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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$25.91 +0.07 (+0.27%)
(As of 12/20/2024 05:31 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$663.60M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$27.82M
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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
11/15/2024 Continuum Advisory LLC50,041$1.30M0.2%+269.6%0.550%
11/15/2024 MML Investors Services LLC403,735$10.88M0.0%+19.8%4.437%
11/15/2024 Jane Street Group LLC29,023$782K0.0%-75.3%0.319%
11/15/2024 Stifel Financial Corp1,138,282$30.68M0.0%+344.1%12.509%
11/15/2024 IHT Wealth Management LLC139,512$3.76M0.1%N/A1.533%
11/15/2024 Integrated Wealth Concepts LLC14,584$393K0.0%+76.8%0.160%
11/15/2024 Benjamin Edwards Inc.12,469$336K0.0%N/A0.137%
11/14/2024 Captrust Financial Advisors133,113$3.59M0.0%+1,233.8%1.463%
11/14/2024 Rockefeller Capital Management L.P.124,044$3.34M0.0%+1,000.8%1.363%
11/14/2024 CWS Financial Advisors LLC10,746$290K0.1%+18.4%0.118%
11/13/2024 D.A. Davidson & CO.178,447$4.81M0.0%+589.2%1.961%
11/13/2024 Private Trust Co. NA1,717$46K0.0%N/A0.019%
11/12/2024 Kingsview Wealth Management LLC181,793$4.90M0.1%+95.5%1.998%
11/12/2024 Great Valley Advisor Group Inc.185,764$5.01M0.1%N/A2.041%
11/8/2024 Prospera Financial Services Inc13,588$366K0.0%+27.6%0.149%
11/6/2024 KPP Advisory Services LLC63,057$1.70M0.4%N/A0.693%
11/6/2024 Kovack Advisors Inc.7,997$216K0.0%N/A0.088%
11/5/2024 First Heartland Consultants Inc.18,973$511K0.1%N/A0.208%
11/5/2024 Harbour Investments Inc.15,427$416K0.0%+80.2%0.170%
11/4/2024 Sigma Planning Corp27,113$731K0.0%+3.9%0.298%
11/1/2024 Strategic 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%
10/31/2024 Concurrent Investment Advisors LLC120,279$3.24M0.1%-2.2%1.322%
10/29/2024 Lodestone Wealth Management LLC64,498$1.74M0.8%+29.9%0.709%
10/28/2024 Creative Financial Designs Inc. ADV2,547$69K0.0%+993.1%0.028%
10/28/2024 Stephens Inc. AR543,776$14.66M0.2%+0.7%5.976%
10/25/2024 Mutual Advisors LLC75,188$1.99M0.1%-18.9%0.826%
10/25/2024 Valmark Advisers Inc.804,333$21.68M0.3%+4.8%8.839%
10/25/2024 American Financial Advisors LLC875,459$23.59M3.2%+5.6%9.620%
10/25/2024 Strategic Blueprint LLC112,989$3.05M0.2%N/A1.242%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,177$786K0.1%N/A0.321%
10/24/2024 J.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%
10/22/2024 Saxony Capital Management LLC73,796$1.99M1.8%+795.9%0.811%
10/22/2024 Private Advisor Group LLC159,054$4.29M0.0%+415.9%1.748%
10/22/2024 Tempus Wealth Planning LLC17,623$475K0.2%+26.2%0.194%
10/21/2024 Cannon Financial Strategists Inc.184,579$4.97M0.9%N/A2.028%
10/21/2024 Trilogy Capital Inc.19,981$538K0.0%N/A0.220%
10/19/2024Cyndeo Wealth Partners LLC10,242$276K0.0%N/A0.113%
10/16/2024 Armstrong Fleming & Moore Inc7,595$205K0.1%N/A0.083%
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10/16/2024 Good Life Advisors LLC12,670$341K0.0%N/A0.139%
10/10/2024 Concourse 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%
10/8/2024 Dynamic Advisor Solutions LLC162,138$4.37M0.1%+16.7%1.782%
10/3/2024 Delta Financial Group Inc.36,242$977K0.4%N/A0.398%
10/2/2024 Dentgroup LLC13,259$357K0.3%N/A0.146%
8/22/2024 Cetera 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%
8/8/2024 Envestnet Asset Management Inc.897,994$23.19M0.0%+426.5%9.868%
8/6/2024 Cullen Frost Bankers Inc.24,648$636K0.0%N/A0.271%
8/5/2024 Private Advisor Group LLC30,828$796K0.0%+58.8%0.339%
8/2/2024 FineMark National Bank & Trust9,819$254K0.0%N/A0.108%
8/1/2024 Valmark Advisers Inc.767,692$19.82M0.3%+0.9%8.436%
7/31/2024 CWS Financial Advisors LLC9,079$234K0.1%N/A0.100%
7/31/2024Commonwealth Equity Services LLC142,946$3.69M0.0%+149.6%1.571%
7/31/2024 Concurrent Investment Advisors LLC122,997$3.18M0.1%N/A1.352%
7/31/2024Rothschild Investment LLC17,450$451K0.0%N/A0.192%
