Effectdossier · gearchiveerd kwartaal
CGCB
Capital Group Core Bond ETF · Financial Services · Asset Management - Bonds
38Gevolgde houders
+5Δ houders
111.71MGehouden aandelen
$2.93BGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.2% ·
aandelenstroom +28.4% ·
netto nieuwe posities +13.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 936.46K | $23.48M | n/a | n/a |
| Q2 2026 | 38 | +1 | 138.68M | $3.63B | +2 | −1 |
| Q1 2026 | 38 | +5 | 111.71M | $2.93B | +5 | n/a |
| Q4 2025 | 33 | 0 | 87.01M | $2.31B | +1 | −1 |
| Q3 2025 | 4 | +2 | 7.65M | $203.35M | +2 | n/a |
| Q1 2025 | 1 | 0 | 156.82K | $4.12M | n/a | n/a |
| Q4 2024 | 1 | -1 | 134.07K | $3.46M | n/a | −1 |
| Q3 2024 | 2 | +1 | 120.88K | $3.26M | +1 | n/a |
| Q2 2024 | 1 | n/a | 13.04K | $336,796 | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 29.86M | +26.2% | $784.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 28.42M | +27.7% | $746.29M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.03M | +16.5% | $237.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 6.88M | +26.8% | $180.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 5.37M | +38.2% | $141.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 4.35M | +49.7% | $114.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 3.99M | +33.0% | $104.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 3.93M | +17.7% | $103.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 3.65M | +36.1% | $95.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Sei Investments Co | 2.50M | +33.6% | $65.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 2.07M | -2.9% | $54.28M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 1.91M | +11.8% | $50.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 1.57M | +18.1% | $41.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.49M | +98.6% | $39.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 1.29M | +30.5% | $33.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 1.24M | +52.0% | $32.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 940.08K | +54.6% | $24.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 598.75K | +23.8% | $15.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 569.09K | +285.4% | $14.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | UBS Group AG | 431.54K | +25.4% | $11.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 418.33K | +312.2% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 282.89K | +127.3% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 219.42K | +5.3% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 216.44K | +497.9% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 147.69K | +1.1% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 111.88K | -7.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 90.31K | +35.2% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 35.11K | +854.6% | $921,963 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 21.80K | Nieuw | $572,468 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 17.56K | Nieuw | $461,138 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Ameriprise Financial Inc | 16.52K | -8.3% | $433,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 10.62K | Nieuw | $278,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 10.32K | -86.6% | $271,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 8.43K | -52.2% | $221,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 5.30K | 0.0% | $139,178 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Cwm, Llc | 3.56K | +34.9% | $93,499 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.37K | Nieuw | $88,397 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 126 | Nieuw | $3,309 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Renaissance Technologies | $572,468 | 0.0% |
| Bank of New York Mellon Corp | $461,138 | 0.0% |
| Hrt Financial Lp | $278,000 | 0.0% |
| Fidelity (FMR) | $88,397 | 0.0% |
| Pnc Financial Services Group… | $3,309 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 252 houders, 154.79M aandelen, $4.00B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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