Cap Group Core BondCGCBETF
13F holders, Q2 2025 (June 30)185holders +19
30new positions
11sold out
$26.30avg. 13F price*
At the end of Q2 2025, 185 institutions reported holding Cap Group Core Bond (CGCB) in their 13F filings, up 19 from Q1 2025. 30 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($323.4M), Advance Capital Management, Inc. ($302.9M) and Capital International Investors ($259.9M).
- Company
- Cap Group Core Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2025)
- CUSIP
- 14020Y508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $44.4M |
| Exits | 11 | $11.1M |
All 13F filers, Q1 2025 → Q2 2025: 15,727,347 shares bought and 987,131 shares sold, net +14,740,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| LPL Financial LLC | 0.11% | Add +31.1% | 12,296,282 | $323.4M |
| Advance Capital Management, Inc. | 13.73% | Add +6.9% | 11,517,435 | $302.9M |
| Capital International Investors | 0.04% | Add +27.7% | 9,883,029 | $259.9M |
| Morgan Stanley | 0.01% | Add +8.3% | 6,013,104 | $158.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +28.0% | 3,576,899 | $94.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +32.0% | 3,504,539 | $92.2M |
| Raymond James Financial Inc. | 0.02% | Add +35.5% | 2,153,628 | $56.6M |
| Cetera Investment Advisers | 0.07% | Add +36.8% | 1,549,123 | $40.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -0.8% | 1,504,689 | $39.6M |
| Leverty Financial Group, LLC | 11.21% | Add +5.2% | 1,427,371 | $37.5M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 1,287,571 | $33.9M |
| Stifel Financial Corp. | 0.03% | Add +0.3% | 1,268,037 | $33.3M |
| Bank of America Corp. | 0.00% | Add +269.8% | 1,203,357 | $31.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +7.9% | 1,192,570 | $31.4M |
| MML Investors Services, LLC | 0.08% | Add +50.4% | 1,044,671 | $27.5M |
| American Financial Advisors, LLC | 3.23% | Reduce -2.9% | 878,099 | $23.1M |
| Valmark Advisers, Inc. | 0.32% | Add +2.4% | 876,546 | $23.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +33.5% | 796,700 | $21.0M |
| Spinnaker Investment Group, LLC | 4.78% | Add +10.8% | 773,624 | $20.3M |
| Continuum Advisory, LLC | 2.35% | Add +11.8% | 742,923 | $19.5M |
| Regatta Capital Group, LLC | 3.24% | Add +1.8% | 718,467 | $18.9M |
| Captrust Financial Advisors | 0.04% | Add +77.5% | 658,661 | $17.3M |
| Jane Street Group, LLC | 0.03% | Add +82.7% | 639,046 | $16.8M |
| Stephens Inc. | 0.21% | Add +7.8% | 584,325 | $15.4M |
| Panoramic Capital Partners, LLC | 10.66% | New | 586,898 | $15.4M |
| D.A. Davidson & Co. | 0.11% | Reduce -31.1% | 580,897 | $15.3M |
| Sei Investments Co. | 0.02% | Add +1552.3% | 505,722 | $13.3M |
| Cannon Financial Strategists, Inc. | 1.93% | Add +1.0% | 464,593 | $12.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -7.5% | 406,758 | $10.7M |
| Geneos Wealth Management Inc. | 0.24% | Add +173.4% | 376,695 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.3% | 356,869 | $9.3M |
| Greenbush Financial Group, LLC | 4.03% | Add +7.3% | 351,514 | $9.2M |
| Jones Financial Companies LLLP | 0.01% | Add +65.2% | 347,328 | $9.1M |
| Creekmur Asset Management LLC | 1.60% | New | 344,870 | $9.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +14.9% | 338,811 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +217401.3% | 326,252 | $8.6M |
| &partners | 0.06% | Add +40.3% | 282,268 | $7.4M |
| Smartleaf Asset Management LLC | 0.65% | Add +10.1% | 282,228 | $7.4M |
| Sovran Advisors, LLC | 0.75% | Add +2040.5% | 275,159 | $7.2M |
| Tsfg, LLC | 1.22% | New | 257,051 | $6.8M |
| Future You Wealth LLC | 3.65% | Add +14.0% | 255,289 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -16.0% | 251,920 | $6.6M |
| Independent Financial Group, LLC | 0.18% | Add +235.9% | 243,099 | $6.4M |
| Kingsview Wealth Management, LLC | 0.10% | Add +22.9% | 235,612 | $6.2M |
| Freedom Financial Partners LLC | 2.58% | Add +1.8% | 232,886 | $6.1M |
| Cannon Wealth Management Services, LLC | 4.63% | Add +3.0% | 215,420 | $5.7M |
| Dentgroup LLC | 3.91% | Add +8.1% | 214,207 | $5.6M |
| Strategic Blueprint, LLC | 0.27% | Add +19.9% | 210,070 | $5.5M |
| RFG Advisory, LLC | 0.13% | Reduce -2.2% | 208,523 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 197,988 | $5.2M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +13.6% | 195,948 | $5.2M |
| Smith Thornton Advisors LLC | 2.91% | Reduce -0.0% | 192,687 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 189,609 | $5.0M |
