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Capital Group Core Bond ETF (CGCB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$243.49M
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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
7/16/2025ORG Partners LLC6,819$179K0.0%+19,955.9%0.007%
7/16/2025Spinnaker Investment Group LLC773,624$20.35M4.8%+10.8%0.779%
7/16/2025Freestate Advisors LLC12,913$340K0.3%N/A0.013%
7/15/2025Regatta Capital Group LLC718,467$18.90M3.2%+1.8%0.723%
7/15/2025Hartmann Taylor Wealth Management LLC12,546$330K0.3%+58.5%0.013%
7/14/2025 AdvisorNet Financial Inc25,878$681K0.0%+9.6%0.027%
7/14/2025 U.S. Capital Wealth Advisors LLC40,497$1.07M0.0%+13.5%0.042%
7/11/2025 AA Financial Advisors LLC24,616$647K0.1%N/A0.026%
7/11/2025 LongView Wealth Management53,120$1.40M0.4%+30.1%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC356,869$9.34M0.0%-4.3%0.373%
7/10/2025 American Financial Advisors LLC878,099$23.09M3.2%-2.9%0.917%
7/10/2025 Sovran Advisors LLC275,159$7.18M0.8%+2,040.5%0.287%
7/9/2025 Dynamic Advisor Solutions LLC195,948$5.15M0.2%+13.6%0.205%
7/9/2025 Pines Wealth Management LLC37,032$969K0.3%+18.8%0.039%
7/9/2025 Sunpointe LLC13,764$362K0.1%N/A0.014%
7/9/2025 Fiduciary Alliance LLC122,871$3.23M0.2%N/A0.128%
7/8/2025 Advance Capital Management Inc.11,517,435$302.91M13.7%+6.9%12.219%
7/7/2025 Peterson Wealth Advisors LLC7,614$200K0.0%N/A0.008%
7/2/2025 Dentgroup LLC214,207$5.63M3.9%+8.1%0.230%
7/1/2025 Harbor Investment Advisory LLC16,213$426K0.0%+13.5%0.017%
5/27/2025Jacobi Capital Management LLC20,434$537K0.0%N/A0.024%
5/21/2025Geneos Wealth Management Inc.137,772$3.62M0.1%N/A0.169%
5/19/2025Jane Street Group LLC349,693$9.19M0.0%+124.2%0.428%
5/16/2025Signature Estate & Investment Advisors LLC167,850$4.41M0.1%-1.5%0.205%
5/16/2025Jones Financial Companies Lllp49,626$1.29M0.0%-50.0%0.061%
5/16/2025NewEdge Advisors LLC130,240$3.42M0.0%+43.3%0.159%
5/16/2025Integrated Wealth Concepts LLC35,441$931K0.0%+20.2%0.043%
5/16/2025Ancora Advisors LLC133,046$3.50M0.1%-6.7%0.163%
5/15/2025Royal Bank of Canada1,205,090$31.67M0.0%+8.5%1.475%
5/15/2025Baird Financial Group Inc.75,685$1.99M0.0%+679.1%0.093%
5/15/2025OLD Mission Capital LLC24,592$646K0.0%-81.6%0.030%
5/15/2025Vermillion & White Wealth Management Group LLC3,744$98K0.1%N/A0.005%
5/14/2025Jane Street Group LLC349,693$9.19M0.0%+124.2%0.428%
5/14/2025Evergreen Wealth Solutions LLC45,085$1.19M0.8%+344.2%0.055%
5/14/2025Full Sail Capital LLC9,714$255K0.0%N/A0.012%
5/14/2025Comerica Bank14,016$368K0.0%+62.6%0.017%
5/14/2025Smartleaf Asset Management LLC256,461$6.73M0.6%+66.0%0.314%
5/14/2025Northwestern Mutual Wealth Management Co.2,654,098$69.75M0.1%+66.7%3.248%
5/14/2025Kestra Advisory Services LLC294,792$7.75M0.0%+11.6%0.361%
5/14/2025CW Advisors LLC66,440$1.74M0.0%N/A0.081%
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5/14/2025Capital Analysts LLC4,104$108K0.0%N/A0.005%
5/14/2025CWS Financial Advisors LLC27,961$735K0.2%+63.4%0.034%
5/13/2025Raymond James Financial Inc.1,589,533$41.77M0.0%+113.4%1.945%
5/13/2025Sei Investments Co.30,607$804K0.0%N/A0.037%
5/13/2025MSH Capital Advisors LLC14,417$379K0.1%+15.4%0.018%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management184,480$4.84M2.2%+150.4%0.226%
5/12/2025Berger Financial Group Inc62,311$1.64M0.1%N/A0.076%
5/12/2025Benjamin Edwards Inc.61,378$1.61M0.0%+61.3%0.075%
5/12/2025Townsquare Capital LLC27,365$719K0.0%-54.4%0.033%
5/12/2025AlphaCore Capital LLC19,549$514K0.0%N/A0.024%
5/9/2025Atria Wealth Solutions Inc.300,000$7.91M0.1%+73.9%0.367%
5/9/2025Commonwealth Equity Services LLC596,861$15.69M0.0%+22.0%0.730%
5/9/2025Delta Financial Group Inc.33,195$870K0.2%-3.9%0.041%
5/8/2025Endeavor Private Wealth Inc.89,496$2.35M1.3%+21.0%0.110%
5/8/2025IFG Advisory LLC22,653$595K0.0%+80.3%0.028%
5/8/2025Strategic Family Wealth Counselors L.L.C.160,651$4.22M1.4%+34.2%0.197%
5/8/2025Harbour Investments Inc.70,086$1.84M0.1%+118.3%0.086%
5/8/2025Cannon Wealth Management Services LLC209,255$5.47M4.9%+4.8%0.256%
5/8/2025Geneos Wealth Management Inc.136,273$3.58M0.1%N/A0.167%
5/7/2025Richards Merrill & Peterson Inc.50,075$1.32M0.7%+11.8%0.061%
5/7/2025LPL Financial LLC9,379,977$246.51M0.1%+77.2%11.478%
