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 250 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
1,217,568
shares
|
$27 Million
8.95% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
1,208,816
shares
|
$26.8 Million
4.48% of portfolio
|
Q4 2024
Added 40.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,164,745
shares
|
$25.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.95%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
1,163,731
shares
|
$25.8 Million
6.84% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,150,656
shares
|
$25.5 Million
0.07% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,139,969
shares
|
$25.3 Million
5.99% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,114,582
shares
|
$24.7 Million
1.22% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,052,329
shares
|
$23.3 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,047,371
shares
|
$23.2 Million
1.69% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
994,431
shares
|
$22 Million
0.02% of portfolio
|
Q4 2024
Added 60.56%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
886,110
shares
|
$19.6 Million
9.84% of portfolio
|
Q4 2024
Added 55.86%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
864,924
shares
|
$19.2 Million
1.51% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
834,764
shares
|
$18.5 Million
12.87% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
813,127
shares
|
$18 Million
8.74% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
795,640
shares
|
$17.6 Million
13.8% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
753,186
shares
|
$16.7 Million
4.13% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
699,480
shares
|
$15.5 Million
1.39% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
672,135
shares
|
$14.9 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
657,490
shares
|
$14.6 Million
1.13% of portfolio
|
Q4 2024
Added 50.29%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
647,385
shares
|
$14.3 Million
6.3% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.1 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
624,142
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Added 207.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
619,739
shares
|
$13.7 Million
0.54% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
596,533
shares
|
$13.2 Million
0.11% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
553,853
shares
|
$12.3 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|