CGCB Institutional Ownership & Shareholders
CAP GROUP CORE BOND (CGCB) is currently held by 267 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital International Investors is currently the largest disclosed institutional shareholder of CGCB tracked by InsiderSet, reporting ownership valued at approximately $1.09B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.06B, representing an estimated loss of -2.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed CGCB value among the investors covered in this analysis. Major shareholders include Capital International Investors, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in CAP GROUP CORE BOND (CGCB).
This page ranks the largest institutional CGCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
267
Total Reported Value
$4.75B
Largest Holder
Capital International Investors
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.23% | 41,788,400 | $1,094,020,312 | $1,063,514,780 | -$30,505,532 | -2.79% | |
| Lpl Financial Llc | 0.19% | 32,832,622 | $859,558,000 | $835,590,230 | -$23,967,770 | -2.79% | |
| Morgan Stanley | 0.01% | 9,125,699 | $238,910,818 | $232,249,040 | -$6,661,778 | -2.79% | |
| Envestnet Asset Management Inc | 0.05% | 7,721,547 | $202,150,088 | $196,513,371 | -$5,636,717 | -2.79% | |
| Wells Fargo & Company/Mn | 0.03% | 6,591,203 | $172,557,694 | $167,746,116 | -$4,811,578 | -2.79% | |
| Raymond James Financial Inc | 0.04% | 5,616,548 | $147,041,205 | $142,941,147 | -$4,100,058 | -2.79% | |
| Cetera Investment Advisers | 0.11% | 4,511,435 | $118,109,381 | $114,816,021 | -$3,293,360 | -2.79% | |
| Bank Of America Corp | 0.01% | 4,437,616 | $116,176,787 | $112,937,327 | -$3,239,460 | -2.79% | |
| Sei Investments Co | 0.08% | 3,251,177 | $85,115,880 | $82,742,455 | -$2,373,425 | -2.79% | |
| Benjamin Edwards Inc | 0.73% | 3,040,699 | $79,603,920 | $77,385,790 | -$2,218,130 | -2.79% | |
| Osaic Holdings, Inc. | 0.08% | 2,610,343 | $68,341,449 | $66,433,229 | -$1,908,220 | -2.79% | |
| Johnson Bixby & Associates, Llc | 7.14% | 2,618,848 | $65,418,815 | $66,649,682 | +$1,230,867 | +1.88% | |
| Valmark Advisers, Inc. | 0.60% | 2,171,812 | $56,858,041 | $55,272,615 | -$1,585,426 | -2.79% | |
| Merit Financial Group, Llc | 0.35% | 2,145,383 | $56,166,114 | $54,599,997 | -$1,566,117 | -2.79% | |
| Mml Investors Services, Llc | 0.11% | 2,041,893 | $53,456,746 | $51,966,177 | -$1,490,569 | -2.79% | |
| Royal Bank Of Canada | 0.01% | 1,874,283 | $49,069,000 | $47,700,502 | -$1,368,498 | -2.79% | |
| Larson Financial Group Llc | 1.15% | 1,666,355 | $43,625,185 | $42,408,735 | -$1,216,450 | -2.79% | |
| Jones Financial Companies Lllp | 0.02% | 1,646,144 | $43,408,805 | $41,894,365 | -$1,514,440 | -3.49% | |
| Captrust Financial Advisors | 0.06% | 1,556,633 | $40,752,662 | $39,616,310 | -$1,136,352 | -2.79% | |
| Newedge Advisors, Llc | 0.12% | 1,527,732 | $39,996,038 | $38,880,779 | -$1,115,259 | -2.79% | |
| Kintra Wealth, Llc | 1.76% | 1,297,322 | $33,665,505 | $33,016,845 | -$648,660 | -1.93% | |
| Intrua Financial, Llc | 3.02% | 1,252,883 | $31,297,031 | $31,885,872 | +$588,841 | +1.88% | |
| Compton Financial Group, Llc | 5.74% | 1,137,925 | $29,790,885 | $28,960,191 | -$830,694 | -2.79% | |
| Continuum Advisory, Llc | 2.39% | 1,129,480 | $29,569,779 | $28,745,266 | -$824,513 | -2.79% | |
| Spinnaker Investment Group, Llc | 4.42% | 1,122,974 | $28,051,879 | $28,579,688 | +$527,809 | +1.88% | |
| Stifel Financial Corp | 0.02% | 1,060,685 | $27,768,646 | $26,994,433 | -$774,213 | -2.79% | |
| Leverty Financial Group, Llc | 5.03% | 1,103,427 | $27,563,616 | $28,082,217 | +$518,601 | +1.88% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,023,743 | $25,573,091 | $26,054,259 | +$481,168 | +1.88% | |