| VestGen Advisors, LLC | 0.20% | Add +8.5% | 188,202 | $4.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.29% | Add +7.1% | 172,022 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +31.3% | 170,961 | $4.5M |
| Keystone Financial Services, LLC | 3.24% | Add +6.1% | 162,251 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -5.8% | 158,200 | $4.2M |
| UBS Group AG | 0.00% | Add +13.4% | 137,621 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +2.2% | 130,444 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Add +41.9% | 128,855 | $3.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.35% | Reduce -30.3% | 128,648 | $3.4M |
| Fiduciary Alliance LLC | 0.24% | New | 122,871 | $3.2M |
| Ancora Advisors LLC | 0.07% | Reduce -8.9% | 121,231 | $3.2M |
| Merit Financial Group, LLC | 0.03% | Add +135.2% | 115,220 | $3.0M |
| Endeavor Private Wealth, Inc. | 1.42% | Add +27.6% | 114,217 | $3.0M |
| Western Wealth Management, LLC | 0.17% | Add +4.3% | 107,262 | $2.8M |
| Mutual Advisors, LLC | 0.07% | Add +32.0% | 103,067 | $2.7M |
| Rothschild Investment LLC | 0.16% | Add +26.6% | 99,188 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +38.1% | 98,394 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -23.0% | 97,364 | $2.6M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +36.3% | 89,177 | $2.3M |
| Lodestone Wealth Management LLC | 1.11% | Reduce -0.5% | 87,073 | $2.3M |
| United Advisor Group, LLC | 0.39% | Add +22.2% | 85,895 | $2.3M |
| InTrack Investment Management Inc | 1.50% | New | 85,025 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | — | 82,963 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +11.9% | 76,923 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +24.3% | 76,292 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Add +8.3% | 75,910 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 75,595 | $2.0M |
| Kintra Wealth, LLC | 1.16% | Add +62.0% | 73,025 | $1.9M |
| Saxony Capital Management, LLC | 1.47% | Add +2.3% | 72,711 | $1.9M |
| Berger Financial Group, Inc | 0.12% | Add +14.7% | 71,444 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +5.6% | 70,156 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -3.8% | 67,940 | $1.8M |
| Wood Tarver Financial Group, LLC | 0.54% | Add +23.4% | 67,610 | $1.8M |
| Richards, Merrill & Peterson, Inc. | 0.83% | Add +33.2% | 66,720 | $1.8M |
| KPP Advisory Services LLC | 0.28% | Reduce -3.5% | 65,349 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Add +2.1% | 64,183 | $1.7M |
| Confluence Wealth Services, Inc. | 0.09% | Add +6.8% | 62,377 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +35.9% | 61,167 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -3.2% | 56,897 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +480.3% | 55,369 | $1.5M |
| LongView Wealth Management | 0.42% | Add +30.1% | 53,120 | $1.4M |
| Bill Few Associates, Inc. | 0.35% | Add +0.9% | 47,071 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +32.0% | 46,793 | $1.2M |
| IFG Advisory, LLC | 0.06% | Add +91.2% | 43,320 | $1.1M |
| Uptick Partners, LLC | 0.32% | Add +80.4% | 42,325 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +13.5% | 40,497 | $1.1M |
| HighTower Advisors, LLC | 0.00% | New | 37,981 | $999K |
| Pines Wealth Management, LLC | 0.34% | Add +18.8% | 37,032 | $969K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +18.1% | 34,112 | $897K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +83.2% | 32,320 | $850K |
| Aurdan Capital Management, LLC | 0.28% | Add +0.1% | 30,786 | $810K |
| Prospera Financial Services Inc | 0.01% | Add +40.9% | 30,329 | $798K |
| Janney Montgomery Scott LLC | 0.00% | Add +74.0% | 30,315 | $797K |
| William Mack & Associates, Inc. | 0.51% | Add +117.6% | 30,244 | $795K |
| CWS Financial Advisors, LLC | 0.23% | Add +8.0% | 30,204 | $794K |
| Apollon Wealth Management, LLC | 0.01% | New | 28,298 | $744K |
| Sigma Planning Corp | 0.02% | Reduce 0.0% | 28,069 | $738K |
| Tempus Wealth Planning, LLC | 0.17% | Add +2.9% | 26,583 | $699K |
| AdvisorNet Financial, Inc | 0.04% | Add +9.6% | 25,878 | $681K |
| AA Financial Advisors, LLC | 0.14% | New | 24,616 | $647K |
| Richmond Investment Services, LLC | 0.14% | New | 24,508 | $645K |
| M Holdings Securities, Inc. | 0.11% | New | 24,124 | $632K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.0% | 23,496 | $618K |
| Gateway Wealth Partners, LLC | 0.11% | Add +31.1% | 22,246 | $585K |
