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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
50,513
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
50,044
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
48,752
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 29.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
48,155
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
48,101
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
47,966
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
47,927
shares
|
$1.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
46,863
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
46,702
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 30.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
45,912
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
44,033
shares
|
$1.01 Million
0.79% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
42,251
shares
|
$966,280
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
41,522
shares
|
$949,608
0.26% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
41,449
shares
|
$947,938
0.3% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
40,639
shares
|
$929,413
0.32% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
38,332
shares
|
$876,652
0.59% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
38,089
shares
|
$871,095
0.17% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
38,036
shares
|
$869,883
0.03% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
35,690
shares
|
$816,230
0.04% of portfolio
|
Q2 2025
Reduced 33.24%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
35,602
shares
|
$814,217
0.2% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,550
shares
|
$790,158
0.03% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,786
shares
|
$772,685
0.01% of portfolio
|
Q1 2025
Added 100.27%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
32,687
shares
|
$747,551
0.06% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,425
shares
|
$741,559
0.02% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
31,383
shares
|
$717,729
0.13% of portfolio
|
Q2 2025
New holding
|