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 183 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
87,190
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 37.29%
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
81,825
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Added 493.71%
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
81,153
shares
|
$1.84 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
80,988
shares
|
$1.83 Million
1.58% of portfolio
|
Q2 2025
Added 39.18%
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
80,814
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
76,767
shares
|
$1.74 Million
0.17% of portfolio
|
Q2 2025
Added 57.91%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
75,374
shares
|
$1.7 Million
0.1% of portfolio
|
Q2 2025
Added 2.92%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
74,771
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
74,190
shares
|
$1.68 Million
0.16% of portfolio
|
Q2 2025
Added 10.02%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
73,022
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2025
Added 5.23%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
72,628
shares
|
$1.64 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
70,040
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
69,337
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
68,419
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
66,799
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2025
Added 46.45%
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
65,004
shares
|
$1.47 Million
0.57% of portfolio
|
Q2 2025
Added 0.22%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
63,588
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
58,441
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 55.2%
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
55,056
shares
|
$1.25 Million
0.5% of portfolio
|
Q2 2025
Added 118.33%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
54,651
shares
|
$1.24 Million
0.58% of portfolio
|
Q2 2025
Added 33.24%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
53,060
shares
|
$1.2 Million
0.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
50,513
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 49.51%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
48,752
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 29.57%
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
48,567
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
48,155
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
New holding
|