Cap Group Core BondCGCBETF
13F holders, Q1 2025 (March 31)166holders +28
30new positions
3sold out
1famous investor
$26.28avg. 13F price*
At the end of Q1 2025, 166 institutions reported holding Cap Group Core Bond (CGCB) in their 13F filings, up 28 from Q4 2024. 30 opened new positions and 3 sold out. The largest holders were Advance Capital Management, Inc. ($283.2M), LPL Financial LLC ($246.5M) and Capital International Investors ($203.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Core Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2025)
- CUSIP
- 14020Y508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $66.9M |
| Exits | 3 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 18,723,711 shares bought and 6,533,080 shares sold, net +12,190,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Advance Capital Management, Inc. | 13.55% | Reduce -35.1% | 10,778,123 | $283.2M |
| LPL Financial LLC | 0.10% | Add +77.2% | 9,379,977 | $246.5M |
| Capital International Investors | 0.04% | Add +53.3% | 7,738,371 | $203.4M |
| Morgan Stanley | 0.01% | Add +44.8% | 5,550,423 | $145.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +42.0% | 2,794,427 | $73.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +66.7% | 2,654,098 | $69.7M |
| Raymond James Financial Inc. | 0.02% | Add +113.4% | 1,589,533 | $41.8M |
| Osaic Holdings, Inc. | 0.09% | Add +39.8% | 1,517,128 | $39.9M |
| Leverty Financial Group, LLC | 14.58% | New | 1,357,211 | $35.7M |
| Stifel Financial Corp. | 0.04% | Add +2.3% | 1,264,917 | $33.2M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 1,205,090 | $31.7M |
| Cetera Investment Advisers | 0.06% | Add +37.4% | 1,132,698 | $29.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +10.6% | 1,105,434 | $29.1M |
| American Financial Advisors, LLC | 3.45% | Reduce -0.6% | 904,344 | $23.8M |
| Valmark Advisers, Inc. | 0.34% | Add +5.1% | 856,359 | $22.5M |
| D.A. Davidson & Co. | 0.18% | Add +25.6% | 843,719 | $22.2M |
| Regatta Capital Group, LLC | 3.59% | Add +10.2% | 706,058 | $18.6M |
| Spinnaker Investment Group, LLC | 4.15% | Add +656.1% | 698,328 | $18.4M |
| MML Investors Services, LLC | 0.06% | Add +17.2% | 694,421 | $18.2M |
| Continuum Advisory, LLC | 2.25% | Add +380.6% | 664,244 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +22.0% | 596,861 | $15.7M |
| Stephens Inc. | 0.21% | Reduce -5.9% | 541,836 | $14.2M |
| Cannon Financial Strategists, Inc. | 2.08% | Add +5.9% | 460,158 | $12.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -42.9% | 439,910 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.6% | 372,953 | $9.8M |
| Captrust Financial Advisors | 0.02% | Add +97.0% | 371,131 | $9.8M |
| Jane Street Group, LLC | 0.02% | Add +124.2% | 349,693 | $9.2M |
| Greenbush Financial Group, LLC | 4.28% | Add +4.5% | 327,523 | $8.6M |
| Bank of America Corp. | 0.00% | New | 325,445 | $8.6M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +74.0% | 300,000 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +11.6% | 294,792 | $7.7M |
| Smartleaf Asset Management LLC | 0.65% | Add +66.0% | 256,461 | $6.7M |
| Freedom Financial Partners LLC | 2.80% | Add +4.1% | 228,852 | $6.0M |
| Future You Wealth LLC | 3.77% | Add +311.1% | 224,011 | $5.9M |
| RFG Advisory, LLC | 0.15% | New | 213,248 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +111.7% | 210,300 | $5.5M |
| Cannon Wealth Management Services, LLC | 4.88% | Add +4.8% | 209,255 | $5.5M |
| &partners | 0.06% | Add +1769.0% | 201,256 | $5.3M |
| Dentgroup LLC | 3.91% | Add +64.5% | 198,212 | $5.2M |
| Smith Thornton Advisors LLC | 3.15% | Add +4.5% | 192,708 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +22.0% | 192,232 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +59.8% | 192,221 | $5.1M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -12.6% | 191,785 | $5.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.18% | Add +150.4% | 184,480 | $4.8M |
| Strategic Blueprint, LLC | 0.25% | Add +10.4% | 175,224 | $4.6M |
