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 255 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
45,912
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
45,611
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
42,872
shares
|
$949,186
0.38% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
42,392
shares
|
$938,558
0.05% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
42,213
shares
|
$934,595
0.1% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
41,825
shares
|
$926,005
0.03% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
41,552
shares
|
$919,961
0.31% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
41,255
shares
|
$913,385
0.84% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
41,016
shares
|
$908,094
0.48% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
40,595
shares
|
$898,773
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
37,655
shares
|
$833,681
0.03% of portfolio
|
Q1 2025
Added 1436.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
37,626
shares
|
$833,039
0.02% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
36,186
shares
|
$801,158
0.44% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,826
shares
|
$793,187
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
35,383
shares
|
$783,379
0.22% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,786
shares
|
$748,022
0.01% of portfolio
|
Q1 2025
Added 100.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,425
shares
|
$717,889
0.02% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
29,064
shares
|
$643,476
0.52% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
28,846
shares
|
$638,650
0.11% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
27,888
shares
|
$617,440
0.51% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
27,827
shares
|
$616,089
0.05% of portfolio
|
Q1 2025
Added 56.56%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
26,707
shares
|
$591,292
0.04% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
26,121
shares
|
$578,318
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
25,217
shares
|
$558,304
0.26% of portfolio
|
Q1 2025
Added 41.23%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
24,765
shares
|
$548,297
0.04% of portfolio
|
Q1 2025
Added 1.15%
|