Institutional Ownership Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,768
shares
|
$266,192
0.02% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,739
shares
|
$265,536
0.01% of portfolio
|
Q2 2025
Added 25.3%
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,445
shares
|
$258,885
0.05% of portfolio
|
Q2 2025
New holding
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
11,400
shares
|
$257,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
11,289
shares
|
$255,357
0.01% of portfolio
|
Q2 2025
New holding
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
11,203
shares
|
$253,411
0.01% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
10,767
shares
|
$243,549
0.11% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
10,642
shares
|
$240,722
0.03% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
10,631
shares
|
$240,473
0.16% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
10,628
shares
|
$240,405
0.08% of portfolio
|
Q2 2025
New holding
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
9,837
shares
|
$222,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,828
shares
|
$222,309
0.01% of portfolio
|
Q2 2025
Added 2.08%
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
9,668
shares
|
$218,690
0.01% of portfolio
|
Q2 2025
New holding
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
9,488
shares
|
$214,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
9,320
shares
|
$210,818
0.03% of portfolio
|
Q2 2025
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,305
shares
|
$210,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
9,193
shares
|
$207,945
0.29% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
9,079
shares
|
$205,366
0.12% of portfolio
|
Q2 2025
Added 1.24%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,451
shares
|
$191,161
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
8,280
shares
|
$187,293
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
8,255
shares
|
$186,728
0.06% of portfolio
|
Q2 2025
Added 10.72%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,974
shares
|
$180,371
0.0% of portfolio
|
Q2 2025
Added 4.89%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,543
shares
|
$170,622
0.01% of portfolio
|
Q2 2025
Added 11.01%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
6,440
shares
|
$145,672
0.08% of portfolio
|
Q2 2025
Added 20.46%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$143,546
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|