Cap Group Core BondCGCBETF
13F holders, Q2 2026 (June 30)261holders +8
24new positions
16sold out
3famous investors
$26.18avg. 13F price*
At the end of Q2 2026, 261 institutions reported holding Cap Group Core Bond (CGCB) in their 13F filings, up 8 from Q1 2026. 24 opened new positions and 16 sold out. The largest holders were Capital International Investors ($1.1B), LPL Financial LLC ($859.6M) and Morgan Stanley ($238.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 (Q2 2026)
- CUSIP
- 14020Y508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $92.7M |
| Exits | 16 | $28.9M |
All 13F filers, Q1 2026 → Q2 2026: 36,412,610 shares bought and 2,859,635 shares sold, net +33,552,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Capital International Investors | 0.23% | Add +40.0% | 41,788,400 | $1.1B |
| LPL Financial LLC | 0.19% | Add +15.5% | 32,832,622 | $859.6M |
| Morgan Stanley | 0.01% | Add +1.1% | 9,125,699 | $238.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +12.2% | 7,721,547 | $202.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +25.5% | 6,744,786 | $176.6M |
| Wells Fargo & Company | 0.03% | Add +51.6% | 6,591,203 | $172.6M |
| Raymond James Financial Inc. | 0.04% | Add +40.6% | 5,616,548 | $147.0M |
| Cetera Investment Advisers | 0.11% | Add +14.7% | 4,511,435 | $118.1M |
| Bank of America Corp. | 0.01% | Add +21.7% | 4,437,616 | $116.2M |
| Sei Investments Co. | 0.08% | Add +30.0% | 3,251,177 | $85.1M |
| Benjamin Edwards Inc. | 0.73% | Add +4.9% | 3,040,699 | $79.6M |
| Osaic Holdings, Inc. | 0.08% | Add +26.3% | 2,610,343 | $68.3M |
| Johnson Bixby & Associates, LLC | 6.89% | Add +7.9% | 2,357,491 | $61.7M |
| Valmark Advisers, Inc. | 0.60% | Add +5.5% | 2,171,812 | $56.9M |
| Merit Financial Group, LLC | 0.35% | Add +1.8% | 2,145,383 | $56.2M |
| MML Investors Services, LLC | 0.11% | Add +30.0% | 2,041,893 | $53.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 1,874,283 | $49.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +10.7% | 1,764,964 | $46.2M |
| Larson Financial Group LLC | 1.15% | New | 1,666,355 | $43.6M |
| Jones Financial Companies LLLP | 0.02% | Add +32.9% | 1,646,144 | $43.4M |
| Leverty Financial Group, LLC | 8.27% | Reduce -3.7% | 1,624,806 | $42.5M |
| Captrust Financial Advisors | 0.06% | Add +4.7% | 1,556,633 | $40.8M |
| NewEdge Advisors, LLC | 0.12% | Add +30.0% | 1,527,732 | $40.0M |
| Intrua Financial, LLC | 3.22% | New | 1,299,124 | $34.0M |
| Kintra Wealth, LLC | 1.76% | Add +11.6% | 1,297,322 | $33.7M |
| Spinnaker Investment Group, LLC | 4.87% | Add +19.9% | 1,160,847 | $30.4M |
| Compton Financial Group, LLC | 5.74% | Add +239.2% | 1,137,925 | $29.8M |
| Continuum Advisory, LLC | 2.39% | Add +1.9% | 1,129,480 | $29.6M |
| Stifel Financial Corp. | 0.02% | Add +77.2% | 1,060,685 | $27.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -18.8% | 1,048,341 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.9% | 976,237 | $25.4M |
| D.A. Davidson & Co. | 0.13% | Add +10.8% | 923,546 | $24.2M |
| Quadcap Wealth Management, LLC | 2.35% | Add +2.1% | 920,080 | $24.1M |
| BIP Wealth, LLC | 0.63% | Add +32.1% | 850,240 | $22.3M |
| Panoramic Capital Partners, LLC | 10.35% | Add +1.1% | 836,040 | $21.9M |
| &partners | 0.09% | Add +11.4% | 813,055 | $21.3M |
| UBS Group AG | 0.00% | Add +86.7% | 805,505 | $21.1M |
| Aprio Wealth Management, LLC | 1.00% | Reduce -19.2% | 769,632 | $20.1M |
| AdvisorNet Financial, Inc | 0.91% | Add +11.7% | 757,948 | $19.8M |
| Stephens Inc. | 0.22% | Add +2.8% | 753,630 | $19.7M |
| Royal Harbor Partners, LLC | 5.78% | Add +7.9% | 712,718 | $18.7M |
| American Financial Advisors, LLC | 2.21% | Add +1.4% | 701,386 | $18.4M |
| Mariner, LLC | 0.02% | Add +23.0% | 700,207 | $18.3M |
