Skip to content
Disclosery

CGCB CAPITAL GRP FIXED INCM ETF T

Follow

CORE BOND ETF (fund)

257 managers (261 13F filers) reported a position in CGCB shares at 2026-06-30, 190,375,863 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
257
13F filers
261
New
24
Added
161
Reduced
55
Sold out
16
Shares held by filers
190,375,863

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital International Investorsin group Capital International Investo…41,788,400$1.09B0.23%+11,931,19113F-HRTimelineGroup
LPL Financial LLC32,832,622$860M0.19%+4,413,49713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,125,699$239M0.01%+96,78213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,856,166$206M+857,561Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,744,786$177M0.09%+1,370,45113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,591,203$173M0.03%+2,242,64613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,616,548$147M0.04%+1,621,83213F-HRTimelineGroup
Cetera Investment Advisers4,511,435$118M0.11%+579,09113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,437,616$116M0.01%+791,43813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,251,177$85.1M0.08%+749,43313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,040,699$79.6M0.73%+142,62013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,610,343$68.3M0.08%+543,19013F-HRTimelineGroup
Johnson Bixby & Associates, LLC2,357,491$61.7M6.89%+173,46013F-HRTimeline
Valmark Advisers, Inc.2,171,812$56.9M0.6%+112,98113F-HRTimeline
Merit Financial Group, LLC2,145,383$56.2M0.35%+37,66113F-HR/ATimeline
MML INVESTORS SERVICES, LLC2,041,893$53.5M0.11%+471,63813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,874,283$49.1M0.01%-33,77013F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,764,964$46.2M0.1%+170,50113F-HR/ATimeline
Larson Financial Group LLC1,666,355$43.6M1.15%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,646,144$43.4M0.02%+407,45213F-HRTimelineGroup
Leverty Financial Group, LLC1,624,806$42.5M8.27%-61,72113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,556,633$40.8M0.06%+69,35413F-HRTimeline
NewEdge Advisors, LLC1,527,732$40M0.12%+352,25113F-HRTimeline
Intrua Financial, LLC1,299,124$34M3.22%new13F-HRTimeline
KINTRA WEALTH, LLC1,297,322$33.7M1.76%+134,33713F-HRTimeline
Spinnaker Investment Group, LLC1,160,847$30.4M4.87%+192,72713F-HRTimeline
Compton Financial Group, LLC1,137,925$29.8M5.74%+802,44313F-HRTimeline
Continuum Advisory, LLC1,129,480$29.6M2.39%+20,66613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,060,685$27.8M0.02%+461,93213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,048,341$27.4M0.03%-243,11313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…976,237$25.4M0.04%+36,15613F-HRTimeline
D.A. DAVIDSON & CO.923,546$24.2M0.13%+89,79513F-HRTimeline
Quadcap Wealth Management, LLC920,080$24.1M2.35%+19,21713F-HRTimeline
BIP Wealth, LLC850,240$22.3M0.63%+206,75013F-HRTimeline
Panoramic Capital Partners, LLC836,040$21.9M10.35%+8,90513F-HRTimeline
&PARTNERS813,055$21.3M0.09%+83,04113F-HRTimeline
UBS Group AGin group UBS Group AG805,505$21.1M<0.01%+373,96113F-HRTimelineGroup
Aprio Wealth Management, LLC769,632$20.1M1%-182,47913F-HRTimeline
AdvisorNet Financial, Inc757,948$19.8M0.91%+79,42413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…753,630$19.7M0.22%+20,57113F-HRTimelineGroup
Royal Harbor Partners, LLC712,718$18.7M5.78%+51,94113F-HRTimeline
American Financial Advisors, LLC701,386$18.4M2.21%+9,88113F-HRTimeline
Mariner, LLCin group Mariner, LLC700,207$18.3M0.02%+131,11413F-HRTimelineGroup
