CAP GROUP CORE BOND CGCB
$26.17
+0.2% 52w: $24.91 – $26.51
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data24.9125.7126.51
Jun 20, 2025 Jul 2, 2026
Institutional holders
253
+16 QoQ
13F value
$4.10B
+28.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGCB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 29.9M | $784.1M | 0.2% | +26.2% |
| LPL Financial LLC | Bank broker | 28.4M | $746.3M | 0.2% | +27.7% |
| MORGAN STANLEY | Bank broker | 9.0M | $237.1M | 0.0% | +16.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.9M | $180.7M | 0.0% | +26.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 5.4M | $141.1M | 0.1% | +38.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.3M | $114.2M | 0.0% | +49.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.0M | $104.9M | 0.0% | +33.1% |
| Cetera Investment Advisers | Wealth advisor | 3.9M | $103.3M | 0.1% | +17.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $95.7M | 0.0% | +36.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 2.9M | $76.1M | 0.8% | +1428.1% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.5M | $65.7M | 0.1% | +33.6% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 2.2M | $57.4M | 7.1% | +6.8% |
| Merit Financial Group, LLC | Wealth advisor | 2.1M | $55.3M | 0.4% | +3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.1M | $54.3M | 0.1% | -2.9% |
| Valmark Advisers, Inc. | Wealth advisor | 2.1M | $54.1M | 0.6% | +82.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.9M | $50.1M | 0.0% | +11.8% |
| Leverty Financial Group, LLC | Wealth advisor | 1.7M | $44.3M | 9.8% | +6.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.6M | $41.9M | 0.1% | +12.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.6M | $41.2M | 0.1% | +18.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.5M | $39.1M | 0.1% | +98.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $33.9M | 0.0% | +30.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.2M | $32.4M | 0.0% | +52.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.2M | $30.9M | 0.1% | +6.6% |
| KINTRA WEALTH, LLC | Wealth advisor | 1.2M | $30.5M | 2.2% | +100.9% |
| Continuum Advisory, LLC | Wealth advisor | 1.1M | $29.1M | 2.8% | +8.0% |
| Spinnaker Investment Group, LLC | Wealth advisor | 968.1K | $25.4M | 5.2% | -3.1% |
| Aprio Wealth Management, LLC | Wealth advisor | 952.1K | $25.0M | 1.4% | -1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 940.1K | $24.7M | 0.1% | +54.6% |
| Independent Advisor Alliance | Wealth advisor | 918.4K | $24.1M | 0.3% | New |
| Quadcap Wealth Management, LLC | Wealth advisor | 900.9K | $23.7M | 2.7% | +13.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 833.8K | $21.9M | 0.1% | -0.6% |
| Panoramic Capital Partners, LLC | Wealth advisor | 827.1K | $21.7M | 13.4% | +10.1% |
| STEPHENS INC /AR/ | Diversified mechanical | 733.1K | $19.3M | 0.2% | +5.9% |
| &PARTNERS | Diversified mechanical | 730.0K | $19.2M | 0.1% | +15.6% |
| Cannon Financial Strategists, Inc. | Wealth advisor | 702.1K | $18.4M | 2.4% | +37.8% |
| American Financial Advisors, LLC | Wealth advisor | 691.5K | $18.2M | 2.4% | -2.7% |
| AdvisorNet Financial, Inc | Wealth advisor | 678.5K | $17.8M | 0.9% | +968.9% |
| Royal Harbor Partners, LLC | Wealth advisor | 660.8K | $17.4M | 5.9% | New |
| BIP Wealth, LLC | Wealth advisor | 643.5K | $16.9M | 0.7% | +26.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 598.8K | $15.7M | 0.0% | +23.8% |
| Private Advisor Group, LLC | Wealth advisor | 597.6K | $15.7M | 0.1% | +7.1% |
| Mariner, LLC | Diversified mechanical | 569.1K | $14.9M | 0.0% | +285.4% |
| Clear Trail Advisors, LLC | Other | 562.3K | $14.8M | 2.5% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 535.4K | $14.1M | 0.1% | +4.5% |
| Greenbush Financial Group, LLC | Wealth advisor | 530.7K | $13.9M | 4.6% | +20.4% |
| NerdWallet Wealth Partners, LLC | Wealth advisor | 502.7K | $13.2M | 5.8% | +44.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 477.8K | $12.5M | 0.0% | +51.2% |
| Visionary Wealth Advisors | Wealth advisor | 476.0K | $12.5M | 0.6% | +4.9% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 458.7K | $12.0M | 2.7% | +19.8% |
| UBS Group AG | Bank broker | 431.5K | $11.3M | 0.0% | +25.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.