| Cannon Financial Strategists, Inc. | 2.00% | Reduce -4.3% | 671,881 | $17.6M |
| Private Advisor Group, LLC | 0.08% | Add +11.6% | 666,929 | $17.5M |
| NerdWallet Wealth Partners, LLC | 5.94% | Add +31.0% | 658,570 | $17.2M |
| Clear Trail Advisors, LLC | 2.49% | Add +10.9% | 623,439 | $16.3M |
| Greenbush Financial Group, LLC | 4.48% | Add +9.7% | 582,238 | $15.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.2% | 552,406 | $14.5M |
| J. Derek Lewis & Associates Inc. | 2.42% | Add +6.7% | 489,323 | $12.8M |
| Visionary Wealth Advisors | 0.50% | Add +2.5% | 487,994 | $12.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +69.5% | 480,977 | $12.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.2% | 462,523 | $12.1M |
| Mosaic Family Wealth Partners, LLC | 0.80% | Add +72.2% | 450,459 | $11.8M |
| Sovran Advisors, LLC | 0.83% | Add +8.4% | 430,389 | $11.2M |
| Harbour Investments, Inc. | 0.15% | Add +20.8% | 427,246 | $11.2M |
| Global Retirement Partners, LLC | 0.17% | — | 422,672 | $11.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.26% | Add +9.0% | 370,532 | $9.7M |
| Smartleaf Asset Management LLC | 0.30% | No change | 345,851 | $9.1M |
| Tsfg, LLC | 1.10% | Add +34.1% | 334,948 | $8.8M |
| Capital Group Private Client Services, Inc. | 0.12% | Add +29.2% | 333,242 | $8.7M |
| COFG Advisors, LLC | 1.44% | Add +118.0% | 318,674 | $8.3M |
| Werba Rubin Papier Wealth Management | 1.00% | Add +10.8% | 315,605 | $8.3M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -14.9% | 311,252 | $8.1M |
| Cannon Wealth Management Services, LLC | 4.46% | Add +18.8% | 311,032 | $8.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +39.1% | 305,149 | $8.0M |
| Uptick Partners, LLC | 1.20% | Add +7.2% | 295,352 | $7.7M |
| Clarity Asset Management, Inc. | 3.69% | Add +8.8% | 287,324 | $7.5M |
| Freedom Financial Partners LLC | 2.32% | Add +2.0% | 271,557 | $7.1M |
| Eq Wealth Advisors, LLC | 3.51% | Add +97.1% | 244,250 | $6.4M |
| Citadel Advisors | 0.00% | Reduce -19.7% | 227,177 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +39.4% | 226,171 | $5.9M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.8% | 221,425 | $5.8M |
| Sunpointe, LLC | 1.64% | Reduce -1.5% | 220,778 | $5.8M |
| Smith Thornton Advisors LLC | 2.54% | Reduce -0.6% | 221,717 | $5.8M |
| Garrison Point Advisors, LLC | 2.16% | Add +286.3% | 203,803 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +7.8% | 203,488 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -51.8% | 201,569 | $5.3M |
| Jane Street Group, LLC | 0.00% | Reduce -7.7% | 199,801 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.3% | 198,621 | $5.2M |
| Boyer Financial Services, Inc. | 4.23% | Reduce -1.1% | 191,521 | $5.0M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +12.0% | 184,137 | $4.8M |
| Vigil Wealth Management, LLC | 3.42% | Reduce -4.5% | 183,244 | $4.8M |
| Keystone Financial Services, LLC | 2.84% | Add +2.2% | 180,534 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +93.7% | 170,096 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -7.7% | 162,537 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +24.8% | 162,034 | $4.2M |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -40.4% | 158,933 | $4.2M |
| InTrack Investment Management Inc | 2.04% | Add +15.0% | 157,103 | $4.1M |
| Endeavor Private Wealth, Inc. | 1.00% | Add +6.5% | 156,810 | $4.1M |
| Stewardship Concepts Financial Services LLC | 2.75% | Add +347.1% | 155,950 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +68.5% | 152,149 | $4.0M |
| Mission Wealth Management, LP | 0.05% | Add +5.6% | 152,088 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 149,904 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +1678.5% | 149,984 | $3.9M |
| Rothschild Investment LLC | 0.14% | Add +13.5% | 142,995 | $3.7M |
