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Capital Group Core Bond ETF (CGCB) Institutional Ownership

Capital Group Core Bond ETF logo
$25.13 +0.05 (+0.20%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$25.13 0.00 (0.00%)
As of 10/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$1.39B
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$336.47M
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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
10/15/2026Johnson Bixby & Associates LLC2,618,848$65.42M7.2%+11.1%1.015%
10/14/2026Tempus Wealth Planning LLC31,621$790K0.2%+2.8%0.012%
10/14/2026Lodestone Wealth Management LLC93,309$2.33M0.8%+12.1%0.036%
10/9/2026Bill Few Associates Inc.75,647$1.89M0.4%+43.4%0.029%
10/8/2026Farther Finance Advisors LLC332,106$8.30M0.1%+493.4%0.129%
10/8/2026Leverty Financial Group LLC1,103,427$27.56M5.1%-32.1%0.428%
10/7/2026Venture Visionary Partners LLC136,650$3.41M0.1%+14.3%0.053%
10/7/2026Rhodes Investment Advisors Inc. ADV12,700$317K0.2%N/A0.005%
10/6/2026Stewardship Concepts Financial Services LLC175,869$4.39M2.9%+12.8%0.068%
9/23/2026Envestnet Portfolio Solutions Inc.134,619$3.52M0.0%+13.9%0.052%
9/23/2026Envestnet Asset Management Inc.7,721,547$202.15M0.0%+12.2%3.004%
9/9/2026Capital Analysts LLC28,697$752K0.0%+104.3%0.013%
9/9/2026Integrated Wealth Concepts LLC162,034$4.24M0.0%+24.8%0.073%
9/9/2026RFG Advisory LLC80,292$2.10M0.0%-72.1%0.036%
9/9/2026NewEdge Advisors LLC1,527,732$40.00M0.1%+30.0%0.689%
9/9/2026IFP Advisors Inc4,483$117K0.0%-19.7%0.002%
9/9/2026Baird Financial Group Inc.11,794$309K0.0%+14.3%0.005%
9/2/2026Citadel Advisors LLC227,177$5.95M0.0%-19.7%0.103%
8/23/2026Ameritas Advisory Services LLC67,856$1.78M0.0%+49.6%0.031%
8/23/2026Kintra Wealth LLC1,297,322$33.67M1.8%+11.6%0.585%
8/23/2026Endeavor Private Wealth Inc.156,810$4.11M1.0%+6.5%0.071%
8/22/2026Hopwood Nicholas Hunter80,785$2.12M0.6%N/A0.036%
8/22/2026Concurrent Investment Advisors LLC203,488$5.33M0.0%+7.8%0.092%
8/21/2026Continuum Advisory LLC1,129,480$29.57M2.4%+1.9%0.510%
8/21/2026InTrack Investment Management Inc157,103$4.11M2.1%+15.0%0.071%
8/21/2026Tsfg LLC334,948$8.77M1.1%+34.1%0.151%
7/10/2026Leverty Financial Group LLC1,624,806$42.54M8.3%-3.7%0.764%
7/10/2026William Mack & Associates Inc.13,782$361K0.1%+7.6%0.006%
7/10/2026Spinnaker Investment Group LLC1,160,847$30.39M4.9%+19.9%0.546%
7/10/2026Wealthcare Advisory Partners LLC10,661$279K0.0%+6.6%0.005%
7/10/2026Warner Financial Inc.15,180$397K0.1%+13.2%0.007%
7/8/2026NerdWallet Wealth Partners LLC658,570$17.24M5.9%+31.0%0.310%
7/7/2026Bill Few Associates Inc.52,769$1.38M0.3%+6.2%0.025%
7/7/2026Dynamic Advisor Solutions LLC138,294$3.62M0.1%+0.3%0.065%
7/6/2026Trilogy Capital Inc.10,410$273K0.0%-17.8%0.005%
6/3/2026NewEdge Advisors LLC1,175,481$30.87M0.1%+6.6%0.640%
5/27/2026Security Financial Services INC.16,651$437K0.1%+21.3%0.009%
5/21/2026J. Derek Lewis & Associates Inc.458,658$12.04M2.7%+19.8%0.250%
5/19/2026Western Wealth Management LLC135,369$3.56M0.1%+11.5%0.074%
5/19/2026Bank of America Corp DE3,646,178$95.75M0.0%+36.1%1.984%
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5/18/2026Sunbelt Securities Inc.50,146$1.32M0.1%+53.0%0.027%
5/18/2026Royal Bank of Canada1,908,053$50.11M0.0%+11.8%1.038%
5/15/2026Gateway Wealth Partners LLC266,799$7.01M0.3%+391.1%0.145%
5/15/2026Quadcap Wealth Management LLC900,863$23.66M2.7%+13.1%0.490%
5/14/2026Renaissance Technologies LLC21,800$572K0.0%N/A0.012%
5/14/2026American Financial Advisors LLC691,505$18.16M2.4%-2.7%0.376%
5/14/2026Sei Investments Co.2,501,744$65.70M0.1%+33.6%1.361%
5/13/2026Cetera Investment Advisers3,932,344$103.26M0.1%+17.7%2.139%
5/8/2026Summit Global Investments14,133$371K0.0%+4.2%0.008%
5/7/2026Legacy Wealth Managment LLC ID1,419$37K0.0%N/A0.001%
5/7/2026Carson Advisory Inc.18,608$489K0.3%+59.7%0.010%
5/6/2026Advisortrust Partners LLC1,016$27K0.0%N/A0.001%
5/6/2026Assetmark Inc.90,311$2.37M0.0%+35.2%0.049%
