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 255 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,391,320
shares
|
$30.8 Million
0.03% of portfolio
|
Q1 2025
Added 112.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.1 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
1,256,274
shares
|
$27.8 Million
4.63% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
1,217,568
shares
|
$27 Million
8.95% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,174,656
shares
|
$26 Million
1.74% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
1,163,731
shares
|
$25.8 Million
6.84% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,163,193
shares
|
$25.8 Million
6.25% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
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 |
Apr 25, 2025 Q1 2025 |
1,085,806
shares
|
$24 Million
2.59% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
981,282
shares
|
$21.7 Million
9.72% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
905,627
shares
|
$20.1 Million
0.78% of portfolio
|
Q1 2025
Added 46.13%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
865,579
shares
|
$19.2 Million
9.61% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
824,724
shares
|
$18.3 Million
1.86% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
816,249
shares
|
$18.1 Million
14.25% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
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%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
735,168
shares
|
$16.3 Million
16.32% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
731,068
shares
|
$16.2 Million
2.38% of portfolio
|
Q1 2025
Added 7134.72%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
729,459
shares
|
$16.2 Million
1.58% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
694,941
shares
|
$15.4 Million
0.13% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
678,522
shares
|
$15 Million
1.13% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
652,057
shares
|
$14.4 Million
6.41% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
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%
|
|
|
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%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
532,727
shares
|
$11.8 Million
9.1% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
521,993
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 87.75%
|