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 |
|---|---|---|---|---|---|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
275,050
shares
|
$6.29 Million
4.15% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
271,468
shares
|
$6.21 Million
0.03% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
259,928
shares
|
$5.94 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
250,790
shares
|
$5.74 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
248,642
shares
|
$5.69 Million
2.62% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
248,475
shares
|
$5.68 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
246,400
shares
|
$5.64 Million
0.49% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
245,081
shares
|
$5.61 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
241,069
shares
|
$5.51 Million
2.46% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
233,377
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
233,083
shares
|
$5.33 Million
0.15% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
230,007
shares
|
$5.26 Million
2.63% of portfolio
|
Q2 2025
Added 58.42%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
228,154
shares
|
$5.22 Million
1.9% of portfolio
|
Q3 2025
Reduced 72.88%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
220,283
shares
|
$5.04 Million
2.85% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
218,672
shares
|
$5 Million
4.18% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
209,912
shares
|
$4.8 Million
0.04% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
198,801
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
195,474
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
193,308
shares
|
$4.42 Million
0.92% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
192,243
shares
|
$4.4 Million
0.8% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
183,601
shares
|
$4.2 Million
0.07% of portfolio
|
Q2 2024
Added 26.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
180,221
shares
|
$4.12 Million
0.08% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
177,883
shares
|
$4.07 Million
0.02% of portfolio
|
Q2 2025
Added 79.08%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
176,162
shares
|
$4.03 Million
0.28% of portfolio
|
Q2 2025
Added 61.92%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
172,643
shares
|
$3.95 Million
0.02% of portfolio
|
Q3 2025
Added 60.24%
|