5/7/2025Trilogy Capital Inc.12,060$317K0.0%-36.0%0.015%
5/6/2025Cetera Investment Advisers1,132,698$29.77M0.1%+37.4%1.386%
5/6/2025Avantax Advisory Services Inc.71,250$1.87M0.0%+5.9%0.087%
5/6/2025Tempus Wealth Planning LLC25,831$679K0.2%+28.8%0.032%
5/6/2025PFG Advisors14,082$370K0.0%+32.9%0.017%
5/5/2025Cannon Financial Strategists Inc.460,158$12.09M2.1%+5.9%0.563%
5/5/2025Private Advisor Group LLC439,910$11.56M0.1%-42.9%0.538%
5/2/2025Kingsview Wealth Management LLC191,785$5.04M0.1%-12.5%0.235%
5/2/2025Cullen Frost Bankers Inc.65,414$1.72M0.0%+25.8%0.080%
5/2/2025Future You Wealth LLC224,011$5.89M3.7%+311.2%0.274%
5/2/2025Sigma Planning Corp28,070$738K0.0%-1.7%0.034%
5/1/2025Smith Thornton Advisors LLC192,708$5.06M3.2%+4.5%0.236%
5/1/2025CWM LLC3,386$89K0.0%N/A0.004%
5/1/2025Stephens Inc. AR541,836$14.24M0.2%-5.9%0.663%
5/1/2025 American Financial Advisors LLC904,344$23.77M3.4%-0.6%1.107%
5/1/2025Gateway Wealth Partners LLC16,962$446K0.1%+97.4%0.021%
4/30/2025Aurdan Capital Management LLC30,768$809K0.3%+19.3%0.040%
4/30/2025Stratos Wealth Partners LTD.9,541$251K0.0%N/A0.012%
4/30/2025Synergy Investment Management LLC39,945$1.05M0.4%+233.0%0.052%
4/29/2025 U.S. Capital Wealth Advisors LLC35,677$938K0.0%+39.9%0.046%
4/29/2025Wood Tarver Financial Group LLC54,794$1.44M0.5%+79.3%0.071%
4/29/2025Envestnet Asset Management Inc.2,794,427$73.44M0.0%+42.0%3.636%
4/29/2025Capital & Planning LLC125,865$3.31M2.5%+7.1%0.154%
4/29/2025Concurrent Investment Advisors LLC127,656$3.36M0.1%+8.3%0.166%
4/29/2025World Investment Advisors8,422$221K0.0%N/A0.011%
4/29/2025Strategic Blueprint LLC175,224$4.61M0.3%+10.4%0.228%
4/28/2025D.A. Davidson & CO.843,719$22.17M0.2%+25.6%1.098%
4/28/2025Mutual Advisors LLC78,095$2.05M0.1%+13.7%0.102%
4/28/2025Lodestone Wealth Management LLC87,498$2.30M1.2%+9.9%0.114%
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4/25/2025Keystone Financial Services LLC152,888$4.02M3.4%+4.6%0.199%
4/25/2025Ameritas Advisory Services LLC9,464$248K0.0%N/A0.012%
4/25/2025 Sovran Advisors LLC12,855$335K0.0%N/A0.017%
4/24/2025Confluence Wealth Services Inc.58,383$1.52M0.1%N/A0.076%
4/24/2025Hartmann Taylor Wealth Management LLC7,913$208K0.2%N/A0.010%
4/24/2025Holistic Planning LLC23,458$616K0.2%-15.5%0.031%
4/23/2025KPP Advisory Services LLC67,756$1.78M0.3%-1.9%0.088%
4/23/2025Western Wealth Management LLC102,858$2.70M0.2%+19.0%0.134%
4/23/2025Creative Financial Designs Inc. ADV6,763$178K0.0%+104.6%0.009%
4/23/2025Saxony Capital Management LLC71,110$1.87M1.6%-3.6%0.093%
(Data available from 1/1/2016 forward)

CGCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCB shares?

During the previous two years, 160 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($302.91M), LPL Financial LLC ($246.51M), Capital International Investors ($130.16M), Envestnet Asset Management Inc. ($73.44M), Northwestern Mutual Wealth Management Co. ($69.75M), Raymond James Financial Inc. ($41.77M), and Leverty Financial Group LLC ($35.67M).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 157 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), LPL Financial LLC ($7.77M), Capital International Investors ($3.13M), Raymond James Financial Inc. ($2.33M), Envestnet Asset Management Inc. ($2.23M), Leverty Financial Group LLC ($1.36M), and Northwestern Mutual Wealth Management Co. ($1.06M).

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

Institutional investors have bought a total of 41,129,449 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 28 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. ($7.77M), Royal Bank of Canada ($693.06K), Private Advisor Group LLC ($330.67K), OLD Mission Capital LLC ($140.50K), Jane Street Group LLC ($88.39K), Jones Financial Companies Lllp ($49.71K), and Stephens Inc. AR ($33.92K).

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

Institutional investors have sold a total of 9,312,724 shares in the last 24 months. This volume of shares sold represents approximately $243.49M in transactions.


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This page (NYSEARCA:CGCB) was last updated on 7/16/2025 by MarketBeat.com Staff
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