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 |
| Mutual Advisors, LLC | 0.06% | Add +0.1% | 106,724 | $2.8M |
| Ancora Advisors LLC | 0.06% | Reduce -13.2% | 103,133 | $2.7M |
| Berger Financial Group, Inc | 0.15% | Add +3.0% | 100,430 | $2.6M |
| United Advisor Group, LLC | 0.33% | Add +5.2% | 100,192 | $2.6M |
| World Investment Advisors | 0.04% | Add +20.4% | 99,393 | $2.6M |
| Merited Wealth, LLC | 2.16% | Reduce -1.7% | 99,030 | $2.6M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -0.1% | 98,832 | $2.6M |
| True Blue Financial, LLC | 2.04% | Add +19.6% | 98,401 | $2.6M |
| LongView Wealth Management | 0.64% | Add +3.5% | 96,002 | $2.5M |
| Independent Financial Group, LLC | 0.05% | Add +7.7% | 92,440 | $2.4M |
| Lodestone Wealth Management LLC | 0.95% | Add +0.6% | 91,110 | $2.4M |
| Richards, Merrill & Peterson, Inc. | 0.87% | Add +5.7% | 90,763 | $2.4M |
| Sittner & Nelson, LLC | 0.87% | Add +242.6% | 90,357 | $2.4M |
| Assetmark, Inc. | 0.00% | Add +35.2% | 90,311 | $2.4M |
| KPP Advisory Services LLC | 0.34% | Add +3.1% | 89,277 | $2.3M |
| Heritage Wealth Management, Inc. | 1.16% | Add +24.4% | 89,185 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Add +94.3% | 88,346 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +190.8% | 87,801 | $2.3M |
| Saiph Capital, LLC | 0.87% | Reduce -1.8% | 87,706 | $2.3M |
| Venture Visionary Partners LLC | 0.07% | Add +8.3% | 84,425 | $2.2M |
| Old Mission Capital LLC | 0.05% | Add +610.1% | 82,220 | $2.2M |
| Capital Planning Advisors, LLC | 0.31% | Add +25.5% | 80,713 | $2.1M |
| Hopwood Nicholas Hunter | 0.64% | Add +3.8% | 76,245 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +16.5% | 74,989 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +22.0% | 71,763 | $1.9M |
| CWS Financial Advisors, LLC | 0.48% | Add +2.9% | 70,914 | $1.9M |
| Richmond Investment Services, LLC | 0.30% | Add +14.9% | 69,905 | $1.8M |
| Wood Tarver Financial Group, LLC | 0.50% | Add +2.7% | 69,373 | $1.8M |
| Synergy Investment Management, LLC | 0.59% | Add +3.2% | 68,945 | $1.8M |
| Diversify Wealth Management, LLC | 0.03% | New | 65,937 | $1.7M |
| Regatta Capital Group, LLC | 0.25% | Reduce -19.4% | 63,738 | $1.7M |
| Confluence Wealth Services, Inc. | 0.06% | Add +1.4% | 63,278 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +27.7% | 59,209 | $1.6M |
| Cauble & Harre Wealth Management, Inc. | 1.17% | Add +22.3% | 56,185 | $1.5M |
| Blueprint Financial Advisors LLC | 0.21% | Add +19.8% | 53,049 | $1.4M |
| Blueprint Investment Partners LLC | 0.14% | Add +19.8% | 53,049 | $1.4M |
| Garrison Point Advisors, LLC | 0.63% | New | 52,761 | $1.4M |
| AA Financial Advisors, LLC | 0.19% | Reduce -7.8% | 52,424 | $1.4M |
| Prosperity Financial Group, Inc. | 0.51% | Add +22.2% | 52,219 | $1.4M |
| Accretive Wealth Partners, LLC | 0.38% | New | 51,827 | $1.4M |
| Sunbelt Securities, Inc. | 0.08% | Add +53.0% | 50,146 | $1.3M |
| Sun Financial Inc | 0.66% | Add +1.9% | 50,006 | $1.3M |
| Bill Few Associates, Inc. | 0.31% | Add +4.2% | 49,676 | $1.3M |
| Pines Wealth Management, LLC | 0.39% | Add +16.6% | 45,582 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Add +48.8% | 45,360 | $1.2M |
| Perennial Investment Advisors, LLC | 0.09% | Add +18.1% | 41,642 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +19.6% | 41,343 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 40,430 | $1.1M |
