Cap Group Core BondCGCBETF
13F holders, Q4 2025 (December 31)238holders +39
29new positions
9sold out
1famous investor
$26.52avg. 13F price*
At the end of Q4 2025, 238 institutions reported holding Cap Group Core Bond (CGCB) in their 13F filings, up 39 from Q3 2025. 29 opened new positions and 9 sold out. The largest holders were Capital International Investors ($627.2M), LPL Financial LLC ($590.3M) and Morgan Stanley ($205.6M). 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 (Q4 2025)
- CUSIP
- 14020Y508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $80.8M |
| Exits | 9 | $13.0M |
All 13F filers, Q3 2025 → Q4 2025: 27,162,852 shares bought and 8,503,139 shares sold, net +18,659,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| Capital International Investors | 0.10% | Add +24.4% | 23,650,039 | $627.2M |
| LPL Financial LLC | 0.16% | Add +30.4% | 22,259,688 | $590.3M |
| Morgan Stanley | 0.01% | Add +13.2% | 7,751,877 | $205.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +24.0% | 5,425,750 | $143.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.6% | 3,889,956 | $103.2M |
| Cetera Investment Advisers | 0.10% | Add +17.3% | 3,341,147 | $88.6M |
| Raymond James Financial Inc. | 0.02% | Add +35.7% | 3,002,360 | $79.6M |
| Wells Fargo & Company | 0.02% | Add +92.5% | 2,905,361 | $77.1M |
| Bank of America Corp. | 0.01% | Add +34.4% | 2,678,145 | $71.0M |
| Osaic Holdings, Inc. | 0.08% | Add +12.8% | 2,129,348 | $56.5M |
| Johnson Bixby & Associates, LLC | 6.72% | Add +14622.3% | 2,044,780 | $54.2M |
| Merit Financial Group, LLC | 0.43% | Add +5.2% | 2,035,628 | $54.0M |
| Sei Investments Co. | 0.05% | Add +60.1% | 1,872,505 | $49.7M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 1,707,253 | $45.3M |
| Leverty Financial Group, LLC | 10.04% | Add +1.0% | 1,581,937 | $42.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +12.9% | 1,423,012 | $37.7M |
| MML Investors Services, LLC | 0.09% | Add +18.7% | 1,329,947 | $35.3M |
| Valmark Advisers, Inc. | 0.37% | Add +22.2% | 1,127,960 | $29.9M |
| NewEdge Advisors, LLC | 0.11% | Add +28.1% | 1,102,266 | $29.2M |
| Continuum Advisory, LLC | 2.73% | Add +12.4% | 1,026,504 | $27.2M |
| Spinnaker Investment Group, LLC | 4.80% | Add +4.8% | 998,951 | $26.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +34.6% | 989,899 | $26.3M |
| Aprio Wealth Management, LLC | 1.48% | New | 969,678 | $25.7M |
| D.A. Davidson & Co. | 0.14% | Add +7.2% | 839,077 | $22.3M |
| Jones Financial Companies LLLP | 0.01% | Add +50.3% | 814,776 | $21.6M |
| Quadcap Wealth Management, LLC | 2.42% | New | 796,801 | $21.1M |
| Panoramic Capital Partners, LLC | 12.22% | Add +18.1% | 751,213 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +6.4% | 748,872 | $19.9M |
| American Financial Advisors, LLC | 2.43% | Reduce -0.4% | 710,970 | $18.9M |
| Stephens Inc. | 0.23% | Add +18.8% | 692,236 | $18.4M |
| &partners | 0.09% | Add +70.9% | 631,505 | $16.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +24.9% | 607,996 | $16.1M |
| Kintra Wealth, LLC | 2.14% | Add +590.1% | 578,823 | $15.4M |
| Private Advisor Group, LLC | 0.07% | Add +47.6% | 557,996 | $14.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +6.3% | 512,122 | $13.6M |
| Cannon Financial Strategists, Inc. | 1.88% | Add +2.6% | 509,554 | $13.5M |
| BIP Wealth, LLC | 0.48% | New | 508,681 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +18.8% | 483,497 | $12.8M |
| Visionary Wealth Advisors | 0.54% | Add +2.0% | 453,583 | $12.0M |
| Greenbush Financial Group, LLC | 3.98% | Add +14.4% | 440,814 | $11.7M |
| J. Derek Lewis & Associates Inc. | 2.38% | — | 382,991 | $10.2M |
| Sovran Advisors, LLC | 0.83% | Add +12.4% | 367,885 | $9.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +102.0% | 354,966 | $9.4M |
| NerdWallet Wealth Partners, LLC | 4.13% | Add +20.9% | 347,118 | $9.2M |
