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Capital Group Core Bond ETF (CGCB) Institutional Ownership

Capital Group Core Bond ETF logo
$26.17 0.00 (0.00%)
As of 07/2/2026 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)
225
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$456.15M
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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
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%
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%
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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%
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%
4/17/2026Greenbush Financial Group LLC530,742$13.94M4.6%+20.4%0.297%
4/17/2026Johnson Bixby & Associates LLC2,184,031$57.35M7.1%+6.8%1.224%
4/17/2026Brookstone Capital Management11,043$290K0.0%+15.3%0.006%
4/16/2026Freedom Financial Partners LLC266,344$6.99M2.5%+5.5%0.150%
3/23/2026J. 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%
3/13/2026World 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%
3/2/2026Clearwave 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%
2/17/2026Private 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%
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2/16/2026Venture Visionary Partners LLC77,989$2.07M0.1%+203.5%0.052%
2/16/2026MML 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%
2/13/2026Kestra 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%


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 59,027,965 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.


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This page (NYSEARCA:CGCB) was last updated on 7/6/2026 by MarketBeat.com Staff.
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