Cap Group Core BondCGCBETF
13F holders, Q2 2026 (June 30)261holders +8
24new positions
16sold out
3famous investors
$26.18avg. 13F price*
At the end of Q2 2026, 261 institutions reported holding Cap Group Core Bond (CGCB) in their 13F filings, up 8 from Q1 2026. 24 opened new positions and 16 sold out. The largest holders were Capital International Investors ($1.1B), LPL Financial LLC ($859.6M) and Morgan Stanley ($238.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Core Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2026)
- CUSIP
- 14020Y508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $92.7M |
| Exits | 16 | $28.9M |
All 13F filers, Q1 2026 → Q2 2026: 36,412,610 shares bought and 2,859,635 shares sold, net +33,552,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Capital International Investors | 0.23% | Add +40.0% | 41,788,400 | $1.1B |
| LPL Financial LLC | 0.19% | Add +15.5% | 32,832,622 | $859.6M |
| Morgan Stanley | 0.01% | Add +1.1% | 9,125,699 | $238.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +12.2% | 7,721,547 | $202.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +25.5% | 6,744,786 | $176.6M |
| Wells Fargo & Company | 0.03% | Add +51.6% | 6,591,203 | $172.6M |
| Raymond James Financial Inc. | 0.04% | Add +40.6% | 5,616,548 | $147.0M |
| Cetera Investment Advisers | 0.11% | Add +14.7% | 4,511,435 | $118.1M |
| Bank of America Corp. | 0.01% | Add +21.7% | 4,437,616 | $116.2M |
| Sei Investments Co. | 0.08% | Add +30.0% | 3,251,177 | $85.1M |
| Benjamin Edwards Inc. | 0.73% | Add +4.9% | 3,040,699 | $79.6M |
| Osaic Holdings, Inc. | 0.08% | Add +26.3% | 2,610,343 | $68.3M |
| Johnson Bixby & Associates, LLC | 6.89% | Add +7.9% | 2,357,491 | $61.7M |
| Valmark Advisers, Inc. | 0.60% | Add +5.5% | 2,171,812 | $56.9M |
| Merit Financial Group, LLC | 0.35% | Add +1.8% | 2,145,383 | $56.2M |
| MML Investors Services, LLC | 0.11% | Add +30.0% | 2,041,893 | $53.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 1,874,283 | $49.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +10.7% | 1,764,964 | $46.2M |
| Larson Financial Group LLC | 1.15% | New | 1,666,355 | $43.6M |
| Jones Financial Companies LLLP | 0.02% | Add +32.9% | 1,646,144 | $43.4M |
| Leverty Financial Group, LLC | 8.27% | Reduce -3.7% | 1,624,806 | $42.5M |
| Captrust Financial Advisors | 0.06% | Add +4.7% | 1,556,633 | $40.8M |
| NewEdge Advisors, LLC | 0.12% | Add +30.0% | 1,527,732 | $40.0M |
| Intrua Financial, LLC | 3.22% | New | 1,299,124 | $34.0M |
| Kintra Wealth, LLC | 1.76% | Add +11.6% | 1,297,322 | $33.7M |
| Spinnaker Investment Group, LLC | 4.87% | Add +19.9% | 1,160,847 | $30.4M |
| Compton Financial Group, LLC | 5.74% | Add +239.2% | 1,137,925 | $29.8M |
| Continuum Advisory, LLC | 2.39% | Add +1.9% | 1,129,480 | $29.6M |
| Stifel Financial Corp. | 0.02% | Add +77.2% | 1,060,685 | $27.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -18.8% | 1,048,341 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.9% | 976,237 | $25.4M |
| D.A. Davidson & Co. | 0.13% | Add +10.8% | 923,546 | $24.2M |
| Quadcap Wealth Management, LLC | 2.35% | Add +2.1% | 920,080 | $24.1M |
| BIP Wealth, LLC | 0.63% | Add +32.1% | 850,240 | $22.3M |
| Panoramic Capital Partners, LLC | 10.35% | Add +1.1% | 836,040 | $21.9M |
| &partners | 0.09% | Add +11.4% | 813,055 | $21.3M |
| UBS Group AG | 0.00% | Add +86.7% | 805,505 | $21.1M |
| Aprio Wealth Management, LLC | 1.00% | Reduce -19.2% | 769,632 | $20.1M |
| AdvisorNet Financial, Inc | 0.91% | Add +11.7% | 757,948 | $19.8M |
| Stephens Inc. | 0.22% | Add +2.8% | 753,630 | $19.7M |
| Royal Harbor Partners, LLC | 5.78% | Add +7.9% | 712,718 | $18.7M |
| American Financial Advisors, LLC | 2.21% | Add +1.4% | 701,386 | $18.4M |
| Mariner, LLC | 0.02% | Add +23.0% | 700,207 | $18.3M |
| Cannon Financial Strategists, Inc. | 2.00% | Reduce -4.3% | 671,881 | $17.6M |
| Private Advisor Group, LLC | 0.08% | Add +11.6% | 666,929 | $17.5M |
