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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
87,190
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
85,688
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2025
Added 328.2%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
81,825
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Added 493.71%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
81,153
shares
|
$1.86 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
|
$1.85 Million
1.58% of portfolio
|
Q2 2025
Added 39.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
80,814
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
80,268
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
78,956
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
76,767
shares
|
$1.76 Million
0.17% of portfolio
|
Q2 2025
Added 57.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
74,771
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
74,463
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
74,190
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
73,230
shares
|
$1.67 Million
0.48% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
70,040
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
69,971
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
68,419
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
66,799
shares
|
$1.53 Million
0.08% of portfolio
|
Q2 2025
Added 46.45%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
65,004
shares
|
$1.49 Million
0.57% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
63,588
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
60,150
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
59,769
shares
|
$1.37 Million
2.07% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
58,441
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 55.2%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
54,918
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
54,651
shares
|
$1.25 Million
0.54% of portfolio
|
Q2 2025
Added 33.24%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
53,060
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 0.04%
|