CGCB · Capital Group Core Bond ETF ETF

$25.73 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 138

Total Value: $4,143,639,293

Total Shares: 158,274,995

Showing 1–100 of 138 holdings by value · page 1 of 2

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 138 13F filers · Δ vs Mar 31, 2026

Top Holder

26.4%

+7.2 pts

Top 5

62.1%

+10.8 pts

Top 10

77.5%

+14.0 pts

HHI

1,269

Broadly held+443

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

136

Unchanged

Holder count: -115

Institutional value: +1.7%

Shares held: +2.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Capital International Investors	+11,931,191	41,788,400
Mega LPL Financial LLC	+4,413,497	32,832,622
Mega WELLS FARGO & COMPANY/MN	+2,242,646	6,591,203
Mega RAYMOND JAMES FINANCIAL INC	+1,621,832	5,616,548
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	+1,370,451	6,744,786

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Micro Timmons Wealth Management, LLC	−243,063	12,801
Small Gateway Wealth Partners, LLC	−107,866	158,933
Micro Merited Wealth, LLC	−59,794	39,236
Mega CITADEL ADVISORS LLC	−55,709	227,177
Mid Kingsview Wealth Management, LLC	−54,419	311,252

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Larson Financial Group LLC	1,666,355	$43,625,173
Large NewEdge Advisors, LLC	1,527,732	$39,996,023
Mid Global Retirement Partners, LLC	422,672	$11,065,552
Mid SNS Financial Group, LLC	96,486	$2,526,003
Mid IFG Advisory, LLC	77,003	$2,015,938

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid BENJAMIN EDWARDS INC	2,898,079	$76,103,554
Micro Johnson Bixby & Associates, LLC	2,184,031	$57,352,654
Mid Merit Financial Group, LLC	2,107,722	$55,348,779
Micro Leverty Financial Group, LLC	1,686,527	$44,288,199
Large Cambridge Investment Research Advisors, Inc.	1,594,463	$41,870,598

Filter: New 21 Increased 85 Reduced 26 Sold out 136 Unchanged 6

Showing 100 of 138

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Capital International Investors

$1,094,020,312

26.40%

41,788,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	41,788,400	$1,094,020,312	100.0%	Defined

LPL Financial LLC

$859,558,043

20.74%

32,832,622

MORGAN STANLEY

$238,910,799

5.77%

9,125,699

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	9,125,699	$238,910,799	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$202,150,100

4.88%

7,721,547

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$176,578,497

4.26%

6,744,786

WELLS FARGO & COMPANY/MN

$172,557,694

4.16%

6,591,203

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2,598,300	$68,023,494	39.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,992,903	$104,534,200	60.6%	Defined

RAYMOND JAMES FINANCIAL INC

$147,041,226

3.55%

5,616,548

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	3,944,212	$103,259,470	70.2%	Defined
Raymond James Financial Services Advisors, Inc.	1,643,130	$43,017,143	29.3%	Defined
RAYMOND JAMES TRUST N.A.	29,206	$764,613	0.5%	Defined

Cetera Investment Advisers

$118,109,368

2.85%

4,511,435

BANK OF AMERICA CORP /DE/

$116,176,786

2.80%

4,437,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,426,679	$37,350,456	32.1%	Defined
MANAGED ACCOUNT ADVISORS LLC	3,010,937	$78,826,330	67.9%	Defined

SEI INVESTMENTS CO

$85,115,813

2.05%

3,251,177

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	3,251,177	$85,115,813	100.0%	Sole

OSAIC HOLDINGS, INC.

$68,338,778

1.65%

2,610,343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,752,410	$45,878,093	67.1%	Defined
CW Advisors, LLC	82,181	$2,151,498	3.1%	Sole
Osaic Advisory Services, LLC	775,752	$20,309,187	29.7%	Defined

Valmark Advisers, Inc.