| Alchemi Wealth, LLC | 0.54% | Add +29.5% | 36,972 | $971K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.9% | 36,174 | $950K |
| Capital Management Associates, Inc | 0.21% | Add +10.3% | 35,892 | $943K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.4% | 35,270 | $927K |
| Fifth Third Bancorp | 0.00% | Add +854.6% | 35,109 | $922K |
| Stewardship Concepts Financial Services LLC | 0.72% | New | 34,879 | $916K |
| Aurdan Capital Management, LLC | 0.26% | Add +4.7% | 33,560 | $881K |
| Birchwood Financial Partners, Inc. | 0.77% | Add +10.5% | 30,428 | $799K |
| Keystone Financial Group | 0.05% | Add +125.7% | 30,023 | $788K |
| MSH Capital Advisors LLC | 0.17% | Add +0.1% | 29,970 | $787K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.8% | 28,834 | $757K |
| Tempus Wealth Planning, LLC | 0.16% | Add +2.1% | 27,283 | $716K |
| Flow Traders U.S. LLC | 0.02% | Reduce -48.5% | 27,037 | $710K |
| Gutierrez Wealth Advisory, LLC | 0.44% | Add +36.0% | 26,915 | $707K |
| PFG Advisors | 0.03% | Add +13.3% | 26,756 | $703K |
| Sigma Planning Corp | 0.02% | Add +1.4% | 26,429 | $694K |
| Lantern Wealth Advisors, LLC | 0.35% | Add +168.0% | 26,281 | $690K |
| Harbor Investment Advisory, LLC | 0.05% | Add +28.6% | 26,233 | $689K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.8% | 25,118 | $660K |
| Koshinski Asset Management, Inc. | 0.04% | Add +29.9% | 24,955 | $655K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.4% | 24,665 | $648K |
| Evergreen Wealth Partners LLC | 0.47% | New | 23,574 | $619K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +15.7% | 23,316 | $612K |
| NewCorp Financial Services, Inc. | 0.53% | Add +5.4% | 23,073 | $606K |
| Perigon Wealth Management, LLC | 0.01% | Add +51.1% | 23,032 | $605K |
| Clearwave Capital, LLC | 0.41% | Add +0.6% | 22,775 | $598K |
| Financial Perspectives, Inc | 0.16% | Add +4.2% | 21,944 | $576K |
| Renaissance Technologies | 0.00% | New | 21,800 | $572K |
| Freestate Advisors LLC | 0.43% | Add +0.5% | 20,373 | $535K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +20.6% | 19,985 | $525K |
| Advisory Services Network, LLC | 0.01% | Add +93.3% | 18,767 | $493K |
| Carson Advisory Inc. | 0.25% | Add +59.7% | 18,608 | $489K |
| Bank of New York Mellon Corp | 0.00% | New | 17,560 | $461K |
| Security Financial Services, INC. | 0.07% | Add +21.3% | 16,651 | $437K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.3% | 16,518 | $434K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Reduce -47.6% | 16,259 | $427K |
| Private Trust Co. NA | 0.04% | Add +23.2% | 15,955 | $419K |
| IHT Wealth Management, LLC | 0.01% | Add +23.6% | 15,929 | $418K |
| Mgo One Seven LLC | 0.01% | Add +63.6% | 15,436 | $405K |
| Hartmann Taylor Wealth Management, LLC | 0.27% | Add +35.1% | 15,404 | $405K |
| Hunter Associates Investment Management LLC | 0.05% | Add +59.7% | 14,580 | $384K |
| Summit Global Investments | 0.02% | Add +4.2% | 14,133 | $371K |
| Capital Analysts, LLC | 0.01% | Add +50.2% | 14,044 | $368K |
| Aspire Growth Partners LLC | 0.25% | New | 13,873 | $364K |
| Warner Financial, Inc. | 0.12% | New | 13,415 | $352K |
| Advyzon Investment Management, LLC | 0.03% | Add +32.7% | 13,373 | $351K |
| Vicus Capital | 0.03% | Add +66.3% | 13,083 | $344K |
| William Mack & Associates, Inc. | 0.19% | Reduce -60.2% | 12,803 | $336K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.3% | 12,773 | $335K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.9% | 12,726 | $334K |
