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 |
| Richards, Merrill & Peterson, Inc. | 0.87% | Add +16.2% | 85,903 | $2.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -69.4% | 85,817 | $2.3M |
| World Investment Advisors | 0.04% | Add +148.5% | 82,539 | $2.2M |
| TrueWealth Financial Partners | 1.80% | New | 82,263 | $2.2M |
| True Blue Financial, LLC | 1.80% | — | 82,263 | $2.2M |
| Regatta Capital Group, LLC | 0.32% | Reduce -89.5% | 79,124 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -4.4% | 78,608 | $2.1M |
| Venture Visionary Partners LLC | 0.07% | Add +203.5% | 77,989 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +1.3% | 77,235 | $2.0M |
| Hopwood Nicholas Hunter | 0.63% | — | 73,456 | $1.9M |
| Heritage Wealth Management, Inc. | 0.53% | Add +500.6% | 71,682 | $1.9M |
| CWS Financial Advisors, LLC | 0.50% | Add +124.0% | 68,892 | $1.8M |
| Wood Tarver Financial Group, LLC | 0.50% | Reduce -2.4% | 67,548 | $1.8M |
| Synergy Investment Management, LLC | 0.63% | Add +35.9% | 66,795 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +85.9% | 66,784 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +13.9% | 64,349 | $1.7M |
| Capital Planning Advisors, LLC | 0.23% | New | 64,296 | $1.7M |
| AdvisorNet Financial, Inc | 0.09% | Add +153.7% | 63,479 | $1.7M |
| Confluence Wealth Services, Inc. | 0.07% | No change | 62,433 | $1.7M |
| Richmond Investment Services, LLC | 0.28% | Add +58.3% | 60,817 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +11.3% | 60,124 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +19.8% | 58,828 | $1.6M |
| AA Financial Advisors, LLC | 0.28% | Add +41.5% | 56,876 | $1.5M |
| Clear Point Advisors Inc. | 1.14% | Add +89.3% | 55,614 | $1.5M |
| Gateway Wealth Partners, LLC | 0.16% | Add +53.8% | 54,328 | $1.4M |
| VestGen Advisors, LLC | 0.06% | Reduce -72.0% | 53,036 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 52,494 | $1.4M |
| Sun Financial Inc | 0.73% | — | 49,062 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | New | 48,276 | $1.3M |
| Bill Few Associates, Inc. | 0.31% | No change | 47,671 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +43.7% | 46,360 | $1.2M |
| Cauble & Harre Wealth Management, Inc. | 1.02% | — | 45,942 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +8.9% | 45,472 | $1.2M |
| HighPoint Advisor Group LLC | 0.03% | New | 45,402 | $1.2M |
| Blueprint Financial Advisors LLC | 0.18% | Add +31.6% | 44,289 | $1.2M |
| Blueprint Investment Partners LLC | 0.13% | Add +31.6% | 44,289 | $1.2M |
| Prosperity Financial Group, Inc. | 0.41% | New | 42,720 | $1.1M |
| Pines Wealth Management, LLC | 0.34% | Add +2.3% | 39,085 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 36,202 | $960K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.3% | 35,850 | $951K |
| Farther Finance Advisors, LLC | 0.01% | Add +543.8% | 35,413 | $939K |
| Perennial Investment Advisors, LLC | 0.07% | Add +54.5% | 35,257 | $935K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +88.0% | 34,905 | $926K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +19.3% | 34,552 | $916K |
| Sunbelt Securities, Inc. | 0.06% | Add +309.8% | 32,781 | $869K |
| Capital Management Associates, Inc | 0.19% | Add +127.2% | 32,555 | $863K |
| William Mack & Associates, Inc. | 0.40% | Add +0.8% | 32,139 | $852K |
| Aurdan Capital Management, LLC | 0.26% | Add +2.5% | 32,048 | $850K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.29% | Reduce -43.3% | 31,024 | $823K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2214.4% | 30,481 | $808K |
| Natixis Advisors, LLC | 0.00% | Add +81.5% | 30,194 | $801K |
| MSH Capital Advisors LLC | 0.17% | Add +13.7% | 29,944 | $794K |
| Jacobi Capital Management LLC | 0.04% | Add +37.6% | 29,075 | $771K |
| Comerica Bank | 0.00% | Add +39.0% | 28,989 | $769K |
| Alchemi Wealth, LLC | 0.41% | — | 28,551 | $757K |
| Birchwood Financial Partners, Inc. | 0.72% | — | 27,527 | $730K |
| Tempus Wealth Planning, LLC | 0.16% | Add +6.6% | 26,709 | $708K |
| Sittner & Nelson, LLC | 0.25% | New | 26,374 | $701K |
| Sigma Planning Corp | 0.02% | Add +2.2% | 26,063 | $691K |
| Kovack Advisors, Inc. | 0.03% | Add +218.1% | 25,843 | $685K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 24,561 | $651K |
| Eq Wealth Advisors, LLC | 0.38% | Add +10.1% | 24,439 | $648K |
| PFG Advisors | 0.03% | Add +11.5% | 23,617 | $626K |
| Clearwave Capital, LLC | 0.44% | — | 22,643 | $600K |
| NewCorp Financial Services, Inc. | 0.51% | — | 21,893 | $581K |
| Financial Perspectives, Inc | 0.15% | Add +52.7% | 21,052 | $558K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 20,399 | $541K |