| Brookstone Capital Management | 0.01% | Reduce -50.2% | 21,382 | $562K |
| Jacobi Capital Management LLC | 0.04% | Add +2.3% | 20,904 | $550K |
| Perennial Investment Advisors, LLC | 0.05% | Add +12.4% | 20,855 | $548K |
| AlphaCore Capital LLC | 0.02% | Add +0.1% | 19,558 | $514K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +20.6% | 18,827 | $495K |
| World Investment Advisors | 0.01% | Add +118.4% | 18,393 | $484K |
| MSH Capital Advisors LLC | 0.14% | Add +24.5% | 17,947 | $472K |
| Comerica Bank | 0.00% | Add +22.0% | 17,099 | $450K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -21.9% | 16,488 | $434K |
| Harbor Investment Advisory, LLC | 0.04% | Add +13.5% | 16,213 | $426K |
| Creative Financial Designs Inc. | 0.03% | Add +116.4% | 14,635 | $385K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.4% | 14,094 | $371K |
| Sunpointe, LLC | 0.14% | New | 13,764 | $362K |
| PFG Advisors | 0.02% | Reduce -7.9% | 12,967 | $341K |
| Freestate Advisors LLC | 0.30% | New | 12,913 | $340K |
| Hartmann Taylor Wealth Management, LLC | 0.27% | Add +58.5% | 12,546 | $330K |
| Ameritas Advisory Services, LLC | 0.02% | Add +32.3% | 12,516 | $329K |
| Trilogy Capital Inc. | 0.02% | No change | 12,060 | $317K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 11,695 | $308K |
| Venture Visionary Partners LLC | 0.01% | New | 11,434 | $301K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 11,497 | $300K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +17.7% | 11,161 | $294K |
| Eq Wealth Advisors, LLC | 0.20% | Add +18.4% | 11,138 | $293K |
| Madison Wealth Partners, Inc | 0.06% | New | 10,971 | $289K |
| OneDigital Investment Advisors LLC | 0.00% | Add +32.7% | 10,847 | $285K |
| Sunbelt Securities, Inc. | 0.02% | Add +16.1% | 10,927 | $282K |
| Balboa Wealth Partners | 0.05% | New | 10,047 | $264K |
| Capital Analysts, LLC | 0.01% | Add +139.1% | 9,813 | $258K |
| Orca Wealth Management, LLC | 0.22% | Add +0.8% | 9,735 | $256K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,731 | $256K |
| Rather & Kittrell, Inc. | 0.05% | No change | 9,455 | $249K |
| Assetmark, Inc. | 0.00% | New | 9,359 | $246K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 9,243 | $243K |
| Titleist Asset Management, LLC | 0.02% | New | 9,000 | $237K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +422.9% | 8,915 | $234K |
| Hunter Associates Investment Management LLC | 0.03% | New | 8,730 | $231K |
| IHT Wealth Management, LLC | 0.01% | New | 8,707 | $229K |
| Lantern Wealth Advisors, LLC | 0.14% | — | 8,679 | $228K |
| Herold Advisors, Inc. | 0.05% | New | 8,679 | $228K |
| Old Mission Capital LLC | 0.01% | Reduce -64.8% | 8,647 | $227K |
| Summit Global Investments | 0.01% | New | 8,273 | $218K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 8,272 | $218K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.7% | 8,157 | $215K |
| Silverlake Wealth Management LLC | 0.06% | New | 7,909 | $208K |
| XTX Topco Ltd | 0.01% | New | 7,724 | $203K |
| Peterson Wealth Advisors, LLC | 0.03% | New | 7,614 | $200K |
| ORG Partners LLC | 0.04% | Add +19955.9% | 6,819 | $179K |
| Financial Perspectives, Inc | 0.05% | Add +17.7% | 6,004 | $158K |
| Morgan Dempsey Capital Management LLC | 0.06% | Add +15.8% | 5,622 | $148K |
| Bank of Montreal | 0.00% | Add +23.3% | 5,300 | $139K |
| Cwm, LLC | 0.00% | Add +30.4% | 4,417 | $116K |
| Private Trust Co. NA | 0.01% | Add +133.2% | 3,964 | $104K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +5.6% | 3,952 | $104K |
| Barrett & Company, Inc. | 0.03% | No change | 3,050 | $80K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +18.8% | 2,466 | $65K |
| Colonial Trust Co / SC | 0.01% | Add +39.7% | 2,375 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2,000 | $53K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,000 | $53K |
| Principal Securities, Inc. | 0.00% | New | 1,264 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,085 | $29K |
| Arvest Investments, Inc. | 0.00% | No change | 976 | $26K |
| WFA of San Diego, LLC | 0.01% | — | 500 | $13K |
| Arax Advisory Partners | 0.00% | New | 392 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 365 | $9K |
| Ameriflex Group, Inc. | 0.00% | Add +0.3% | 340 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 308 | $8K |
| IFP Advisors, Inc | 0.00% | Add +2.8% | 186 | $5K |
| Rossby Financial, LCC | 0.00% | New | 161 | $4K |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.