| Mutual Advisors, LLC | 0.07% | Add +32.2% | 141,048 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.3% | 138,294 | $3.6M |
| Sittner & Nelson, LLC | 1.13% | Add +51.2% | 136,645 | $3.6M |
| Fiduciary Alliance LLC | 0.24% | Reduce -0.3% | 135,719 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +13.9% | 134,619 | $3.5M |
| Saxony Capital Management, LLC | 1.55% | Reduce -0.2% | 128,828 | $3.4M |
| HighPoint Advisor Group LLC | 0.12% | Add +3.3% | 128,679 | $3.4M |
| Quantum Financial Partners LLC | 1.61% | — | 120,300 | $3.1M |
| Western Wealth Management, LLC | 0.10% | Reduce -11.2% | 120,272 | $3.1M |
| Venture Visionary Partners LLC | 0.09% | Add +41.6% | 119,575 | $3.1M |
| Advance Capital Management, Inc. | 0.10% | Reduce -18.9% | 118,628 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -11.3% | 113,678 | $3.0M |
| True Blue Financial, LLC | 1.24% | Add +13.7% | 111,881 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 109,131 | $2.9M |
| Ancora Advisors LLC | 0.06% | Add +5.7% | 109,008 | $2.9M |
| LongView Wealth Management | 0.72% | Add +11.8% | 107,307 | $2.8M |
| Richards, Merrill & Peterson, Inc. | 0.89% | Add +18.2% | 107,277 | $2.8M |
| Prospera Financial Services Inc | 0.04% | Add +20.4% | 106,341 | $2.8M |
| United Advisor Group, LLC | 0.29% | Add +5.2% | 105,415 | $2.8M |
| Berger Financial Group, Inc | 0.14% | Add +4.5% | 104,974 | $2.7M |
| Heritage Wealth Management, Inc. | 0.68% | Add +15.9% | 103,408 | $2.7M |
| World Investment Advisors | 0.04% | Add +0.5% | 99,857 | $2.6M |
| Bluespring Wealth Management, LLC | 0.05% | New | 96,486 | $2.5M |
| Arax Advisory Partners | 0.02% | Add +25798.4% | 95,306 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +31.7% | 94,536 | $2.5M |
| KPP Advisory Services LLC | 0.31% | Add +5.2% | 93,886 | $2.5M |
| Saiph Capital, LLC | 0.72% | Add +5.2% | 92,219 | $2.4M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.6% | 90,919 | $2.4M |
| Copper Harbor Investment Advisors, LLC | 0.49% | — | 88,572 | $2.3M |
| Wood Tarver Financial Group, LLC | 0.53% | Add +24.0% | 86,009 | $2.3M |
| Lodestone Wealth Management LLC | 0.77% | Reduce -8.7% | 83,217 | $2.2M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -17.2% | 81,832 | $2.1M |
| Hopwood Nicholas Hunter | 0.58% | Add +6.0% | 80,785 | $2.1M |
| RFG Advisory, LLC | 0.03% | Reduce -72.1% | 80,292 | $2.1M |
| Synergy Investment Management, LLC | 0.49% | Add +13.1% | 77,995 | $2.0M |
| IFG Advisory, LLC | 0.07% | New | 77,003 | $2.0M |
| Gotham Asset Management | 0.00% | New | 76,446 | $2.0M |
| CWS Financial Advisors, LLC | 0.42% | Add +2.2% | 72,462 | $1.9M |
| Ameritas Advisory Services, LLC | 0.04% | Add +49.6% | 67,856 | $1.8M |
| Clear Point Advisors Inc. | 1.50% | New | 64,635 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 64,559 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -2.1% | 64,559 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +51.0% | 61,038 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.6% | 56,493 | $1.5M |
| Cauble & Harre Wealth Management, Inc. | 1.18% | Add +0.1% | 56,257 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Add +58.7% | 55,971 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +102.1% | 54,646 | $1.4M |
| Regatta Capital Group, LLC | 0.19% | Reduce -15.2% | 54,084 | $1.4M |
| Prosperity Financial Group, Inc. | 0.44% | Add +3.1% | 53,855 | $1.4M |
| Bill Few Associates, Inc. | 0.30% | Add +6.2% | 52,769 | $1.4M |
| Blueprint Financial Advisors LLC | 0.15% | Reduce -1.5% | 52,242 | $1.4M |
| Blueprint Investment Partners LLC | 0.11% | Reduce -1.5% | 52,242 | $1.4M |
| Sun Financial Inc | 0.62% | Add +1.8% | 50,915 | $1.3M |
| Perennial Investment Advisors, LLC | 0.09% | Add +19.4% | 49,717 | $1.3M |
