# Who owns Cap Group Core Bond (CGCB)

> SEC 13F institutional ownership plus Form 4 insider activity. Teaser: top 10 of 137 tracked institutional holders.
> Tracked 13F value $2.8B.

## Top institutional holders (teaser)

| # | Fund | Value | Change | Quarter |
|---|------|-------|--------|---------|
| 1 | LPL Financial LLC | $746.3M | Added | Q1 2026 |
| 2 | MORGAN STANLEY | $237.1M | Added | Q1 2026 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $180.7M | Added | Q1 2026 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1M | Added | Q1 2026 |
| 5 | WELLS FARGO & COMPANY/MN | $114.2M | Added | Q1 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | $104.9M | Added | Q1 2026 |
| 7 | Cetera Investment Advisers | $103.3M | Added | Q1 2026 |
| 8 | BANK OF AMERICA CORP /DE/ | $95.7M | Added | Q1 2026 |
| 9 | BENJAMIN EDWARDS INC | $76.1M | Added | Q1 2026 |
| 10 | SEI INVESTMENTS CO | $65.7M | Added | Q1 2026 |

## Insider activity

No open-market Form 4 insider signal in the tracked window.

Owner counts and value reflect the 13F filers Arkolith currently tracks, not total institutional ownership. A fund that just sold out keeps a zero-share exit row and is not counted as a current holder.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F (institutional holdings) and Form 4 (insider trades), public domain. 13F is quarterly with about a 45-day lag.
- Human page: https://arkolith.com/stock/CGCB
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._