| VestGen Advisors, LLC | 0.21% | — | 173,408 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +4.1% | 172,441 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -1.5% | 167,850 | $4.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.37% | Add +34.2% | 160,651 | $4.2M |
| Citadel Advisors | 0.00% | Add +17.0% | 156,822 | $4.1M |
| Keystone Financial Services, LLC | 3.40% | Add +4.5% | 152,888 | $4.0M |
| Geneos Wealth Management Inc. | 0.12% | New | 137,772 | $3.6M |
| Ancora Advisors LLC | 0.08% | Reduce -6.7% | 133,046 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +43.3% | 130,240 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +8.3% | 127,656 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +40.0% | 126,434 | $3.3M |
| Capital Planning LLC | 0.93% | Add +7.1% | 125,865 | $3.3M |
| UBS Group AG | 0.00% | Add +156.8% | 121,355 | $3.2M |
| Western Wealth Management, LLC | 0.18% | Add +19.0% | 102,858 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +86.7% | 90,817 | $2.4M |
| Endeavor Private Wealth, Inc. | 1.28% | Add +21.0% | 89,496 | $2.4M |
| Lodestone Wealth Management LLC | 1.22% | Add +9.9% | 87,498 | $2.3M |
| Rothschild Investment LLC | 0.14% | Add +72.0% | 78,360 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +13.7% | 78,095 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +679.1% | 75,685 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +74.4% | 72,366 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.9% | 71,250 | $1.9M |
| Saxony Capital Management, LLC | 1.64% | Reduce -3.6% | 71,110 | $1.9M |
| Mariner, LLC | 0.00% | Add +90.0% | 70,598 | $1.9M |
| United Advisor Group, LLC | 0.38% | Add +20.9% | 70,289 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +118.3% | 70,086 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +312.9% | 68,741 | $1.8M |
| KPP Advisory Services LLC | 0.34% | Reduce -1.9% | 67,756 | $1.8M |
| CW Advisors, LLC | 0.02% | New | 66,440 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +25.8% | 65,414 | $1.7M |
| Mission Wealth Management, LP | 0.04% | New | 62,833 | $1.7M |
| Berger Financial Group, Inc | 0.11% | New | 62,311 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +61.3% | 61,378 | $1.6M |
| Meridian Wealth Management, LLC | 0.07% | No change | 58,785 | $1.5M |
| Confluence Wealth Services, Inc. | 0.10% | New | 58,383 | $1.5M |
| Wood Tarver Financial Group, LLC | 0.47% | Add +79.3% | 54,794 | $1.4M |
| Richards, Merrill & Peterson, Inc. | 0.68% | Add +11.8% | 50,075 | $1.3M |
| Merit Financial Group, LLC | 0.02% | New | 48,984 | $1.3M |
| Bill Few Associates, Inc. | 0.44% | Add +1.6% | 46,646 | $1.2M |
| Kintra Wealth, LLC | 0.80% | Add +344.2% | 45,085 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +26.0% | 45,014 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +112.1% | 42,971 | $1.1M |
| LongView Wealth Management | 0.32% | Add +27.3% | 40,829 | $1.1M |
| Synergy Investment Management, LLC | 0.44% | Add +233.0% | 39,945 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +39.9% | 35,677 | $938K |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.2% | 35,441 | $931K |
| Delta Financial Group, Inc. | 0.20% | Reduce -3.9% | 33,195 | $870K |
| Pines Wealth Management, LLC | 0.38% | Reduce -1.5% | 31,166 | $812K |
| Aurdan Capital Management, LLC | 0.30% | Add +19.3% | 30,768 | $809K |
| Sei Investments Co. | 0.00% | New | 30,607 | $804K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -2.7% | 28,897 | $759K |
| Sigma Planning Corp | 0.02% | Reduce -1.7% | 28,070 | $738K |
| CWS Financial Advisors, LLC | 0.23% | Add +63.4% | 27,961 | $735K |
| Townsquare Capital LLC | 0.01% | Reduce -54.4% | 27,365 | $719K |
| Drucker Wealth 3.0, LLC | 0.16% | Reduce -54.9% | 26,918 | $707K |
| Tempus Wealth Planning, LLC | 0.20% | Add +28.8% | 25,831 | $679K |
| Old Mission Capital LLC | 0.01% | Reduce -81.6% | 24,592 | $646K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +70.2% | 23,731 | $624K |
| AdvisorNet Financial, Inc | 0.05% | Add +5.8% | 23,618 | $621K |
| Uptick Partners, LLC | 0.21% | Reduce -15.5% | 23,458 | $616K |