5/6/2026Independent Financial Group LLC89,412$2.35M0.1%N/A0.049%
5/6/2026Birchwood Financial Partners Inc.30,428$799K0.8%+10.5%0.017%
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%
5/4/2026NWF Advisory Services Inc.8,878$233K0.0%N/A0.005%
5/4/2026Uptick Partners LLC275,570$7.24M1.4%+28.6%0.150%
5/2/2026Diversify Wealth Management LLC65,937$1.73M0.0%N/A0.036%
5/2/2026Valmark Advisers Inc.2,058,831$54.07M0.6%+82.5%1.120%
5/1/2026Fifth Third Bancorp35,109$922K0.0%+854.6%0.019%
5/1/2026Sovran Advisors LLC396,846$10.40M0.8%+7.9%0.219%
5/1/2026EQ Wealth Advisors LLC123,931$3.25M1.9%+407.1%0.068%
4/30/2026Mosaic Family Wealth Partners LLC261,568$6.87M0.7%+37.4%0.144%
4/30/2026Kestra Advisory Services LLC477,772$12.55M0.0%+51.2%0.263%
4/29/2026Richmond Investment Services LLC69,905$1.84M0.3%+14.9%0.038%
4/29/2026K2 Financial Inc.9,439$250K0.2%N/A0.005%
4/29/2026Advance Capital Management Inc.146,277$3.84M0.1%-7.8%0.081%
4/28/2026Compton Financial Group LLC335,482$8.81M1.9%+2,718.2%0.185%
4/28/2026Stephens Inc. AR733,059$19.25M0.2%+5.9%0.404%
4/28/2026Berger Financial Group Inc100,430$2.64M0.1%+3.0%0.055%
4/28/2026Koshinski Asset Management Inc.24,955$655K0.0%+30.0%0.014%
4/28/2026Hunter Associates Investment Management LLC14,580$384K0.1%+59.7%0.008%
4/28/2026CWS Financial Advisors LLC70,914$1.86M0.5%+2.9%0.039%
4/27/2026BIP Wealth LLC643,490$16.90M0.7%+26.5%0.355%
4/27/2026World Investment Advisors99,393$2.61M0.0%+20.4%0.055%
4/27/2026Private Advisor Group LLC597,594$15.69M0.1%+7.1%0.329%
4/25/2026Royal Harbor Partners LLC660,777$17.35M5.9%N/A0.367%
4/25/2026KPP Advisory Services LLC89,277$2.34M0.3%+3.1%0.050%
4/24/2026Merited Wealth LLC99,030$2.60M2.2%-1.7%0.055%
4/24/2026True Blue Financial LLC98,401$2.58M2.0%+19.6%0.055%
4/24/2026Harbor Investment Advisory LLC26,233$689K0.1%+28.6%0.015%
4/23/2026Continuum Advisory LLC1,108,814$29.12M2.8%+8.0%0.616%
4/23/2026Apollon Wealth Management LLC215,320$5.65M0.1%+45.3%0.120%
4/23/2026Vicus Capital13,083$344K0.0%+66.3%0.007%
4/22/2026Hartmann Taylor Wealth Management LLC15,404$405K0.3%+35.1%0.009%
4/22/2026Janney Montgomery Scott LLC283,729$7.45M0.0%+82.0%0.159%
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4/21/2026AA Financial Advisors LLC52,424$1.38M0.2%-7.8%0.029%
4/21/2026Silver Oak Securities Incorporated8,568$225K0.0%N/A0.005%
4/21/2026Fiduciary Alliance LLC136,146$3.60M0.2%+4.9%0.076%
4/20/2026Kestra Private Wealth Services LLC59,209$1.56M0.0%+27.7%0.033%
4/20/2026Heritage Wealth Management Inc.89,185$2.34M1.2%+24.4%0.050%
4/20/2026RFG Advisory LLC287,416$7.55M0.1%+4.0%0.161%
4/18/2026Richards Merrill & Peterson Inc.90,763$2.38M0.9%+5.7%0.051%
4/17/2026Aspire Growth Partners LLC13,873$364K0.2%N/A0.008%
4/17/2026AdvisorNet Financial Inc678,524$17.82M0.9%+968.9%0.380%
4/17/2026Clear Trail Advisors LLC562,285$14.77M2.5%N/A0.315%


CGCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 267 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), Envestnet Asset Management Inc. ($3.92M), Raymond James Financial Inc. ($2.96M), Bank of America Corp DE ($2.64M), Johnson Bixby & Associates LLC ($2.45M), and Northwestern Mutual Wealth Management Co. ($2.30M).

Institutional investors have bought a total of 52,390,764 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 41 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. ($6.61M), Northwestern Mutual Wealth Management Co. ($3.35M), Regatta Capital Group LLC ($676.44K), Leverty Financial Group LLC ($583.10K), Geneos Wealth Management Inc. ($372.64K), RFG Advisory LLC ($207.12K), and American Financial Advisors LLC ($186.59K).

Institutional investors have sold a total of 12,720,809 shares in the last 24 months. This volume of shares sold represents approximately $336.47M in transactions.


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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 10/15/2026. New 13F filings are added each quarter as they're published.
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