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 |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
18,140
shares
|
$410,326
0.01% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
18,137
shares
|
$410,258
0.01% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,914
shares
|
$405,214
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
17,502
shares
|
$395,895
0.03% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
17,446
shares
|
$394,628
0.03% of portfolio
|
Q2 2025
Added 34.4%
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
16,969
shares
|
$383,838
0.08% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
16,726
shares
|
$378,342
0.11% of portfolio
|
Q2 2025
Added 0.38%
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
16,447
shares
|
$372,031
0.3% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
16,107
shares
|
$364,340
0.01% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
15,703
shares
|
$355,201
0.29% of portfolio
|
Q2 2025
New holding
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,488
shares
|
$350,338
0.03% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,782
shares
|
$334,368
0.0% of portfolio
|
Q2 2025
Added 296.3%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,255
shares
|
$322,448
0.01% of portfolio
|
Q2 2025
Added 29.43%
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
14,175
shares
|
$320,638
0.07% of portfolio
|
Q2 2025
Added 18.37%
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
14,093
shares
|
$318,783
0.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
13,705
shares
|
$310,007
0.09% of portfolio
|
Q1 2025
Added 9.6%
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
13,689
shares
|
$309,645
0.21% of portfolio
|
Q2 2025
Added 52.8%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
13,299
shares
|
$300,823
0.05% of portfolio
|
Q2 2025
Added 5.04%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$297,158
0.02% of portfolio
|
Q4 2023
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
13,118
shares
|
$296,729
0.07% of portfolio
|
Q2 2025
Added 491.7%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$292,069
0.1% of portfolio
|
Q4 2023
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
12,694
shares
|
$287,138
0.2% of portfolio
|
Q4 2023
New holding
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
12,661
shares
|
$286,391
0.06% of portfolio
|
Q2 2025
New holding
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,634
shares
|
$285,781
0.09% of portfolio
|
Q2 2025
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,215
shares
|
$276,303
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|