Cap Group Core BondCGCBETF
13F holders, Q1 2026 (March 31)253holders +15
33new positions
12sold out
2famous investors
$26.26avg. 13F price*
At the end of Q1 2026, 253 institutions reported holding Cap Group Core Bond (CGCB) in their 13F filings, up 15 from Q4 2025. 33 opened new positions and 12 sold out. The largest holders were Capital International Investors ($784.1M), LPL Financial LLC ($746.3M) and Morgan Stanley ($237.1M). 2 famous investors held it, including 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 (Q1 2026)
- CUSIP
- 14020Y508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $74.1M |
| Exits | 12 | $9.1M |
All 13F filers, Q4 2025 → Q1 2026: 36,899,307 shares bought and 892,178 shares sold, net +36,007,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Capital International Investors | 0.18% | Add +26.3% | 29,857,209 | $784.1M |
| LPL Financial LLC | 0.20% | Add +27.7% | 28,419,125 | $746.3M |
| Morgan Stanley | 0.01% | Add +16.5% | 9,028,917 | $237.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +26.8% | 6,880,441 | $180.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +38.2% | 5,374,335 | $141.1M |
| Wells Fargo & Company | 0.02% | Add +49.7% | 4,348,557 | $114.2M |
| Raymond James Financial Inc. | 0.03% | Add +33.0% | 3,994,716 | $104.9M |
| Cetera Investment Advisers | 0.11% | Add +17.7% | 3,932,344 | $103.3M |
| Bank of America Corp. | 0.01% | Add +36.1% | 3,646,178 | $95.7M |
| Benjamin Edwards Inc. | 0.76% | Add +1428.1% | 2,898,079 | $76.1M |
| Sei Investments Co. | 0.06% | Add +33.6% | 2,501,744 | $65.7M |
| Johnson Bixby & Associates, LLC | 7.11% | Add +6.8% | 2,184,031 | $57.4M |
| Merit Financial Group, LLC | 0.41% | Add +3.5% | 2,107,722 | $55.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -2.9% | 2,067,153 | $54.3M |
| Valmark Advisers, Inc. | 0.64% | Add +82.5% | 2,058,831 | $54.1M |
| Royal Bank of Canada | 0.01% | Add +11.8% | 1,908,053 | $50.1M |
| Leverty Financial Group, LLC | 9.80% | Add +6.6% | 1,686,527 | $44.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +12.1% | 1,594,463 | $41.9M |
| MML Investors Services, LLC | 0.11% | Add +18.1% | 1,570,255 | $41.2M |
| Captrust Financial Advisors | 0.07% | Add +98.6% | 1,487,279 | $39.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +30.5% | 1,291,454 | $33.9M |
| Jones Financial Companies LLLP | 0.02% | Add +52.0% | 1,238,692 | $32.4M |
| NewEdge Advisors, LLC | 0.11% | Add +6.6% | 1,175,481 | $30.9M |
| Kintra Wealth, LLC | 2.16% | Add +100.9% | 1,162,985 | $30.5M |
| Continuum Advisory, LLC | 2.79% | Add +8.0% | 1,108,814 | $29.1M |
| Spinnaker Investment Group, LLC | 5.18% | Reduce -3.1% | 968,120 | $25.4M |
| Aprio Wealth Management, LLC | 1.37% | Reduce -1.8% | 952,111 | $25.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +54.6% | 940,081 | $24.7M |
| Independent Advisor Alliance | 0.26% | New | 918,362 | $24.1M |
| Quadcap Wealth Management, LLC | 2.70% | Add +13.1% | 900,863 | $23.7M |
| D.A. Davidson & Co. | 0.13% | Reduce -0.6% | 833,751 | $21.9M |
| Panoramic Capital Partners, LLC | 13.38% | Add +10.1% | 827,135 | $21.7M |
| Stephens Inc. | 0.24% | Add +5.9% | 733,059 | $19.3M |
| &partners | 0.09% | Add +15.6% | 730,014 | $19.2M |
| Cannon Financial Strategists, Inc. | 2.42% | Add +37.8% | 702,136 | $18.4M |
| American Financial Advisors, LLC | 2.42% | Reduce -2.7% | 691,505 | $18.2M |
| AdvisorNet Financial, Inc | 0.92% | Add +968.9% | 678,524 | $17.8M |
| Royal Harbor Partners, LLC | 5.87% | New | 660,777 | $17.4M |
| BIP Wealth, LLC | 0.69% | Add +26.5% | 643,490 | $16.9M |
| Stifel Financial Corp. | 0.01% | Add +23.8% | 598,753 | $15.7M |
| Private Advisor Group, LLC | 0.07% | Add +7.1% | 597,594 | $15.7M |
| Mariner, LLC | 0.02% | Add +285.4% | 569,093 | $14.9M |
| Clear Trail Advisors, LLC | 2.46% | New | 562,285 | $14.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +4.5% | 535,389 | $14.1M |
| Greenbush Financial Group, LLC | 4.61% | Add +20.4% | 530,742 | $13.9M |
