CAP GROUP CORE BOND (CGCB) Institutional Shareholders
CAP GROUP CORE BOND (CGCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.49B in CGCB holdings during the latest filing period.
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 $1.08B, representing an estimated loss of -0.88% 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
255
Total Reported Value
$4.49B
Largest Holder
Capital International Investors
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
1
| 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 | $1,084,408,980 | -$9,611,332 | -0.88% | |
| Lpl Financial Llc | 0.19% | 32,832,622 | $859,558,000 | $852,006,541 | -$7,551,459 | -0.88% | |
| Morgan Stanley | 0.01% | 9,125,699 | $238,910,818 | $236,811,889 | -$2,098,929 | -0.88% | |
| Envestnet Asset Management Inc | 0.05% | 7,721,547 | $202,150,088 | $200,374,145 | -$1,775,943 | -0.88% | |
| Cetera Investment Advisers | 0.11% | 4,511,435 | $118,109,381 | $117,071,738 | -$1,037,643 | -0.88% | |
| Wells Fargo & Company/Mn | 0.02% | 4,348,557 | $114,193,100 | $112,845,054 | -$1,348,046 | -1.18% | |
| Raymond James Financial Inc | 0.03% | 3,994,716 | $104,901,249 | $103,662,880 | -$1,238,369 | -1.18% | |
| Bank Of America Corp | 0.01% | 3,646,178 | $95,748,634 | $94,618,319 | -$1,130,315 | -1.18% | |
| Benjamin Edwards Inc | 0.73% | 3,040,699 | $79,603,920 | $78,906,139 | -$697,781 | -0.88% | |
| Sei Investments Co | 0.06% | 2,501,744 | $65,695,830 | $64,920,257 | -$775,573 | -1.18% | |
| Johnson Bixby & Associates, Llc | 6.89% | 2,357,491 | $61,719,115 | $61,176,891 | -$542,224 | -0.88% | |
| Valmark Advisers, Inc. | 0.60% | 2,171,812 | $56,858,041 | $56,358,521 | -$499,520 | -0.88% | |
| Merit Financial Group, Llc | 0.35% | 2,145,383 | $56,166,114 | $55,672,689 | -$493,425 | -0.88% | |
| Osaic Holdings, Inc. | 0.08% | 2,067,153 | $54,284,854 | $53,642,620 | -$642,234 | -1.18% | |
| Mml Investors Services, Llc | 0.11% | 2,041,893 | $53,456,746 | $52,987,123 | -$469,623 | -0.88% | |
| Royal Bank Of Canada | 0.01% | 1,908,053 | $50,105,000 | $49,513,975 | -$591,025 | -1.18% | |
| Leverty Financial Group, Llc | 8.27% | 1,624,806 | $42,537,418 | $42,163,716 | -$373,702 | -0.88% | |
| Captrust Financial Advisors | 0.06% | 1,556,633 | $40,752,662 | $40,394,626 | -$358,036 | -0.88% | |
| Newedge Advisors, Llc | 0.12% | 1,527,732 | $39,996,038 | $39,644,645 | -$351,393 | -0.88% | |
| Intrua Financial, Llc | 3.22% | 1,299,124 | $34,011,080 | $33,712,268 | -$298,812 | -0.88% | |
| Jones Financial Companies Lllp | 0.02% | 1,238,692 | $32,391,797 | $32,144,057 | -$247,740 | -0.76% | |
| Kintra Wealth, Llc | 2.16% | 1,162,985 | $30,539,984 | $30,179,461 | -$360,523 | -1.18% | |
| Spinnaker Investment Group, Llc | 4.87% | 1,160,847 | $30,390,978 | $30,123,980 | -$266,998 | -0.88% | |
| Compton Financial Group, Llc | 5.74% | 1,137,925 | $29,790,885 | $29,529,154 | -$261,731 | -0.88% | |
| Continuum Advisory, Llc | 2.39% | 1,129,480 | $29,569,779 | $29,310,006 | -$259,773 | -0.88% | |
| Stifel Financial Corp | 0.02% | 1,060,685 | $27,768,646 | $27,524,776 | -$243,870 | -0.88% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,048,341 | $27,445,562 | $27,204,449 | -$241,113 | -0.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 976,237 | $25,421,199 | $25,333,350 | -$87,849 | -0.35% | |
| D.A. Davidson & Co. | 0.13% | 923,546 | $24,178,437 | $23,966,019 | -$212,418 | -0.88% | |
| Quadcap Wealth Management, Llc | 2.35% | 920,080 | $24,087,699 | $23,876,076 | -$211,623 | -0.88% | |
| Bip Wealth, Llc | 0.63% | 850,240 | $22,259,278 | $22,063,728 | -$195,550 | -0.88% | |
| Panoramic Capital Partners, Llc | 10.35% | 836,040 | $21,887,538 | $21,695,238 | -$192,300 | -0.88% | |
| Ubs Group Ag | 0.00% | 805,505 | $21,088,121 | $20,902,855 | -$185,266 | -0.88% | |
| Aprio Wealth Management, Llc | 1.00% | 769,632 | $20,148,976 | $19,971,950 | -$177,026 | -0.88% | |
| Advisornet Financial, Inc | 0.91% | 757,948 | $19,843,091 | $19,668,751 | -$174,340 | -0.88% | |
| Stephens Inc | 0.22% | 753,630 | $19,730,039 | $19,556,699 | -$173,341 | -0.88% | |
| &Partners | 0.09% | 730,014 | $19,160,967 | $18,943,863 | -$217,104 | -1.13% | |
| Royal Harbor Partners, Llc | 5.78% | 712,718 | $18,658,957 | $18,495,032 | -$163,925 | -0.88% | |
| American Financial Advisors, Llc | 2.21% | 701,386 | $18,362,278 | $18,200,967 | -$161,311 | -0.88% | |
| Mariner, Llc | 0.02% | 700,207 | $18,331,425 | $18,170,372 | -$161,053 | -0.88% | |
| Cannon Financial Strategists, Inc. | 2.00% | 671,881 | $17,589,838 | $17,435,312 | -$154,526 | -0.88% | |
| Private Advisor Group, Llc | 0.08% | 666,929 | $17,460,210 | $17,306,808 | -$153,402 | -0.88% | |
| Nerdwallet Wealth Partners, Llc | 5.94% | 658,570 | $17,241,374 | $17,089,892 | -$151,483 | -0.88% | |
| Clear Trail Advisors, Llc | 2.49% | 623,439 | $16,321,626 | $16,178,242 | -$143,384 | -0.88% | |
| Greenbush Financial Group, Llc | 4.48% | 582,238 | $15,242,983 | $15,109,076 | -$133,907 | -0.88% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 552,406 | $14,462,001 | $14,334,936 | -$127,065 | -0.88% | |
| J. Derek Lewis & Associates Inc. | 2.42% | 489,323 | $12,810,535 | $12,697,932 | -$112,603 | -0.88% | |
| Visionary Wealth Advisors | 0.50% | 487,994 | $12,775,674 | $12,663,444 | -$112,230 | -0.88% | |
| Kestra Advisory Services, Llc | 0.04% | 462,523 | $12,108,858 | $12,002,472 | -$106,386 | -0.88% | |
| Mosaic Family Wealth Partners, Llc | 0.80% | 450,459 | $11,793,027 | $11,689,411 | -$103,616 | -0.88% |
Frequently asked questions about CGCB
Who owns the most CGCB stock?
The largest holders of CGCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP CORE BOND (CGCB).
Is CGCB widely held by superinvestors?
Many widely followed stocks like CGCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.