Cannon Financial Strategists, Inc.671,881$17.6M2%-30,25513F-HRTimeline
Private Advisor Group, LLC666,929$17.5M0.08%+69,33513F-HRTimeline
NerdWallet Wealth Partners, LLC658,570$17.2M5.94%+155,82613F-HRTimeline
Clear Trail Advisors, LLC623,439$16.3M2.49%+61,15413F-HRTimeline
Greenbush Financial Group, LLC582,238$15.2M4.48%+51,49613F-HRTimeline
Steward Partners Investment Advisory, L…552,406$14.5M0.07%+17,01713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding519,016$13.6M-17,965Timeline
J. Derek Lewis & Associates Inc.489,323$12.8M2.42%+30,66513F-HRTimeline
Visionary Wealth Advisors487,994$12.8M0.5%+11,97613F-HRTimeline
Janney Montgomery Scott LLC480,977$12.6M0.02%+197,24813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC450,459$11.8M0.8%+188,89113F-HRTimeline
Sovran Advisors, LLC430,389$11.2M0.83%+33,54313F-HRTimeline
HARBOUR INVESTMENTS, INC.427,246$11.2M0.15%+73,44513F-HRTimeline
Global Retirement Partners, LLC422,672$11.1M0.17%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…370,532$9.7M2.26%+30,64113F-HRTimeline
Smartleaf Asset Management LLC345,851$9.1M0.3%013F-HRTimeline
TSFG, LLC334,948$8.77M1.1%+85,21013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…333,242$8.72M0.12%+75,23913F-HRTimelineGroup
COFG Advisors, LLC318,674$8.34M1.44%+172,46313F-HRTimeline
Werba Rubin Papier Wealth Management315,605$8.26M1%+30,67113F-HRTimeline
Kingsview Wealth Management, LLC311,252$8.15M0.1%-54,41913F-HRTimeline
Cannon Wealth Management Services, LLC311,032$8.14M4.46%+49,12513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…305,149$7.99M0.01%+85,73013F-HRTimelineGroup
Integrated Wealth Concepts LLC304,318$7.97M0.04%+174,51013F-HRTimeline
UPTICK PARTNERS, LLC295,352$7.73M1.2%+19,78213F-HRTimeline
Clarity Asset Management, Inc.287,324$7.52M3.69%+23,27513F-HRTimeline
Freedom Financial Partners LLC271,557$7.11M2.32%+5,21313F-HRTimeline
EQ WEALTH ADVISORS, LLC244,250$6.39M3.51%+120,31913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC227,177$5.95M<0.01%-55,70913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.226,171$5.92M0.04%+63,88813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC221,425$5.8M0.07%+6,10513F-HRTimelineGroup
Sunpointe, LLC220,778$5.78M1.64%-3,32113F-HRTimeline
Smith Thornton Advisors LLC221,717$5.75M2.54%-1,23413F-HRTimeline
GARRISON POINT ADVISORS, LLC203,803$5.34M2.16%+151,04213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…203,488$5.33M0.05%+14,76113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP201,569$5.28M0.01%-216,75813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC199,801$5.23M<0.01%-16,63713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.198,621$5.2M0.05%+13,50213F-HRTimelineGroup
Boyer Financial Services, Inc.191,521$5.01M4.23%-2,11213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.184,137$4.82M0.05%+19,73713F-HRTimelineGroup
Vigil Wealth Management, LLC183,244$4.8M3.42%-8,61513F-HRTimeline
Keystone Financial Services, LLC180,534$4.73M2.84%+3,81313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers170,096$4.45M0.01%+82,29513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…162,537$4.26M0.08%-13,56213F-HRTimelineGroup
Gateway Wealth Partners, LLC158,933$4.16M0.25%-107,86613F-HRTimeline
InTrack Investment Management Inc157,103$4.11M2.04%+20,46913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.156,810$4.11M1%+9,55113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…155,950$4.08M2.75%+121,07113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC152,149$3.98M0.01%+61,83813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP152,088$3.98M0.05%+8,01513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO149,904$3.94M<0.01%+2,21213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC149,984$3.93M<0.01%+141,55113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC142,995$3.74M0.14%+17,01913F-HRTimeline