| Freestate Advisors LLC | 0.44% | Add +31.0% | 20,282 | $538K |
| Exencial Wealth Advisors, LLC | 0.02% | New | 20,145 | $534K |
| Gutierrez Wealth Advisory, LLC | 0.33% | Add +1.2% | 19,795 | $525K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 19,579 | $519K |
| Koshinski Asset Management, Inc. | 0.03% | Add +100.3% | 19,203 | $509K |
| Ameriprise Financial Inc. | 0.00% | New | 18,017 | $478K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,629 | $468K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.8% | 16,564 | $439K |
| Perigon Wealth Management, LLC | 0.01% | Add +41.8% | 15,242 | $404K |
| Security Financial Services, INC. | 0.06% | Add +11.3% | 13,730 | $364K |
| Summit Global Investments | 0.02% | Add +8.7% | 13,568 | $360K |
| Keystone Financial Group | 0.03% | New | 13,301 | $353K |
| Balboa Wealth Partners | 0.06% | Add +30.9% | 13,249 | $351K |
| ORG Partners LLC | 0.06% | Add +29.2% | 13,220 | $351K |
| Private Trust Co. NA | 0.03% | Add +144.4% | 12,946 | $343K |
| IHT Wealth Management, LLC | 0.01% | Add +46.5% | 12,891 | $342K |
| Creative Financial Designs Inc. | 0.02% | Add +18.3% | 12,806 | $340K |
| Trilogy Capital Inc. | 0.01% | Add +0.3% | 12,660 | $336K |
| Oppenheimer & Co. Inc. | 0.00% | New | 12,245 | $325K |
| Compton Financial Group, LLC | 0.07% | New | 11,904 | $316K |
| Snowden Capital Advisors LLC | 0.01% | No change | 11,695 | $310K |
| Carson Advisory Inc. | 0.16% | New | 11,655 | $309K |
| Old Mission Capital LLC | 0.01% | Reduce -58.9% | 11,578 | $307K |
| Hartmann Taylor Wealth Management, LLC | 0.20% | Add +42.5% | 11,404 | $302K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +24.7% | 11,234 | $298K |
| Private Client Services, LLC | 0.09% | No change | 10,858 | $288K |
| Midwest Heritage Bank, FSB | 0.10% | New | 10,796 | $286K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 10,586 | $281K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -7.1% | 10,188 | $270K |
| Vantus Wealth LLC | 0.20% | — | 10,081 | $267K |
| Advyzon Investment Management, LLC | 0.03% | New | 10,081 | $267K |
| Lantern Wealth Advisors, LLC | 0.14% | Add +7.7% | 9,807 | $260K |
| Orca Wealth Management, LLC | 0.19% | No change | 9,766 | $258K |
| Advisory Services Network, LLC | 0.00% | No change | 9,711 | $258K |
| Brookstone Capital Management | 0.00% | Reduce -26.4% | 9,575 | $254K |
| Rather & Kittrell, Inc. | 0.04% | No change | 9,455 | $251K |
| Mgo One Seven LLC | 0.01% | New | 9,436 | $250K |
| Capital Analysts, LLC | 0.01% | Reduce -5.0% | 9,349 | $248K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,332 | $247K |
| Hunter Associates Investment Management LLC | 0.03% | No change | 9,130 | $243K |
| Titleist Asset Management, LLC | 0.02% | Add +0.8% | 9,130 | $242K |
| Peterson Wealth Advisors, LLC | 0.03% | Reduce -6.8% | 8,131 | $216K |
| Vicus Capital | 0.02% | New | 7,868 | $209K |
| Integrity Advisory Solutions, LLC | 0.03% | Reduce -2.0% | 7,782 | $206K |
| Swisher Financial Concepts, Inc. | 0.12% | Add +0.1% | 7,737 | $205K |
| Asempa Wealth Advisors | 0.17% | — | 7,601 | $202K |
| Armstrong, Fleming & Moore, Inc | 0.09% | No change | 7,595 | $201K |
| Geneos Wealth Management Inc. | 0.00% | Add +35.5% | 6,870 | $182K |
| Morgan Dempsey Capital Management LLC | 0.07% | No change | 5,622 | $149K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 5,603 | $149K |
| Bank of Montreal | 0.00% | No change | 5,300 | $141K |
| IFP Advisors, Inc | 0.00% | Add +353.5% | 4,834 | $128K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +4.8% | 4,063 | $108K |
| Fifth Third Bancorp | 0.00% | New | 3,678 | $98K |
| Barrett & Company, Inc. | 0.03% | No change | 3,050 | $81K |
| Cwm, LLC | 0.00% | Reduce -20.6% | 2,640 | $70K |
| Colonial Trust Co / SC | 0.01% | No change | 2,375 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,000 | $53K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | — | 1,636 | $43K |
| Arvest Investments, Inc. | 0.00% | No change | 976 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 848 | $22K |
| MAI Capital Management | 0.00% | New | 659 | $17K |
| WFA of San Diego, LLC | 0.01% | No change | 500 | $13K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 407 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -96.6% | 365 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 287 | $8K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 2,745 | $3K |
| CENTRAL TRUST Co | 0.00% | New | 100 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -96.4% | 90 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 79 | $2K |
| RHL Group, LLC | 0.00% | — | 50 | $1K |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.