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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$25.82 -0.04 (-0.14%)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Bond ETF (NYSEARCA:CGCB)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$688.51M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$78.41M
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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
1/21/2025Regatta Capital Group LLC641,012$16.53M3.2%N/A7.044%
1/21/2025Dynamic Advisor Solutions LLC165,590$4.27M0.2%+2.1%1.820%
1/21/2025Cornerstone Wealth Management LLC13,947$360K0.0%N/A0.153%
1/21/2025Johnson Bixby & Associates LLC8,272$213K0.0%N/A0.091%
1/17/2025 Spinnaker Investment Group LLC92,357$2.38M0.6%N/A1.015%
1/17/2025 Endeavor Private Wealth Inc.73,937$1.91M1.8%N/A0.812%
1/17/2025 Bill Few Associates Inc.45,914$1.18M0.4%+161.9%0.505%
1/17/2025 Mutual Advisors LLC68,700$1.77M0.1%-8.6%0.755%
1/17/2025 Janney Montgomery Scott LLC16,882$435K0.0%+87.3%0.186%
1/16/2025 Harbor Investment Advisory LLC16,260$419K0.0%+602.4%0.179%
1/15/2025 LongView Wealth Management32,081$827K0.3%+116.3%0.353%
1/15/2025 Capital Planning LLC117,473$3.03M0.8%N/A1.291%
1/14/2025 Smith Thornton Advisors LLC184,461$4.76M3.0%+156.5%2.027%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management73,663$1.90M0.9%N/A0.809%
1/14/2025 Pines Wealth Management LLC31,654$808K0.4%N/A0.348%
1/13/2025 AdvisorNet Financial Inc22,323$576K0.0%-13.2%0.245%
1/13/2025 Brookstone Capital Management20,256$522K0.0%N/A0.223%
1/6/2025 Advance Capital Management Inc.16,600,090$428.12M19.6%-10.5%182.419%
1/3/2025 Dentgroup LLC120,496$3.11M2.4%+808.8%1.324%
12/26/2024JPMorgan Chase & Co.12,228$330K0.0%N/A0.134%
11/15/2024Continuum Advisory LLC50,041$1.30M0.2%+269.6%0.550%
11/15/2024MML Investors Services LLC403,735$10.88M0.0%+19.8%4.437%
11/15/2024Jane Street Group LLC29,023$782K0.0%-75.3%0.319%
11/15/2024Stifel Financial Corp1,138,282$30.68M0.0%+344.1%12.509%
11/15/2024IHT Wealth Management LLC139,512$3.76M0.1%N/A1.533%
11/15/2024Integrated Wealth Concepts LLC14,584$393K0.0%+76.8%0.160%
11/15/2024Benjamin Edwards Inc.12,469$336K0.0%N/A0.137%
11/14/2024Captrust Financial Advisors133,113$3.59M0.0%+1,233.8%1.463%
11/14/2024Rockefeller Capital Management L.P.124,044$3.34M0.0%+1,000.8%1.363%
11/14/2024CWS Financial Advisors LLC10,746$290K0.1%+18.4%0.118%
11/13/2024D.A. Davidson & CO.178,447$4.81M0.0%+589.2%1.961%
11/13/2024Private Trust Co. NA1,717$46K0.0%N/A0.019%
11/12/2024Kingsview Wealth Management LLC181,793$4.90M0.1%+95.5%1.998%
11/12/2024Great Valley Advisor Group Inc.185,764$5.01M0.1%N/A2.041%
11/8/2024Prospera Financial Services Inc13,588$366K0.0%+27.6%0.149%
11/6/2024KPP Advisory Services LLC63,057$1.70M0.4%N/A0.693%
11/6/2024Kovack Advisors Inc.7,997$216K0.0%N/A0.088%
11/5/2024First Heartland Consultants Inc.18,973$511K0.1%N/A0.208%
11/5/2024Harbour Investments Inc.15,427$416K0.0%+80.2%0.170%
11/4/2024Sigma Planning Corp27,113$731K0.0%+3.9%0.298%
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11/1/2024Strategic Family Wealth Counselors L.L.C.53,812$1.45M0.5%+132.8%0.591%
11/1/2024 Smith Thornton Advisors LLC71,904$1.94M1.3%+193.5%0.790%
10/31/2024Concurrent Investment Advisors LLC120,279$3.24M0.1%-2.2%1.322%
10/29/2024Lodestone Wealth Management LLC64,498$1.74M0.8%+29.9%0.709%
10/28/2024Creative Financial Designs Inc. ADV2,547$69K0.0%+993.1%0.028%
10/28/2024Stephens Inc. AR543,776$14.66M0.2%+0.7%5.976%
10/25/2024 Mutual Advisors LLC75,188$1.99M0.1%-18.9%0.826%
10/25/2024Valmark Advisers Inc.804,333$21.68M0.3%+4.8%8.839%
10/25/2024American Financial Advisors LLC875,459$23.59M3.2%+5.6%9.620%
10/25/2024Strategic Blueprint LLC112,989$3.05M0.2%N/A1.242%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,177$786K0.1%N/A0.321%
10/24/2024J.W. Cole Advisors Inc.15,959$430K0.0%N/A0.175%
10/24/2024 Wealth Enhancement Advisory Services LLC30,306$817K0.0%-7.8%0.333%
10/22/2024Saxony Capital Management LLC73,796$1.99M1.8%+795.9%0.811%
10/22/2024Private Advisor Group LLC159,054$4.29M0.0%+415.9%1.748%
10/22/2024Tempus Wealth Planning LLC17,623$475K0.2%+26.2%0.194%
10/21/2024Cannon Financial Strategists Inc.184,579$4.97M0.9%N/A2.028%
10/21/2024Trilogy Capital Inc.19,981$538K0.0%N/A0.220%
10/19/2024Cyndeo Wealth Partners LLC10,242$276K0.0%N/A0.113%
10/16/2024Armstrong Fleming & Moore Inc7,595$205K0.1%N/A0.083%
10/16/2024Good Life Advisors LLC12,670$341K0.0%N/A0.139%