| Quadcap Wealth Management, Llc | 2.39% | 1,008,631 | $25,195,607 | $25,669,659 | +$474,052 | +1.88% | |
| Cannon Financial Strategists, Inc. | 2.67% | 945,111 | $23,608,882 | $24,053,075 | +$444,193 | +1.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 936,462 | $23,477,103 | $23,832,958 | +$355,855 | +1.52% | |
| Bip Wealth, Llc | 0.61% | 898,932 | $22,455,329 | $22,877,819 | +$422,490 | +1.88% | |
| Panoramic Capital Partners, Llc | 10.35% | 836,040 | $21,887,538 | $21,277,218 | -$610,320 | -2.79% | |
| &Partners | 0.09% | 813,055 | $21,332,707 | $20,692,250 | -$640,457 | -3.00% | |
| Ubs Group Ag | 0.00% | 805,505 | $21,088,121 | $20,500,102 | -$588,019 | -2.79% | |
| D.A. Davidson & Co. | 0.11% | 829,001 | $20,708,457 | $21,098,075 | +$389,618 | +1.88% | |
| Advisornet Financial, Inc | 0.91% | 800,434 | $20,114,895 | $20,371,045 | +$256,150 | +1.27% | |
| Stephens Inc | 0.22% | 753,630 | $19,730,039 | $19,179,884 | -$550,156 | -2.79% | |
| American Financial Advisors, Llc | 2.21% | 701,386 | $18,362,278 | $17,850,274 | -$512,004 | -2.79% | |
| Mariner, Llc | 0.02% | 700,207 | $18,331,425 | $17,820,268 | -$511,157 | -2.79% | |
| Aprio Wealth Management, Llc | 0.83% | 732,009 | $18,285,593 | $18,629,629 | +$344,036 | +1.88% | |
| Private Advisor Group, Llc | 0.08% | 666,929 | $17,460,210 | $16,973,343 | -$486,867 | -2.79% | |
| Nerdwallet Wealth Partners, Llc | 5.94% | 658,570 | $17,241,374 | $16,760,607 | -$480,768 | -2.79% | |
| Mgo One Seven Llc | 0.26% | 634,674 | $15,854,157 | $16,152,453 | +$298,296 | +1.88% | |
| Clear Trail Advisors, Llc | 2.39% | 628,981 | $15,711,934 | $16,007,566 | +$295,632 | +1.88% | |
| Greenbush Financial Group, Llc | 4.47% | 610,505 | $15,250,423 | $15,537,352 | +$286,929 | +1.88% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 552,406 | $14,462,001 | $14,058,733 | -$403,268 | -2.79% | |
| Kestra Advisory Services, Llc | 0.04% | 525,555 | $13,128,376 | $13,375,375 | +$246,999 | +1.88% | |
| J. Derek Lewis & Associates Inc. | 2.42% | 489,323 | $12,810,535 | $12,453,270 | -$357,265 | -2.79% | |
| Visionary Wealth Advisors | 0.50% | 487,994 | $12,775,674 | $12,419,447 | -$356,227 | -2.79% |
Frequently asked questions about CGCB
Who are the largest institutional holders of CGCB?
The largest institutional holders of CGCB reported in the latest SEC Form 13F filings include Capital International Investors, Lpl Financial Llc, Morgan Stanley, Envestnet Asset Management Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported CGCB position.
What is CGCB institutional ownership?
This page tracks CGCB positions reported by institutional investment managers through SEC Form 13F. CAP GROUP CORE BOND (CGCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGCB?
InsiderSet currently tracks 267 institutional managers reporting CGCB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGCB shareholders.
How much CGCB stock do institutions own?
Institutional investment managers disclosed approximately $4.75B in CGCB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGCB institutional ownership last updated?
The latest CGCB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGCB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGCB position after the reporting date.
Are institutions buying or selling CGCB?
Institutional buying and selling can be analyzed by comparing CGCB positions across consecutive 13F reporting periods. InsiderSet's CGCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGCB ownership changes.
How has CGCB institutional ownership changed over time?
InsiderSet tracks CGCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.