Mutual Advisors, LLC141,048$3.69M0.07%+34,32413F-HRTimeline
Dynamic Advisor Solutions LLC138,294$3.62M0.1%+41613F-HRTimeline
SITTNER & NELSON, LLC136,645$3.58M1.13%+46,28813F-HRTimeline
Fiduciary Alliance LLC135,719$3.55M0.24%-42713F-HRTimeline
Saxony Capital Management, LLC128,828$3.37M1.55%-23513F-HRTimeline
HighPoint Advisor Group LLC128,679$3.37M0.12%+4,04713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding129,118$3.35M+63,181Timeline
QUANTUM FINANCIAL PARTNERS LLC120,300$3.15M1.61%13F-HRTimeline
Western Wealth Management, LLC120,272$3.15M0.1%-15,09713F-HRTimeline
Venture Visionary Partners LLC119,575$3.13M0.09%+35,15013F-HRTimeline
Advance Capital Management, Inc.118,628$3.11M0.1%-27,64913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.113,678$2.98M0.05%-14,53513F-HRTimeline
True Blue Financial, LLC111,881$2.93M1.24%+13,48013F-HRTimeline
HighTower Advisors, LLC109,131$2.86M<0.01%-2,74913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC109,008$2.85M0.06%+5,87513F-HRTimelineGroup
LongView Wealth Management107,307$2.81M0.72%+11,30513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.107,277$2.81M0.89%+16,51413F-HRTimeline
Prospera Financial Services Inc106,341$2.78M0.04%+17,99513F-HRTimeline
United Advisor Group, LLC105,415$2.76M0.29%+5,22313F-HRTimeline
Berger Financial Group, Inc104,974$2.75M0.14%+4,54413F-HRTimeline
Heritage Wealth Management, Inc.103,408$2.71M0.68%+14,22313F-HRTimeline
World Investment Advisors99,857$2.62M0.04%+46413F-HRTimeline
Bluespring Wealth Management, LLC96,486$2.53M0.05%new13F-HRTimeline
Arax Advisory Partners95,306$2.5M0.02%+94,93813F-HRTimeline
Orion Porfolio Solutions, LLC94,536$2.47M0.02%+22,77313F-HRTimeline
KPP Advisory Services LLC93,886$2.46M0.31%+4,60913F-HRTimeline
Saiph Capital, LLC92,219$2.41M0.72%+4,51313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC90,919$2.38M0.04%-1,52113F-HRTimeline
Copper Harbor Investment Advisors, LLC88,572$2.32M0.49%13F-HRTimeline
Wood Tarver Financial Group, LLC86,009$2.25M0.53%+16,63613F-HRTimeline
Lodestone Wealth Management LLC83,217$2.18M0.77%-7,89313F-HRTimeline
Meridian Wealth Management, LLC81,832$2.14M0.07%-17,00013F-HRTimeline
Hopwood Nicholas Hunter80,785$2.11M0.58%+4,54013F-HRTimeline
RFG Advisory, LLC80,292$2.1M0.03%-207,12413F-HRTimeline
Synergy Investment Management, LLC77,995$2.04M0.49%+9,05013F-HRTimeline
IFG Advisory, LLC77,003$2.02M0.07%new13F-HRTimeline
Gotham Asset Management, LLC76,446$2M<0.01%new13F-HRTimeline
CWS Financial Advisors, LLC72,462$1.9M0.42%+1,54813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…67,856$1.78M0.04%+22,49613F-HRTimelineGroup
Clear Point Advisors Inc.64,635$1.69M1.5%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.61,038$1.6M0.02%+20,60813F-HRTimeline
Cauble & Harre Wealth Management, Inc.56,257$1.47M1.18%+7213F-HRTimeline
Farther Finance Advisors, LLC55,971$1.47M0.01%+20,70113F-HRTimeline
FLOW TRADERS U.S. LLC54,646$1.43M0.06%+27,60913F-HRTimeline
REGATTA CAPITAL GROUP, LLC54,084$1.42M0.19%-9,65413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…53,855$1.41M0.44%+1,63613F-HRTimelineGroup
Bill Few Associates, Inc.52,769$1.38M0.3%+3,09313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding52,242$1.37M-807Timeline
Sun Financial Inc50,915$1.31M0.62%+90913F-HRTimeline
Perennial Investment Advisors, LLC49,717$1.3M0.09%+8,07513F-HRTimeline