10/10/2024Concourse Financial Group Securities Inc.54,610$1.47M0.1%+117.5%0.600%
10/10/2024 Priebe Wealth Holdings LLC12,000$323K0.2%N/A0.132%
10/9/2024 LongView Wealth Management14,830$400K0.1%N/A0.163%
10/8/2024 Advance Capital Management Inc.18,551,789$499.97M22.1%+46.1%203.866%
10/8/2024Dynamic Advisor Solutions LLC162,138$4.37M0.1%+16.7%1.782%
10/3/2024Delta Financial Group Inc.36,242$977K0.4%N/A0.398%
10/2/2024 Dentgroup LLC13,259$357K0.3%N/A0.146%
8/22/2024Cetera Investment Advisers270,361$6.98M0.0%N/A2.971%
8/15/2024 Smith Thornton Advisors LLC24,500$633K0.5%N/A0.269%
8/13/2024Benjamin F. Edwards & Company Inc.1,435$37K0.0%N/A0.016%
8/8/2024Envestnet Asset Management Inc.897,994$23.19M0.0%+426.5%9.868%
8/6/2024Cullen Frost Bankers Inc.24,648$636K0.0%N/A0.271%
8/5/2024Private Advisor Group LLC30,828$796K0.0%+58.8%0.339%
8/2/2024FineMark National Bank & Trust9,819$254K0.0%N/A0.108%
8/1/2024Valmark Advisers Inc.767,692$19.82M0.3%+0.9%8.436%
7/31/2024CWS Financial Advisors LLC9,079$234K0.1%N/A0.100%
7/31/2024Commonwealth Equity Services LLC142,946$3.69M0.0%+149.6%1.571%
7/31/2024Concurrent Investment Advisors LLC122,997$3.18M0.1%N/A1.352%
7/31/2024Rothschild Investment LLC17,450$451K0.0%N/A0.192%
7/29/2024Rather & Kittrell Inc.10,171$263K0.1%+8.0%0.112%
7/26/2024Harbour Investments Inc.8,561$221K0.0%+5.4%0.094%
7/26/2024Cambridge Investment Research Advisors Inc.93,254$2.41M0.0%+75.8%1.025%
7/26/2024Saxony Capital Management LLC8,237$213K0.2%N/A0.091%
7/25/2024Tempus Wealth Planning LLC13,965$361K0.2%N/A0.153%
7/24/2024American Financial Advisors LLC829,079$21.41M3.0%+1,115.2%9.111%
7/23/2024Concourse Financial Group Securities Inc.25,111$650K0.0%+799.7%0.276%
7/23/2024Dupree Financial Group LLC9,196$237K0.1%N/A0.101%
7/19/2024Western Wealth Management LLC16,676$431K0.0%N/A0.183%
7/16/2024Envestnet Portfolio Solutions Inc.47,733$1.23M0.0%N/A0.525%
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7/16/2024 Bill Few Associates Inc.17,532$453K0.2%N/A0.193%
7/16/2024Lodestone Wealth Management LLC49,653$1.28M0.7%+43.2%0.546%
7/16/2024 Wealth Enhancement Advisory Services LLC32,853$848K0.0%-3.2%0.361%
7/15/2024Dynamic Advisor Solutions LLC138,941$3.59M0.1%N/A1.527%
7/11/2024U.S. Capital Wealth Advisors LLC24,970$645K0.0%+65.6%0.274%
7/8/2024 Advance Capital Management Inc.12,701,590$327.96M15.5%N/A139.578%
5/16/2024Ancora Advisors LLC154,092$4.01M0.1%+7.5%1.693%
5/14/2024Capital International Investors527,000$13.70M0.0%-47.8%5.791%
5/10/2024Osaic Holdings Inc.288,864$7.51M0.0%+161.1%3.174%
5/9/2024Kingsview Wealth Management LLC51,720$1.34M0.0%+162.3%0.616%
(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, 83 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($428.12M), Stifel Financial Corp ($30.68M), American Financial Advisors LLC ($23.59M), Envestnet Asset Management Inc. ($23.19M), Valmark Advisers Inc. ($21.68M), Regatta Capital Group LLC ($16.53M), and Stephens Inc. AR ($14.66M).Learn more on CGCB's institutional investors.

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

Of the 81 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), Stifel Financial Corp ($881.97K), American Financial Advisors LLC ($875.46K), Envestnet Asset Management Inc. ($727.45K), Regatta Capital Group LLC ($641.01K), Valmark Advisers Inc. ($570.88K), and Cetera Investment Advisers ($270.36K).

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

Institutional investors have bought a total of 26,669,185 shares in the last 24 months. This purchase volume represents approximately $699.09M in transactions.

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

The following institutional investors have sold Capital Group Core Bond ETF stock in the last 24 months: Advance Capital Management Inc. ($1.95M), Capital International Investors ($673K), AdvisorNet Financial Inc ($197.17K), Mutual Advisors LLC ($107.80K), Jane Street Group LLC ($88.39K), Wealth Enhancement Advisory Services LLC ($3.64K), and Concurrent Investment Advisors LLC ($2.72K).

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

Institutional investors have sold a total of 3,024,418 shares in the last 24 months. This volume of shares sold represents approximately $78.41M in transactions.


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This page (NYSEARCA:CGCB) was last updated on 1/22/2025 by MarketBeat.com Staff
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