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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$26.05 -0.06 (-0.23%)
As of 04/17/2025 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)
126
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$240.52M
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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
4/18/2025 Cornerstone Wealth Management LLC23,731$624K0.0%+70.2%0.031%
4/18/2025 Greenbush Financial Group LLC327,523$8.61M4.3%+4.5%0.426%
4/17/2025 Sagespring Wealth Partners LLC9,480$249K0.0%N/A0.012%
4/17/2025 Janney Montgomery Scott LLC17,423$458K0.0%+3.2%0.023%
4/17/2025 Mission Wealth Management LP62,833$1.65M0.0%N/A0.082%
4/17/2025 Cyndeo Wealth Partners LLC14,042$369K0.0%+36.9%0.018%
4/17/2025 Dynamic Advisor Solutions LLC172,441$4.53M0.1%+4.1%0.224%
4/16/2025 Wealth Enhancement Advisory Services LLC372,953$9.80M0.0%+0.6%0.485%
4/15/2025 GPS Wealth Strategies Group LLC28,897$759K0.1%-2.7%0.038%
4/14/2025 Regatta Capital Group LLC706,058$18.56M3.6%+10.1%0.919%
4/14/2025 Dentgroup LLC198,212$5.21M3.9%+64.5%0.258%
4/11/2025 Pines Wealth Management LLC31,166$812K0.3%-1.5%0.041%
4/10/2025 Leverty Financial Group LLC1,357,211$35.67M14.6%N/A1.766%
4/10/2025 Freedom Financial Partners LLC228,852$6.01M2.8%+4.1%0.298%
4/9/2025 RFG Advisory LLC213,248$5.60M0.2%N/A0.277%
4/9/2025 Merit Financial Group LLC48,984$1.29M0.0%N/A0.064%
4/9/2025 Harbor Investment Advisory LLC14,290$376K0.0%-12.1%0.019%
4/9/2025 Advance Capital Management Inc.10,778,123$283.25M13.5%-35.1%14.761%
4/8/2025 Rothschild Investment LLC78,360$2.06M0.1%+72.0%0.107%
4/7/2025 AdvisorNet Financial Inc23,618$621K0.0%+5.8%0.032%
3/17/2025 Wealth Enhancement Advisory Services LLC370,735$9.56M0.0%+1,123.3%0.537%
3/14/2025Keystone Financial Services LLC146,232$3.77M3.5%N/A0.212%
3/6/2025Wood Tarver Financial Group LLC30,553$787K0.3%N/A0.044%
2/26/2025Capital A Wealth Management LLC950$25K0.0%N/A0.010%
2/24/2025United Advisor Group LLC58,155$1.50M0.3%N/A0.639%
2/21/2025Aurdan Capital Management LLC25,783$665K0.3%N/A0.283%
2/20/2025Drucker Wealth 3.0 LLC59,657$1.54M0.3%N/A0.656%
2/18/2025Sunbelt Securities Inc.10,927$282K0.0%N/A0.120%
2/18/2025Continuum Advisory LLC138,216$3.57M0.5%+176.2%1.519%
2/17/2025Snowden Capital Advisors LLC12,804$330K0.0%N/A0.141%
2/17/2025Royal Bank of Canada1,111,018$28.65M0.0%-38.4%12.209%
2/17/2025Cambridge Investment Research Advisors Inc.999,192$25.77M0.1%+399.3%10.980%
2/17/2025Cetera Investment Advisers824,585$21.27M0.0%+34.2%9.061%
2/17/2025Captrust Financial Advisors188,379$4.86M0.0%+41.5%2.070%
2/17/2025Citadel Advisors LLC134,070$3.46M0.0%+23.6%1.473%
2/17/2025Baird Financial Group Inc.9,714$251K0.0%N/A0.107%
2/17/2025Benjamin Edwards Inc.38,043$981K0.0%+205.1%0.418%
2/17/2025Ancora Advisors LLC142,627$3.68M0.1%-0.9%1.567%
2/14/2025Jane Street Group LLC156,000$4.02M0.0%+437.5%1.714%
2/14/2025Comerica Bank8,620$222K0.0%+67.7%0.095%
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2/14/2025Evergreen Wealth Solutions LLC10,150$262K0.2%N/A0.112%
2/14/2025Integrated Wealth Concepts LLC29,474$760K0.0%+102.1%0.324%
2/14/2025Stifel Financial Corp1,236,448$31.89M0.0%+8.6%13.587%
2/14/2025MML Investors Services LLC592,611$15.28M0.1%+46.8%6.512%
2/14/2025Concourse Financial Group Securities Inc.63,679$1.64M0.1%+16.6%0.700%
2/14/2025Capital International Investors5,046,724$130.16M0.0%+162.9%55.459%
2/13/2025MSH Capital Advisors LLC12,490$322K0.1%N/A0.137%
2/13/2025NewEdge Advisors LLC90,886$2.34M0.0%+2,461.6%0.999%
2/13/2025Rather & Kittrell Inc.11,314$292K0.1%+11.2%0.124%
2/13/2025Mariner LLC37,159$958K0.0%-12.2%0.408%
2/13/2025Townsquare Capital LLC60,006$1.55M0.0%N/A0.659%
2/13/2025Rockefeller Capital Management L.P.157,608$4.07M0.0%+27.1%1.732%
2/13/2025Raymond James Financial Inc.744,757$19.21M0.0%N/A8.184%
2/13/2025Advisory Services Network LLC11,462$296K0.0%N/A0.126%
2/13/2025Envestnet Asset Management Inc.1,967,541$50.74M0.0%+52.3%21.621%
2/13/2025Perennial Investment Advisors LLC25,765$664K0.1%N/A0.283%
2/13/2025Smith Moore & CO.37,415$965K0.1%+44.7%0.411%
2/12/2025OLD Mission Capital LLC133,904$3.45M0.1%-18.9%1.471%
2/12/2025JPMorgan Chase & Co.120,320$3.10M0.0%+884.0%1.322%
2/11/2025Signature Estate & Investment Advisors LLC170,348$4.39M0.1%N/A1.872%
2/11/2025LPL Financial LLC5,292,538$136.50M0.1%+229.3%58.160%