| Pines Wealth Management, LLC | 0.34% | Add +0.2% | 45,680 | $1.2M |
| Renaissance Technologies | 0.00% | Add +106.0% | 44,900 | $1.2M |
| AA Financial Advisors, LLC | 0.14% | Reduce -14.9% | 44,635 | $1.2M |
| Accretive Wealth Partners, LLC | 0.28% | Reduce -14.1% | 44,545 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +25.7% | 44,122 | $1.2M |
| Birchwood Financial Partners, Inc. | 0.91% | Add +40.0% | 42,606 | $1.1M |
| Alchemi Wealth, LLC | 0.52% | Add +13.7% | 42,021 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -4.6% | 39,428 | $1.0M |
| Merited Wealth, LLC | 0.73% | Reduce -60.4% | 39,236 | $1.0M |
| Michael Brady & Co., LLC | 0.88% | New | 37,943 | $993K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.9% | 36,518 | $956K |
| Capital Management Associates, Inc | 0.19% | Add +1.0% | 36,252 | $949K |
| Bank of New York Mellon Corp | 0.00% | Add +106.1% | 36,190 | $947K |
| Aurdan Capital Management, LLC | 0.22% | Reduce -0.7% | 33,328 | $873K |
| Jacobi Capital Management LLC | 0.04% | Add +10.9% | 31,965 | $837K |
| MSH Capital Advisors LLC | 0.14% | Add +5.5% | 31,611 | $828K |
| Keystone Financial Group | 0.05% | Add +4.4% | 31,343 | $821K |
| Tempus Wealth Planning, LLC | 0.16% | Add +12.8% | 30,771 | $806K |
| Financial Perspectives, Inc | 0.19% | Add +37.8% | 30,233 | $792K |
| PFG Advisors | 0.04% | Add +10.3% | 29,521 | $773K |
| Evergreen Wealth Partners LLC | 0.46% | Add +23.7% | 29,154 | $763K |
| Perigon Wealth Management, LLC | 0.01% | Add +26.1% | 29,052 | $761K |
| Capital Analysts, LLC | 0.02% | Add +104.3% | 28,697 | $752K |
| Lantern Wealth Advisors, LLC | 0.34% | Add +7.8% | 28,322 | $741K |
| Sigma Planning Corp | 0.02% | Add +3.3% | 27,300 | $715K |
| Gutierrez Wealth Advisory, LLC | 0.41% | Add +1.2% | 27,241 | $713K |
| Advisory Services Network, LLC | 0.01% | Add +42.0% | 26,647 | $698K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 26,233 | $687K |
| Koshinski Asset Management, Inc. | 0.04% | Add +4.1% | 25,982 | $680K |
| Savant Capital, LLC | 0.00% | New | 25,709 | $666K |
| Aspire Growth Partners LLC | 0.38% | Add +80.7% | 25,070 | $656K |
| Carson Advisory Inc. | 0.29% | Add +29.4% | 24,076 | $630K |
| NewCorp Financial Services, Inc. | 0.48% | Add +3.8% | 23,950 | $627K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +16.2% | 23,220 | $608K |
| Security Financial Services, INC. | 0.08% | Add +38.8% | 23,118 | $605K |
| Clearwave Capital, LLC | 0.31% | Reduce -5.3% | 21,570 | $565K |
| Kovack Advisors, Inc. | 0.03% | Reduce -17.9% | 20,618 | $539K |
| Freestate Advisors LLC | 0.40% | Add +0.1% | 20,399 | $534K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -29.9% | 17,278 | $452K |
| Vicus Capital | 0.03% | Add +28.6% | 16,826 | $440K |
| Quadrature Capital Ltd | 0.00% | New | 16,750 | $439K |
| Atria Investments, Inc | 0.00% | Add +49.6% | 16,111 | $422K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 16,030 | $420K |
| Private Trust Co. NA | 0.03% | Reduce -1.6% | 15,695 | $411K |
| Vise Technologies, Inc. | 0.00% | New | 15,578 | $408K |
| Mgo One Seven LLC | 0.01% | Add +0.3% | 15,480 | $405K |
| Hartmann Taylor Wealth Management, LLC | 0.27% | No change | 15,404 | $405K |
| Warner Financial, Inc. | 0.12% | Add +13.2% | 15,180 | $397K |
| Hunter Associates Investment Management LLC | 0.05% | Add +3.9% | 15,155 | $396K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | Reduce -8.6% | 14,865 | $389K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.1% | 14,520 | $380K |
| Summit Global Investments | 0.02% | Reduce -1.2% | 13,968 | $366K |
| MAI Capital Management | 0.00% | New | 13,882 | $363K |
| William Mack & Associates, Inc. | 0.13% | Add +7.7% | 13,782 | $361K |
| Advyzon Investment Management, LLC | 0.03% | Add +3.0% | 13,780 | $361K |
