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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
13,705
shares
|
$303,428
0.1% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$290,853
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
12,981
shares
|
$287,399
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$285,871
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
12,694
shares
|
$281,045
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
12,661
shares
|
$280,314
0.05% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,425
shares
|
$275,089
0.0% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
12,315
shares
|
$272,654
0.04% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
11,975
shares
|
$265,126
0.07% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
11,789
shares
|
$261,008
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
11,400
shares
|
$252,396
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
11,333
shares
|
$250,912
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
11,203
shares
|
$248,034
0.01% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,014
shares
|
$243,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
10,793
shares
|
$238,957
0.04% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
10,631
shares
|
$235,370
0.16% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
10,320
shares
|
$228,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,628
shares
|
$213,163
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
9,604
shares
|
$212,632
0.15% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,369
shares
|
$207,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
9,357
shares
|
$207,163
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
8,968
shares
|
$198,551
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
8,959
shares
|
$198,352
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,584
shares
|
$190,049
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
8,269
shares
|
$183,075
0.08% of portfolio
|
Q3 2024
Added 0.57%
|