Who Owns Capital Group Core Bond ETF (CGCB)?Hedge Fund & Institutional Holders

$26.35-0.04 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.27000590000205e+239T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$25.45$25.90$26.34$26.79$27.24Sep 24Jun 25Mar 26

CGCB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+5.4M+$143.0M
Johnson Bixby & Associates, LLCNew Position+2.0M+$54.2M
Merit Financial Group, LLCNew Position+2.0M+$54.0M
Valmark Advisers, Inc.New Position+1.1M+$29.9M
Continuum Advisory, LLCNew Position+1.0M+$27.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+990K+$26.0M
Aprio Wealth Management, LLCNew Position+970K+$25.7M
D.A. DAVIDSON & CO.New Position+839K+$22.3M
Quadcap Wealth Management, LLCNew Position+797K+$21.1M
JONES FINANCIAL COMPANIES LLLPNew Position+815K+$21.0M
Panoramic Capital Partners, LLCNew Position+751K+$19.9M
American Financial Advisors, LLCNew Position+711K+$18.9M
STEPHENS INC /AR/New Position+692K+$18.4M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+608K+$16.1M
Cannon Financial Strategists, Inc.New Position+510K+$13.5M

CGCB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advance Capital Management, Inc.Decreased-6.6M-$179.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3.3M-$100.6B
Creekmur Asset Management LLCClosed Position-330K-$8.8B
JPMORGAN CHASE & CODecreased-148K-$7.8B
CITADEL ADVISORS LLCDecreased-75K-$5.3B
Dynamic Advisor Solutions LLCDecreased-63K-$5.3B
VestGen Advisors, LLCDecreased-136K-$5.0B
Dentgroup LLCDecreased-8K-$4.4B
Ancora Advisors LLCDecreased-765-$3.2B
William Mack & Associates, Inc.Decreased-54K-$2.3B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-4K-$2.2B
OLD MISSION CAPITAL LLCDecreased-17K-$747.5M
Cyndeo Wealth Partners, LLCClosed Position-14K-$375.0M
Brookstone Capital ManagementDecreased-3K-$345.7M
RENAISSANCE TECHNOLOGIES LLCClosed Position-13K-$337.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital International Investors23,650,039$627.0M0.10%Share
2LPL Financial LLC22,259,688$590.0M0.16%Share
3MORGAN STANLEY7,751,876$205.0M0.01%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO441,869$157.4M0.10%Share
5ENVESTNET ASSET MANAGEMENT INC5,425,750$143.0M0.04%Share
6Cetera Investment Advisers3,341,147$88.0M0.10%Share
7Johnson Bixby & Associates, LLC2,044,780$54.2M6.72%Share
8Merit Financial Group, LLC2,035,628$54.0M0.43%Share
9WELLS FARGO & COMPANY/MN1,985,293$52.0M0.01%Share
10SEI INVESTMENTS CO1,872,505$49.0M0.05%Share
11RAYMOND JAMES FINANCIAL INC1,884,767$49.0M0.02%Share
12ROYAL BANK OF CANADA1,707,253$45.0M0.01%Share
13Leverty Financial Group, LLC1,581,937$42.0M10.03%Share
14OSAIC HOLDINGS, INC.1,478,304$39.0M0.06%Share
15BANK OF AMERICA CORP /DE/1,433,293$38.0M0.00%Share
16Cambridge Investment Research Advisors, Inc.1,423,012$37.0M0.10%Share
17MML INVESTORS SERVICES, LLC1,329,947$35.0M0.09%Share
18BANK OF AMERICA CORP /DE/1,244,852$33.0M0.00%Share
19Valmark Advisers, Inc.1,127,960$29.9M0.37%Share
20NewEdge Advisors, LLC1,102,266$29.0M0.11%Share
21RAYMOND JAMES FINANCIAL INC1,090,766$28.0M0.01%Share
22Continuum Advisory, LLC1,026,504$27.2M2.73%Share
23Spinnaker Investment Group, LLC998,951$26.5M4.80%Share
24COMMONWEALTH EQUITY SERVICES, LLC989,899$26.0M0.03%Share
25Aprio Wealth Management, LLC969,678$25.7M1.48%Share
26WELLS FARGO & COMPANY/MN920,068$24.0M0.00%Share
27D.A. DAVIDSON & CO.839,077$22.3M0.14%Share
28Quadcap Wealth Management, LLC796,801$21.1M2.42%Share
29JONES FINANCIAL COMPANIES LLLP814,776$21.0M0.01%Share
30Panoramic Capital Partners, LLC751,213$19.9M12.22%Share
31CAPTRUST FINANCIAL ADVISORS748,872$19.0M0.04%Share
32American Financial Advisors, LLC710,970$18.9M2.43%Share
33STEPHENS INC /AR/692,236$18.4M0.23%Share
34WEALTH ENHANCEMENT ADVISORY SERVICES, LLC607,996$16.1M0.02%Share
35&PARTNERS631,505$16.0M0.08%Share
36KINTRA WEALTH, LLC578,823$15.3M2.14%Share
37OSAIC HOLDINGS, INC.584,460$15.0M0.02%Share
38Private Advisor Group, LLC557,996$14.0M0.07%Share
39Cannon Financial Strategists, Inc.509,554$13.5M1.88%Share
40BIP Wealth, LLC508,681$13.5M0.48%Share
41Steward Partners Investment Advisory, LLC512,122$13.0M0.07%Share
42Visionary Wealth Advisors453,583$12.0M0.54%Share
43STIFEL FINANCIAL CORP477,475$12.0M0.01%Share
44Greenbush Financial Group, LLC440,814$11.7M3.98%Share
45Sovran Advisors, LLC367,885$9.8M0.83%Share
46NerdWallet Wealth Partners, LLC347,118$9.2M4.13%Share
47UBS Group AG344,151$9.1M0.00%Share
48Smartleaf Asset Management LLC324,724$8.0M0.30%Share
49Kestra Advisory Services, LLC316,058$8.0M0.03%Share
50Werba Rubin Papier Wealth Management298,429$7.9M2.14%Share

CGCB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025231$3.2B+115
Q3 2025116$2.1T-50
Q2 2025166$1.4T+4
Q1 2025162$1.7T+48
Q4 2024114$491.1T+33
Q3 202481$845.2T+28
Q2 202453$481.5T+16
Q1 202437$96.3T—

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As of Q4 2025, 50 institutional investors hold CGCB (Capital Group Core Bond ETF). The largest holder is Capital International Investors with $627.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CGCB?

As of Q4 2025, 50 institutional investors report holding CGCB (Capital Group Core Bond ETF) in their 13F filings.

Who is the largest institutional holder of CGCB?

The largest institutional holder of CGCB is Capital International Investors with $627.0M in shares.

Is institutional ownership of CGCB increasing or decreasing?

This quarter, 15 institutions opened new positions in CGCB and 3 closed their positions.