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 187 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
12,661
shares
|
$289,557
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,634
shares
|
$288,939
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,215
shares
|
$279,357
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
12,041
shares
|
$275,377
0.01% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,768
shares
|
$269,134
0.02% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,739
shares
|
$268,470
0.01% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
11,400
shares
|
$260,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,399
shares
|
$260,695
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
11,094
shares
|
$253,719
0.07% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,928
shares
|
$249,923
0.01% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
10,628
shares
|
$243,062
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,592
shares
|
$242,239
0.01% of portfolio
|
Q3 2025
Added 40.42%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
10,483
shares
|
$239,746
0.1% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
9,837
shares
|
$224,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
9,743
shares
|
$222,822
0.12% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
9,668
shares
|
$221,107
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
9,320
shares
|
$213,148
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,305
shares
|
$212,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
9,193
shares
|
$210,243
0.29% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
9,079
shares
|
$207,636
0.12% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,003
shares
|
$205,898
0.03% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,451
shares
|
$193,274
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
8,320
shares
|
$190,278
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,974
shares
|
$182,365
0.0% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$145,133
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|