| NerdWallet Wealth Partners, LLC | 5.94% | Add +31.0% | 658,570 | $17.2M |
| Clear Trail Advisors, LLC | 2.49% | Add +10.9% | 623,439 | $16.3M |
| Greenbush Financial Group, LLC | 4.48% | Add +9.7% | 582,238 | $15.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.2% | 552,406 | $14.5M |
| J. Derek Lewis & Associates Inc. | 2.42% | Add +6.7% | 489,323 | $12.8M |
| Visionary Wealth Advisors | 0.50% | Add +2.5% | 487,994 | $12.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +69.5% | 480,977 | $12.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.2% | 462,523 | $12.1M |
| Mosaic Family Wealth Partners, LLC | 0.80% | Add +72.2% | 450,459 | $11.8M |
| Sovran Advisors, LLC | 0.83% | Add +8.4% | 430,389 | $11.2M |
| Harbour Investments, Inc. | 0.15% | Add +20.8% | 427,246 | $11.2M |
| Global Retirement Partners, LLC | 0.17% | — | 422,672 | $11.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.26% | Add +9.0% | 370,532 | $9.7M |
| Smartleaf Asset Management LLC | 0.30% | No change | 345,851 | $9.1M |
| Tsfg, LLC | 1.10% | Add +34.1% | 334,948 | $8.8M |
| Capital Group Private Client Services, Inc. | 0.12% | Add +29.2% | 333,242 | $8.7M |
| COFG Advisors, LLC | 1.44% | Add +118.0% | 318,674 | $8.3M |
| Werba Rubin Papier Wealth Management | 1.00% | Add +10.8% | 315,605 | $8.3M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -14.9% | 311,252 | $8.1M |
| Cannon Wealth Management Services, LLC | 4.46% | Add +18.8% | 311,032 | $8.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +39.1% | 305,149 | $8.0M |
| Uptick Partners, LLC | 1.20% | Add +7.2% | 295,352 | $7.7M |
| Clarity Asset Management, Inc. | 3.69% | Add +8.8% | 287,324 | $7.5M |
| Freedom Financial Partners LLC | 2.32% | Add +2.0% | 271,557 | $7.1M |
| Eq Wealth Advisors, LLC | 3.51% | Add +97.1% | 244,250 | $6.4M |
| Citadel Advisors | 0.00% | Reduce -19.7% | 227,177 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +39.4% | 226,171 | $5.9M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.8% | 221,425 | $5.8M |
| Sunpointe, LLC | 1.64% | Reduce -1.5% | 220,778 | $5.8M |
| Smith Thornton Advisors LLC | 2.54% | Reduce -0.6% | 221,717 | $5.8M |
| Garrison Point Advisors, LLC | 2.16% | Add +286.3% | 203,803 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +7.8% | 203,488 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -51.8% | 201,569 | $5.3M |
| Jane Street Group, LLC | 0.00% | Reduce -7.7% | 199,801 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.3% | 198,621 | $5.2M |
| Boyer Financial Services, Inc. | 4.23% | Reduce -1.1% | 191,521 | $5.0M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +12.0% | 184,137 | $4.8M |
| Vigil Wealth Management, LLC | 3.42% | Reduce -4.5% | 183,244 | $4.8M |
| Keystone Financial Services, LLC | 2.84% | Add +2.2% | 180,534 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +93.7% | 170,096 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -7.7% | 162,537 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +24.8% | 162,034 | $4.2M |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -40.4% | 158,933 | $4.2M |
| InTrack Investment Management Inc | 2.04% | Add +15.0% | 157,103 | $4.1M |
| Endeavor Private Wealth, Inc. | 1.00% | Add +6.5% | 156,810 | $4.1M |
| Stewardship Concepts Financial Services LLC | 2.75% | Add +347.1% | 155,950 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +68.5% | 152,149 | $4.0M |
| Mission Wealth Management, LP | 0.05% | Add +5.6% | 152,088 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 149,904 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +1678.5% | 149,984 | $3.9M |
| Rothschild Investment LLC | 0.14% | Add +13.5% | 142,995 | $3.7M |
| Mutual Advisors, LLC | 0.07% | Add +32.2% | 141,048 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.3% | 138,294 | $3.6M |
| Sittner & Nelson, LLC | 1.13% | Add +51.2% | 136,645 | $3.6M |
| Fiduciary Alliance LLC | 0.24% | Reduce -0.3% | 135,719 | $3.6M |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.