| Trilogy Capital Inc. | 0.01% | Add +0.0% | 12,662 | $333K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.7% | 11,776 | $309K |
| Rather & Kittrell, Inc. | 0.05% | Add +17.9% | 11,147 | $293K |
| Brookstone Capital Management | 0.00% | Add +15.3% | 11,043 | $290K |
| Midwest Heritage Bank, FSB | 0.09% | Add +0.9% | 10,895 | $286K |
| Private Client Services, LLC | 0.09% | No change | 10,858 | $285K |
| Atria Investments, Inc | 0.00% | New | 10,771 | $283K |
| HRT Financial LP | 0.00% | New | 10,623 | $278K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -0.3% | 10,556 | $277K |
| Baird Financial Group, Inc. | 0.00% | Reduce -86.6% | 10,321 | $271K |
| Madison Wealth Partners, Inc | 0.04% | No change | 10,188 | $268K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 9,998 | $263K |
| Orca Wealth Management, LLC | 0.18% | No change | 9,766 | $256K |
| K2 Financial Inc. | 0.18% | New | 9,439 | $250K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,332 | $245K |
| Titleist Asset Management, LLC | 0.02% | Reduce -1.9% | 8,959 | $235K |
| NWF Advisory Services Inc. | 0.03% | New | 8,878 | $233K |
| Silver Oak Securities, Incorporated | 0.02% | New | 8,568 | $225K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.2% | 8,433 | $221K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 8,320 | $218K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +2.2% | 8,307 | $218K |
| Integrity Advisory Solutions, LLC | 0.03% | No change | 7,782 | $204K |
| Swisher Financial Concepts, Inc. | 0.11% | Add +0.1% | 7,744 | $203K |
| AlphaCore Capital LLC | 0.00% | Reduce -64.2% | 7,005 | $184K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.8% | 5,850 | $154K |
| Morgan Dempsey Capital Management LLC | 0.07% | No change | 5,622 | $148K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 5,603 | $147K |
| IFP Advisors, Inc | 0.00% | Add +15.4% | 5,580 | $147K |
| Bank of Montreal | 0.00% | No change | 5,300 | $139K |
| Barrett & Company, Inc. | 0.04% | Add +36.7% | 4,169 | $109K |
| Cwm, LLC | 0.00% | Add +34.9% | 3,560 | $93K |
| FMR LLC | 0.00% | New | 3,366 | $88K |
| AE Wealth Management LLC | 0.00% | New | 2,802 | $74K |
| Godfrey Financial Associates, Inc. | 0.06% | Add +0.6% | 2,760 | $72K |
| Colonial Trust Co / SC | 0.01% | No change | 2,375 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 2,000 | $53K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,000 | $53K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 1,636 | $43K |
| Legacy Wealth Managment, LLC | 0.02% | New | 1,419 | $37K |
| SYM FINANCIAL Corp | 0.00% | New | 1,316 | $35K |
| HHM Wealth Advisors, LLC | 0.00% | Add +37.6% | 1,167 | $31K |
| Advisortrust Partners, LLC | 0.01% | New | 1,016 | $27K |
| Arvest Investments, Inc. | 0.00% | No change | 976 | $26K |
| CrossGen Wealth, LLC | 0.02% | New | 829 | $22K |
| YANKCOM Partnership | 0.01% | New | 602 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 580 | $15K |
| WFA of San Diego, LLC | 0.01% | No change | 500 | $13K |
| Financial Life Planners | 0.01% | New | 440 | $12K |
| Arax Advisory Partners | 0.00% | Add +0.8% | 368 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 287 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 126 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 90 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 79 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 9 | $238 |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.