Funds holding Capital Group Core Bond ETF
ISIN US14020Y5087 · United States · LEI 5493000KFAZUPQHZKO12
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 783.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 29,849,278 | 783.8M $ | 14.52 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 14.52 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 29,849,278 | +26.6 % |
| 2026Q1 | 1 | 0 | 23,579,116 | +24.6 % |
| 2025Q4 | 1 | 0 | 18,916,410 | +93.1 % |
| 2025Q3 | 1 | 0 | 9,798,204 | +28.2 % |
| 2025Q2 | 1 | 0 | 7,644,396 | +54.1 % |
| 2025Q1 | 1 | 0 | 4,961,331 | +169.5 % |
| 2024Q4 | 1 | 1,840,686 |
Institutional managers
253 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Capital International Investors | 29,857,209 | 784.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 28,419,125 | 746.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 9,028,917 | 237.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 6,880,441 | 180.7M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,374,335 | 141.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 4,348,557 | 114.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,994,716 | 104.9M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 3,932,344 | 103.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,646,178 | 95.7M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 2,898,079 | 76.1M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 2,501,744 | 65.7M $ | as of Mar 31, 2026 |
| Johnson Bixby & Associates, LLC | 2,184,031 | 57.4M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 2,107,722 | 55.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,067,153 | 54.3M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 2,058,831 | 54.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,908,053 | 50.1M $ | as of Mar 31, 2026 |
| Leverty Financial Group, LLC | 1,686,527 | 44.3M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 1,594,463 | 41.9K $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 1,570,255 | 41.2M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 1,487,279 | 39.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,291,454 | 33.9M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 1,238,692 | 32.4M $ | as of Mar 31, 2026 |
| KINTRA WEALTH, LLC | 1,162,985 | 30.5M $ | as of Mar 31, 2026 |
| Continuum Advisory, LLC | 1,108,814 | 29.1M $ | as of Mar 31, 2026 |
| Spinnaker Investment Group, LLC | 968,120 | 25.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Capital Group Core Bond ETF". https://titelia.com/en/stocks/capital-group-core-bond-etf-US14020Y5087