| NerdWallet Wealth Partners, LLC | 5.76% | Add +44.8% | 502,744 | $13.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +51.2% | 477,772 | $12.5M |
| Visionary Wealth Advisors | 0.55% | Add +5.0% | 476,018 | $12.5M |
| J. Derek Lewis & Associates Inc. | 2.71% | Add +19.8% | 458,658 | $12.0M |
| UBS Group AG | 0.00% | Add +25.4% | 431,544 | $11.3M |
| Truist Financial Corp. | 0.01% | Add +312.2% | 418,327 | $11.0M |
| Sovran Advisors, LLC | 0.82% | Add +7.9% | 396,846 | $10.4M |
| Kingsview Wealth Management, LLC | 0.13% | Add +24.0% | 365,671 | $9.6M |
| Harbour Investments, Inc. | 0.14% | Add +61.2% | 353,801 | $9.3M |
| Smartleaf Asset Management LLC | 0.33% | Add +6.5% | 345,851 | $9.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.35% | Add +14.2% | 339,891 | $8.9M |
| Compton Financial Group, LLC | 1.95% | Add +2718.2% | 335,482 | $8.8M |
| RFG Advisory, LLC | 0.14% | Add +4.0% | 287,416 | $7.5M |
| Werba Rubin Papier Wealth Management | 1.04% | Reduce -4.5% | 284,934 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +82.0% | 283,729 | $7.5M |
| Citadel Advisors | 0.01% | Add +127.3% | 282,886 | $7.4M |
| Uptick Partners, LLC | 1.44% | Add +28.6% | 275,570 | $7.2M |
| Gateway Wealth Partners, LLC | 0.27% | Add +391.1% | 266,799 | $7.0M |
| Freedom Financial Partners LLC | 2.49% | Add +5.5% | 266,344 | $7.0M |
| Clarity Asset Management, Inc. | 3.51% | New | 264,049 | $6.9M |
| Cannon Wealth Management Services, LLC | 4.65% | Add +3.8% | 261,907 | $6.9M |
| Mosaic Family Wealth Partners, LLC | 0.70% | Add +37.4% | 261,568 | $6.9M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +639.2% | 258,003 | $6.8M |
| Timmons Wealth Management, LLC | 6.37% | Add +28.4% | 255,864 | $6.7M |
| Tsfg, LLC | 0.99% | Add +1.8% | 249,738 | $6.6M |
| Sunpointe, LLC | 1.93% | Add +11.6% | 224,099 | $5.9M |
| Smith Thornton Advisors LLC | 2.95% | Add +1.0% | 222,951 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.3% | 219,419 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +497.9% | 216,438 | $5.7M |
| Apollon Wealth Management, LLC | 0.09% | Add +45.3% | 215,320 | $5.7M |
| Boyer Financial Services, Inc. | 5.39% | Add +2.9% | 193,633 | $5.1M |
| Vigil Wealth Management, LLC | 4.07% | Add +8.2% | 191,859 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -46.8% | 188,727 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +10.6% | 185,119 | $4.9M |
| Keystone Financial Services, LLC | 3.12% | Add +1.2% | 176,721 | $4.6M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -4.0% | 176,099 | $4.6M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +9.6% | 164,400 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +13.2% | 162,283 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 147,692 | $3.9M |
| Endeavor Private Wealth, Inc. | 1.11% | Add +10.5% | 147,259 | $3.9M |
| Advance Capital Management, Inc. | 0.15% | Reduce -7.8% | 146,277 | $3.8M |
| COFG Advisors, LLC | 0.95% | Add +26.4% | 146,211 | $3.8M |
| Mission Wealth Management, LP | 0.08% | Add +5.2% | 144,073 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.0% | 137,878 | $3.6M |
| Fiduciary Alliance LLC | 0.22% | Add +4.9% | 136,146 | $3.6M |
| InTrack Investment Management Inc | 2.04% | Add +22.3% | 136,634 | $3.6M |
| Western Wealth Management, LLC | 0.14% | Add +11.5% | 135,369 | $3.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +24.4% | 129,808 | $3.4M |
| Saxony Capital Management, LLC | 1.97% | Add +6.4% | 129,063 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +63.1% | 128,213 | $3.4M |
| Rothschild Investment LLC | 0.17% | Add +16.9% | 125,976 | $3.3M |
| HighPoint Advisor Group LLC | 0.14% | Add +174.5% | 124,632 | $3.3M |
| Eq Wealth Advisors, LLC | 1.90% | Add +407.1% | 123,931 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -9.8% | 118,164 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.5% | 111,880 | $2.9M |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.