CGCB

Cap Group Core Bond

+$870.5M

Net Activity

Institutions Holding

251

Popularity Rank

#2364

Avg Weight

0.63%

Total Value

$4.1B

Ownership Trend

251 institutions currently hold CGCB, with 204 net buyers and 45 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

45

Net Buying Institutions

204

Key Holders

Key Holders

Top 5 by Value

CI
Capital International Investors
$784.1M
LF
LPL Financial LLC
$746.3M
MS
Morgan Stanley
$237.1M
EA
Envestnet Asset Management INC
$180.7M
NM
Northwestern Mutual Wealth Management Co
$141.1M

Top 5 by Conviction

PC
Panoramic Capital Partners, LLC
13.38%
LF
Leverty Financial Group, LLC
9.80%
JB
Johnson Bixby & Associates, LLC
7.11%
RH
Royal Harbor Partners, LLC
5.87%
NW
NerdWallet Wealth Partners, LLC
5.76%
View all 251 holding institutions

Quarterly Activity

Recent Activity

+$4.0B

Total Buy Value

$251.3M

Total Sell Value

New buy34
Trim30
Add170
Sold out15

204

Net Buyers

45

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP CORE BOND (CGCB)?
Major stakeholders currently include Capital International Investors ($784.1M), LPL Financial LLC ($746.3M), Morgan Stanley ($237.1M). Based on the latest 13F filings, there are a total of 251 tracked investment funds and institutions maintaining positions in CGCB.
What is the overall institutional sentiment toward CGCB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $870.5M, driven by 204 managers accumulating shares while 45 reduced their exposure.
Which institutions have been selling or reducing their CGCB positions?
In the latest period, 30 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $251.3M.
Are there any notable investors adding CGCB to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 170 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.0B.

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