Pines Wealth Management, LLC45,680$1.2M0.34%+9813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC44,900$1.18M<0.01%+23,10013F-HRTimeline
AA Financial Advisors, LLC44,635$1.17M0.14%-7,78913F-HRTimeline
Accretive Wealth Partners, LLC44,545$1.17M0.28%-7,28213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…44,122$1.16M<0.01%+9,01313F-HRTimelineGroup
Birchwood Financial Partners, Inc.42,606$1.12M0.91%+12,17813F-HRTimeline
Alchemi Wealth, LLC42,021$1.1M0.52%+5,04913F-HRTimeline
Cornerstone Wealth Management, LLC39,428$1.03M0.04%-1,91513F-HRTimeline
Merited Wealth, LLC39,236$1.03M0.73%-59,79413F-HRTimeline
Michael Brady & Co., LLC37,943$993K0.88%new13F-HRTimeline
OneDigital Investment Advisors LLC36,518$956K0.01%+34413F-HRTimeline
Capital Management Associates, Inc36,252$949K0.19%+36013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,190$947K<0.01%+18,63013F-HRTimelineGroup
Aurdan Capital Management, LLC33,328$873K0.22%-23213F-HRTimeline
Jacobi Capital Management LLC31,965$837K0.04%+3,13113F-HRTimeline
MSH Capital Advisors LLC31,611$828K0.14%+1,64113F-HRTimeline
Keystone Financial Group31,343$821K0.05%+1,32013F-HRTimeline
Tempus Wealth Planning, LLC30,771$806K0.16%+3,48813F-HRTimeline
Financial Perspectives, Inc30,233$792K0.19%+8,28913F-HRTimeline
PFG Advisors29,521$773K0.04%+2,76513F-HRTimeline
Evergreen Wealth Partners LLC29,154$763K0.46%+5,58013F-HRTimeline
Perigon Wealth Management, LLC29,052$761K0.01%+6,02013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,697$752K0.02%+14,65313F-HRTimelineGroup
Lantern Wealth Advisors, LLC28,322$741K0.34%+2,04113F-HRTimeline
Sigma Planning Corp27,300$715K0.02%+87113F-HRTimeline
Gutierrez Wealth Advisory, LLC27,241$713K0.41%+32613F-HRTimeline
Advisory Services Network, LLC26,647$698K0.01%+7,88013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,233$687K0.05%013F-HRTimeline
Koshinski Asset Management, Inc.25,982$680K0.04%+1,02713F-HRTimeline
Savant Capital, LLC25,709$666K<0.01%new13F-HRTimeline
Aspire Growth Partners LLC25,070$656K0.38%+11,19713F-HRTimeline
Carson Advisory Inc.24,076$630K0.29%+5,46813F-HRTimeline
NewCorp Financial Services, Inc.23,950$627K0.48%+87713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,220$608K0.01%+3,23513F-HRTimeline
Security Financial Services, INC.23,118$605K0.08%+6,46713F-HRTimeline
Clearwave Capital, LLC21,570$565K0.31%-1,20513F-HRTimeline
Kovack Advisors, Inc.20,618$539K0.03%-4,50013F-HRTimeline
Freestate Advisors LLC20,399$534K0.4%+2613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…17,278$452K0.01%-7,38713F-HRTimeline
VICUS CAPITAL16,826$440K0.03%+3,74313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd16,750$439K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc16,111$422K<0.01%+5,34013F-HRTimeline
IHT Wealth Management, LLC16,030$420K0.01%+10113F-HRTimeline
PRIVATE TRUST CO NA15,695$411K0.03%-26013F-HRTimeline
Vise Technologies, Inc.15,578$408K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC15,480$405K0.01%+4413F-HRTimeline
Hartmann Taylor Wealth Management, LLC15,404$405K0.27%013F-HRTimeline
WARNER FINANCIAL, INC15,180$397K0.12%+1,76513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…15,155$396K0.05%+57513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,865$389K0.11%-1,39413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,520$380K<0.01%-1,99813F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments13,968$366K0.02%-16513F-HRTimelineGroup
MAI Capital Management13,882$363K<0.01%new13F-HRTimeline
William Mack & Associates, Inc.13,782$361K0.13%+97913F-HRTimeline