| IFG Advisory, LLC | 0.03% | Add +80.3% | 22,653 | $595K |
| Prospera Financial Services Inc | 0.01% | Add +0.8% | 21,530 | $566K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -40.2% | 21,102 | $554K |
| Jacobi Capital Management LLC | 0.04% | New | 20,434 | $537K |
| AlphaCore Capital LLC | 0.04% | New | 19,549 | $514K |
| Flow Traders U.S. LLC | 0.02% | Reduce -65.3% | 19,002 | $499K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -28.0% | 18,553 | $488K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 17,638 | $464K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 17,638 | $464K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.2% | 17,423 | $458K |
| Gateway Wealth Partners, LLC | 0.10% | Add +97.4% | 16,962 | $446K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 15,614 | $410K |
| MSH Capital Advisors LLC | 0.12% | Add +15.4% | 14,417 | $379K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -12.1% | 14,290 | $376K |
| PFG Advisors | 0.02% | Add +32.9% | 14,082 | $370K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +36.9% | 14,042 | $369K |
| Comerica Bank | 0.00% | Add +62.6% | 14,016 | $368K |
| William Mack & Associates, Inc. | 0.31% | Add +37.6% | 13,899 | $365K |
| Sovran Advisors, LLC | 0.04% | New | 12,855 | $335K |
| Trilogy Capital Inc. | 0.02% | Reduce -36.0% | 12,060 | $317K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.4% | 11,605 | $305K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 11,473 | $302K |
| Full Sail Capital, LLC | 0.02% | New | 9,714 | $255K |
| Orca Wealth Management, LLC | 0.23% | Add +0.3% | 9,653 | $254K |
| Mission Financial Group, LLC | 0.23% | — | 9,582 | $252K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,541 | $251K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 9,480 | $249K |
| Rather & Kittrell, Inc. | 0.05% | Reduce -16.4% | 9,455 | $248K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,464 | $248K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -13.9% | 9,410 | $247K |
| Eq Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 9,404 | $247K |
| Kovack Advisors, Inc. | 0.02% | Reduce -2.2% | 8,679 | $228K |
| World Investment Advisors | 0.01% | New | 8,422 | $221K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 8,272 | $217K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.9% | 8,172 | $215K |
| Good Life Advisors, LLC | 0.02% | New | 8,135 | $214K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,104 | $213K |
| Hartmann Taylor Wealth Management, LLC | 0.19% | — | 7,913 | $208K |
| Creative Financial Designs Inc. | 0.01% | Add +104.6% | 6,763 | $178K |
| Financial Perspectives, Inc | 0.05% | Add +0.4% | 5,100 | $134K |
| Morgan Dempsey Capital Management LLC | 0.05% | Add +109.5% | 4,855 | $128K |
| Bank of Montreal | 0.00% | No change | 4,300 | $113K |
| Capital Analysts, LLC | 0.00% | New | 4,104 | $108K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | New | 3,744 | $98K |
| Cwm, LLC | 0.00% | New | 3,386 | $89K |
| Barrett & Company, Inc. | 0.03% | No change | 3,050 | $80K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | New | 2,076 | $55K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 2,000 | $53K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,000 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.4% | 1,705 | $45K |
| Private Trust Co. NA | 0.00% | No change | 1,700 | $45K |
| Colonial Trust Co / SC | 0.01% | No change | 1,700 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -1.4% | 1,085 | $29K |
| Arvest Investments, Inc. | 0.00% | No change | 976 | $26K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -6.8% | 885 | $23K |
| Lanark Financial, Inc. | 0.00% | — | 365 | $9K |
| Ameriflex Group, Inc. | 0.00% | Add +0.9% | 339 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 276 | $7K |
| IFP Advisors, Inc | 0.00% | Add +15.3% | 181 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 150 | $4K |
| ORG Partners LLC | 0.00% | New | 34 | $896 |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.