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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,565,837
shares
|
$35.8 Million
10.6% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,555,988
shares
|
$35.6 Million
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,541,135
shares
|
$35.2 Million
0.06% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,540,954
shares
|
$35.2 Million
0.08% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
1,335,471
shares
|
$30.5 Million
4.25% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$29.1 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,261,494
shares
|
$28.9 Million
8.64% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,236,582
shares
|
$28.3 Million
1.65% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
1,220,665
shares
|
$27.9 Million
6.5% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,126,360
shares
|
$25.8 Million
1.07% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
1,125,315
shares
|
$25.7 Million
5.05% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
1,010,208
shares
|
$23.1 Million
9.19% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
985,556
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Added 88.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
905,627
shares
|
$20.7 Million
0.64% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
841,468
shares
|
$19.2 Million
11.73% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
825,640
shares
|
$18.9 Million
3.69% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
808,253
shares
|
$18.5 Million
2.31% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
803,865
shares
|
$18.4 Million
0.12% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
774,924
shares
|
$17.7 Million
1.44% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
754,231
shares
|
$17.2 Million
1.52% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
751,401
shares
|
$17.2 Million
1.05% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
742,467
shares
|
$17 Million
17.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
674,361
shares
|
$15.4 Million
6.1% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.5 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
614,447
shares
|
$14.1 Million
7.32% of portfolio
|
Q3 2025
Added 9.87%
|