$56,858,038

1.37%

2,171,812

MML INVESTORS SERVICES, LLC

$53,456,758

1.29%

2,041,893

ROYAL BANK OF CANADA

$49,068,727

1.18%

1,874,283

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,874,211	$49,066,843	100.0%	Defined
RBC Rochdale, LLC	72	$1,884	0.0%	Defined

Larson Financial Group LLC

$43,625,173

1.05%

1,666,355

JONES FINANCIAL COMPANIES LLLP

$43,096,049

1.04%

1,646,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,646,144	$43,096,049	100.0%	Sole

CAPTRUST FINANCIAL ADVISORS

$40,752,651

0.98%

1,556,633

NewEdge Advisors, LLC

$39,996,023

0.97%

1,527,732

KINTRA WEALTH, LLC

$33,963,889

0.82%

1,297,322

Compton Financial Group, LLC

$29,790,876

0.72%

1,137,925

Continuum Advisory, LLC

$29,569,786

0.71%

1,129,480

STIFEL FINANCIAL CORP

$27,768,731

0.67%

1,060,685

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	1,034,811	$27,091,351	97.6%	Defined
Stifel Independent Advisors, LLC	3,014	$78,906	0.3%	Defined
Stifel Trust Company, N.A.	22,860	$598,474	2.2%	Defined

BIP Wealth, LLC

$22,259,283

0.54%

850,240

Panoramic Capital Partners, LLC

$21,887,527

0.53%

836,040

&PARTNERS

$21,285,779

0.51%

813,055

UBS Group AG

$21,088,120

0.51%

805,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	805,320	$21,083,277	100.0%	Defined
UBS Securities LLC	185	$4,843	0.0%	Defined

Mariner, LLC

$18,331,418

0.44%

700,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	173,736	$4,548,408	24.8%	Other
Held directly	526,471	$13,783,010	75.2%	Sole

Cannon Financial Strategists, Inc.

$17,589,844

0.42%

671,881

Steward Partners Investment Advisory, LLC

$14,461,989

0.35%

552,406

Visionary Wealth Advisors

$12,775,682

0.31%

487,994

Janney Montgomery Scott LLC

$12,591,977

0.30%

480,977

MOSAIC FAMILY WEALTH PARTNERS, LLC

$11,793,016

0.28%

450,459

HARBOUR INVESTMENTS, INC.

$11,185,300

0.27%

427,246

Global Retirement Partners, LLC

$11,065,552

0.27%

422,672

Strategic Family Wealth Counselors, L.L.C.

$9,700,527

0.23%

370,532

Smartleaf Asset Management LLC

$9,054,379

0.22%

345,851

Capital Group Private Client Services, Inc.

$8,724,275

0.21%

333,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	333,242	$8,724,275	100.0%	Defined

COFG Advisors, LLC

$8,342,885

0.20%

318,674

Kingsview Wealth Management, LLC

$8,148,577

0.20%

311,252

Cannon Wealth Management Services, LLC

$8,142,817

0.20%

311,032

Rockefeller Capital Management L.P.

$7,988,800

0.19%

305,149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	305,149	$7,988,800	100.0%	Defined

Integrated Wealth Concepts LLC

$7,967,045

0.19%

304,318

UPTICK PARTNERS, LLC

$7,732,315

0.19%

295,352

Freedom Financial Partners LLC

$7,109,362

0.17%

271,557

CITADEL ADVISORS LLC

$5,947,493

0.14%

227,177

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	227,177	$5,947,493	100.0%	Defined

Equitable Holdings, Inc.

$5,921,156

0.14%

226,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	226,171	$5,921,156	100.0%	Defined

JANE STREET GROUP, LLC

$5,230,790

0.13%

199,801

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	199,801	$5,230,790	100.0%	Defined

Stratos Wealth Partners, LTD.

$5,199,897

0.13%

198,621

Vigil Wealth Management, LLC

$4,797,327

0.12%

183,244

NATIXIS ADVISORS, LLC

$4,453,113

0.11%

170,096

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	170,096	$4,453,113	100.0%	Defined

Gateway Wealth Partners, LLC

$4,160,865

0.10%

158,933

ENDEAVOR PRIVATE WEALTH, INC.

