CAP GROUP CORE BOND (CGCB) Institutional Ownership Changes & 13F Activity

CAP GROUP CORE BOND (CGCB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Larson Financial Group Llc, Raymond James Financial Inc, Bank Of America Corp, and Sei Investments Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+32,226+24.8%162,034$4.24MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-55,709-19.7%227,177$5.95MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-54,419-14.9%311,252$8.15MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+63,888+39.4%226,171$5.92MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+2,242,646+51.6%6,591,203$172.56MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+1,666,3551,666,355$43.63MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,621,832+40.6%5,616,548$147.04MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+791,438+21.7%4,437,616$116.18MQ2 2026Aug 14, 2026
Sei Investments CoBuy+749,433+30.0%3,251,177$85.12MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+543,190+26.3%2,610,343$68.34MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+407,452+32.9%1,646,144$43.41MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+172,463+118.0%318,674$8.34MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+141,551+1678.5%149,984$3.93MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+134,337+11.6%1,297,322$33.67MQ2 2026Aug 14, 2026
&PartnersBuy+83,041+11.4%813,055$21.33MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+82,295+93.7%170,096$4.45MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+77,00377,003$2.02MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+76,44676,446$2.00MQ2 2026Aug 14, 2026
Merited Wealth, LlcSell-59,794-60.4%39,236$1.03MQ2 2026Aug 14, 2026
Michael Brady & Co., LlcBuy+37,94337,943$993.35KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+34,324+32.2%141,048$3.69MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-33,770-1.8%1,874,283$49.07MQ2 2026Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C.Buy+30,641+9.0%370,532$9.70MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+27,609+102.1%54,646$1.43MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+22,773+31.7%94,536$2.47MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+22,496+49.6%67,856$1.78MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+20,608+51.0%61,038$1.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-16,637-7.7%199,801$5.23MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-15,097-11.2%120,272$3.15MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+14,52014,520$380.13KQ2 2026Aug 14, 2026
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Frequently asked questions about CGCB activity

  • Which institutional owners are buying CGCB?

    Institutional owners buying CGCB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGCB activity?

    "Buy" means an investor increased their reported position in CGCB compared to the prior reporting period. This reflects growing exposure to CAP GROUP CORE BOND (CGCB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGCB increasing?

    Institutional interest in CGCB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.