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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
601,461
shares
|
$13.8 Million
9.08% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
590,032
shares
|
$13.5 Million
7.23% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
567,985
shares
|
$13 Million
5.48% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
553,853
shares
|
$12.7 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
533,240
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2025
Added 35.68%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
484,386
shares
|
$11.1 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
482,686
shares
|
$11 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
462,510
shares
|
$10.6 Million
1.08% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
437,070
shares
|
$10 Million
0.23% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
429,060
shares
|
$9.81 Million
0.83% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
424,878
shares
|
$9.72 Million
0.49% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.69 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
421,487
shares
|
$9.64 Million
0.0% of portfolio
|
Q2 2025
Added 225.83%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
404,483
shares
|
$9.25 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
394,643
shares
|
$9.03 Million
0.05% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
386,937
shares
|
$8.85 Million
3.37% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
385,664
shares
|
$8.82 Million
0.1% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
382,934
shares
|
$8.76 Million
3.32% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
382,594
shares
|
$8.75 Million
0.17% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
377,639
shares
|
$8.64 Million
1.99% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
345,341
shares
|
$7.9 Million
0.01% of portfolio
|
Q2 2025
Added 131.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
340,967
shares
|
$7.8 Million
0.27% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
299,384
shares
|
$6.85 Million
3.66% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
292,485
shares
|
$6.69 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
283,877
shares
|
$6.49 Million
0.03% of portfolio
|
Q2 2025
Added 23.79%
|