| Vantus Wealth LLC | 0.19% | — | 13,700 | $359K |
| Creative Financial Designs Inc. | 0.02% | Add +6.2% | 13,561 | $355K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -78.6% | 13,559 | $355K |
| Timmons Wealth Management, LLC | 0.25% | Reduce -95.0% | 12,801 | $335K |
| Summit Financial, LLC | 0.00% | New | 12,220 | $320K |
| Rhodes Investment Advisors Inc. | 0.23% | New | 11,950 | $313K |
| Baird Financial Group, Inc. | 0.00% | Add +14.3% | 11,794 | $309K |
| Florida Financial Advisors, LLC | 0.05% | New | 11,490 | $301K |
| Brookstone Capital Management | 0.00% | Add +3.5% | 11,426 | $299K |
| Silver Oak Securities, Incorporated | 0.02% | Add +31.9% | 11,304 | $296K |
| Midwest Heritage Bank, FSB | 0.08% | Add +1.0% | 11,004 | $288K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.5% | 10,893 | $285K |
| Private Client Services, LLC | 0.07% | No change | 10,858 | $284K |
| Facet Wealth, Inc. | 0.00% | New | 10,812 | $283K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.6% | 10,661 | $279K |
| Trilogy Capital Inc. | 0.01% | Reduce -17.8% | 10,410 | $273K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -4.8% | 10,045 | $263K |
| Simplicity Wealth,LLC | 0.01% | New | 10,017 | $262K |
| Rather & Kittrell, Inc. | 0.04% | Reduce -10.6% | 9,968 | $261K |
| Orca Wealth Management, LLC | 0.15% | No change | 9,766 | $256K |
| K2 Financial Inc. | 0.18% | Add +2.3% | 9,655 | $253K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.1% | 9,340 | $245K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 9,197 | $241K |
| Madison Wealth Partners, Inc | 0.03% | Reduce -11.0% | 9,066 | $237K |
| NWF Advisory Services Inc. | 0.02% | No change | 8,878 | $232K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -32.2% | 8,626 | $226K |
| Geneos Wealth Management Inc. | 0.00% | Add +46.6% | 8,579 | $225K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +1.4% | 8,438 | $221K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +1.1% | 8,394 | $220K |
| Titleist Asset Management, LLC | 0.01% | Reduce -9.2% | 8,131 | $213K |
| Integrity Advisory Solutions, LLC | 0.02% | Add +3.9% | 8,084 | $212K |
| Tidemark, LLC | 0.04% | New | 7,538 | $197K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,721 | $176K |
| Morgan Dempsey Capital Management LLC | 0.06% | No change | 5,622 | $147K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 5,603 | $147K |
| Bank of Montreal | 0.00% | No change | 5,300 | $139K |
| Flagship Wealth Advisors, LLC | 0.03% | New | 5,198 | $136K |
| AlphaCore Capital LLC | 0.00% | Reduce -26.3% | 5,166 | $135K |
| Colonial Trust Co / SC | 0.01% | Add +89.8% | 4,509 | $119K |
| IFP Advisors, Inc | 0.00% | Reduce -19.7% | 4,483 | $117K |
| Barrett & Company, Inc. | 0.03% | No change | 4,169 | $109K |
| Godfrey Financial Associates, Inc. | 0.06% | Add +2.6% | 2,833 | $74K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +254.0% | 2,053 | $54K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,000 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1365.9% | 1,847 | $48K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 1,636 | $43K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,167 | $31K |
| Arvest Investments, Inc. | 0.00% | No change | 976 | $26K |
| Golden State Wealth Management, LLC | 0.00% | New | 750 | $20K |
| FMR LLC | 0.00% | Reduce -84.7% | 514 | $13K |
| Rossby Financial, LCC | 0.00% | No change | 287 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 207 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 90 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 89 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +66.7% | 15 | $398 |
"% of holder's portfolio" is CGCB's weight in each manager's 13F, not the share of Cap Group Core Bond the manager owns.