| UBS Group AG | 0.00% | Add +63.5% | 344,151 | $9.1M |
| Smartleaf Asset Management LLC | 0.33% | Reduce -7.1% | 324,724 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.3% | 316,058 | $8.4M |
| Werba Rubin Papier Wealth Management | 2.14% | Add +1.6% | 298,429 | $7.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.77% | Add +45.9% | 297,636 | $7.9M |
| Kingsview Wealth Management, LLC | 0.11% | Add +10.2% | 294,911 | $7.8M |
| Global Retirement Partners, LLC | 0.14% | Add +65.2% | 289,676 | $7.7M |
| RFG Advisory, LLC | 0.14% | Add +9.7% | 276,293 | $7.3M |
| Freedom Financial Partners LLC | 2.44% | Add +2.9% | 252,509 | $6.7M |
| Cannon Wealth Management Services, LLC | 4.72% | Add +12.4% | 252,216 | $6.7M |
| Tsfg, LLC | 0.97% | Reduce -8.4% | 245,362 | $6.5M |
| Smith Thornton Advisors LLC | 2.98% | Add +3.2% | 220,793 | $5.9M |
| Harbour Investments, Inc. | 0.12% | Add +133.9% | 219,502 | $5.8M |
| Uptick Partners, LLC | 1.21% | Add +248.8% | 214,333 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +31.3% | 208,343 | $5.5M |
| Sunpointe, LLC | 1.77% | Add +142.8% | 200,827 | $5.3M |
| Timmons Wealth Management, LLC | 5.20% | — | 199,343 | $5.3M |
| Mosaic Family Wealth Partners, LLC | 0.55% | New | 190,429 | $5.1M |
| Benjamin Edwards Inc. | 0.06% | Add +51.0% | 189,658 | $5.0M |
| Boyer Financial Services, Inc. | 5.29% | — | 188,231 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +17.0% | 183,483 | $4.9M |
| Vigil Wealth Management, LLC | 3.91% | — | 177,325 | $4.7M |
| Keystone Financial Services, LLC | 3.15% | Add +2.4% | 174,665 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +10.1% | 167,404 | $4.4M |
| Advance Capital Management, Inc. | 0.18% | Reduce -97.7% | 158,731 | $4.2M |
| Dentgroup LLC | 2.88% | Reduce -5.1% | 158,371 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +95.3% | 155,925 | $4.1M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +42.2% | 150,009 | $4.0M |
| Apollon Wealth Management, LLC | 0.07% | Add +0.8% | 148,221 | $3.9M |
| Mariner, LLC | 0.00% | Add +23.5% | 147,647 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.4% | 146,111 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +6.8% | 143,328 | $3.8M |
| Mission Wealth Management, LP | 0.07% | Add +96.0% | 136,954 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -31.8% | 135,199 | $3.6M |
| Endeavor Private Wealth, Inc. | 1.01% | Add +5.8% | 133,278 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +20.0% | 130,989 | $3.5M |
| Fiduciary Alliance LLC | 0.23% | Add +4.8% | 129,814 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -37.7% | 124,474 | $3.3M |
| Western Wealth Management, LLC | 0.15% | Add +4.8% | 121,364 | $3.2M |
| Saxony Capital Management, LLC | 1.97% | Add +49.6% | 121,302 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +163.7% | 121,015 | $3.2M |
| Ancora Advisors LLC | 0.07% | Reduce -0.6% | 118,842 | $3.2M |
| COFG Advisors, LLC | 0.76% | — | 115,714 | $3.1M |
| InTrack Investment Management Inc | 1.66% | Add +34.5% | 111,737 | $3.0M |
| Rothschild Investment LLC | 0.16% | Add +0.3% | 107,747 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Add +1.7% | 106,618 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +39.5% | 104,355 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +43.8% | 101,488 | $2.7M |
| Merited Wealth, LLC | 2.48% | — | 100,711 | $2.7M |
| Meridian Wealth Management, LLC | 0.09% | Add +41.3% | 98,958 | $2.6M |
| Berger Financial Group, Inc | 0.15% | Add +15.3% | 97,535 | $2.6M |
| United Advisor Group, LLC | 0.32% | Add +4.0% | 95,247 | $2.5M |
| LongView Wealth Management | 0.59% | Add +18.6% | 92,723 | $2.5M |
| Lodestone Wealth Management LLC | 0.98% | Add +2.5% | 90,615 | $2.4M |
| Saiph Capital, LLC | 0.85% | Add +11.4% | 89,339 | $2.4M |
| KPP Advisory Services LLC | 0.33% | Add +16.1% | 86,629 | $2.3M |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.