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Capital Group Core Bond ETF (CGCB) Institutional Ownership

Capital Group Core Bond ETF logo
$25.17 -0.14 (-0.55%)
Closing price 04:10 PM Eastern
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$25.17 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Bond ETF (NYSEARCA:CGCB)

Number of
Institutional Buyers
(last 12 months)
217
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$451.60M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.134,619$3.52M0.0%+13.9%0.052%
9/23/2026 Envestnet Asset Management Inc.7,721,547$202.15M0.0%+12.2%3.004%
9/9/2026 Capital Analysts LLC28,697$752K0.0%+104.3%0.013%
9/9/2026 Integrated Wealth Concepts LLC162,034$4.24M0.0%+24.8%0.073%
9/9/2026 RFG Advisory LLC80,292$2.10M0.0%-72.1%0.036%
9/9/2026 NewEdge Advisors LLC1,527,732$40.00M0.1%+30.0%0.689%
9/9/2026 IFP Advisors Inc4,483$117K0.0%-19.7%0.002%
9/9/2026 Baird Financial Group Inc.11,794$309K0.0%+14.3%0.005%
9/2/2026 Citadel Advisors LLC227,177$5.95M0.0%-19.7%0.103%
8/23/2026 Ameritas Advisory Services LLC67,856$1.78M0.0%+49.6%0.031%
8/23/2026 Kintra Wealth LLC1,297,322$33.67M1.8%+11.6%0.585%
8/23/2026 Endeavor Private Wealth Inc.156,810$4.11M1.0%+6.5%0.071%
8/22/2026 Hopwood Nicholas Hunter80,785$2.12M0.6%N/A0.036%
8/22/2026 Concurrent Investment Advisors LLC203,488$5.33M0.0%+7.8%0.092%
8/21/2026 Continuum Advisory LLC1,129,480$29.57M2.4%+1.9%0.510%
8/21/2026 InTrack Investment Management Inc157,103$4.11M2.1%+15.0%0.071%
8/21/2026 Tsfg LLC334,948$8.77M1.1%+34.1%0.151%
7/10/2026 Leverty Financial Group LLC1,624,806$42.54M8.3%-3.7%0.764%
7/10/2026 William Mack & Associates Inc.13,782$361K0.1%+7.6%0.006%
7/10/2026 Spinnaker Investment Group LLC1,160,847$30.39M4.9%+19.9%0.546%
7/10/2026 Wealthcare Advisory Partners LLC10,661$279K0.0%+6.6%0.005%
7/10/2026 Warner Financial Inc.15,180$397K0.1%+13.2%0.007%
7/8/2026 NerdWallet Wealth Partners LLC658,570$17.24M5.9%+31.0%0.310%
7/7/2026 Bill Few Associates Inc.52,769$1.38M0.3%+6.2%0.025%
7/7/2026 Dynamic Advisor Solutions LLC138,294$3.62M0.1%+0.3%0.065%
7/6/2026 Trilogy Capital Inc.10,410$273K0.0%-17.8%0.005%
6/3/2026 NewEdge Advisors LLC1,175,481$30.87M0.1%+6.6%0.640%
5/27/2026 Security Financial Services INC.16,651$437K0.1%+21.3%0.009%
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%
5/18/2026Sunbelt 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%
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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%
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%
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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%


CGCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 266 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. ($202.15M), 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 262 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: Capital International Investors ($16.89M), LPL Financial LLC ($12.97M), Advance Capital Management Inc. ($6.59M), Envestnet Asset Management Inc. ($3.92M), 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 52,224,535 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Of the 42 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), RFG Advisory LLC ($207.12K), American Financial Advisors LLC ($186.59K), and JPMorgan Chase & Co. ($148.37K).

Institutional investors have sold a total of 17,020,564 shares in the last 24 months. This volume of shares sold represents approximately $451.60M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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