby & Associates LLC2,184,031$57.35M7.1%+6.8%1.224%
4/17/2026 Brookstone Capital Management11,043$290K0.0%+15.3%0.006%
4/16/2026 Freedom Financial Partners LLC266,344$6.99M2.5%+5.5%0.150%
3/23/2026 J. Derek Lewis & Associates Inc.382,991$10.16M2.4%N/A0.255%
3/17/2026Rockefeller Capital Management L.P.208,343$5.53M0.0%+31.2%0.139%
3/13/2026 World Investment Advisors82,539$2.19M0.0%+148.5%0.055%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management1,636$43K0.0%N/A0.001%
3/2/2026 Clearwave Capital LLC22,643$600K0.4%N/A0.015%
2/20/2026Sunbelt Securities Inc.32,781$869K0.1%+309.8%0.022%
2/19/2026Birchwood Financial Partners Inc.27,527$730K0.7%N/A0.018%
2/18/2026Summit Global Investments13,568$360K0.0%+8.6%0.009%
2/18/2026NewEdge Advisors LLC1,102,266$29.23M0.1%+28.1%0.733%
2/18/2026VestGen Advisors LLC53,036$1.41M0.1%-72.0%0.035%
2/18/2026OLD Mission Capital LLC11,578$307K0.0%-58.8%0.008%
2/18/2026IHT Wealth Management LLC12,891$342K0.0%+46.5%0.009%
2/17/2026Cetera Investment Advisers3,341,147$88.61M0.1%+17.3%2.222%
2/17/2026Equitable Holdings Inc.143,328$3.80M0.0%+6.8%0.095%
2/17/2026Kovack Advisors Inc.25,843$685K0.0%+218.1%0.017%
2/17/2026Capital Planning Advisors LLC64,296$1.71M0.2%N/A0.043%
2/17/2026Osaic Holdings Inc.2,129,348$56.48M0.1%+12.8%1.416%
2/17/2026 Private Advisor Group LLC557,996$14.80M0.1%+47.6%0.371%
2/17/2026Captrust Financial Advisors748,872$19.86M0.0%+6.4%0.498%
2/17/2026&PARTNERS631,505$16.75M0.1%+70.9%0.420%
2/17/2026Royal Bank of Canada1,707,253$45.28M0.0%+9.3%1.135%
2/16/2026Venture Visionary Partners LLC77,989$2.07M0.1%+203.5%0.052%
2/16/2026 MML Investors Services LLC1,329,947$35.27M0.1%+18.7%0.884%
2/16/2026Mariner LLC147,647$3.92M0.0%+23.5%0.098%
2/13/2026Jacobi Capital Management LLC29,075$771K0.0%+37.6%0.019%
2/13/2026 Kestra Advisory Services LLC316,058$8.38M0.0%+5.3%0.210%
2/13/2026Visionary Wealth Advisors453,583$12.03M0.5%+2.0%0.302%
2/13/2026Stifel Financial Corp483,497$12.82M0.0%+18.7%0.321%
2/13/2026Smartleaf Asset Management LLC324,724$8.63M0.3%-7.1%0.216%
2/13/2026Advyzon Investment Management LLC10,081$267K0.0%N/A0.007%
2/13/2026Morgan Stanley7,751,877$205.58M0.0%+13.2%5.154%
2/13/2026 Mosaic Family Wealth Partners LLC190,429$5.05M0.6%N/A0.127%
2/13/2026Integrated Wealth Concepts LLC104,355$2.77M0.0%+39.5%0.069%
2/13/2026Alchemi Wealth LLC28,551$757K0.4%N/A0.019%
2/13/2026Wells Fargo & Company MN2,905,361$77.05M0.0%+92.5%1.932%
2/13/2026Gerber Kawasaki Wealth & Investment Management24,561$651K0.0%N/A0.016%
2/12/2026Timmons Wealth Management LLC199,343$5.29M5.2%N/A0.133%
2/12/2026Saiph Capital LLC89,339$2.37M0.7%+11.4%0.059%
2/12/2026Jane Street Group LLC36,202$960K0.0%N/A0.024%
2/12/2026Orion Porfolio Solutions LLC58,828$1.56M0.0%+19.8%0.039%
2/12/2026 Richmond Investment Services LLC60,817$1.61M0.3%+58.3%0.040%
2/12/2026Carson Advisory Inc.11,655$309K0.2%N/A0.008%
2/12/2026 Commonwealth Equity Services LLC989,899$26.25M0.0%+34.6%0.658%
2/12/2026Wood Tarver Financial Group LLC67,548$1.79M0.5%-2.3%0.045%
2/12/2026Steward Partners Investment Advisory LLC512,122$13.58M0.1%+6.4%0.341%
2/12/2026Great Valley Advisor Group Inc.78,608$2.09M0.0%-4.4%0.052%
2/12/2026Kovack Advisors Inc.25,845$685K0.0%+218.1%0.017%
2/11/2026Gateway Wealth Partners LLC54,328$1.44M0.2%+53.8%0.036%
2/11/2026 Janney Montgomery Scott LLC155,925$4.14M0.0%+95.3%0.104%
2/11/2026Capital Analysts LLC9,349$248K0.0%-5.0%0.006%
2/11/2026LPL Financial LLC22,259,688$590.33M0.2%+30.4%14.800%


CGCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCB shares?

During the previous two years, 261 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Capital International Investors ($627.20M), LPL Financial LLC ($590.33M), Morgan Stanley ($205.58M), Envestnet Asset Management Inc. ($116.27M), Northwestern Mutual Wealth Management Co. ($103.16M), Cetera Investment Advisers ($88.61M), and Wells Fargo & Company MN ($77.05M).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 258 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), Capital International Investors ($16.89M), LPL Financial LLC ($12.97M), Envestnet Asset Management Inc. ($3.81M), Raymond James Financial Inc. ($2.96M), Northwestern Mutual Wealth Management Co. ($2.30M), and Johnson Bixby & Associates LLC ($2.18M).

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

Institutional investors have bought a total of 64,083,483 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

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

Of the 52 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. ($11.37M), Northwestern Mutual Wealth Management Co. ($3.35M), Regatta Capital Group LLC ($676.44K), Geneos Wealth Management Inc. ($372.64K), D.A. Davidson & CO. ($268.15K), American Financial Advisors LLC ($193.37K), and Keeler & Nadler Financial Planning & Wealth Management ($153.46K).

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

Institutional investors have sold a total of 17,384,674 shares in the last 24 months. This volume of shares sold represents approximately $461.21M in transactions.


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This page (NYSEARCA:CGCB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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