7/29/2024 Rather & Kittrell Inc.10,171$263K0.1%+8.0%0.112%
7/26/2024 Harbour Investments Inc.8,561$221K0.0%+5.4%0.094%
7/26/2024 Cambridge Investment Research Advisors Inc.93,254$2.41M0.0%+75.8%1.025%
7/26/2024 Saxony Capital Management LLC8,237$213K0.2%N/A0.091%
7/25/2024 Tempus Wealth Planning LLC13,965$361K0.2%N/A0.153%
7/24/2024 American Financial Advisors LLC829,079$21.41M3.0%+1,115.2%9.111%
7/23/2024 Concourse Financial Group Securities Inc.25,111$650K0.0%+799.7%0.276%
7/23/2024 Dupree Financial Group LLC9,196$237K0.1%N/A0.101%
7/19/2024 Western Wealth Management LLC16,676$431K0.0%N/A0.183%
7/16/2024 Envestnet Portfolio Solutions Inc.47,733$1.23M0.0%N/A0.525%
7/16/2024 Bill Few Associates Inc.17,532$453K0.2%N/A0.193%
7/16/2024 Lodestone 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%
7/15/2024 Dynamic Advisor Solutions LLC138,941$3.59M0.1%N/A1.527%
7/11/2024 U.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%
5/16/2024 Ancora Advisors LLC154,092$4.01M0.1%+7.5%1.693%
5/14/2024 Capital International Investors527,000$13.70M0.0%-47.8%5.791%
5/10/2024 Osaic Holdings Inc.288,864$7.51M0.0%+161.1%3.174%
5/9/2024 Kingsview Wealth Management LLC51,720$1.34M0.0%+162.3%0.616%
5/9/2024 Delta Investment Management LLC48,821$1.27M0.3%N/A0.581%
5/8/2024 Avantax Advisory Services Inc.11,466$298K0.0%N/A0.137%
5/2/2024 Mutual Advisors LLC100,902$2.62M0.1%-45.4%1.201%
5/1/2024 Concourse Financial Group Securities Inc.2,791$73K0.0%N/A0.033%
4/30/2024 Private Advisor Group LLC19,411$505K0.0%N/A0.231%
4/30/2024 Lodestone Wealth Management LLC34,675$901K0.5%N/A0.413%
4/29/2024Commonwealth Equity Services LLC57,276$1.49M0.0%+154.6%0.682%
4/22/2024 American Financial Advisors LLC68,227$1.77M0.2%N/A0.000%
4/19/2024Financial Perspectives Inc2,211$57K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC33,945$882K0.0%N/A0.000%
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4/12/2024 Harbor Investment Advisory LLC1,927$50K0.0%N/A0.000%
4/12/2024 AdvisorNet Financial Inc21,810$567K0.1%-89.9%0.000%
2/13/2024 Capital International Investors1,010,000$26.71M0.0%-15.8%0.000%
2/9/2024 Assetmark Inc.3,528$93K0.0%N/A0.000%
2/9/2024 D.A. Davidson & CO.10,400$275K0.0%N/A0.000%
2/8/2024 Kingsview Wealth Management LLC19,718$521K0.0%N/A0.000%
2/8/2024 Meridian Wealth Management LLC56,897$1.51M0.1%N/A0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC10,980$290K0.0%N/A0.000%
2/6/2024 Armstrong Fleming & Moore Inc7,595$201K0.2%N/A0.000%
2/2/2024 Valmark Advisers Inc.527,564$13.95M0.3%N/A0.000%
(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, 72 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($499.97M), Stifel Financial Corp ($30.68M), American Financial Advisors LLC ($23.59M), Envestnet Asset Management Inc. ($23.19M), Valmark Advisers Inc. ($21.68M), Stephens Inc. AR ($14.66M), and Capital International Investors ($13.70M).Learn more on CGCB's institutional investors.

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

Of the 70 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), Valmark Advisers Inc. ($570.88K), Cetera Investment Advisers ($270.36K), and AdvisorNet Financial Inc ($215.58K).

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

Institutional investors have bought a total of 25,293,693 shares in the last 24 months. This purchase volume represents approximately $663.60M 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: Capital International Investors ($673K), AdvisorNet Financial Inc ($193.77K), Mutual Advisors LLC ($101.32K), 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 1,062,835 shares in the last 24 months. This volume of shares sold represents approximately $27.82M in transactions.


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This page (NYSEARCA:CGCB) was last updated on 12/22/2024 by MarketBeat.com Staff
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