$4,105,285

0.10%

156,810

GOLDMAN SACHS GROUP INC

$3,926,581

0.09%

149,984

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	149,984	$3,926,581	100.0%	Defined

JPMORGAN CHASE & CO

$3,924,485

0.09%

149,904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	6	$157	0.0%	Defined
J.P. Morgan Private Investments Inc.	1,337	$35,002	0.9%	Defined
55I, LLC	148,561	$3,889,326	99.1%	Other

ROTHSCHILD INVESTMENT LLC

$3,743,609

0.09%

142,995

Mutual Advisors, LLC

$3,692,636

0.09%

141,048

SITTNER & NELSON, LLC

$3,577,366

0.09%

136,645

HighPoint Advisor Group LLC

$3,368,816

0.08%

128,679

Western Wealth Management, LLC

$3,148,720

0.08%

120,272

Advance Capital Management, Inc.

$3,105,681

0.07%

118,628

GREAT VALLEY ADVISOR GROUP, INC.

$2,976,090

0.07%

113,678

HighTower Advisors, LLC

$2,857,049

0.07%

109,131

Berger Financial Group, Inc

$2,748,219

0.07%

104,974

World Investment Advisors

$2,614,256

0.06%

99,857

SNS Financial Group, LLC

$2,526,003

0.06%

96,486

Arax Advisory Partners

$2,495,111

0.06%

95,306

Orion Porfolio Solutions, LLC

$2,474,952

0.06%

94,536

Wood Tarver Financial Group, LLC

$2,251,715

0.05%

86,009

Meridian Wealth Management, LLC

$2,142,361

0.05%

81,832

Hopwood Nicholas Hunter

$2,114,951

0.05%

80,785

Synergy Investment Management, LLC

$2,041,909

0.05%

77,995

IFG Advisory, LLC

$2,015,938

0.05%

77,003

Gotham Asset Management, LLC

$2,001,356

0.05%

76,446

Ameritas Advisory Services, LLC

$1,776,470

0.04%

67,856

Diversify Advisory Services, LLC

$1,690,154

0.04%

64,559

Vestmark Advisory Solutions, Inc.

$1,597,974

0.04%

61,038

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
World Investment Advisors	61,038	$1,597,974	100.0%	Other

Cauble & Harre Wealth Management, Inc.

$1,472,808

0.04%

56,257

FLOW TRADERS U.S. LLC

$1,430,632

0.03%

54,646

REGATTA CAPITAL GROUP, LLC

$1,415,919

0.03%

54,084

Blueprint Investment Partners LLC

$1,367,695

0.03%

52,242

Blueprint Financial Advisors LLC

$1,367,695

0.03%

52,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blueprint Investment Partners LLC	52,242	$1,367,695	100.0%	Defined

Sun Financial Inc

$1,332,954

0.03%

50,915

Perennial Investment Advisors, LLC

$1,301,591

0.03%

49,717

RENAISSANCE TECHNOLOGIES LLC

$1,175,482

0.03%

44,900

FIFTH THIRD BANCORP

$1,155,113

0.03%

44,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	44,122	$1,155,113	100.0%	Defined

Birchwood Financial Partners, Inc.

$1,115,425

0.03%

42,606

Merited Wealth, LLC

$1,027,198

0.02%

39,236

Michael Brady & Co., LLC

$993,347

0.02%

37,943

OneDigital Investment Advisors LLC

$956,041

0.02%

36,518

Bank of New York Mellon Corp

$947,453

0.02%

36,190

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc.	31,370	$821,266	86.7%	Defined
Held directly	4,820	$126,187	13.3%	Defined

MSH Capital Advisors LLC

$827,575

0.02%

31,611

Evergreen Wealth Partners LLC

$763,251

0.02%

29,154

Perigon Wealth Management, LLC

$760,581

0.02%

29,052

Capital Analysts, LLC

$751,286

0.02%

28,697

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	24,277	$635,571	84.6%	Defined
Held directly	4,420	$115,715	15.4%	Defined

Sigma Planning Corp

$714,714

0.02%

27,300

Gutierrez Wealth Advisory, LLC

$713,169

0.02%

27,241

Advisory Services Network, LLC

$697,618

0.02%

26,647

Savant Capital, LLC

$673,061

0.02%

25,709

Carson Advisory Inc.

$630,309

0.02%

24,076

NewCorp Financial Services, Inc.

$627,011

0.02%

23,950