2/10/2025Creative Financial Designs Inc. ADV3,306$85K0.0%+29.8%0.036%
2/10/2025Harbour Investments Inc.32,102$828K0.0%+108.1%0.353%
2/10/2025Envestnet Portfolio Solutions Inc.90,313$2.33M0.0%+12.6%0.992%
2/10/2025Commonwealth Equity Services LLC489,078$12.61M0.0%+38.8%5.374%
2/10/2025Avantax Advisory Services Inc.67,308$1.74M0.0%+99.1%0.740%
2/7/2025PFG Advisors10,595$273K0.0%+34.4%0.116%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,280$910K0.1%+20.9%0.388%
2/7/2025Strategic Family Wealth Counselors L.L.C.119,714$3.09M1.0%+122.5%1.316%
2/6/2025Raymond James Financial Inc.744,757$19.21M0.0%N/A8.184%
2/6/2025Cullen Frost Bankers Inc.51,993$1.34M0.0%+22.6%0.571%
2/6/2025Synergy Investment Management LLC11,995$309K0.1%N/A0.132%
2/6/2025Meridian Wealth Management LLC58,785$1.52M0.1%+3.3%0.646%
2/6/2025Jones Financial Companies Lllp99,332$2.56M0.0%+198.1%1.092%
2/5/2025Smartleaf Asset Management LLC154,464$3.99M0.4%+20.6%1.697%
2/5/2025Morgan Dempsey Capital Management LLC2,317$60K0.0%N/A0.025%
2/5/2025WR Wealth Planners LLC4,071$105K0.0%-50.5%0.045%
2/5/2025Kovack Advisors Inc.8,873$229K0.0%+11.0%0.098%
2/4/2025CWS Financial Advisors LLC17,109$441K0.1%+59.2%0.188%
2/4/2025 Rothschild Investment LLC45,550$1.18M0.1%+98.0%0.501%
2/4/2025Cannon Wealth Management Services LLC199,628$5.16M4.5%+26.5%2.194%
2/4/2025Delta Financial Group Inc.34,549$891K0.2%-4.7%0.380%
2/3/2025Sigma Planning Corp28,549$736K0.0%+5.3%0.314%
2/3/2025Concurrent Investment Advisors LLC117,912$3.04M0.1%-2.0%1.296%
2/3/2025Private Advisor Group LLC770,576$19.87M0.1%+384.5%8.468%
2/3/2025Cannon Financial Strategists Inc.434,404$11.20M1.9%+135.3%4.774%
1/31/2025Global Retirement Partners LLC7,332$189K0.0%+24.0%0.081%
1/31/2025Atria Wealth Solutions Inc.172,466$4.45M0.0%+137.3%1.895%
1/31/2025D.A. Davidson & CO.671,984$17.33M0.1%+276.6%7.384%
1/31/2025Truist Financial Corp35,726$921K0.0%N/A0.393%
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1/30/2025Valmark Advisers Inc.814,995$21.02M0.3%+1.3%8.956%
1/30/2025Allworth Financial LP2,038$53K0.0%N/A0.022%
1/30/2025American Financial Advisors LLC909,806$23.46M3.3%+3.9%9.998%
1/30/2025Lodestone Wealth Management LLC79,615$2.05M1.0%+23.4%0.875%
1/28/2025Stephens Inc. AR575,753$14.85M0.2%+5.9%6.327%
1/28/2025Kingsview Wealth Management LLC219,296$5.66M0.1%+20.6%2.410%
1/28/2025Barrett & Company Inc.3,050$79K0.0%+916.7%0.034%
1/27/2025Trilogy Capital Inc.18,838$486K0.0%-5.7%0.207%
1/24/2025Tempus Wealth Planning LLC20,053$517K0.2%+13.8%0.220%
1/24/2025Holistic Planning LLC27,756$716K0.3%N/A0.305%
(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, 133 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($283.25M), LPL Financial LLC ($136.50M), Capital International Investors ($130.16M), Envestnet Asset Management Inc. ($50.74M), Leverty Financial Group LLC ($35.67M), Stifel Financial Corp ($31.89M), and Royal Bank of Canada ($28.65M).Learn more on CGCB's institutional investors.

Which institutional investors have been buying Capital Group Core Bond ETF stock?

Of the 129 institutional investors that purchased Capital Group Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($18.55M), LPL Financial LLC ($3.69M), Capital International Investors ($3.13M), Raymond James Financial Inc. ($1.49M), Envestnet Asset Management Inc. ($1.40M), Leverty Financial Group LLC ($1.36M), and Stifel Financial Corp ($980.13K).

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

Institutional investors have bought a total of 43,336,633 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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

Of the 17 institutional investors that sold Capital Group Core Bond ETF 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), Capital International Investors ($673K), AdvisorNet Financial Inc ($197.17K), Mutual Advisors LLC ($107.80K), Jane Street Group LLC ($88.39K), and OLD Mission Capital LLC ($31.19K).

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

Institutional investors have sold a total of 9,589,669 shares in the last 24 months. This volume of shares sold represents approximately $250.58M in transactions.


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This page (NYSEARCA:CGCB) was last updated on 4/20/2025 by MarketBeat.com Staff
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