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 |
---|---|---|---|---|---|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
6,275
shares
|
$141,940
0.05% of portfolio
|
Q1 2025
Reduced 86.59%
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,400
shares
|
$122,148
0.0% of portfolio
|
Q2 2025
Added 22.03%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,392
shares
|
$121,967
0.01% of portfolio
|
Q2 2025
Added 102.86%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,954
shares
|
$112,059
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,490
shares
|
$101,563
0.01% of portfolio
|
Q2 2025
Added 190.24%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,425
shares
|
$100,093
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,947
shares
|
$89,281
0.01% of portfolio
|
Q2 2025
Added 193.68%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
2,862
shares
|
$64,738
0.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
2,469
shares
|
$55,848
0.04% of portfolio
|
Q2 2025
Added 4.57%
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,274
shares
|
$51,437
0.03% of portfolio
|
Q2 2025
Added 17.76%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,236
shares
|
$50,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,780
shares
|
$40,263
0.0% of portfolio
|
Q2 2025
Added 102.27%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,758
shares
|
$39,765
0.0% of portfolio
|
Q1 2025
Added 10241.18%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$36,214
0.02% of portfolio
|
Q2 2024
Added 160000.0%
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
1,145
shares
|
$25,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,049
shares
|
$23,728
0.01% of portfolio
|
Q1 2023
Reduced 59.81%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
618
shares
|
$13,979
0.01% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
273
shares
|
$6,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
129
shares
|
$2,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
80
shares
|
$1,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|