Free Trial
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (Ad)tc pixel Free CGCB Stock Alerts

Capital Group Core Bond ETF (CGCB) Institutional Ownership

Capital Group Core Bond ETF logo
$26.09 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$456.15M
Get CGCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGCB Institutional Buying and Selling by Quarter

Capital Group Core Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 J. Derek Lewis & Associates Inc.458,658$12.04M2.7%+19.8%0.250%
5/19/2026 Western Wealth Management LLC135,369$3.56M0.1%+11.5%0.074%
5/19/2026 Bank of America Corp DE3,646,178$95.75M0.0%+36.1%1.984%
5/18/2026 Sunbelt Securities Inc.50,146$1.32M0.1%+53.0%0.027%
5/18/2026 Royal Bank of Canada1,908,053$50.11M0.0%+11.8%1.038%
5/15/2026 Gateway Wealth Partners LLC266,799$7.01M0.3%+391.1%0.145%
5/15/2026 Quadcap Wealth Management LLC900,863$23.66M2.7%+13.1%0.490%
5/14/2026 Renaissance Technologies LLC21,800$572K0.0%N/A0.012%
5/14/2026 American Financial Advisors LLC691,505$18.16M2.4%-2.7%0.376%
5/14/2026 Sei Investments Co.2,501,744$65.70M0.1%+33.6%1.361%
5/13/2026 Cetera Investment Advisers3,932,344$103.26M0.1%+17.7%2.139%
5/8/2026 Summit Global Investments14,133$371K0.0%+4.2%0.008%
5/7/2026 Legacy Wealth Managment LLC ID1,419$37K0.0%N/A0.001%
5/7/2026 Carson Advisory Inc.18,608$489K0.3%+59.7%0.010%
5/6/2026 Advisortrust Partners LLC1,016$27K0.0%N/A0.001%
5/6/2026 Assetmark Inc.90,311$2.37M0.0%+35.2%0.049%
5/6/2026 Independent Financial Group LLC89,412$2.35M0.1%N/A0.049%
5/6/2026 Birchwood Financial Partners Inc.30,428$799K0.8%+10.5%0.017%
5/5/2026 D.A. Davidson & CO.833,751$21.89M0.1%-0.6%0.454%
5/5/2026 NerdWallet Wealth Partners LLC502,744$13.20M5.8%+44.8%0.274%
5/5/2026 Bank of New York Mellon Corp17,560$461K0.0%N/A0.010%
5/5/2026 Geneos 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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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%
3/17/2026 Rockefeller 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%
3/5/2026 Gunpowder 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%
2/20/2026 Sunbelt Securities Inc.32,781$869K0.1%+309.8%0.022%
2/19/2026 Birchwood Financial Partners Inc.27,527$730K0.7%N/A0.018%
2/18/2026 Summit Global Investments13,568$360K0.0%+8.6%0.009%
2/18/2026 NewEdge Advisors LLC1,102,266$29.23M0.1%+28.1%0.733%
2/18/2026 VestGen Advisors LLC53,036$1.41M0.1%-72.0%0.035%
2/18/2026 OLD Mission Capital LLC11,578$307K0.0%-58.8%0.008%
2/18/2026 IHT Wealth Management LLC12,891$342K0.0%+46.5%0.009%
2/17/2026 Cetera Investment Advisers3,341,147$88.61M0.1%+17.3%2.222%
2/17/2026 Equitable Holdings Inc.143,328$3.80M0.0%+6.8%0.095%
2/17/2026 Kovack Advisors Inc.25,843$685K0.0%+218.1%0.017%
2/17/2026 Capital Planning Advisors LLC64,296$1.71M0.2%N/A0.043%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors748,872$19.86M0.0%+6.4%0.498%
2/17/2026 &PARTNERS631,505$16.75M0.1%+70.9%0.420%
2/17/2026 Royal Bank of Canada1,707,253$45.28M0.0%+9.3%1.135%
2/16/2026 Venture 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%
June 12: $100 Turns Into $100,000? (Ad)

The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before major runs - says the window to get in early is closing fast. Brown is showing investors how to claim a stake in Elon Musk's company before it hits the public markets. Once the IPO happens, this pre-public opportunity disappears.tc pixel

Click here to see how to get ahead of the SpaceX IPO
2/16/2026 Mariner LLC147,647$3.92M0.0%+23.5%0.098%
2/13/2026 Jacobi 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%
2/13/2026 Visionary Wealth Advisors453,583$12.03M0.5%+2.0%0.302%
2/13/2026 Stifel Financial Corp483,497$12.82M0.0%+18.7%0.321%
2/13/2026 Smartleaf Asset Management LLC324,724$8.63M0.3%-7.1%0.216%
2/13/2026 Advyzon Investment Management LLC10,081$267K0.0%N/A0.007%
2/13/2026 Morgan 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%
2/13/2026 Integrated Wealth Concepts LLC104,355$2.77M0.0%+39.5%0.069%


CGCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 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), Cetera Investment Advisers ($103.26M), Northwestern Mutual Wealth Management Co. ($103.16M), and Bank of America Corp DE ($95.75M).Learn more on Capital Group Core Bond ETF's institutional investors.

Of the 260 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), Bank of America Corp DE ($2.64M), and Northwestern Mutual Wealth Management Co. ($2.30M).

Institutional investors have bought a total of 58,990,181 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

Of the 48 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 ($212.84K), and Keeler & Nadler Financial Planning & Wealth Management ($153.46K).

Institutional investors have sold a total of 17,192,269 shares in the last 24 months. This volume of shares sold represents approximately $456.15M in transactions.


Related Companies

This page (NYSEARCA:CGCB) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Futurist George Gilder - who predicted the smartphone years before the iPhone launched - believes today's AI d...
Eagle Publishing | Sponsoredtc pixel
My crisis of conscience
Emmet Savage - named in Irish America's Wall Street 50 as one of the most successful investors in the world - ...
Porter & Company | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel
Skip the Line Opportunity: The SpaceX IPO
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel