CGCB · Insider trading · 13F holders · Congress trades
Capital Grp Fixed Incm ETF T (CGCB)
Who is buying and selling CGCB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 74
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGCB at a glance
- No open-market insider purchases or sales of CGCB were filed in the last 90 days.
- 74 13F filers hold CGCB among their 50 largest positions, worth $853.3M combined. The biggest bets by portfolio weight are Panoramic Capital Partners, LLC (10.3%), Johnson Bixby & Associates, LLC (7.1%) and NerdWallet Wealth Partners, LLC (5.9%). In their latest 13Fs, 0 managers opened a new position and 33 added to one.
- No member of Congress has disclosed a trade in CGCB.
CGCB insider trading
No open-market insider purchases or sales of CGCB were filed in the last 90 days.
Who owns CGCB? Hedge funds and superinvestors
74 13F filers hold CGCB among their 50 largest positions, worth $853.3M combined. The biggest bets by portfolio weight are Panoramic Capital Partners, LLC (10.3%), Johnson Bixby & Associates, LLC (7.1%) and NerdWallet Wealth Partners, LLC (5.9%). In their latest 13Fs, 0 managers opened a new position and 33 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Benjamin Edwards IncInvestment manager | 0.7% | $79.6M | 3,040,699 | +4.9% shares | Q2 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 7.1% | $65.4M | 2,618,848 | +11.1% shares | Q3 2026 |
| Valmark Advisers, Inc.Wealth manager | 0.6% | $56.9M | 2,171,812 | +5.5% shares | Q2 2026 |
| Larson Financial Group LLCWealth manager | 1.2% | $43.6M | 1,666,355 | — | Q2 2026 |
| Kintra Wealth, LLCWealth manager | 1.8% | $33.7M | 1,297,322 | +11.6% shares | Q2 2026 |
| Intrua Financial, LLCWealth manager | 3.0% | $31.3M | 1,252,883 | -3.6% shares | Q3 2026 |
| Compton Financial Group, LLCWealth manager | 5.7% | $29.8M | 1,137,925 | +239.2% shares | Q2 2026 |
| Continuum Advisory, LLCWealth manager | 2.4% | $29.6M | 1,129,480 | +1.9% shares | Q2 2026 |
| Spinnaker Investment Group, LLCWealth manager | 4.4% | $28.1M | 1,122,974 | -3.3% shares | Q3 2026 |
| Leverty Financial Group, LLCWealth manager | 5.0% | $27.6M | 1,103,427 | -32.1% shares | Q3 2026 |
| Quadcap Wealth Management, LLCWealth manager | 2.3% | $24.1M | 920,080 | +2.1% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 2.7% | $23.6M | 945,111 | +40.7% shares | Q3 2026 |
| BIP Wealth, LLCWealth manager | 0.6% | $22.5M | 898,932 | +5.7% shares | Q3 2026 |
| Panoramic Capital Partners, LLCWealth manager | 10.3% | $21.9M | 836,040 | +1.1% shares | Q2 2026 |
| AdvisorNet Financial, IncWealth manager | 0.9% | $20.1M | 800,434 | +5.6% shares | Q3 2026 |
| American Financial Advisors, LLCWealth manager | 2.2% | $18.4M | 701,386 | +1.4% shares | Q2 2026 |
| Aprio Wealth Management, LLCWealth manager | 0.8% | $18.3M | 732,009 | -4.9% shares | Q3 2026 |
| NerdWallet Wealth Partners, LLCWealth manager | 5.9% | $17.2M | 658,570 | +31.0% shares | Q2 2026 |
| Clear Trail Advisors, LLCWealth manager | 2.4% | $15.7M | 628,981 | +0.9% shares | Q3 2026 |
| Greenbush Financial Group, LLCWealth manager | 4.5% | $15.3M | 610,505 | +4.9% shares | Q3 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 2.4% | $12.8M | 489,323 | +6.7% shares | Q2 2026 |
| Visionary Wealth AdvisorsWealth manager | 0.5% | $12.8M | 487,994 | +2.5% shares | Q2 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 0.8% | $11.8M | 450,459 | +72.2% shares | Q2 2026 |
| Sovran Advisors, LLCWealth manager | 0.8% | $11.2M | 430,389 | +8.5% shares | Q2 2026 |
| KWB WealthWealth manager | 0.9% | $10.0M | 401,603 | — | Q3 2026 |
| Strategic Family Wealth Counselors, L.L.C.Wealth manager | 2.2% | $9.5M | 380,027 | +2.6% shares | Q3 2026 |
| Tsfg, LLCWealth manager | 2.0% | $8.5M | 338,865 | +1.2% shares | Q3 2026 |
| COFG Advisors, LLCWealth manager | 1.4% | $8.3M | 318,674 | +118.0% shares | Q2 2026 |
| Werba Rubin Papier Wealth ManagementWealth manager | 1.0% | $8.3M | 315,605 | +10.8% shares | Q2 2026 |
| Cannon Wealth Management Services, LLCWealth manager | 4.5% | $8.1M | 311,032 | +18.8% shares | Q2 2026 |
The 30 largest of 74 positions, by value. Each manager counts with its latest 13F (Q3 2026: 37, Q2 2026: 37). Screen CGCB in the grand portfolio →
CGCB stock trades by members of Congress
No member of Congress has disclosed a trade in CGCB.
CGCB questions and answers
Are insiders buying CGCB stock?
No open-market insider purchases or sales of CGCB were filed in the last 90 days.
Which hedge funds own CGCB?
74 13F filers hold CGCB among their 50 largest positions, worth $853.3M combined. The biggest bets by portfolio weight are Panoramic Capital Partners, LLC (10.3%), Johnson Bixby & Associates, LLC (7.1%) and NerdWallet Wealth Partners, LLC (5.9%). In their latest 13Fs, 0 managers opened a new position and 33 added to one.
Has Congress traded CGCB?
No member of Congress has disclosed a trade in CGCB.
Who is the largest holder of CGCB?
Among 13F filers, Benjamin Edwards Inc reports the largest CGCB position, $79.6M (3,040,699 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Panoramic Capital Partners, LLC's: 10.3% of its portfolio.
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